Page Comparison

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If you click [Preview], you can view the form/form section in read-only mode. If the icon for a form is red, that means that you do not have permission to edit that form due to the workflow assigned to your role. For example:

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Managing Steps

This section describes how to manage steps. For complete information on step properties (handlers, routers, etc.) see Form Step Properties. Steps in a form flow from the first to the last in the order they are arranged from left to right. For example:

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1. To delete a step, click the "x" to the right of the step name.
2. Click [OK] at the prompt to confirm the operation.

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Managing a Form's State

As with content items, forms and form sections created with Interactive Forms have a specific workflow state that determines whether they can appear on the frontend of your website. A form and form section can have one of the following three states:

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The state of a form can be visually determined by the text that is used to render it in the "Forms" tree. The name of a form in the "Active" state appears as normal text. The name of a form in the "Inactive" or "Development" state appear in italic text. To change a form's workflow state, follow these steps:

1. Select the form from the "Forms" tree.
2. From the drop-down list next to "State" above the "Properties" pane, select the new state for the form.
3. Click [Apply] or press <Alt-S>.

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Form Versions

You can create multiple versions of a form/form section, which makes it possible to modify a form or form section without it becoming unavailable or to be able to quickly switch between different versions. Only one version of a form/form section can be active at a time. To create a new version of a form/form section, follow these steps:

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The forms/form section version summary shows the following: 

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To see more details about a form version, you can click it in the list. After clicking the form version, the following details will appear: 

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To delete a version of a form or form section, follow the steps below. To delete a form/form section and all its versions in one operation, see the section Deleting a Form.

1. Select the form/form section from the "Forms" or "Form Sections" tree.
2. Click the "Version x of y" link above the "Properties" pane.

3. Click the checkbox next to the version or versions of the form you want to delete.
   
   

   Note
   You cannot select the currently active version of a form.

   
   
   

4. Click [Delete]. The version is deleted.
5. To select all versions (except the active one), click the checkbox next to "Name". This selects all versions except the currently active one.
6. Click [Delete].

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language_versions language_versions

Language Versions

Just as with pages and page sections, you can maintain forms/form sections in more than one language. This makes it possible to quickly and easily create a form/form section and then present it in multiple languages. When you create a form, you must select a language for the form. For each of the supported languages, the form also exists, however, when you first switch to a different language version of a form, the form elements have blank labels as does the form itself. Unlike pages and page sections, different language versions of a form always have the exact same form element structure and content. The only difference between language versions of a form are the language labels that appear above each form element. For example:

All language versions of a form share the same state. It is not possible, for example, to assign the state of "Active" to one language version of a form and "Inactive" to another. There are two ways to manage the labels for language versions of a form: In the form itself and using Language Labels. Both methods are described below.

Managing Language Labels in a Form

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1. Navigate to Language Labels > Language Labels.
2. From the "Language" drop-down list, select the language of the form you want to manage.
3. From the "Form" drop-down list, select form whose labels you want to manage.
4. Select the version of the form as well as the step containing the form elements whose labels you want to modify. The labels for the form appear. For each form element, the following is shown:
   • The unique identifier for the form element
   • The title of the form element
   • The "Help" and "Extra" text for the form element
5. Modify the field or fields that you want and then click [Apply]. The labels are changed for the language version and form version.

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Duplicating a Form

With Interactive Forms you can create a duplicate of a form. All the form steps, form elements, and their properties are copied exactly. When you duplicate a form with multiple versions, only the currently active version will be duplicated. To create a duplicate of a form, follow these steps:

1. Select the form that you want to duplicate from the "Forms" tree.
2. Navigate to Forms > Duplicate. The form is duplicated. By default the name is "Duplicate of <form name>.

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deleting_a_form deleting_a_form

Deleting a Form

To delete a form, follow the steps below. Note: Following the steps below results in the deletion of a form and all its versions (if there are any). If you want to just delete a version of a form, see the section Deleting a Form Version.

