SITEFORUM - Building Digital Leaders

Form Builder

v12.2 - Last Mod.: 06/23/2023
With the Form Builder you create simple to complex forms, can define selection options as catalogs and data fields. Use the entities for the desired data records you want to enter.
 
Note: To manage forms, please log in as "Contact Manager", "Content Manager" or "Portal Master"
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1. Overview

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder .
You will get the following widgets:
  • Forms
  • Catalogs
  • Entities

Forms widget
  • Actions: You can choose between Edit, Duplicate, Design, Test, Disable and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Duplicate: Click on the icon to copy the form.
    • Design: Click on the icon to enter the design preview.
    • Test: Click on the icon to test the corresponding form.
    • Deactivate: Click on the icon to deactivate the form.
    • Delete: Click on the icon to delete the form. An orange confirmation prompt will appear.
  • Add form: Click on the icon  +  in the bottom right corner.


Widget Catalogs:
  • Actions: You can choose between Edit, Entries, Translations, Disable and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Entries: Click on the icon to go directly to the entries.
    • Translations: Click on the icon to enter the translation mode.
    • Deactivate: Click on the icon to deactivate the catalog.
    • Delete: By clicking on the icon you can delete the catalog. An orange confirmation prompt will appear.
  • Add catalog: Click on the icon  +  in the bottom right corner.


Widget Entities:
  • Actions: You can choose between Edit, Fields, Toggles, Constraints, Deactivate, Copy and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Fields: Clicking on the icon will take you directly to the fields.
    • Toggles: click on the icon to go directly to the toggles.
    • Constraints: Click on the icon to go directly to the constraints.
    • Deactivate: Click on the icon to deactivate the entity.
    • Copy: By clicking on the icon you can copy the entity.
    • Delete: By clicking on the icon you can delete the entity. An orange confirmation prompt will appear.
  • Add entity: Click on the icon  +  in the lower right corner.



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2. Catalogs

Catalogs are collections of form field selection options, which can then be assigned to select, radio and check boxes.
  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
The following overview appears, if catalogs have already been created:
  • You can navigate through all catalogs using the selection list. Note: By clicking on the Status drop-down list in the column header, you can toggle the view between active only, inactive only and all catalogs.
  • Status: Shows the status of the catalog, green=active, red=inactive. Click on the circle to change the status. After that click the Select button. By clicking X you can cancel the selection.
  • Entries: Shows the number of related entries of the catalog. Click on the number to go directly to the entries.
  • Title: The title used for lists and selection. Click on the title name to go directly to the entries.
  • Names (database): Displays the name of the catalog.
  • Usage: If the catalog is used. For example, for sum or for a test, the corresponding number appears here.
  • Forms: Displays the forms in which the catalog is used. If the catalog is used several times in a form, the name of the form appears only once.
  • Actions: You can choose between Edit, Entries, Translations, Deactivate/Activate and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Entries: Click on the icon to go directly to the entries.
    • Translations: Click on the icon to enter the translation mode.
    • Deactivate: Click on the icon to deactivate the active catalog.
    • Activate: By clicking on the icon you can activate the inactive catalog.
    • Delete: By clicking on the icon you can delete the catalog. An orange confirmation prompt will appear.



Explanations for the Entries column

In the column Entries a tooltip is stored, which shows the first 5 entries.


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2.1 Add

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
  4. In the upper right corner click the + Catalog icon.


The Add tab will open.
  1. The Title mandatory field: the title used for lists and selection.
  2. The Name mandatory field: the symbolic name in the data and in the export. The system automatically suggests a name. This can be overwritten if required.
  3. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  4. Press Save to create the catalog.
EN Catalogs Add

The Entries tab opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Value mandatory field: The integer value stored in the database. The system automatically proposes the value 1. This can be overwritten if required.
  3. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  4. Press Add to create the entry.
You can make additional entries using the same procedure.



