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Input Types- Pre populated Lists

Input Types- Pre populated Lists

Platform URL

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

API Endpoints

Not Applicable

Epic

https://convertr.atlassian.net/browse/GFR-50

Document status

READY FOR REVIEW

Document owner

@Danny Hannah @Adam Carter

Technical writers

@Amish Ladhu

Related Content

Form Input Types

Feature Overview

There are a few form ‘choice’ input types that are pre-populated with values, making it easier for customers to include common list options within their form without the need to create these dropdowns manually.

Country List

The ‘CountryList’ field provides a pre-populated dropdown/choice list of countries, whereby the full name of the country acts as the label, and the country code acts as the value.

Field Settings

Field Name

Required

Notes

Type

Country List

Name

The default value is ‘country’, however this can be changed if required.

Enabled

To display the field on the form, the toggle should be set to ‘Enabled’.

Required Toggle

If the field is a requirement for the form to be completed, this toggle should be on.

Required Message

If the field is required, the validation message can be customised.

Label

The default value is ‘Country’, however this can be changed or removed if required.

Placeholder

The placeholder attribute specifies a short hint that describes the expected value of the field.

CSS Class

A custom CSS class can be added to the HTML wrapper of the field if required for custom CSS targeting and styling.

Settings Dialog

Import JSON

On the field ‘Settings’, in the ‘Choices’ tab there is a text area which allows users to import their own values via JSON array. Once JSON has been input into the text area, and the ‘Import’ button is clicked, the JSON values will append values to the end of any existing values. Information about JSON formatting is detailed in the tooltip.

Manual Value Editing

Directly below the JSON ‘Import’ button is the list of values/labels which for this field are pre-populated with countries.

Field Name

Required

Notes

Value

The value that will be stored with the lead once the form is submitted.

Label

This label will display as the label shown on the form dropdown.

‘Add’ button

Once ‘Value’ and ‘Label’ have been completed, the ‘Add’ button adds the value to the existing list.

‘Remove’ button

Remove any unwanted values.

‘Move’ button

Click and hold this button to drag an item up and down in the list, which will determine it’s position in the list when viewing the form itself.

US State List

The ‘UsStateList’ field provides a pre-populated dropdown/choice list of all US states, whereby the full name of the state acts as the label, and the state code acts as the value.

Field Settings

Field Name

Required

Notes

Type

UsStateList

Name

 

This value is set to ‘State’ and cannot be changed.

Enabled

To display the field on the form, the toggle should be set to ‘Enabled’.

Required Toggle

If the field is a requirement for the form to be completed, this toggle should be on.

Required Message

If the field is required, the validation message can be customised.

Label

The default value is ‘State’, however this can be changed or removed if required.

Placeholder

The placeholder attribute specifies a short hint that describes the expected value of the field.

CSS Class

A custom CSS class can be added to the HTML wrapper of the field if required for custom CSS targeting and styling.

Settings Dialog

Import JSON

On the field ‘Settings’, in the ‘Choices’ tab there is a text area which allows users to import their own values via JSON array. Once JSON has been input into the text area, and the ‘Import’ button is clicked, the JSON values will append values to the end of any existing values. Information about JSON formatting is detailed in the tooltip.

Manual Value Editing

Directly below the JSON ‘Import’ button is the list of values/labels which for this field are pre-populated with countries.

Field Name

Required

Notes

Value

The value that will be stored with the lead once the form is submitted.

Label

This label will display as the label shown on the form dropdown.

‘Add’ button

Once ‘Value’ and ‘Label’ have been completed, the ‘Add’ button adds the value to the existing list.

‘Remove’ button

Remove any unwanted values.

‘Move’ button

Click and hold this button to drag an item up and down in the list, which will determine it’s position in the list when viewing the form itself.

Summary

Functionality

User Story

Functionality

User Story

1

‘CountryList’ Field

Allow users to add the ‘CountryList’ field to a form, and then edit it’s values as required.

2

‘UsStateList’ Field

Allow users to add the ‘UsStateList’ field to a form, and then edit it’s values as required.

 User Permissions

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

Agency users can perform edit actions only if access is enabled at enterprise level.

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

 

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