1. Select the form you want to delete from the "Forms" tree.
2. Navigate to Forms > Delete.
3. Click [OK] at the prompt to confirm the operation.

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Previewing a Form

To preview how a form will appear to a website visitor with your design template, follow the steps below.
 

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1. Select the form you want to preview from the "Forms" tree.
2. Navigate to Forms > Preview. A lightbox will appear with the name of the form.
3. Click the link for the form. The form as it will appear in your design template for visitors of your website will be shown.

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Form Overview

Form overviews show a summary of the handlers and routers in the steps of a form. The summary that appears in the overview is identical to the handler/router summary that appears in the "Step Property" pane.

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1. Select the form whose overview you want to see from the "Forms" tree.
2. Navigate to Forms > Overview. The overview appears. The name of the step(s) is shown in the gray box. The handlers and routers are shown below the step name. If a step has no handlers or routers, only a "-" is displayed
3. To navigate to a step, click its link. The overview of the form closes and the step you selected appears in the Interactive Forms interface.

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Publication/Expiration Date

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1. Click the date picker icon next to the "Expiration Date" field:
   
   
   
   
   
   
2. Select the day and month when the form/form section will expire.
3. Enter the time of day that the form/form section will expire.
4. Click [Apply].

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Interactive Forms Workflow

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In addition to assigning the activities that each role may perform globally for a specific workflow model, you can also assign the roles that are allowed to perform specific activities at the category level. For example, you can specify that all users may create a new form in the category "E-mail" while for the category "Financial" only Application Managers and Main Editors may create a new form. 

Selecting the Default Workflow for all Interactive Forms

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1. In the Interactive Forms module, navigate to Maintain > Workflow.
2. In the "Select Workflow Repository Model" section, select the default workflow model for interactive forms/form sections.
3. Click [Apply].

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adding_roles_to_activities adding_roles_to_activities

Adding Roles to Activities

Each activity that a user can perform in the Interactive Forms component has one or more default roles assigned to it. You can add a role to an activity in order to expand the class of users that may perform a specific task. The following are the three activities to which you can assign roles:

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To add a role to an activity, follow these steps:

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1. Navigate to Maintain > Categories.
2. In the "Workflow" section, select "Define custom workflow".
3. Select the workflow repository model on which to base the custom workflow from the "Based on workflow repository model" drop-down list.
4. Follow the steps in the section Adding Roles to Activities for complete information about assigning roles to activities for the customized workflow for the category.
5. Click [Apply].

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prefilling_a_form_element prefilling_a_form_element

Prefilling a Form Element

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1. Click the form element in the step pane which you want to prefill.
2. Expand the properties for the form element by clicking the expand button.
3. Under "Prefilling" select "2-Free Expression" from the drop-down list.
4. Type the free expression in the text box. For complete information on the Interactive Forms internal script and the use of free expressions, see the section Scripting in Forms.

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form_element_validations form_element_validations

Form Element Validations

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This validation is specific to Dutch bank account numbers.

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The Check Date Range validation allows you to specify a range of dates between which the date entered by the website visitor must fall. After adding the Check Date Range validation, two text boxes entitled "From date" and "To date" appear. Enter the begin and end date of the range within which the date entered by the website visitor must fall in the format "dd-MM-yyyy" and click [Apply]. 

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Check File Extension

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The Required validation checks whether the website visitor has entered data into a field that is required. Note: Assigning this validation to a form element has the same effect as checking the option "Required field" of the form element.

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form_sections form_sections

Form Sections

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Form sections are created and managed in the "Form Sections" tab, located below the "Forms" tab. To open the "Form Sections" tab, click "Form Sections" in the lower left part of the Interactive Forms dialog box. When the "Form Sections" tab opens, you will see the same category tree structure that appears in the "Forms" tab. The number of form sections that belong to each category appears between parentheses. Managing form sections is identical to managing forms (besides having multiple steps).

A form section can only be modified by one user at a time. For avoid conflicts, XperienCentral locks a form section when it is being edited, which means that other users cannot open it and modify it. See Opening a Form for complete information.

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