Open the Translations tab.
  1. You can make the translations.
  2. You can enter a translated description.
  3. Press Save to set the translations.
  4. A green success message appears.


If it is a monolingual portal, the Translations tab can be selected, but no translations can be made.


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2.2 Edit

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
You will see an overview of active and inactive catalogs.
You can navigate through all catalogs using the selection list. Note: By clicking the Status drop-down list in the column header, you can toggle the view between active only, inactive only, and all catalogs.
  1. In the overview, select the catalog you want to edit.
  2. Click on the Edit actions icon.
  3. Make the desired changes.
  4. Click the Save button when you have made all the changes.



A green success message appears.

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2.3 Entries

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
You will see an overview of active and inactive catalogs.
You can navigate through all catalogs using the selection list. Note: By clicking the Status drop-down list in the column header, you can toggle the view between active only, inactive only, and all catalogs.
  1. In the overview, select the catalogue whose entries you want to edit.
  2. Click on the Entries actions icon or click on a number in the Entries column.



Explanations for the Entries column

In the column Entries a tooltip is stored, which shows the first 5 entries.




Adding entries
  1. The mandatory field Title: The title used for lists and selections.
  2. The mandatory field Value: The integer value stored in the database.
  3. The Status mandatory field: The status can be set to Active by clicking the checkbox.
  4. Press Add to create the entry.
You can make further entries using the same procedure.




Editing entries
  1. In the overview, select the entry you want to edit.
  2. Click on the Edit actions icon.



The entry to be edited appears in the Edit field.
  1. The mandatory field Title: The title used for lists and selection.
  2. The mandatory field Value: The integer value stored in the database.
  3. The Status mandatory field: The status can be set to Active by clicking the checkbox.
  4. Press Save to edit the entry.



Deactivating entries
  1. In the overview, select the entry you want to edit.
  2. Click on the Deactivate actions icon.


The status is set to inactive and displayed in red.




Deleting entries
  1. In the overview, select the entry you want to delete.
  2. Click on the Delete actions icon.
  1. An orange confirmation prompt appears.
  2. Click the OK button if you want to delete the entry.
  1. A green success message must appear.

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2.4 Translations

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
You will see an overview of active and inactive catalogs.
You can navigate through all catalogs using the selection list. Note: By clicking the Status drop-down list in the column header, you can toggle the view between active only, inactive only, and all catalogs.
  1. In the overview, select the catalogue you would like to translate.
  2. Click on the Translations actions icon.
 
  1. You can revise the existing translations and the corresponding descriptions.
  2. Press Save to set the translations.


A green success message appears.


If it is a monolingual portal, the Translations tab can be selected, but no translations can be made.


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2.5 Deactivate

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
You will see an overview of active and inactive catalogs.
You can navigate through all catalogs using the selection list. Note: By clicking the Status drop-down list in the column header, you can toggle the view between active only, inactive only, and all catalogs.
  1. In the overview, select the catalogue you want to deactivate.
  2. Click on the Deactivate actions icon.



The corresponding catalog is deactivated or set to inactive.
  1. Select Inactive from the drop-down menu.
  2. Press the Select button.

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2.6 Delete

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Catalogs in the left navigation below Form Builder.
You will see an overview of active and inactive catalogs.
You can navigate through all catalogs using the selection list. Note: By clicking the Status drop-down list in the column header, you can toggle the view between active only, inactive only, and all catalogs.
  1. In the overview, select the catalogue you want to delete.
  2. Click on the Delete actions icon.
  1. An orange confirmation prompt appears.
  2. Click on the OK button if you want to delete the catalogue.
  1. A green success message has to appear.

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3. Entities

Entities are compilations of form input fields. For the input fields you can link the options of the catalogs or add restrictions to the fields. Furthermore, you can use the toggle option to show or hide fields depending on the selection.
  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Entities in the left navigation below Form Builder.

