PDF - Automatic Web Forms
Contents
1. Automatic Web Forms II for ACT 2011 and up eXponenciel User s manual part 5 How to use pages or sections Adding pages Or SECTIONS soe seetcsettectceetscadssnsnsassyadececiaieascenamnadsnesagsaanaueeecsctesneteoisaadevesnanneciatecsedueseasseinteuetetes Difference between pages and sectionS eascicxeweacsscvcsacancssenwsvewsencuseudposedsuneheaiaunteseuenicadsesinmeanisenesiaseeouecanatne Organizing the workflow of your PAGES cscccccssseccccseccccessecceesececeusececeeseceeeeusecessusecessuaecesseuseeessunesetsuness COnNCUNE SUDO E e S E A E E E E E E A To create pages or sections launch the add on by double clicking the notification area on your ACT menu bar make sure your form is selected in the drop down list of the main window of Automatic Web Forms then go to Forms gt Edit Form gt Pages or sections Adding pages or sections To create pages or sections you need to create group of fields Make sure your fields are in the right order before beginning to organize them in groups To edit the order of the fields go to Forms gt Edit Form gt Basic Details and on the third screen of the wizard select the field you want to move and use the up and down buttons on the right of the list Form Basic Details Field Map Select the fields you want included in the fom Make sure you check the selection order as they will appear in the fom in the same order Available fields Contact Address 3 Contact First Name2. Contact Altemate Extension Contact Last Name Contact Atemate Phone Contact E mail Contact Anniversary Contact Address 1 Contact Attachment Contact City Contact Address 2 Contact ZIP Code Contact Closed Date Contact State Contact Company Contact Birth Date Contact Spouse Contact Email Permission Contact Extension Back to the Page or Sections window To create field groups select the last field of the first group then select the last field of the second group and so on Display Field Groups As Different Pages Field Group Definition First Field of Group Last Field of Group Title Introduc Page 1 Field 1 First Name You may give a title to each group as well Display Field Groups As Different Pages C As Sections of the Same Page _ Use borders Field Group Definition First Field of Group Last Field of Group Title Introductory Page 1 Field 1 Contact First N Field 3 Contact E mail Basic Inform Page2 Field 4 Contact Addre Field 8 Contact State Address Page 3 1 Information Difference between pages and sections If you choose to display groups As Different Pages you get something like the form below with a Next button and Previous and Next buttons on the subsequent pages Basic Information First Name Last Name Please confirm your e mail address Secured b Powered by P tf e 256 bit AutomaticWebForms com
3. Encryption Address Address 1 Address 2 ZIP Code Secured b Powered by 256 bit AutomaticWebForms com E Encryption The captcha will appear only in the last page If you select the option to display groups As Sections of the Same Page you get something like the form below Note to give a different background color to the sections go to Forms gt Edit Form gt Style and look for Group Background Color under the Colors tab Registration Basic Information First Name Last Name E mail Please confirm your e mail address Address Address 1 Address 2 City ZIP Code Personal Information As you Can see sections are great to organize your fields in a single page Organizing the workflow of your pages If you select the option to display groups As Different Pages you may control the sequence of your pages by specifying the next page Title Introductory Text HTML Next Page ed FP This is not necessarily useful in the example we just set up The logic is to go from page 1 to page 2 and then page 3 and you do not have to specify the next page for this Automatic Web Forms will assume if you have not set a next page that the following group is the next page But if the last field of your page is a Yes No field or a field with a drop down list and user entry is limited to this list you may use conditional branches Here is an example By adding a Yes No field to the form and making it the last field of the fir
4. st page you now have an additional option in the Next Page drop down called Conditional Branches ea e ea oe Introductory Text HTML Mext Page N aka sa Page 1 Basic Informatic Field 7 Spouse Personal Information rs a Field 12 ZIP Code Address Page 4 Addre If you select it and then click the button next to it to open the Conditional Branches window In the Conditional Branches window you get the list of possible values Yes or No in this case the list of drop down items if it is a field with a drop down list and you may associate a Next Page to each of these values Last Field Has Children F Field Value Equals Then Continue To No Page 3 Personal Information Yes Finally you should end up with a work flow like this one where Page 2 would be displayed only if the user checked the Has Children field Last Field of Group Title Introductory Text HTML Next Page Field 4 Has Childrei Basic Information f Conditional Branche Pares fe dh This is particularly useful when creating surveys Contacting support Support is provided by e mail at support exponenciel com Rev Aug 4 2015 v 5 1 0 0
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