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| How to create a custom data form |
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A data form can contain one or multiple fields. To create a data form, you need to create the form and its fields, and then assign the fields to the form. Creating fields for a data form To create a field, click on Users -> Manage Form Fields on main menu, and then click on Create New Field button. Each field has an internal field name to identify itself from other fields. You are required to fill in the field name in all available languages of your system. There are 8 different types of fields you can create. Number: Users are allowed to input a number into the field. You can use a regular expression to control the input format. String: One line of text which you can design the maximum and minimum length of it, and use a regular expression to control its format. Checkbox: Checkboxes are usually used for multiple selections. Users are allowed to select multiple options in this kind of fields. Radio Buttons: Users are allowed to select only one option in this kind of fields. It is suitable for fields contain only a few options. Selection List: As radio buttons, users are allowed to select only one option in this kind of fields. The options are shown in a dropdown menu, so it is more suitable for fields contain a larger number of options compared to radio buttons. Date, Data & Time: These types of fields show the calendar which users are able to pick a date or time from the calendar as input. Text Box: It allows users to input multiple lines of text. As string type, you can design the maximum and minimum length of the text, and use a regular expression to control its format. Creating options for checkboxes, radio buttons and selection lists On the field list, you can see Manage Options link on the record of each checkbox, radio button and selection list field. To create an option for the field, click on its Manage Options link, and then click on the Create New Option button. Each option has a Sort field. It defines the order of the option when it is displayed. Options have the same sort number are sorted by their caption in the user’s language. Creating a data form To create a data form, click on Users -> Manage Custom Forms and then click on Create New Form button. It requires you to input an internal form title, and form titles in all available languages of your system. Since you are creating a data form, select Data Form for Form Type. You can control access to the form with Access Groups setting. You can also assign users to groups and remove them from groups after they submit the form. Attaching fields to a data form Once a data form is created, you can see an Attach Fields link on its record in the form list. Click on the link, there is a web interface requires you to pick a field from the field list, and input a sorting order number of it. You can attach as many as fields to a form as you want. One field can be attached to multiple form. If a user modifies data of the field in one of the forms, the field data in other forms are also updated since they are actually the same field. Example The contact details form is an example of data form. It collects user contact details and move users from the group “users without contact details” to the group “users with contact details” after they submit the form. |