You will get the following overview if entities have already been created:
  • You can navigate through all entities via the selection list. Note: By clicking on the Status drop-down list in the column header, you can toggle the view between active only, inactive only and all entities. After that click the Select button. By clicking X you can cancel the selection.
  • Status: shows the status of the entity, green=active, red=inactive. Click on the circle to change the status.
  • Fields: Shows the number of associated fields of the entity. Clicking on the number will take you directly to the fields.
  • Title: The title used for lists and selection. Click on the title name to go directly to the entities.
  • Names (database): shows the name of the entity.
  • Actions: You can choose between edit, fields, toggles, constraints, deactivate, copy and delete.
    • Edit: Click on the icon to enter the edit mode.
    • Fields: Click on the icon to go directly to the fields.
    • Toggles: click on the icon to go directly to the toggles.
    • Constraints: Click on the icon to go directly to the constraints.
    • Deactivate: Click on the icon to deactivate the entity.
    • Copy: By clicking on the icon you can copy the entity.
    • Delete: By clicking on the icon you can delete the entity. An orange security prompt is displayed. A green success message has to appear.

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3.1 Add

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Entities in the left navigation below Form Builder.
In the upper right corner click the + Entity icon.



The Add tab opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Name mandatory field: the symbolic name in the data and in the export. The system automatically suggests a name. This can be overwritten if necessary.
  3. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  4. Press Save to create the entity.
EN Entities Add 3
 
  1. The Fields tab opens.
  2. Click the + Field icon at the top right.


The pop-up window Field opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Name mandatory field: The symbolic name in the data and export.
  3.  In the Type drop-down menu you can choose between: Catalog, Checkbox, Number, Decimal, Percent, Scope, String, Text, Date, Date (String), Time, Time (String), Document / Single, Documents, Label, Signature, Catalog / Function, Header, HTML, Table.
  4.  In the mandatory field Catalog you can choose between existing catalogs.
  5.  You can select multiple values by clicking the checkbox.
  6.  You can specify a mandatory field by clicking the checkbox.
  7.  The Status field: the status can be set to Active by clicking the checkbox.
  8.  You can provide explanations in the Help input field.
  9.  Press Add to create the entity.
  10. A green success message appears.




You can open the Toggles tab.
Toggles are available only if the Catalog type is selected for a field.



If the catalog type was selected, toogles are available:
  1. The entry is filled with a value or text and can be changed by a selection list.
  2. The Dependend field is filled with a value or text and can be changed by a selection list.
  3. You can turn the method on or off.
  4. The Group field you can set with no value or a group 1 to group 100.
  5. Press Add.
  6. Once you have added all the toogles, press the Cancel button or the X button.
  1. You can open the Fields tab.
  2. Click on the number in the Constraints column.
  3. Constraints are available only for the type Number, Decimal, Text (single-line) and (multi-line), Range.


The pop-up window Field opens.
  1. Method: you have several choices like: Minimum length..., Maximum length..., Specific length..., Minimum value..., Maximum value..., Maximum lines..., Digits only, Letters only, Letters and digits, Upper case, Lower case, Email, Postal code (German), Social security number (German), Less..., Less / Equal..., More..., More / Equal..., Equals....
  2. When you have selected a method, the Value input field opens.
  3. Press Add to create the constraint.


You can open the Translations / Fields tab.
  1. You can make the translations.
  2. Press Save to set the translations.
EN Entities Translations Fields 3



You can open the Translations / Help tab.
  1. You can enter explanations for the users, which will serve as filling help.
  2. You can make the translations of the help texts.
  3. Press Save to set the translations.
EN Entities Translations Help 1
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3.2 Edit

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.




 
  1. In the overview, select the entity you want to edit.
  2. Click on the Edit actions icon.
  3. Make the desired changes.
  4. Click the Save button when you have made all the changes.
EN Entities Edit 3
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3.3 Fields

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.

