AudienceView Unlimited Product Guides

Forms allow you to gather data directly from your customers. They are great for survey responses, garnering customer feedback and collecting class registration information.

Below is a checklist of the key things you need to do when creating a form.

•Response Fields (Content Management - Articles|Form Fields page)

oAdd one field for each question you'll ask.

oSelect the field that you want the answer saved in.

•Each field can only be used once in your system

oTo limit responses, attach a list to the 'List' field.

•Form (Content Management - Articles|Text page)

oEnter the questions as you want them to appear, including any tags or formatting.

oAdd the response fields using the insert Form Field option under the 'Form Fields' button.

•Add a submission button using Insert Submit Button under the 'Form Fields' button.

•Highlight the full text of your form and choose the Create Form option under the 'Form Fields' button.

•Be sure you don't include a widget within the body of the form. Otherwise the form won't work.

To create a form field entry:

1.Open Content Management from the Desktop.

2.Select the Articles tab.
The Articles|Search page appears.

3.Search for and select the article that you want to work with.
The Articles|Basic page appears.

4.Select the Form Fields tab.
The Articles|Form Fields page appears.

5.Click 'Add Field'.
A new form field row appears.

6.Complete the applicable fields.

7.For every form field that you want to create, repeat the process from Step 5.

8.Click 'Apply'.
A window confirms that the article was updated.

9.Click 'OK'.

Once you have created a form field, you have to insert it in the article.

Once you have created a form field you it to a Body article:

1.Open Content Management from the Desktop.

2.Select the Articles tab.
The Articles|Search page appears.

3.Search for and select the article that you want to work with.
The Articles|Basic page appears.

4.If you want to require that users log in to submit the form article, select Required from the 'Article Authentication' field.

5.Select the Text tab.
The Articles|Text page appears.

6.Place the cursor in the part of the article where you want to insert the form field.

7.Click 'Insert Field'.

8.Select the Insert Form Field from the dropdown.
The Insert Form Field window appears.

9.Select the field that you want to insert into the article from the 'Article Fields' dropdown.

10.Select the type of field that you want to insert from the 'Render Style' dropdown:

▪Password: Makes the field a password entry field. All entries are masked.

▪Radio: Makes the field a radio select field.

▪Check Box: Makes the field a check box select field.

▪Time: Makes the field a time field.

▪Days of Week: Makes the field a day of the week field.

▪Color: Makes the field a colour select field.

▪Hidden: Hides the field.

11.Enter any applicable CSS ID information (with no spaces) in the 'cssID' field.

12.Enter any applicable CSS styles that you want to apply to the form fields (background:blue,color:white) in the 'cssStyle' field.

13.Enter any applicable CSS class information (with no spaces) in the 'cssClass' field.
For more information, refer to Branding.

14.Click 'Insert Form Field'.
The field is inserted into the article.

15.For every form field that you want to insert, repeat the process from Step 7.

16.Once you have inserted all of the necessary form fields, you have to insert the 'Submit' button so that customers can submit their answers.

17.Place the cursor at the bottom of the article where you want to insert the 'Submit' button.

18.Click 'Insert Field'.

19.Select Insert Submit Button from the dropdown.
The 'Submit' button is inserted into the article.

20.Highlight all of the text, form fields and the 'Submit' button.

21.Click 'Insert Field'.

22.Select Create Form from the dropdown.
The form is created around the highlighted portion of the article.

23.Click 'Apply'.
A window confirms that the article was updated.

24.Click 'OK'.

Use business intelligence to pull the answers from your form:

•The field names for the criteria or results will begin with Article Response and will end with the field name you selected on the Articles|Form Fields page.

•These fields can be pulled from the Customer or Article objects.

To delete a form field:

1.Open Content Management from the Desktop.

2.Select the Articles tab.
The Articles|Search page appears.

3.Search for and select the article that you want to work with.
The Articles|Basic page appears.

4.Select the Form Field tab.
The Articles|Form Field page appears.

5.Select the 'del?' check box next to the form field(s) that you want to delete.

6.Click 'Apply'.
A window confirms that the article was updated.

7.Click 'OK'.