Page Comparison

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To open a form for editing, click it in the list. For example:

The form is opened in the right pane and is ready to be modified. As is the case with pages and page sections, only one user is allowed to have write access to an interactive form at the same time. To avoid conflicts between users, XperienCentral makes use of form locking. Whenever a user is busy modifying an interactive form or form section, all other users will see a visual indication that the form/form section is locked. When a form/form section is locked, its icon has a padlock attached to it. For example:

In the image above, the form "Change Password" is being modified by another and is locked. If you click a form/form section that is locked, you will see the following message:

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 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:

Creating a New Step

To create a new step, click the plus button (+) above the step pane. A new, empty step will be created. By default the name of the new step is "Step x" where x is one value higher than the current number of steps in the form. For example, if there are four steps, the name of the new step will be "Step 5". The new step is placed after the last step in the form in the far right position. For example.

Navigating Between Steps

To scroll between steps, click the left or right arrow above the step pane. Click on the tab of a step to set focus on that step. To select a step to navigate to from a list, click the step drop-down button above the step pane and select the step you want to jump to from the drop-down list.

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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 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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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. Select the language for which you want to manage the form element labels. The form as it appears in the language you select displays.
2. Add a title in the target language.
3. Add a title in the target language to each form element.
4. Click [Apply]. Language labels and a title have been added to the target language version.
   
   

Managing Labels using Language Labels

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1. Click the date picker icon next to the "Publication Date" field:
   
   
   
   
   
   
2. Select the day and month when the form/form section will be published.
3. Highlight the time of day in the "Time" field and enter a new time. For example:
   
   
   
   
   
   
4. Click [Apply].
   
   
   

Assign an Expiration Date

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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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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:

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

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The following sections describe each of the standard validations available in Interactive Forms.

Check Bank Account Number

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The Check BSN (Burger Service Number) validation checks to ensure that the BSN entered by the website visitor is valid. The BSN can contain only digits and must be nine digits long. Spaces and commas are also valid. If the BSN number does not comply with the required BSN number regulations, an error message appears in the form when the visitor attempts to submit it. Note: The BSN number is specific to The Netherlands.

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The Check File Size validation checks to see if the size of the file specified by the website visitor falls within a specific range. After adding the Check File Size validation, two input boxes appear entitled "Minimum size" and "Maximum size". Enter the range, in bytes, kilobytes, or megabytes. For example, the following values are accepted:

• 1000000
• 1000 kbKB
• 1 mbMB

Check File Type

The Check File Type validation analyzes the file being handled by the form element to verify whether its content matches the expected content given the MIME type that is declared in the validation. This is a security feature which ensures that a file containing malicious code cannot be masked and, for example, uploaded to the web server. This validation is assigned by default to the Upload form element.

Check ID Cardnumber

The Check ID Cardnumber validation checks whether the identification number entered by the website visitor is valid. A valid ID number begins with the letter "i" followed by a letter between "a" and "z" followed by 7 integers between zero and nine. Note: This validation is specific to the Dutch national identification card.

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The KvK (Kamer van Koophandel) validation checks whether the KvK number entered by the website visitor is valid. A valid KvK number consists of 8 integers. Note: KvK numbers are specific to incorporated Dutch entities.

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The Check Number validation checks whether the number entered by the website visitor is a valid integer containing no letters or other illegal characters. Decimal points are accepted and commas are not. The number can be positive or negative.

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The Check Number Range validation checks wither the number entered by the website visitor falls within the specified range. After adding the Check Number Range validation, two required fields appear entitled "minimumValue" and "maximumValue" appear. Enter the minimum and maximum values expected for the number the website visitor should enter and then click [Apply]. Integers are accepted as well as a decimal point. The range can also contain both positive and negative number.

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The Check Passport Number validation checks whether the passport number entered by the website user is valid. A valid passport number must begin with two letters, the middle six characters letters or numbers, and the last character a number. Note: This validation is specific to Dutch passport numbers.

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The Check Phone Number validation checks whether the telephone number entered by the website visitor is valid. A valid telephone number begins with a "+" and country code or "00" and the country code followed by nine numbers. Note: This validation is valid for Dutch landline and mobile telephone numbers only.

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The Check Postal Code validation checks whether the postal code entered by the website visitor is valid. A valid postal code consists of six characters: four numbers followed by two letters. Note: This validation is valid for Dutch postal codes only.

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A form section is a sub-form that you can reuse in two or more forms. This is especially useful when you have two or more forms that share identical sets of form elements (sections) — You only have to create the section once and then you can reuse it in multiple forms.

Form sections contain only one step. Just like forms, form sections can have validations, handlers, routers, conditions, and so forth.

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