  1. In the overview, select the entity whose fields you want to edit.
  2. Click on the Fields action icon.
  3. The Fields tab opens.
  4. Click on the Actions icon: You can choose between Edit, Copy, Deactivate and Delete.
  • Edit: Click on the icon to enter the edit mode.
  • Copy: Click on the icon to copy the entity.
  • Deactivate: Click on the icon to deactivate the entity.
  • Delete: Click on the icon to delete the entity. An orange confirmation prompt will appear.

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3.3.1 Add field

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.


 
  1. In the overview, select the entity to which you want to add a field.
  2. Click the Fields actions icon or click the number of fields in the Fields column.
  3. The Fields tab opens.
  4. In the upper right corner click the + Field icon.


The pop-up window Field opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The Name mandatory field: The symbolic name in the data and export.
  3.  In the Type drop-down menu you can choose between: Catalog, Checkbox, Number, Decimal, Percent, Scope, String, Text, Date, Date (String), Time, Time (String), Document / Single, Documents, Label, Signature, Catalog / Function, Header, HTML, Table.
  4.  In the mandatory field Catalog you can choose between existing catalogs.
  5.  You can select multiple values by clicking the checkbox.
  6.  You can specify a mandatory field by clicking the checkbox.
  7.  The Status field: the status can be set to Active by clicking the checkbox.
  8.  You can provide explanations in the Help input field.
  9.  Press Add to create the entity.
  10. A green success message appears.



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3.3.2 Field types

When creating a field by pressing the +Field button and when editing a field, you can set or change the field type.
 

Field Type Catalog

  1. In the Type drop-down menu you can choose between: Catalog, Checkbox, Number, Decimal, Percent, Scope, Total (automatic calculation), Text (single line), Text (multiline), Date, Date (string), Time, Time (string), Date+time, Document / Single, Documents, Label, Signature, Catalog / Function, Heading, HTML, Table.
  2. In the mandatory field Catalog you can choose between existing catalogs. Catalogs are compilations for selection options of form fields.
  3. You can select multiple values by clicking the checkbox.
  4. You can specify a mandatory field by clicking the checkbox.
  5. The field Status: The status can be set to Active by clicking the checkbox.


Under Forms, select the appropriate form and choose the Test tab.
Now you can view the corresponding field in the form.

 

Field type checkbox

  1. In the Type drop-down menu you can choose between: Catalog, Checkbox, Number, Decimal, Percent, Scope, Total (automatic calculation), Text (single line), Text (multiline), Date, Date (string), Time, Time (string), Date+time, Document / Single, Documents, Label, Signature, Catalog / Function, Heading, HTML, Table.
  2. In the mandatory field Type you can select Checkbox.
  3. You can set a mandatory field by clicking the checkbox.
  4. The Status: Status field can be set to Active by clicking the checkbox.


Under Forms, select the appropriate form and choose the Test tab.
Now you can view the corresponding field in the form.

Field type number

  1. In the Type drop-down menu you can choose between: Catalog, Checkbox, Number, Decimal, Percent, Scope, Total (automatic calculation), Text (single line), Text (multiline), Date, Date (string), Time, Time (string), Date+time, Document / Single, Documents, Label, Signature, Catalog / Function, Heading, HTML, Table.
  2. In the mandatory field Type you can select Number.
  3. You can set a mandatory field by clicking the checkbox.
  4. The Status: Status field can be set to Active by clicking the checkbox.


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3.4 Toggles

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.

  1. In the overview, select the entity whose toggles you want to edit.
  2. Click on the Toggles actions icon.
  3. The Toggles tab opens if toggles are available..
  4. Click on the Actions icon: You can choose between Edit and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Delete: Click on the icon to delete the entity. An orange confirmation prompt will appear.


If no toggle is available, you will see an information.


