Form Builder
The component replaces the "Dynamic Forms" component.
The following workflows can be mapped with the component:
Entering data and transferring it to the columns of a data table
Entering data and sending the data by e-mail
Input of data and transfer of data to defined interface (APIs)
It is also possible to transfer the content from the forms to several of the above mentioned workflows.
For example, data can be passed to a data table in the suite and an email workflow can be triggered in parallel to notify a person.
There are several types of input fields:
Text
Selection
Time/Date
Special fields
Example page view
The module is marked in orange
The module consists of the following 3 tabs:
Tabs | Description |
---|---|
General settings | It contains headlines, text information, success/error message and handling, button labels, etc |
Layouts | You can customize the layout of the form |
Input fields | Add different form fields in the form |
Post processing | Add workflow to the form (Eg sending email) |
General settings
This tab consists of the following:
Content | Description |
---|---|
Headline | Text to be displayed as headline |
Subheadline | Text to be displayed as subheadline |
Hint text | Text to be displayed as hint |
Send button | Label of send button |
Mandatory information | Text to displayed for mandatory fields |
Success message type | Whether you want to display text or redirect to a page on success |
Headline | title to be displayed on success toast message |
Information text | information to be displayed on success toast message |
Error message type | Whether you want to display text or redirect to a page on Error |
Form Error text | text to be displayed on error toast message |
Layouts
This tab consists of the following:
Content | Description |
---|---|
Display form in two columns | If you check this checkbox, you can see following fields: Image - you can select/upload any image which needs to be displayed First hint text - first text to be displayed Add icon - select the option whether you want phone icon or not Second hint text - second text to be displayed Third hint text - third text to be displayed |
Enable wizard mode | If you check this checkbox, you can see following fields: Form step - prefix which is displayed at top right corner of the form Next-Button - label of the next button Prev-button - label of the rev button |
Input fields
This tab consists of the following:
Content | Description |
---|---|
Field groups | You can create many groups by clicking '+group' |
Technical name | After clicking on '+group' you will see this field. Here, you can give the group a name |
Headline | headline for the form |
Description | description for the form |
Input fields | Add input fields by clicking on '+input field' |
General Settings | When you will add input field by clicking on '+input field', you will see this input field. In this tab, we have following fields: Type - type of the input (text, checkbox, radio) Label - Label of the field Fieldname - technical name for input Prefilled value - default value for the input Placeholder - placeholder to be displayed inside the input |
Validation | In this tab, you can add validation. The following fields can be seen in this tab: Required - you can check this checkbox if you want the input to be mandatory field Error message - text to be displayed on error Validation - you can add other validation like max, min, regex by clicking on '+validation' |
Post processing
This tab consists of the following components
Content area | Description |
Post process | You can add a process/workflow to the form by clicking on '+Process' |
When you select Email workflow from the available options after clicking on '+process', you will see the following fields: Receiver - When you click on '+Email', you can add the email id of the receiver Subject text - Subject of the mail Template - You can select the template of the mail (E.g table) Attachment file type - The data file attached with email should be in which format | |
SALESFORCE | When you select Salesforce workflow from the available options after clicking on '+process', you will see the following fields: Create Fieldmapping -you can add list of data to be sent to salesforce click on '+Zuordnung', you can see the below fields Form-Element - You can add the form element whose value is to be sent Lead Property - you can select the salesforce lead to which you need to send the above form element value |
The module can be used in the following templates and page areas:
stage
content
stage
right
bottom
full-width
default
sidebar
sidebar
The blue area indicates that the module is applicable in this content area.