Forms are available from version 2.15.0 onwards

  1. Tree view
  2. Preview
  3. Data query
  4. Page management
    1. Actions
    2. Branches
  5. Field management
    1. Actions
    2. Modifying a form containing data
      1. Field creation
      2. Field modification
    3. Information common to all fields
      1. General tab
      2. Advanced tab
      3. Rules tab
      4. Access rights tab
      5. Illustration tab
    4. Input fields
      1. Simple text
      2. Choice list
      3. Check box
      4. Date/Time
      5. File
      6. Number
      7. Text area
      8. Selection grid
    5. Display fields
      1. Calculated field
      2. Rich text
  6. Form management
  7. Notifications
  8. Actions

Tree view

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 : 

  • Filter: only page or field names matching the filter are displayed
  • Close all tree nodes
  • Refresh selected node
  • A pictogram can be displayed after the node to : 
    • Report fields with incomplete configuration.

In this case, the page containing the incomplete field and the field itself are highlighted:

    • Flag fields with at least one associated rule. 

Preview

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 query

Data consultation is detailed on this page

Page management

Actions

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

  • rename a page
  • delete a page (only if the form contains no data)
  • copy/paste a page (only if the form contains no data)

Branches

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: 

  • The "If user chooses" drop-down list lists the possible values of the pick-list
  • The "Go to page" drop-down lists the other pages in the form. 

Example:

The main window also lets you choose the behavior if no rule applies (unconditional skip).

For example, if branches are defined as follows : 

  • If the user selects the "Black & White" option, the "Next" button appears to move on to page 2.

  • If the user selects the "Color" option, the "Validate" button is available to validate the form. 

Field management

Actions

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 : 

  • Modify the characteristics of a field (details of modification are given below)
  • Delete a field (only if the form contains no data)
  • Copy/Paste a field (only if the form contains no data)

Modifying a form containing data

When a form contains data, a banner is added to the preview area to warn the user: 

In addition, several restrictions apply: 

Field creation

If the form contains data, only the Rich Text Display field can be added. All other field types cannot be added. 

Field modification

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. 

Information common to all fields

General tab

 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

Advanced tab

 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

Rules tab

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: 

  • the "If field" drop-down list proposes all "Choice list" or "Check box" form fields. 
  • the "has value" drop-down lists the values of the selected field (Yes or No in the case of a checkbox, otherwise the values in the pick-list).
  • the "then field will be" drop-down list offers the 2 values "Displayed" or "Not Displayed". 

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 : 

  • The box is not checked: 

  • The box is checked and the field appears: 

Access rights tab

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

Illustration tab

 Name

Description 

Mandatory

Modifiable if the form has data

Illustration 

Select image

No

Yes

Alternative text

Alternative image text

No

Yes

Input fields

Simple text

 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 : 

  • None (default)
  • Email 
  • Identifier
  • Full name
  • First name
  • Name
  • Other (manual entry)

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

  • None (default)
  • Email
  • Phone
  • Regular expression

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

Choice list

Tab

Name

Description

Mandatory

Modifiable if the form has data

 General

Display format 

  • Checkboxes or radio buttons: each choice is displayed as a checkbox if the selection is multiple, otherwise as a radio button. 

Example of checkboxes for a simple field : 

  • Drop-down list (default): each choice is displayed in a list

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 

  • User list: the list is populated with users from a population

Example: 

  • Manual entry (default): users enter their choices manually
  • Manual entry with cost: the user enters his choices by hand, associating them with a cost (this cost can then be used for the Cost calculation field).
  • Reference table: the list is filled with entries from a reference table

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

 

Check box

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

 

Date/Time

 Tab

 Name

Description 

Mandatory

Modifiable if the form has data

 General

Format 

Date format : 

  • Date (default)
  • Date and time

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

 

File

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:

  • All (default)
  • Documents
  • Images
  • Video
  • Audio
  • Other

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

 

Number

 Tab

Name 

Description 

Mandatory

Modifiable if the form has data

 Advanced

 Type of number

Field format : 

  • Integer (Default)
  • Decimal

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

 

Text area

 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

 

Selection grid

 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

 

Display fields

Calculated field

 Tab

Name 

Description 

Mandatory

Modifiable if the form has data

 General

Data source 

Defines which data is used to calculate the field. 

  • Current page: displays the identifier of the page on which the form is present
  • Sum of costs in picklists: calculates the sum of costs for picklists present (those configured with a "with cost" picklist source) in the form, all pages combined. 

Example:

  • Logged-in user: displays information about the logged-in user

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

  • US Dollar
  • Euro (default value)
  • Pound sterling

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 : 

  • Email
  • Identifier
  • Full name (Default)
  • Name
  • First name

Example with Full Name: 

No

No

 

Rich text

 Tab

Name 

Description 

Mandatory 

Modifiable if the form has data 

General

Text

Area for filling in the rich text to be displayed

No

Yes

 

 

Form management

Once a form has been published (i.e. displayed on a page via the Form service), it cannot be deleted. 

Notifications

Notifications are detailed on this page. 

Actions

The actions are detailed on this page.

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