Form Builder

v 12.0 - Status 31.01.2022
With the Form Builder you create simple to complex forms, can define selection options as catalogs and data fields. Use the entities for the desired data records you want to enter.
 
Note: To manage forms, please log in as "Contact Manager", "Content Manager" or "Portal Master"

1. Overview

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder .
You will get the following widgets:
  • Entities
  • Catalogs
  • Forms
Form Builder start

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2. Catalogs

Catalogs are collections of form field selection options, which can then be assigned to select, radio and check boxes.
  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
The following overview appears, if catalogs have already been created:
  • You can navigate through all catalogs using the selection list. Note: By clicking on the Status drop-down list in the column header, you can toggle the view between active only, inactive only and all catalogs.
  • Status: Shows the status of the catalog, green=active, red=inactive. Click on the circle to change the status.
  • Entries: Shows the number of related entries of the catalog. Click on the number to go directly to the entries.
  • Title: The title used for lists and selection.
  • Names (database): Displays the name of the catalog.
  •  Actions: You can choose between Edit, Entries, Translations, Deactivate and Delete.
    •         Edit: Click on the icon to enter the edit mode.
    •         Entries: Click on the icon to go directly to the entries.
    •         Translations: Click on the icon to enter the translation mode.
    •         Deactivate: Click on the icon to deactivate the catalog.
    •         Delete: By clicking on the icon you can delete the catalog.
Form Builder Catalogs Edit

2.1 Add

In the upper right corner click the + Add icon.

The Add tab will open.
  1.     The Title mandatory field: the title used for lists and selection.
  2.     The Name mandatory field: the symbolic name in the data and in the export.
  3.     The Status mandatory field: the status can be set to Active by clicking the checkbox.
  4.     Press Save to create the catalog.
EN Catalogs Add

The Entries tab opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Value mandatory field: The integer value stored in the database.
  3. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  4. Press Add to create the entry.
You can make additional entries using the same procedure.

EN Catalogs Entries

Open the Translations tab.
  1. You can make the translations.
  2. Press Save to set the translations.
EN Catalogs Translations

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2.2 Edit

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
You will see an overview of active and inactive catalogs.
You can navigate through all catalogs using the selection list. Note: By clicking the Status drop-down list in the column header, you can toggle the view between active only, inactive only, and all catalogs.
  1. In the overview, select the catalog you want to edit.
  2. Click on the Edit actions icon.
  3. Make the desired changes.
  4. Click the Save button when you have made all the changes.

EN Catalogs Edit 1

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3. Entities

Entities are compilations of form input fields. For the input fields you can link the options of the catalogs or add restrictions to the fields. Furthermore, you can use the toggle option to show or hide fields depending on the selection.
  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Entities in the left navigation below Form Builder.

You will get the following overview if entities have already been created:
  • You can navigate through all entities via the selection list. Note: By clicking on the Status drop-down list in the column header, you can toggle the view between active only, inactive only and all entities.
  • Status: shows the status of the entity, green=active, red=inactive. Click on the circle to change the status.
  • Fields: Shows the number of associated fields of the entity. Clicking on the number will take you directly to the fields.
  • Title: The title used for lists and selection.
  • Names (database): shows the name of the entity.
  • Actions: You can choose between edit, entries, translations, disable and delete.
    • Edit: Click on the icon to enter the edit mode.
    • Fields: Click on the icon to go directly to the fields.
    • Toggles: click on the icon to go directly to the toggles.
    • Constraints: Click on the icon to go directly to the constraints.
    • Disable: Click on the icon to deactivate the entity.
    • Copy: By clicking on the icon you can copy the entity.
    • PDF: By clicking on the icon you can upload a PDF.
    • Delete: By clicking on the icon you can delete the entity.
EN Entities 1
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3.1 Add

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Entities in the left navigation below Form Builder.
In the upper right corner click the + Add icon.

EN Entities Add 1

The Add tab opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Name mandatory field: the symbolic name in the data and in the export.
  3. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  4. Press Save to create the entity.
EN Entities Add 3

The Fields tab opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Name mandatory field: The symbolic name in the data and export.
  3.  In the Type drop-down menu you can choose between: Catalog, Checkbox, Number, Decimal, Percent, Scope, String, Text, Date, Date (String), Time, Time (String), Document / Single, Documents, Label, Signature, Catalog / Function, Header, HTML, Table.
  4.  In the mandatory field Catalog you can choose between existing catalogs.
  5.  You can select multiple values by clicking the checkbox.
  6.  You can specify a mandatory field by clicking the checkbox.
  7.  The Status field: the status can be set to Active by clicking the checkbox.
  8.  You can provide explanations in the Help input field.
  9.  Press Add to create the entity.
EN Entities Fields 1


