The Ultimate Joomla! Form Builder and Manager

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Presentation transcript:

The Ultimate Joomla! Form Builder and Manager

Beginners Guide Summary TABLE OF CONTENT Beginners Guide Summary 1 4 Introduction Conditional fields Quick overview on the component dashboard, field types and form properties Show or hide form fields based on user’s selection 2 5 How to create your first form Form calculations Adding fields, configuring emails, spam protection, digital signature Step by step instructions on adding a calculation functionality to your form 3 6 Configuring form’s layout PDF Plugin Predefined responsive layouts, powerful grid system How to generate a PDF file containing the submission information

7 10 8 11 9 Display the form in frontend area Backup/Restore RSForm!Pro Form Menu Item, Form Module and Content Plugin Keep your form information safe or move the form on another Joomla! Installation. 8 11 Displaying submissions in frontend area Feedback module Submissions – View, Submissions – Directory menu items, Submissions List Module Popup a form using the RSForm!Pro Feedback module 9 Multi Language form Translate the form in multiple languages

INTRODUCTION

Dashboard Field types Form Properties A quick overview on the RSForm!Pro’s main sections. Field types Learn what fields RSForm! Pro offers and how you can use them to build your form. Form Properties Configuration aspects that directly relate to the general form functionality.

HOW TO CREATE YOUR FIRST FORM

Finally, we will add a digital signature in your form. Creating a form has never been easier. RSForm!Pro offers an intuitive interface and plenty of features that will help you build and design your suitable form. The component offers a wide variety of field types and multiple validation rules that will cover most of the cases suitable for any type of form. The emails can be configured in a very easily manner, simply choose the receivers and adjust the email message according to your needs. Currently the most reliable spam prevention method is Google reCAPTCHA v2. Finally, we will add a digital signature in your form.

CONFIGURING FORM’S LAYOUT

7 responsive layouts Grid System RSForm!Pro allows you to choose between 7 responsive layouts: - Responsive - Bootstrap 2 - Bootstrap 3 - Bootstrap 4 - UIKit 2 - UIKit 3 - Zurb Foundation Grid System The Grid Layout generator provides a faster on-demand swapping possibility, using a drag and drop functionality.

CONDITIONAL FIELDS

How to configure conditional fields in RSForm!Pro What are ‘Conditional fields’? These are actually some JavaScript rules that will allow showing or hiding a field based on the user’s selection. How does it work? After setting up the fields, head to Form Properties > Conditional Fields area and use the dropdown options in order to set the rules Eligible fields You can show/hide any type of field, but conditions can only be applied for Select Type of fields: Radio, Dropdown and Checkbox. Tip If you have a multi-language form, then you will need to define the conditional statements for each language separately.

FORM CALCULATIONS

Adding a calculation to your form Step 1 Step 2 Step 3 Adding the necessary fields. If select type of fields are used, the items will require a special price tag: “[p]” Adding the calculation equation using the fields placeholders and math operators under Form Properties > Calculations area Check the results in frontend area.

HOW TO GENERATE A PDF FILE

…and attach it to your emails Configure the PDF Layout Install and activate Configure the PDF Layout The PDF Plugin can be downloaded from our website with the account that holds the RSForm!Pro subscription Head to User/Admin emails area and build your PDF layout using HTML code along with the generated field placeholders Attach and send the PDF Tip The PDF can be attached to User or Admin email depending on the configured section or accessed via special placeholders. For languages that use UTF-8 chars, you can use the DejaVu Sans.

DISPLAYING A FORM IN FRONTEND

You can use one of the following: Form Menu Item Content Plugin (into an article) Form Module (module position)

DISPLAYING SUBMISSIONS IN FRONTEND

1 2 3 4 Submissions – View Menu item Submissions – Directory Menu item A simple list designed to display submissions from a chosen form within a menu. Submissions – Directory Menu item 2 Allow your users to view and edit their submission information in the frontend area. Also, this tool will allow the user to export the submissions information in PDF and CSV, based on the directory configuration. Submission List module 3 Similar to the Submissions – View menu item, this will allow you to display submissions from a chosen form within a module. Tip 4 If you want to display only the submissions confirmed by the user/admin you can set to yes the ‘Show only confirmed submissions’ option available in all of the above tools.

CREATE A MULTI-LANGUAGE FORM

All translatable items have been marked with the ‘Flag’ symbol. With RSForm! Pro you can have a single form for all of your language packs installed in the front-end. When editing a form you will notice a language selector in the left upper corner of your form. You can use this in order to change the form’s language. All translatable items have been marked with the ‘Flag’ symbol. After changing the language, you can edit the fields and translate the field options marked with a ‘Flag’ symbol. After taking these steps, you can switch between your website languages in the frontend area and check how the form is translated.

BACKUP / RESTORE FUNCTIONALITY

Create Backup Restore Tip After your form is created and you want to move it to another website or simply secure the information… …afterwards head to the new site and click on the Restore option Create Backup Restore Tip …head to RSForm!Pro > Backup/Restore and generate a backup file… Make sure that both Joomla! Installations have the same version of RSForm!Pro.

FEEDBACK MODULE

The RSForm! Pro Feedback module displays a button in a certain position (top, right, left or bottom) on your site which will display a chosen form inside a modal (depending on the option chosen in the module) when pressed.

Thank you for watching! support@rsjoomla.com www.rsjoomla.com