Automate the way you collect data and information. Learn how to build custom forms with advanced form logic and add electronic signatures.
In this training video we’re going to create a more complex form, and encompass creating hidden fields and digital signatures which are natively supported in CentricMinds.
Let’s start with creating a new page.
We’re going to call this page the ‘New Job Request’.
Next, we’ll insert the Form control leaving the configuration fields blank.
Once the Form control is added to the page, we’ll click on the pencil icon to start building our new form.
For the Title, we’ll enter ‘New Job Request’.
Double clicking on the stage, let’s add a label for the Form.
We’ll enter ‘Details of the new Position’.
If you want to bold your headings within the form, a little trick to share with you is to include an open bold tag at the start of the text, and then a closed bold tag at the end of the text. This will bold the label within the form.
Next, we’ll add a Text Field.
For the Display Label, we’ll enter ‘Position Title’, and for the Field Name we’ll enter ‘Title’.
For the Field Length, we’ll enter twenty five.
We’ll also check the ‘Mandatory Field’ check box. Then, we’ll click ‘Add’.
Next, we’ll add a Dropdown List, and for the Display Label we’ll enter ‘Is this an existing Position?’ and for the Field Name we’ll add ‘Existing’.
Now we’ll enter ‘Yes’ as the first value.
And ‘No’ as the second value.
For the next field, we’re going to add another Dropdown List. But this Dropdown list will be used to display a group of hidden fields.
For the Display Label we’ll enter ‘Terms of employment’ and for the Field Name we’ll add ‘Employment’.
Now we’ll enter ‘Full Time’.
And then ‘Casual’.
Now when a user chooses either the Part Time or Casual option from the Dropdown list, we want to reveal a new field in the form for the user to complete.
Let’s first add a Text Field for the user to define how many weeks the Part Time role will last.
We’ll enter ‘How many weeks for this Part Time role?’
And for the Field Name we’ll enter ‘Weeks’.
The Field Length can be twenty five.
Now for the ‘Current State’, we’re going to set it to ‘Hidden’. This will make this field in the form hidden until we want it to appear on the form.
Now, for the ‘Conditional Field’, we want to select the other field that will act as the trigger for displaying this field. We’re going to choose the ‘Employment’ field which contains the employment options.
For the ‘Conditional Value’, we’re going to enter the value from the Employment Dropdown list. We enter ‘Part Time’.
And finally, the ‘New State’ should be set to ‘Visible’ so when these conditional values are met this field will become visible in the form.
Let’s add the second Text Field for the user to define how many hours per week the Casual role will be for.
We’ll enter ‘How many hours per week for this Casual role?’
And for the Field Name we’ll enter ‘Hours’.
The Field Length can be twenty five.
Now for the ‘Current State’, we’re going to set it to ‘Hidden’.
Now, for the ‘Conditional Field’, we’re going to choose the ‘Employment’ field.
For the ‘Conditional Value’, we’re going to enter the ‘Casual’ value from the Employment Dropdown list.
Now let’s add another label.
We’ll enter ‘Advertising Details’, and we’ll bold this title as well.
Next, we’ll add a Dropdown List, and for the Display Label we’ll enter ‘Reason for Advertising?’ and for the Field Name we’ll add ‘Reason’.
Now we’ll enter ‘Location’ as the first value.
And ‘Skill Shortage’ as the second value.
Now we’ll add an Advertising Date.
We’ll choose the ‘Date Selector’ field, and enter ‘Advertising Date’ for the Display Label and ‘Date’ for the Field Name.
Next, you can choose your preferred Date Format. We’ll go with the US format.
We’ll click ‘Add’.
Now we’ll present a list of job portal options for the user to select from.
We’ll choose the Check Box field and enter ‘Jobs Online Two Hundred and Fifty Dollars’ as the Display Label.
And ‘JobsOnline’ as the Field Value.
For the ‘Family Name’ we’ll enter ‘Ads’ and we’ll click on ‘Add’.
We’ll add another Check Box field and enter ‘Job Seek Three Hundred And Fifty Dollars’ as the Display Label.
And ‘JobSeek’ as the Field Value.
And we’ll select the existing ‘Ads’ family.
Now we’re going to add a digital signature field, which will require the user completing the Job Request Form to sign the request.
Choose the ‘Metadata Element’ field. Enter ‘Sign the form’ as the Display Name and ‘Approval’ for the Field Name.
From the dropdown list, locate the ‘Signature’ value within Form Metadata.
Check the ‘Mandatory Field’ check box, and then click the ‘Add’ button.
The last step is to add a ‘Submit’ button and this will complete the form.
Click the ‘Save’ button to save the new form you have just created.
The new form will be presented within the page.
From the top right of the screen, let’s Publish the new page containing the new form.
And we’ll exit Edit Mode.
Let’s test the Mandatory Fields by clicking the ‘Submit’ button.
We can see the ‘Position’ field cannot be left blank, and the user is also required to sign the form.
The form cannot be submitted until these mandatory fields are completed.
Let’s test those hidden fields.
If we choose ‘Part Time’ from the Employment dropdown list, we can see the Part Time Hidden field appear.
The same occurs when we choose the ‘Casual’ value.
Let’s complete the form.
We’ll enter ‘Site Manager’ as the Position.
Yes, it’s a new role.
It’s a Part Time role, and we’ll enter twenty four weeks for the employment.
The reason for advertising the role is that there’s a skills shortage.
We’ll set the Advertising date.
And we’ll choose the Jobs Online option.
Lastly, we’ll sign the form.
And now we can submit the form.
If we enter edit mode.
And navigate to the Forms panel.
Within the Form Submissions panel, we can view the captured form submission.
We can select it and click the ‘Preview’ button to view the completed form.