Form Builder

v12.1 - Last Mod.: 02/02/2023
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"
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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:
  • Forms
  • Catalogs
  • Entities

Forms widget
  • Actions: You can choose between Edit, Duplicate, Design, Test, Disable and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Duplicate: Click on the icon to copy the form.
    • Design: Click on the icon to enter the design preview.
    • Test: Click on the icon to test the corresponding form.
    • Deactivate: Click on the icon to deactivate the form.
    • Delete: Click on the icon to delete the form. An orange confirmation prompt will appear.
  • Add form: Click on the icon  in the bottom right corner.


Widget Catalogs:
  • Actions: You can choose between Edit, Entries, Translations, Disable 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. An orange confirmation prompt will appear.
  • Add catalog: Click on the icon  in the bottom right corner.


Widget Entities:
  • Actions: You can choose between Edit, Fields, Toggles, Constraints, Deactivate, Copy and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Fields: Clicking on the icon will take you 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.
    • Deactivate: Click on the icon to deactivate the entity.
    • Copy: By clicking on the icon you can copy the entity.
    • Delete: By clicking on the icon you can delete the entity. An orange confirmation prompt will appear.
  • Add entity: Click on the icon  in the lower right corner.



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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. Click on the title name to go directly to the entries.
  • 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. An orange confirmation prompt will appear.



Explanations for the Entries column

In the column Entries a tooltip is stored, which shows the first 5 entries.


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2.1 Add

  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.
  4. In the upper right corner click the + Catalog 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.



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

If it is a monolingual portal, the Translations tab can be selected, but no translations can be made.


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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.



A green success message appears.

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2.3 Entries

  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 catalogue whose entries you want to edit.
  2. Click on the Entries actions icon or click on a number in the Entries column.



Explanations for the Entries column

In the column Entries a tooltip is stored, which shows the first 5 entries.




Adding entries
  1. The mandatory field Title: The title used for lists and selections.
  2. The mandatory field Value: 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 further entries using the same procedure.




Editing entries
  1. In the overview, select the entry you want to edit.
  2. Click on the Edit actions icon.



The entry to be edited appears in the Edit field.
  1. The mandatory field Title: The title used for lists and selection.
  2. The mandatory field Value: 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 Save to edit the entry.



Deactivating entries
  1. In the overview, select the entry you want to edit.
  2. Click on the Deactivate actions icon.


The status is set to inactive and displayed in red.




Deleting entries
  1. In the overview, select the entry you want to delete.
  2. Click on the Delete actions icon.
  1. An orange confirmation prompt appears.
  2. Click the OK button if you want to delete the entry.
  1. A green success message must appear.

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2.4 Translations

  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 catalogue you would like to translate.
  2. Click on the Translations actions icon.
 
  1. You can revise the existing translations.
  2. Press Save to set the translations.


A green success message appears.


If it is a monolingual portal, the Translations tab can be selected, but no translations can be made.


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2.5 Deactivate

  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 catalogue you want to deactivate.
  2. Click on the Deactivate actions icon.