Forms are available from version 2.15.0 onwards
A tree view of a form is available (by clicking on a form's "Open" button, or by double-clicking on the form node in the Forms tab tree view). This tree view opens in the "Form" tab and represents the form's pages and fields.
Double-click on a field to open its editing window.
Drag and drop is also possible.
Above the tree view, a zone offers the possibility of :
In this case, the page containing the incomplete field and the field itself are highlighted:
By double-clicking on a form node in the tree view of the "Forms" tab, or by clicking on the "Preview" menu, a tab bearing the form's name opens, allowing you to view the form as it will be displayed.
In preview mode, responses to the form are not taken into account.
If the form has an incomplete configuration, this banner is displayed:
Data consultation is detailed on this page.
After selecting a parent node in the tree view of a form, a page can be added to this parent node.
It is also possible to
Branches can be used to adapt the sequence of form pages according to the answers provided by the user on Choice List fields.
The main branch management window lists the pick-list fields of the selected page.
To add a rule based on a value, click on the next to the choice list field.
A window opens to enter the new rule:
Example:
The main window also lets you choose the behavior if no rule applies (unconditional skip).
For example, if branches are defined as follows :
After selecting a page in the tree view of a form, a new field can be added.
A node is added below the selected page. The name of this node corresponds to the field label. This can be modified.
Here's a list of the available fields, with the specifics of each field described below.
It is also possible to :
When a form contains data, a banner is added to the preview area to warn the user:
In addition, several restrictions apply:
If the form contains data, only the Rich Text Display field can be added. All other field types cannot be added.
If the form contains data, only certain field properties can be modified.
This information is shown in the "Modifiable if form has data" column of the tables below for each field.
Name |
Description |
Mandatory |
Modifiable if the form has data |
Wording |
Field name |
Yes |
Yes |
Description |
Information displayed when hovering over a after the field name. |
No |
Yes |
Mandatory |
If the field is mandatory, it is not possible to validate the form without filling in the field. Example: A mandatory field appears with after the name. |
No |
No |
Name |
Description |
Mandatory |
Modifiable if the form has data |
Identifier |
Unique field identifier |
Yes |
No |
Processing of personal data |
Check this box if this field is likely to contain personal data. |
No |
No |
A rule can be added to each field: depending on the value of a "Choice list" or "Check box" field, this field may or may not be displayed.
The information in this tab cannot be modified if the form contains data.
A display rule is added as follows:
In the example above, if the "Urgent" field is set to Yes, then the field on which the rule is positioned will be displayed. (Used here to justify the urgency character), which visually gives :
This tab is available from version 2.16 of the forms.
Name |
Description |
Mandatory |
Modifiable if the form has data |
Restrict visibility |
Check the box to restrict field visibility according to lifecycle states. If checked, the field is not visible on initial submission. A field with restricted visibility is not visible on the form, on the submissions dashboard (My Submissions service), or on acknowledgement and waiting-list exit emails. |
No |
No |
States where the field is visible |
List of states where the field is visible |
No |
No |
Authorize modification |
Check the box to allow the field to be modified according to lifecycle states. Modification of this field is available on the front office dashboard when the action is performed. A field that is allowed to change cannot have any rules. |
No |
Yes |
States where the field can be modified |
List of reports for which the field can be modified by users participating in the life cycle Only compatible reports (reports containing an edit action) are listed here. |
Yes (if the Authorize modification box is checked) |
Yes |
Name |
Description |
Mandatory |
Modifiable if the form has data |
Illustration |
Select image |
No |
Yes |
Alternative text |
Alternative image text |
No |
Yes |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
Advanced |
Indicative text in the field |
Text present when field is empty |
No |
Yes |
Advanced |
Default value |
The field is automatically populated based on the logged-in user's information, which can be selected from :
Example with full name:
|
No |
Yes |
Advanced |
Other (displayed only if "Other" has been selected for the Default Value above) |
Text corresponding to the default value with which the field will be initialized. |
No |
Yes |
Advanced |
Validation rule |
|
No |
No |
Advanced |
Regular expression (displayed only if the value "Regular expression" has been selected for the above validation rule) |
Regular expression in javascript or java format used for field validation. |
No |
No |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Display format |
Example of checkboxes for a simple field :
Example of a drop-down list:
|
No |
Yes |
General |
Indicative text in the field (From version 2.16.0) |
Text present when field is empty |
No |
Yes |
General |
Source of choice |
Origin of data for creating choices
Example:
Example with the reference table Classified ads category :
|
No |
No |
General |
Population (displayed only if the "User list" value has been selected for the Source of choices above) |
Population selection |
Yes |
No |
General |
Choice (displayed only if "Manual entry" or "Entry with cost" has been selected for the Source of choices above) |
Wording Value Cost |
No |
No |
General |
Reference table (displayed only if the "Reference table" value has been selected for the Source of choices above) |
Choice of reference table |
Yes |
No |
Advanced |
Multiple |
Check if the list allows multiple choices |
No |
No |
Advanced |
Add "Other" option |
Check if Other with free text is added to the list choices Example:
|
No |
No |
Example :
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Checked by default |
Check if the box will be pre-checked when the form is displayed to the visitor |
No |
Yes |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Format |
Date format :
Example with a Date :
|
Yes |
No |
Advanced |
Minimum date |
If the date entered by the user is earlier than this minimum date, an error message will be displayed. |
No |
Yes |
Advanced |
Maximum date |
If the date entered by the user is later than this maximum date, an error message will be displayed. |
No |
Yes |
Example:
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Type of extensions authorized |
Defines the permitted extensions for this file. If the file has an extension that is not one of the permitted extensions, an error message will be displayed. Example:
|
No |
No |
General |
Other extensions (displayed only if "Other" has been selected for the type of extensions allowed above) |
Comma-separated list of authorized extensions. e.g. ".jpg, .jpeg". |
No |
No |
Advanced |
Maximum authorized size (in MB) |
Maximum file size the visitor can send via the form. By default, the maximum size is that defined by the configuration. Warning: the total size of the form is limited by the server: all form files must not exceed this value. |
No |
Yes |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
Advanced |
Type of number |
Field format :
Example for an integer :
|
No |
No |
Advanced |
Minimum value |
If the number entered by the user is less than the minimum value, an error message will be displayed. Example: |
No |
Yes |
Advanced |
Maximum value |
If the number entered by the user exceeds the maximum value, an error message will be displayed. |
No |
Yes |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
Advanced |
Indicative text in the field |
Text present when field is empty |
No |
Yes |
Advanced |
Number of lines |
Number of lines displayed in the field Example on 3 lines:
|
No |
Yes |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Choice |
Lines Columns Example:
|
No |
No |
Advanced |
Multiple |
Check if the list allows multiple choices |
No |
No |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Data source |
Defines which data is used to calculate the field.
Example:
|
No |
No |
General |
Currency (displayed only if the value "Sum of costs in pick-lists" has been selected for the above data source) |
Adding change to the calculation
|
No |
Yes |
General |
Value (displayed only if the value "User logged in" has been selected for the above data source) |
Logged-in user information to be displayed :
Example with Full Name:
|
No |
No |
Tab |
Name |
Description |
Mandatory |
Modifiable if the form has data |
General |
Text |
Area for filling in the rich text to be displayed |
No |
Yes |
Once a form has been published (i.e. displayed on a page via the Form service), it cannot be deleted.
Notifications are detailed on this page.
The actions are detailed on this page.