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Input Types- Lookups

Input Types- Lookups

Platform URL

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

API Endpoints

Not Applicable

Epic

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

Document status

REVIEWED

Document owner

@Danny Hannah @Adam Carter

Technical writers

@Amish Ladhu

Related Content

Form Input Types

Feature Overview

This page describes the different lookup input types available in Forms.

  1. AddressLookup (Provided by: T2A)

  2. AddressLookupGlobal (Provided by: Google)

  3. EmailLookup (Provided by: Briteverify)

  4. InternationalCompanyAddressLookup (Provided by: Dun & Bradstreet)

  5. TelephoneLookup (Provided by: Data8)

  6. TelephoneLookupInternational (Provided by: Informatica)

  7. TelephoneLookupInternational2 (Provided by: Twillio)


1. Address Lookup

This lookup allows the user to search for a UK postcode, which once selected will automatically populate 4 address lines and a postcode field.

Field settings:

Field Name

Required

Notes

Name

Prepopulated with postcodeLookup

Label

Prepopulated with Postcode Lookup.

Placeholder

Preselected with No. If changed to Yes, the Address fields and postcode field will have a placeholder (configured via the field settings).

CSS Class

Add a CSS class to allow more targeted CSS styling.

Changing input label/placeholder values:

In the field ‘settings’ dialog, under the ‘input_descriptions’ tree, there will be a key/value item for each input where the value can be changed and will be reflected in the input label and placeholder.

Changing input required:

In the field ‘settings’ dialog, under the ‘input_required’ tree, there will be a key/value item for each input where the value can be changed to either true or false.

  • True: When completing the form and no value is added to the input, clicking the submit button will trigger the validation message and the form cannot be completed until this input has been populated.

  • False: When completing the form, this input does not require a value for the form to be completed.

Changing required messages:

In the field ‘settings’ dialog, under the ‘input_required_messages’ tree, there will be a key/value item for each input where the message shown when a required field has not been completed can be changed.

Lookup example:


2. AddressLookupGlobal

This lookup allows the user to search a global address, which once selected will automatically populate 4 address lines, a country field and a postcode field.

Field settings:

Field Name

Required

Notes

Name

Prepopulated with addressLookupGlobal

Label

Prepopulated with Address Lookup Global.

Placeholder

Preselected with No. If changed to Yes, the Address fields and postcode field will have a placeholder (configured via the field settings).

CSS Class

Add a CSS class to allow more targeted CSS styling.

Changing input label/placeholder values:

In the field ‘settings’ dialog, under the ‘input_descriptions’ tree, there will be a key/value item for each input where the value can be changed and will be reflected in the input label and placeholder.

Changing input required:

In the field ‘settings’ dialog, under the ‘input_required’ tree, there will be a key/value item for each input where the value can be changed to either true or false.

  • True: When completing the form and no value is added to the input, clicking the submit button will trigger the validation message and the form cannot be completed until this input has been populated.

  • False: When completing the form, this input does not require a value for the form to be completed.

Changing required messages:

In the field ‘settings’ dialog, under the ‘input_required_messages’ tree, there will be a key/value item for each input where the message shown when a required field has not been completed can be changed.

Lookup example:


3. EmailLookup

This lookup allows the user to identify valid email addresses.

Field settings:

Field Name

Required

Notes

Name

Prepopulated with email

Required

Determine if the input has to be completed before the form can be submitted

Label

Prepopulated with Email

Placeholder

Add a placeholder within the input to provide a hint as to how to complete the field

CSS Class

Add a CSS class to allow more targeted CSS styling

Lookup example:

If the email provided is invalid, a cross icon will show in the input which informs the user that the email is not valid. If the email provided is valid, a tick icon will show in the input.


4. InternationalCompanyAddressLookup

This lookup allows the user to search for a company based in a specific country, which once selected, will automatically populate (if available) 2 address fields, city, country, postcode, phone and website.

Field settings:

Field Name

Required

Notes

Name

Prepopulated with company

Label

Prepopulated with Company Lookup

Placeholder

Preselected with No. If changed to Yes, the Address fields and postcode field will have a placeholder (configured via the field settings).

CSS Class

Add a CSS class to allow more targeted CSS styling.

Changing input label/placeholder values:

In the field ‘settings’ dialog, under the ‘input_descriptions’ tree, there will be a key/value item for each input where the value can be changed and will be reflected in the input label and placeholder.

Changing input required:

In the field ‘settings’ dialog, under the ‘input_required’ tree, there will be a key/value item for each input where the value can be changed to either true or false.

  • True: When completing the form and no value is added to the input, clicking the submit button will trigger the validation message and the form cannot be completed until this input has been populated.

  • False: When completing the form, this input does not require a value for the form to be completed.

Changing required messages:

In the field ‘settings’ dialog, under the ‘input_required_messages’ tree, there will be a key/value item for each input where the message shown when a required field has not been completed can be changed.

Lookup example:


5. TelephoneLookup
6. TelephoneLookupInternational
7. TelephoneLookupInternational2

These lookups allow the user to identify valid mobile telephone numbers. There are 3 different types because different providers supply the service, and some customers may want to use one service over another.

Field settings:

Telephone Lookup:

TelephoneLookupInternational:

TelephoneLookupInternational2:

Field Name

Required

Notes

Name

Prepopulated with telephone (cannot be changed if ‘TelephoneLookup’ is selected)

Required

Determine if the input has to be completed before the form can be submitted

Label

Prepopulated with Telephone

Placeholder

Add a placeholder within the input to provide a hint as to how to complete the field

CSS Class

Add a CSS class to allow more targeted CSS styling

Lookup example:

If the telephone provided is invalid, a cross icon will show in the input which informs the user that the mobile telephone number is not valid. If the mobile telephone number provided is valid, a tick icon will show in the input.


Summary

Functionality

User Story

Functionality

User Story

1

AddressLookup (Provided by: T2A)

Allows the user to search for a UK postcode, which once selected will automatically populate 4 address lines and a postcode field.

2

AddressLookupGlobal (Provided by: Google)

Allows the user to search for a global address, which once selected will automatically populate 4 address lines, a country field and a postcode field.

3

EmailLookup (Provided by: Briteverify)

This lookup allows the user to identify valid email addresses.

4

InternationalCompanyAddressLookup (Provided by: Dun & Bradstreet)

Allows the user to search for a company based in a specific country, which once selected will automatically populate (if available) 2 address fields, city, country, postcode, phone and website.

5

TelephoneLookup (Provided by: Data8)

Allows the user to identify valid mobile telephone numbers.

6

TelephoneLookupInternational (Provided by: Informatica)

Allows the user to identify valid mobile telephone numbers.

7

TelephoneLookupInternational2 (Provided by: Twillio)

Allows the user to identify valid mobile telephone numbers.

 User Permissions

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

Convertr User Matrix v.1.2

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