Form Builder
Digest
Cascade Server makes it easy to manage forms from within the business user interface. Cascade Server provides the ability to customize the Form Builder to aid users in easily creating and inserting forms to pages. Forms can include a variety of required and/or optional information such as client names, comment boxes, and email addresses that visitors will see on any page with a form. An example form builder data definition is provided, that can be used to create forms, surveys, and polls, along with the necessary scripting language code to process the form on your server.
Technical
Setting Up the Form Builder
- Navigate to the page on which you’d like the form to appear and click on the ‘Edit’ tab.
- In the System pane, check the box marked ‘Use Data Definition’.
- Click on the Data Definition chooser icon, and select the desired data definition, in this case - /Marketing/Form .
- Under configurations, apply the stylesheet - /common/stylesheets/data definition/form to the DEFAULT region.
- Click Submit to save the data definition and stylesheet to the page.
- Now Edit the page and you'll see the options for the form builder.
How to Use the Form Builder (Once it's on a Page)
- Edit the page.
- "Action" is the script that is handling this form.
- "Opening Text" is the intro text to the form.
- "Results" is how the form's input will be saved
- Each "Form Item" group is a form element (text box, checkboxes, etc.)
- The form items can be any of the following "form types":
- text - one line text field
- textarea - multiline text field
- password - password protected text field
- dropdown - dropdown menu
- checkbox - checkbox options
- radio - radio buttons
- hidden - hidden field
- "Name" is the label for the field.
- "Default Value" is what will already be populating the text box.
- For Dropdowns, Checkboxes, and Radio buttons, you must put in values in the "Value" text boxes.
- "Required Field" makes this form item required.
- To add another step, press the + at the top left of the "Form Item" group box.
- If you have "Send E-mail" checked to send the results, fill out the Email Addresses you'd like to send it to.
- The last option is "Submit Button Text" which is the text on the submit button on the form.