Platform URL | https://[enterprise].cvtr.io/v2/forms |
---|---|
API Endpoints | Not Applicable |
Epic | |
Document status | DRAFT |
Document owner | |
Technical writers | |
Related Content | https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/3058532652 |
š Feature Overview
Title
This input type can be used on the form to accept the 'Title' of the lead. When selecting the Type as āTitleā, the āNameā and āLabelā fields are automatically populated and user can overwrite the same if required.
The following options are available under Title type by default:
Mr
Ms
Mrs
Miss
Dr
Rev
Clicking on the āSettingsā icon shown below opens a modal where user can add additional options for title.
Field Settings Modal
Adding additional options
Within the āField Settings' modal, under the āFieldsā tab, additional options can be added to the title list in 2 ways
i. Users can enter data in the format: {"value":"value1","label":"label1"} and click on the āImportā button
ii. Users can enter the label under āLabelā and value under āValueā and click āAddā.
The values added as JSON and added via Add button will be shown in the listing table.
Users can remove options from the list using the '-' button available against each option.
Users can reorder options in the list using the '+' icon available against each option.
Once changes have been made, clicking on the āSaveā button will persist the changes to the Title field.
2. First Name
This input type can be used on the form to accept the āFirst Nameā of the lead. When selecting the Type as āFirst Nameā, the āNameā and āLabelā fields are automatically populated and user can overwrite the same if required.
3. Last Name
This input type can be used on the form to accept the āLast Nameā of the lead. When selecting the Type as āLast Nameā, the āNameā and āLabelā fields are automatically populated and user can overwrite the same if required.
4. Password
This input type can be used on the form to accept the āPasswordā. When selecting the Type as āPasswordā, the āNameā field is automatically populated and user can overwrite the same if required. User must provide a āLabelā for the input type. The āPasswordā field masks the input entered by the user as shown in the screenshot above.
5. Email
This input type can be used on the form to accept the āEmailā of the lead. When selecting the Type as āEmailā, the āNameā field is automatically populated and user can overwrite the same if required. User must provide a āLabelā for the input type.
6. Telephone
This input type can be used on the form to accept the āTelephoneā of the lead. When selecting the Type as āTelephoneā, the āNameā and āLabelā fields are automatically populated and user can overwrite the same if required.
The Telephone input has 2 parts:
a dropdown to select the Country Code; āUnited Kingdomā is selected by default. User can select the country code from the dropdown.
text field to provide the telephone number
7. HiddenInput
This input type is for adding fields to the form, which should not be visible to the user.
User is not allowed to add a āHiddenInputā as the first field on the form. An error message āPlease start creating a form with inputsā is shown.
The user must provide a āNameā for the hidden input field. The fields āRequiredā, āLabelā, āPlaceholderā, and āCSS Classā are disabled for this input type.
8. Optin