Platform URL | https://[enterprise].cvtr.io/v2/forms | ||||||||
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API Endpoints | Add form via Add button/CSV file and Edit form
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Epic |
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Related Content |
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Each field may have additional settings which can be accessed via this button. Each field type may have different settings and are documented here (awaiting documentation link).
Field Actions:
Each field has various actions:
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There is a different tab for previewing the ‘Fields Page’ and the ‘Thanks Page', each of which require clicking the ‘Refresh’ button to see any new changes made.
\uD83D\uDDD2 Summary
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Functionality | User Story | |
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1 | Forms > Add | Build a brand new form. |
2 | Forms > Add Via CSV | Build a form using a CSV file for occasions where lots of fields need to be added and manually building would take too much time. |
3 | Forms > Edit | Edit various form settings. |
4 | Forms > Edit > ‘Build’ Panel > ‘Setup’ Step | Set the form name, slug, and change other settings such as language, embed type and autosizing. |
5 | Forms > Edit > ‘Build’ Panel > ‘Fields Page’ Step | Edit the form fields to be included on the form. |
6 | Forms > Edit > ‘Build’ Panel > ‘Thanks Page’ Step | Edit the stage of the form to be shown once all required fields on the form have been completed and the ‘submit’ button is clicked. |
7 | Forms > Edit > ‘Build’ Panel > ‘CSS’ Step | Control the visual style of the form. |
8 | Forms > Edit > ‘Build’ Panel > ‘Javascript’ Step | Add any custom javascript to the form. |
9 | Forms > Edit > ‘Preview’ Panel | Preview the appearance of the form during the build process. |
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