 

Add toggle

  1. In the overview, select the entity whose fields you want to edit.
  2. Click the Fields actions icon or click the number of fields in the Fields column.
  1. The Fields tab opens.
  2. Click the number of fields in the Toggles column. You can add toggles only for the Catalog type.
  1. The Field pop-up window opens.
  2. The Toggles tab opens automatically.
  3. The entry is filled with a value or text and can be changed by a selection list.
  4. The Dependend field is filled with a value or text and can be changed by a selection list.
  5. You can turn the method on or off.
  6. The Group field you can set with no value or a group 1 to group 100.
  7. Press Add.
  1. The toggle that has now been added is displayed.
  2. You can Add more toggles.

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3.5 Constraints

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.
  1. In the overview, select the entity whose constraints you want to edit.
  2. Click on the actions icon Constraints.
  1. The Constraints tab opens.
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3.6 Deactivate

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.

  1. In the overview, select the entity you want to Deactivate.
  2. Click on the Deactivate actions icon.
  3. The entity is deactivated.
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3.7 Copy

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.

  1. In the overview, select the entity you want to copy.
  2. Click on the Copy actions icon.
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3.8 Deleting

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Entities.
You will see an overview of active and inactive entities.


  1. In the overview, select the entity you want to delete.
  2. Click the Delete actions icon.
  3. Click the OK button if you want to delete the entity.
EN Entities Delete 1
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4. Forms

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the Marketing & CRM > Form Builder > Forms menu sequence.


Forms simplify the collection of data. Assign an entity here, one form at a time, and arrange them in groupings or on individual pages.

You get the following overview, if forms have already been created:
  • You can navigate through all forms via the selection list. Note: By clicking on the selection list Status in the column header you can switch in the view between only active, only inactive and all forms. After that click the Select button. By clicking X you can cancel the selection.
  • Status: Shows the status of the form, green=active, red=inactive. You can change the status by clicking on the circle.
  • Title: The title used for lists and selection. Clicking on the title name will take you directly to the forms.
  • Name (database): Displays the name of the catalog.
  • Placeholder: Displays the name of the placeholder.
  • Actions: You can choose between Edit, Duplicate, Design, Test, Disable and Delete.
    • Edit: Click on the icon to enter the edit mode.
    • Duplicate: Click on the icon to copy the form.
    • Design: Click on the icon to enter the design preview.
    • Test: Click on the icon to test the corresponding form.
    • Deactivate: Click on the icon to deactivate the form.
    • Delete: Click on the icon to delete the form. An orange confirmation prompt will appear. A green success message has to appear.
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4.1 Add

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
On the top right click the + Form icon.



The Add tab will open.
  1. An ID is automatically assigned and cannot be changed.
  2. The mandatory field Title: The title used for lists and selections.
  3. The Name mandatory field: the symbolic name in the data and export.
  4. You select an entity.
  5. The Status mandatory field: the status can be set to Active by clicking the checkbox.
  6. Press Save to create the form.
EN Forms Add 1
  1. A green success message appears.
  1. The placeholder is created automatically.
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4.2 Translate

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
  4. Open the Translations tab.
  1. You can make the translations.
  2. Press Save to set the translations.

EN Forms Translations 1
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4.3 Edit

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
You will see an overview of the active and inactive forms.
  1. In the overview, select the form you want to edit.
  2. Click on the Edit action icon.
  3. The Edit tab opens.
  4. Make the desired changes.
  5. Click on the Save button when you have made all the changes.
  1. A green success message appears.

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4.4 Duplicate

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
You will see an overview of the active and inactive forms.

  1. In the overview, select the form you want to copy.
  2. Click on the Duplicate action icon.
  3. A green success message appears.

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4.5 Design

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
You will see an overview of the active and inactive forms.

