Changes for page Formular

From 1.3 to 1.4 From 1.7 to 1.8

From version 1.4

edited by jdr
on 30.07.2021, 16:51

Change comment: There is no comment for this version

To version 1.7

edited by jdr
on 30.07.2021, 16:56

Change comment: There is no comment for this version

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@@ -30,89 +30,86 @@
  == Action bar ==
  {{figure image="designer_topbar_en.png" width="300"}}
--The action bar on the top lets you save the form or see a preview of the current form. Click on more to access advanced options such as creating a database query.
++The action bar at the top contains actions for saving the form or displaying a preview. More advanced actions are available via the //More// button, such as creating a database source.
  {{/figure}}
--You can find the action bar at the top of the {{designer/}}:
++The action bar at the top contains actions related to the form:
--; {{ficon name="content-save-all"/}}Save
--: Save the current version of the form. This also updates the form immediately: all user who open the form link from now on will see the form as you saved it. You can also use the keyboard shortcut ctrl + s.
--; {{ficon name="workflow-fill"/}}Workflow
--: View or edit the workflow of the form. The workflow controls what happens after a form was submitted. For example, you can send emails or create PDF documents. See also [[workflow processing>>doc:Formcycle.UserInterface.MyForms.WorkflowProcessing.WebHome]].
--; {{ficon name="share-variant"/}}Publish
--: This offers you several options for including the form in your web page. This ranges from a simple standalone link to more complex integrations such as Typo3 and WordPress. See also [[the publish form menu>>doc:Formcycle.UserInterface.MyForms.Publish.WebHome]].
--; {{ficon name="play1"/}}Preview
--: Open a preview of the current form in a new window. Even when you did not save the form yet, this always shows you the form as you see it in the {{designer/}}. This lets you try out the form first before you save it. Especially useful when you made the form dynamic with conditions for when to hide or show some form elements.
++; {{ficon name="content-save-all"/}} Save
++: This button can be used to save the current state of the form. The formula will be updated so that the saved state appears when the form is opened. It can also be saved directly using the keyboard shortcut //Ctrl+S//.
++; {{ficon name="properties"/}} Elements
++: This displays an overview of all form elements in tabular form. Hereby an overview of all elements and their properties can be gained quickly. It is also possible to export this element overview as a CSV or Excel file.
++; {{ficon name="share-variant"/}} Publish
++: This button provides various options for integrating the form. This ranges from a simple link to call the form, to integration into a web page, to integration into Typo3 and WordPress. See [[the Publish form menu>>doc:Formcycle.UserInterface.MyForms.Publish.WebHome]] for more information on this.
++; {{ficon name="undo"/}} Undo
++: This button is used to undo the last change made to the form.
++; {{ficon name="refresh"/}} Redo
++: This button is used to reapply the last change that was undone.
++; {{ficon name="play-circle-outline1"/}} Open
++: Opens the form in a new tab, unlike the preview mode, the saved form will be opened, i.e. unsaved changes will not be available.
++; {{ficon name="play1"/}} Preview
++: This button can be used to open a preview of the form. In the preview the form can be tried out. This is especially useful if the form has been designed dynamically, for example by showing and hiding elements under certain conditions.
--The //More// button lets you access several advanced settings. Most of these settings are also available in the [[form overview page>>doc:Formcycle.UserInterface.MyForms.WebHome]]. The following settings are available:
++There are also more advanced settings under the //More// button. Most of these settings can also be made in the [[the form overview>>doc:Formcycle.UserInterface.MyForms.WebHome]]. There are the following menu items:
--; {{ficon name="play1"/}} Open
--: {{html}}&nbsp;{{/html}}
--:; {{ficon name="play1"/}} In preview mode
--:: Open a preview of the current form in a new window. Even when you did not save the form yet, this always shows you the form as you see it in the {{designer/}}. This lets you try out the form first before you save it. Especially useful when you made the form dynamic with conditions for when to hide or show some form elements.
--:; {{ficon name="play1"/}} In live mode
--:: Open the form in a new window. In contrast to preview mode, this will the open the form as it is saved in the system. Unsaved changes will not be present.
--
--; {{ficon name="properties"/}} Element overview
--: Opens a new window with a list of all form elements in the current form. This lets you quickly get an overview off all elements and its properties. You can also export the list as a CSV or excel file.
--; {{ficon name="lock-open-outline"/}} Lock / unlock
--: When many users are working in the system, you may run into troubles when multiple users attempt to edit a form simultaneously. Edits made by one user could be overwritten by another user.
--To prevent this from happening, you can lock the form. When a form is locked, all other users are receive a warning when they attempt to save the form
--; {{ficon name="lock-open-outline"/}} Files
--: Lets you upload arbitrary files. Should be used for files that are required only for this form. For files shared by multiple forms, upload it as a [[client resource>>doc:Formcycle.UserInterface.FilesAndTemplates.Files]]. See also [[form resource files>>doc:Formcycle.UserInterface.MyForms.Files]].
