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🏠 Feature Overview

Form Types are the different input fields available on global forms. Form Input Types can be divided as below:

  1. Standard Fields

  2. Lookups

  3. ESP Lookups

  4. Pre populated Lists

  5. Sign Ins

  6. Whitepaper related

  7. Miscellaneous

  8. Reserved Words

The different form types are described in the corresponding sections. There are also some reserved words that may not be used as input types.

Once a form is created, user can select the input types to show on the form by going to the ‘Fields Page’ and clicking on ‘Add Input’.

This opens the below sections where you can select the input type from the ‘Type’ dropdown.

Name

Required

Notes

Type

(tick)

Input Type

Name

(tick)

This name will be used to identify the input field in other areas of the platform such as publisher bands, custom tables etc. Should not contain capital letters, spaces or special characters

Enable

(error)

If toggled ON, the field will be displayed on the form. If OFF, the field will not be displayed on the form

Required

(error)

This needs to be toggled ON if a field needs to be marked as ‘Required’ with an asterisk on the form. Custom validation message may be added in the textfield provided under ‘Required’

Label

(error)

This is the name of the field that will appear on the form

Placeholder

(error)

Use this to describe the expected input

CSS Class

(error)

Add a custom CSS class on the field HTML container

The ‘Preview’ section on the right side displays a preview of the Fields Page and Thanks Page.

When on the Fields Page tab, after adding new input fields, click on the ‘Refresh’ button to refresh the preview of the form fields.

When on the Thanks Page tab, after updating the Thanks Page, click on the ‘Refresh’ button to refresh the preview of the Thanks Page.

\uD83D\uDDD2 Summary

Functionality

User Story

1

Input Types

User can select from 36 different input types available

2

Preview

Users can see a preview of the Form fields page and Thanks page on the ‘Preview’ section

\uD83D\uDDD2 User Permissions

Admin users, agency users and creative managers have access to global forms.

https://docs.google.com/spreadsheets/d/1i4qTTKkC3rF3EyEOh2585ktDDGge0L0IMVDNCwriFR0/edit#gid=687611748

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