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Platform URL

https://[enterprise].cvtr.io/v2/forms

API Endpoints

Not Applicable

Epic

GFR-50 - Getting issue details... STATUS

Document status

DRAFT

Document owner

Danny Hannah Adam Carter

Technical writers

Arunima Kurup Prasad

Related Content

https://convertr.atlassian.net/wiki/spaces/PF/pages/edit-v2/3058532652

šŸ  Feature Overview

This page describes the below standard input types available in Forms:

  1. Title

  2. First Name

  3. Last Name

  4. Password

  5. Email

  6. Telephone

  7. HiddenInput

  8. Optin

  1. Title

This input type can be used on the form to accept the 'Title' of the lead. When selecting the Type as ā€˜Titleā€™, the ā€˜Nameā€™ and ā€˜Labelā€™ 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 ā€˜Settingsā€™ icon shown below opens a modal where user can add additional options for title.

Field Settings Modal

Adding additional options

Within the ā€˜Field Settings' modal, under the ā€˜Fieldsā€™ 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 ā€˜Importā€™ button

ii. Users can enter the label under ā€˜Labelā€™ and value under ā€˜Valueā€™ and click ā€˜Addā€™.

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 ā€˜Saveā€™ button will persist the changes to the Title field.

To be updated: Options

2. First Name

This input type can be used on the form to accept the ā€˜First Nameā€™ of the lead. When selecting the Type as ā€˜First Nameā€™, the ā€˜Nameā€™ and ā€˜Labelā€™ fields are automatically populated and user can overwrite the same if required.

To be updated: Options

3. Last Name

This input type can be used on the form to accept the ā€˜Last Nameā€™ of the lead. When selecting the Type as ā€˜Last Nameā€™, the ā€˜Nameā€™ and ā€˜Labelā€™ fields are automatically populated and user can overwrite the same if required.

To be updated: Options

4. Password

This input type can be used on the form to accept the ā€˜Passwordā€™. When selecting the Type as ā€˜Passwordā€™, the ā€˜Nameā€™ field is automatically populated and user can overwrite the same if required. User must provide a ā€˜Labelā€™ for the input type. The ā€˜Passwordā€™ field masks the input entered by the user as shown in the screenshot above.

To be updated: Options

5. Email

This input type can be used on the form to accept the ā€˜Emailā€™ of the lead. When selecting the Type as ā€˜Emailā€™, the ā€˜Nameā€™ field is automatically populated and user can overwrite the same if required. User must provide a ā€˜Labelā€™ for the input type.

To be updated: Options

6. Telephone

This input type can be used on the form to accept the ā€˜Telephoneā€™ of the lead. When selecting the Type as ā€˜Telephoneā€™, the ā€˜Nameā€™ and ā€˜Labelā€™ 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; ā€˜United Kingdomā€™ is selected by default. User can select the country code from the dropdown.

  • text field to provide the telephone number

To be updated: Options

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 ā€˜HiddenInputā€™ as the first field on the form. An error message ā€˜Please start creating a form with inputsā€™ is shown.

The user must provide a ā€˜Nameā€™ for the hidden input field. The fields ā€˜Requiredā€™, ā€˜Labelā€™, ā€˜Placeholderā€™, and ā€˜CSS Classā€™ are disabled for this input type.

To be updated: Options

8. Optin

To be updated: Description, Options, Privacy policy hyperlink

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