Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

All active forms created on the platform are listed under the Active Forms tab in Global Forms page. The Active Forms listing page is as shown below.

...

The table shows:

  • ID: unique ID of the form. Users can search for forms using the ID.

  • Form: name of the form. Users can search for forms using the name.

  • Type: identifies if the form is a ‘Master’ form or ‘Translated’ form

  • Associated campaigns: provides a link to all campaigns using the form. Any changes made in a form will be reflected on all associated campaigns.

  • Actions column shows the various actions possible on forms.

  • Checkbox: A checkbox column is provided for selecting the forms that need to be archived.

  • The forms listing page provides options for ‘Edit’, ‘Preview’ and ‘Save as New’. These are detailed in the pagination option so users can select how many forms they want to view on a page.

Apart from these, the following options are also available on the Active Forms listing page:

  • ‘Add’ button to add new forms

  • ‘Add via CSV’ to add import forms via CSV file

  • ‘Archive’ button to archive forms

  • ‘Edit’ form

  • ‘Preview’ form

  • ‘Save As New’ form

These are described in the page: 'Add and Edit Form‘

...

, available in 'Related Content’ section

...

.

Associated Campaigns

  • Clicking on the hyperlink opens the below modal showing all associated campaigns and option to associate new campaigns with the form.

...

Clicking on the ‘Advertiser Name’ hyperlink takes the user to the advertiser’s campaign listing page.

Once campaigns are added for association, clicking on ‘Save’ will associate the form with the selected campaigns. If the form has any translations, they will also be automatically associated with the campaign.

Removing Associations

A campaign association can be removed using the ‘Remove’ button if the form does not have any associations to:

...

Once the changes to form associations are made in the modal, the changes can be persisted by clicking on the Save button.

Archiving Forms

Forms can be archived by selecting the associated checkbox(es) and clicking on the ‘Archive’ button on the form Active Forms listing page. The ‘Archive’ button will be enabled only when at least 1 form is selected.

...

By clicking on ‘Yes’ in the ‘Archive Forms’ modal, the form will be archived and will move to the ‘Archived Forms’ tab.

Active Forms cannot be deleted, only archived forms can be deleted.

The forms listing page provides pagination option so users can select how many forms they want to view on a page.

\uD83D\uDDD2 Summary

Summarise the functionalities in a table

...