You can open the Toggles tab.
  1. The field is filled with a value or text and can be changed by a selection list.
  2. The entry is filled with a value or text and can be changed by a selection list.
  3. The Dependend field is filled with a value or text and can be changed by a selection list.
  4. You can turn the method on or off.
  5. The Group field you can set with no value or a group 1 to group 100.
  6. Press Add.
EN Entities Toggles Add

You can open the Constraints tab.
  1. Field: you can select a field if you have set it before.
  2. Method: you have several choices like: Minimum length..., Maximum length..., Specific length..., Minimum value..., Maximum value..., Maximum lines..., Digits only, Letters only, Letters and digits, Upper case, Lower case, Email, Postal code (German), Social security number (German), Less..., Less / Equal..., More..., More / Equal..., Equals....
  3. When you have selected a method, the Value input field opens.
  4. Press Add to create the constraint.
EN Entities Constraints 1


You can open the Translations / Fields tab.
  1. You can make the translations.
  2. Press Save to set the translations.
EN Entities Translations Fields 3



You can open the Translations / Help tab.
  1. You can make the translations.
  2. Press Save to set the translations.
EN Entities Translations Help 1

You can open the PDF tab.
  1. You can select a file
  2. Press Upload to upload a file.
EN Entities PDF 1


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3.2 Edit

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.


EN Entities Edit 1

 
  1. In the overview, select the entity you want to edit.
  2. Click on the Edit actions icon.
  3. Make the desired changes.
  4. Click the Save button when you have made all the changes.
EN Entities Edit 3


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3.3 Deleting

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.


EN Entities Delete
  1. In the overview, select the entity you want to delete.
  2. Click the Delete actions icon.
  3. Click the OK button if you want to delete the entity.
EN Entities Delete 1

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4. Forms

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the Marketing & CRM > Form Builder > Forms menu sequence.
EN Forms 1
Forms simplify the collection of data. Assign an entity here, one form at a time, and arrange them in groupings or on individual pages.

You will get the following table:
  • Name: In the first row, the name of the form is displayed, below it the respective ID given by the system. You can use this ID to address the form and create links in stories, for example.
  • Elements: Indicates the number of existing elements.
  • Note: If no elements have been added to the form yet, the link Add elements is displayed.
  • Entries: Displays the number of existing entries, see 5. Form entries.
  • Preview: Click on the icon to view the form.
  • Edit: Click on the icon to enter the edit mode.
  • Translate: Click on the icon to enter the translation mode.
  • Delete: Click the icon to delete the form.
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4.1 Add

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
On the top right click the + Add icon.

EN Forms Add

The Add tab will open.
  1. An ID is automatically assigned and cannot be changed.
  2. The mandatory field Title: The title used for lists and selections.
  3. The Name mandatory field: the symbolic name in the data and export.
  4. You select an entity.
  5. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  6. Press Save to create the form.
EN Forms Add 1

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4.2 Translate

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
  4. Open the Translations tab.
  5. You can make the translations.
  6. Press Save to set the translations.
EN Forms Translations



EN Forms Translations 1

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4.3 Delete

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the Marketing & CRM > Forms menu sequence.
  3. Select the form you want to delete.
  4. Click the Delete icon.
  5. Confirm the deletion by clicking the OK button.
EN Forms Delete

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5. Tools

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click Test, Placeholder, Configuration or Copy in the left navigation below Tools.

5.1 Testing

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Test in the left navigation below Tools.

You will get the following overview:
  • Form: You can select a form to test from the drop-down menu.
  • Press the button: Test form submission, PDF meta date or Pre-fill PDF.
  • Test form submission: The selection list Details opens. Then press the button Test.
  • PDF meta date or Pre-fill PDF: This test is only possible if you have uploaded a PDF at Entity.
EN Test 1

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5.2 Placeholder

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click Placeholder in the left navigation below Tools.
Create placeholders for forms here, you can then include them in e.g. story articles.
  1. Select a form from the drop-down list
  2. Press the Add button.
EN Placeholders 2

The Edit tab opens:
  • Placeholder: the corresponding placeholder will be displayed automatically.
  • Permissions: By clicking the checkbox you can select Registered users.
  • Email Notification: You can activate this by clicking the checkbox. If this is activated, form responses will be forwarded to e-mail addresses. Separate multiple emails with semicolons.
  • Dialog /Save: If you select Activate here, you can compose your message in German, English, French and Spanish.
EN Placeholders 4

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5.3 Configuration

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Configuration in the left navigation below Tools.

Here you can export all settings and assignments of forms, entries and catalogs for another portal. (Zip file contains .json, .pdf, ...).
Here you can import a previously exported file with all forms, entries and catalogs from another portal.


EN Configuration 1


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5.3 Copy

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click Copy in the left navigation below Tools.
  4. Select All, None or a selection of content to copy.
  5. Click the Copy button.

EN Copy 1

 
  1. A preview of the content to be copied, for example the entity with all fields and the connected form, will open.
  2. Click the Execute button.

EN Copy 3

 
  1. A success message appears and the copied content is displayed in the overview.
EN Copy 5

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