Forms are one of the most basic things in Microbizz and essential to know about. Learn how to create new forms on this page.
Create new form
To create a new form click on the SETUP MODULE icon - and choose FORMS > CREATE in the top left menu.
Giving the form a title is required! The other options are optional. If desired you can add documents, body text, allow the form to be external and export as PDF based on a specific PDF template
- Form title: The title of the form, so you can identify it later.
- Added document: ???
- Body text: ???
- Allow external: If you check this, a public link will be shown. Anyone in possession of that link will be able to fill in the form.
- PDF export: Allows to select a PDF template to be used for exporting this form.
- PDF name: Decides the naming convention when saving this form as a PDF.
Add new field
To create the form, click 'Add new field' to add a field to the form. The user will be presented with the following window:
Field title and field type are required!
- Field title: The title of the field.
- Field type: Configures the input field type for this field. See below.
- Required: If checked, then this field is required.
- Standard value: The field will be pre-filled with this answer.
- Note from reply: If this is checked, then every time this form is filled in, the answer will be posted as a note on the object on which the form is filled.
Field types
There´s a wide range of field types which will be displayed when clicking "Choose here" next to the Field type.
...
It is also possible to choose whether a field should be required - that is, the field must be answered / filled in.
Skipping fields
...
Form flow
It is possible to skip questions in a form become irrelevant if there´s a Yes / No field. You can therefore choose to skip fields if the user gives a certain answer, based on what is answered to a question. In the example below, it isn´t wouldn't be relevant to be asked number and ask about number of shirts or shirt size, if a user doesn´t need to order shirts for instance:the answer to the first question is "no".
Click on the first pencil connected icon to the fields you wish right of the question, to edit the flow of and create "a skip" for - following popup window will appearflow. This will bring up the flow windows:
The field question is: Do you need to order shirts?
If the answer is no - the form will skip field number 2 and 3 and continue to field number 4.
If the answer is yes the form will continue without skipping field 2 and 3.
Parameters
So far apart from gathering information, the form doesn´t actually "do" anything. If however you set parameters and connect them to actions, the true strenght of Microbizz becomes clear. Setting parameters means giving a certain answers a specific value, which can later be used to for instance actions.
In this example we want to create parameters for clothes and shoes.
Add parameters
When you are creating a form you can add parameters either to begin with or later. You do it by clicking "Parameters" when you are creating or Based on the answer, you can select which question should be next, which will skip all questions between this question and the selected question. The default is not to skip anything, and you also have the possibility to end the question form all together.
Parameters
It is possible to assign parameters to question forms, which are values that change based on what is answered. Combined with question form actions, which we will learn about later, the question forms becomes a powerful tool.
Add parameters
While editing your form, you can create parameters, by clicking the "Parameters" button while editing the form. A popup window will appear:
Write the names of your parameters - when the name of one parameter is entered, a new field is automatically created for the next one etc. If you wish to delete a parameter click on the text and select the X which appears when you do so.
Adjust parameters
To make use of the parameters just created, you need to connect them to the form and the fields you wish to add parameters to. Click on the pencil connected to the fields you wish to add parameters to.
A new popup window will appear. The field in this exampel is a Yes / No field and the user is asked if he or she wants to order shirts. If the answer is yes, we want to increase the parameter value with 1.
The form ends up looking like this with the parameters set for clothes and shoesIn this window, you can name your parameters, and make as many as you want. To delete a parameter, just empty the field.
Adjust parameters
When parameters are created a new section appears besides each question. In order to make an answer influence a parameter, click the rightmost pencil to bring up the question parameter window.
In this window you can decide how each answer will influence each parameter. In the example below, answering "Yes" to the question will increase the Clothes-parameter by 1.
This is reflected in the main edit window:
Related content
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|
...