  1. The Design tab opens.
  2. Make the desired design adjustments.
  3. Select Save, Save and Test or Cancel.

Click the + field icon at the top right.
The pop-up window Field opens.
  1. The mandatory field Title: The title used for lists and selection.
  2. The mandatory field Name: The symbolic name in the data and in the export.
  3. In the drop-down menu Type you can choose between: Catalogue, Checkbox, Number, Decimal, Percent, Scope, String, Text, Date, Date (String), Time, Time (String), Document / Single, Documents, Label, Signature, Catalogue / Function, Header, HTML, Table.
  4. In the mandatory field Catalogue you can choose between existing catalogues.
  5. You can select multiple values by clicking the checkbox.
  6. You can specify a mandatory field by clicking the checkbox.
  7. The field Status: The status can be set to Active by clicking the checkbox.
  8. You can provide explanations in the Help input field.
  9. Press Add to create the entity.
  10. A green success message appears.
 

Add group

Click the + group icon at the top right.
  1.     A group is added automatically.
  2.     You can rename a group by clicking on the "pencil" next to the group.
  3.     A pop-up window opens.
  4.     Under Title you can rename the group.
  5.     Press the Save button.
 

Edit group

By clicking the Selection button, you can add or remove fields from a group.

  1. Selection: Add or remove fields to the group.
  2. Press the Save button.
 

Delete group

By clicking the X button, you can remove the group.
An orange confirmation prompt appears.
Confirm with OK.

 

Add page

Click the + Page icon at the top right.
The Page tab is added automatically.
You can Save, Save and Test the additional page or Cancel the creation of the additional page.

 

Edit page

  1. You can rename a page by clicking on the "pencil" next to it.
  2. A pop-up window opens.
  3. Under Title you can rename the page.
  4. Press the Save button.
 

Delete page

By clicking the X button, you can remove the page.
An orange confirmation prompt appears.
Confirm with OK.


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4.6 Test

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
You will see an overview of the active and inactive forms.

  1. In the overview, select the form you want to test.
  2. Click on the Test actions icon.
  3. The Test tab opens.
  4. Select Test, Design or Cancel.
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4.7 Deactivate

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click on in the left navigation below Form Builder on Forms.
You will see an overview of the active and inactive forms.

  1. In the overview, select the form you want to deactivate.
  2. Click on the Deactivate actions icon.
  3. The entity is deactivated.
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4.8 Delete

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Forms in the left navigation below Form Builder.
You will see an overview of active and inactive forms.
  1. In the overview, select the form you want to delete.
  2. Click the Delete actions icon.

  1. An orange security prompt appears.
  2. Confirm the deletion by clicking the OK button.
  3. A green success message must appear.
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5. Tools

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click Test, Import / Export or Copy in the left navigation below Tools.
To the top

5.1 Test

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Test in the left navigation below Tools.

You will get the following overview:
  • Form: You can select a form to test from the drop-down menu.
  • Test form submission: The selection list Details opens. Then press the button Test.

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5.2 Import / Export

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu sequence Marketing & CRM > Form Builder.
  3. Click Import / Export in the left navigation below Tools.




Export: Here you can export all settings and assignments of forms, entries and catalogs for another portal. (Zip file contains .json, .pdf, ...).
  1. Click on the button Execute....
  2. Select All, None or a selection of contents to be copied.
  3. Click on the Export button.
  4. Save the ZIP file.


Import: Here you can import a previously exported file with all forms, entries and catalogs from another portal.
  1. Search your computer for a suitable file. If the file is not suitable, an orange security warning appears.
  2. Click on the button Execute....
  1. Select a preview mode.
  2. Click on the button Execute....
  3. Click on the Import button.
  1. A green success message appears.

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5.3 Copy

  1. Click the Portal Manager button to enter the administrative area.
  2. Click the menu item Marketing & CRM > Form Builder.
  3. Click Copy in the left navigation below Tools.
  4. Select All, None or a selection of content to copy.
  5. Click the Copy button.

EN Copy 1

 
  1. A preview of the content to be copied, for example the entity with all fields and the connected form, will open.
  2. Click the Execute button.

EN Copy 3

 
  1. A success message appears and the copied content is displayed in the overview.
EN Copy 5
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