Using the Field Template

The field template is way to store single or a group of fields for future use in the form builder.
Sometimes you create a form and you already know that a part of it will be used again in other forms (such as address and telephone fields etc) – in this case it
would be a smart move to save this part of the data as a field template.

The field template list consists of general templates created by FormLogix that may be used by all users, and custom templates each user can create for himself. Please note that when a form owner creates a field template -it will only appear in his field template list.

The Field option resides in the top toolbar ‘tools’ section and it consists of 3 icons:
1- Field Template List
2- Add Field Template
3- Delete Field Template

Field Template List
This option allows a user to choose a template from the template list and add it to his form. Once a template is chosen it will appear in the main design area along with all the elements of the form. you can then move it, edit it as you wish, remove fields from it…etc.

Add Field Template
This option allows a form owner to create a field template which will be added to his field template list.
In order to add a field template you need to:
A. select the single field or the container holder of the field group (if you want to save a group of fields you must place them in a container element).
B. press on ‘Add Field Template’
C. Give the template a name
(Once this is done you can go to the Field template list and see the new template added there)

Delete Field Template
This option allows a form owner to delete field templates (only those he created) from the template list. All you need to do is choose the template from the list and delete it.

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Basing your form on a template

while you can use the form builder to create custom forms you can also use readymade templates and shared user forms as the basis to your form.
The readymade forms are a great solution for those who want to shorten the form creation time or want to create common forms (such as a contact form).  Using a template is easy. All you need to do is view the templates, choose the one you want and use it.

FormLogix offers 3 kinds of readymade forms:
1- templates
2- shared user forms
3- widgets

Templates
the templates are data driven readymade forms created by the FormLogix team. Data driven means that the data entered in the forms is stored in a data management tool which allows the user to filter, edit, sort, delete, analyze and so forth.
Steps to use the template:
1- login to FormLogix (login is required in order to use this feature)
2- in the data center  choose: “Create form based on template”.
(You can also reach the template gallery by pressing on the “new page from template” icon in the form creator “general toolbar”)
basedOnTemplate
3- in the template gallery: use the template list “view” links to look at the forms. Each form you choose will appear on the right side.
ViewTemplate
4- You can also search for a template using the template search box.
TemplteSearch
5- Once you find your dream template –press on the “load” link (in the template list).
This operation will open the form for you in the form creator.
ClonedForm
6- in the form creator: give the form a name and save it
* needless to say you can use this template as the basis of your form and change it as much as you like.


Shared user forms
shared forms are forms created by FormLogix users. These forms are also data driven (same as the regular templates).
Steps to use the shared form:
1- login to FormLogix (login is required in order to use this feature)
2- in the data center  choose: “Create form based on a shared form”.
basedOnSharedForm
3- in the shared forms gallery: use the forms list to look at the forms – pressing on a form’s name will make it appear on the right side. Each form you choose will appear on the right side.
ViewShared
4- You can also search for a form using the user form’s search box.
SharedSerach
5- Once you find your dream form –press on the clone icon (looks like a stamp tool).
This operation will open the form for you in the form creator.
CloneShared
6- in the form creator: give the form a name and save it
* needless to say you can use this template as the basis of your form and change it as much as you like.
saveClonedShared

 

Widgets
the widgets are simple readymade forms created by the FormLogix team. These forms are not data driven, which means that the data entered in them is not stored in a data management tool and so does not allow data manipulation such as filtering, sorting,  editing and so on.  When these forms are submitted by the form filler an automatic data entry alert is sent via email to the form owner.
The FormLogix widgets may be used via google gadgets or  widgetbox widgets.
steps to use the google/widgetbox form:
1- go to the widget directory page (http://www.formlogix.com/gadgets.aspx)
widgetPage
2- choose the form you are interested in from the page.
3- press on the “add to google”  button or “widgettbox”  button  under the form details.
4- the relevant google/widgetbox page will open and will display the widget.
5- in google:
press on “add to google” button and it will appear on your google page.
GoogleGadget1
GoogleGadget2
please note that you will need to enter your emal address in order to receive the data entry alerts. In addition you can choose the widget’s background color from a drop down list.
GoogleGadget3

 Press on “save” and you are ready to go.
GoogleGadget4

in widgetbox:
  press on “get widget” and the form code will be displayed.
Widgetbox1
 Please notice that the widget’s settings will appear on the right – please change the email address to your own so you will be the recipient of the data entry alerts.  
You may also determine the form’s background color.
Once you are done  Copy and paste the code  in your site.
Widgetbox3