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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

  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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