document_manager
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document_manager [2015/03/10 19:38] andrewbreese |
document_manager [2018/09/10 19:20] (current) andrewbreese |
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| - | **Manage Documents** | + | **Building Forms** |
| - | Within the Website Administration users are assigned Manage Documents. This allows them to create a form with a unique reference ID that will be linked with the [[runform url]] for example document form reference 518 will link to the Own Your Own credit aplication: https://cuformsforms.org.uk/runform.php?article_id=518 | + | Users with Manage Forms permission can create and edit forms with a unique reference ID that will be linked with the [[runform url]] for example document form reference 566 will link to a membership application form: https://cuforms.org.uk/runform.php?htmltype=html5&article_id=6377 |
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| + | To create a new form select 'start a new form'. This will open the form summary page and allow you set the parameters for the form | ||
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| + | Form functions allow you to define the type of document you are building | ||
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| + | * Standard Article - a simple page (similar to a webpage) containing text, images and tables | ||
| + | * Standard Form - a form for customers to complete | ||
| + | * Order Form (with monetary values) - like a Standard Form, but allowing you to include products with set pricing (eg white goods) | ||
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| + | The standard form creates user input segments as well as text information. So you may want to describe an action with a short text description followed by a user input field. For example: | ||
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| + | **//Text to display://** 'What is your marital status' | ||
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| + | **//Input field://** would be a dropdown list the form user would select for the answer | ||
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| + | Example:https://cuforms.org.uk/runform.php?htmltype=html5&article_id=6377 | ||
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| + | You can setup an email receipt for forms submitted to prompt you that someone has submitted a form | ||
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| + | The form can create a workflow. Details of the workflow are in [[usingworkflow|using workflow]] | ||
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| + | Font size, type and background colour can also be configured | ||
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| + | Once the basic form has been established the next step is to [[create document segments]] | ||
document_manager.1426012715.txt.gz · Last modified: 2017/02/20 16:49 (external edit)
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