--; {{ficon name="user-doi"/}} Double opt-in
--: If necessary, lets you setup a double opt-in process for the form. When a user enters some data and submits the form, they are sent an email and are asked to confirm their submission. Until they do, the submitted data is not processed further in any way. See also [[double opt-in>>doc:Formcycle.UserInterface.MyForms.DoubleOptIn.WebHome]].
++; {{ficon name="formcycle-form"/}} Form
++: This opens the form tab in the designer and the form can be configured.
++; {{ficon name="workflow-fill"/}} Workflow
++: This opens the workflow tab in the designer and the workflow of the form can be configured. The workflow controls what happens after the form has been submitted. For example, emails can be sent or PDF form can be generated here. See [[Workflow>>doc:Formcycle.Designer.Workflow.WebHome]] for more information.
++; {{ficon name="content-save-settings"/}} Files
++: Here files can be uploaded, which are only needed for this form. See also [[Files>>doc:Formcycle.UserInterface.MyForms.Files]]
  ; {{ficon name="user"/}} Access
--: Here you can change several settings related to form permissions. For example, you can add a password for opening the form, or change which user groups may edit the form. See also [[access settings>>doc:Formcycle.UserInterface.MyForms.Access]].
--; {{ficon name="inbox"/}} Inbox
--: Lets you change the [[inbox>>doc:Formcycle.Inbox.WebHome]] for submitted forms. You can also modify which columns are show in the form-specific inbox. See also [[inbox settings>>doc:Formcycle.UserInterface.MyForms.Inbox]].
++This menu item contains various settings for form permissions. For example, you can set whether the form should only be accessible with a password or which user groups are allowed to edit the form. See also [[Access Settings>>doc:Formcycle.UserInterface.MyForms.Access]].
++; {{ficon name="inbox"/}} Mailbox
++: Here you can set in which mailbox sent forms are to be found in the [[Inbox>>doc:Formcycle.Inbox.WebHome]]. Furthermore, it is also possible to specify which values of form elements are displayed in the mailbox. See also [[Inbox settings>>doc:Formcycle.UserInterface.MyForms.Inbox]].
  ; {{ficon name="table-large"/}} Data table
--: The data table is an advanced options that allows you to create your own database table for submitted form data. See also [[data table settings>>doc:Formcycle.UserInterface.MyForms.DataTables]].
++: The data table is an advanced facility and allows you to create your own database tables for form data. See also [[DataTable>>doc:Formcycle.UserInterface.MyForms.DataTables]].
  ; {{ficon name="clock-outline"/}} Versions
--: A list of all versions of the form. You can add a version and delete or export existing versions. See also [[form versions>>doc:Formcycle.UserInterface.MyForms.Versions]].
++: All versions of the form can be viewed and managed here. It is also possible to create a new version or export existing ones. See also [[Form versions>>doc:Formcycle.UserInterface.MyForms.Versions]].
  ; {{ficon name="information-outline"/}} Info
--: An overview with some technical details for the form, such as its ID or the date when it was created.
++: Short overview of some technical information about the form, like its ID or creation date.
--; {{icon name="download"/}} Export
--: {{html}}&nbsp;{{/html}}
--:; {{ficon name="shredder"/}} Word / PDF Export
--:: The form can be exported here as a static Word or PDF document. See also [[Word / PDF Export>>doc:Formcycle.UserInterface.MyForms.Export.Blank]].
--:; {{ficon name="shredder"/}} Form summary
--:: A profile with an overview of the most important properties of a form can be created here. See also [[Form summary>>doc:Formcycle.UserInterface.MyForms.Export.Summary]].
--
  ; {{ficon name="date"/}} Schedules
--: Schedules can be created and edited here. See also [[Appointment managment>>doc:Formcycle.UserInterface.Appointments.WebHome]].
++: Here schedules can be created and edited. See also [[Appointment Management>>doc:Formcycle.UserInterface.Appointments.WebHome]]
  ; {{ficon name="file-blank"/}} Templates
  : {{html}}&nbsp;{{/html}}
--:; {{ficon name="file-css-blank"/}} Design (CSS)
--:: CSS templates can be configured here, which offer the possibility to define global //CSS// rules that can be used by all forms. See also [[Design (CSS)>>doc:Formcycle.UserInterface.FilesAndTemplates.Design.WebHome]].
--:; {{ficon name="file-html-blank"/}} HTML
--:: HTML templates for [[response pages>>doc:Formcycle.UserInterface.MyForms.WorkflowProcessing.Actions.ResponsePage.WebHome]], [[privacy policy>>doc:Formcycle.FormDesigner.FormElements.Footer||anchor="HPrivacypolicy"]] or the [[imprint>>doc:Formcycle.FormDesigner.FormElements.Footer||anchor="HImprint"]] can be created and edited here. See also [[HTML templates>>doc:Formcycle.UserInterface.FilesAndTemplates.HTML.WebHome]].
++:; {{ficon name="file-css-blank"/}} CSS templates
++:: CSS templates can be set up here, which provide the ability to define global //CSS// rules that can be used by all forms. See also [[CSS-Templates>>doc:Formcycle.UserInterface.FilesAndTemplates.Design.WebHome]]
++:; {{ficon name="file-html-blank"/}} HTML templates
++:: HTML templates can be created and edited here, for example for [[Closing Pages>>doc:Formcycle.Designer.Workflow.Actions.HtmlResponsePage]], [[Privacy Statement>>doc:Formcycle.Designer.Form.FormElements.Footer||anchor="HDrpfschutzerklE4rung"]] or the [[Imprint>>doc:Formcycle.Designer.Form.FormElements.Footer||anchor="HImpressum"]]. See also [[HTML templates>>doc:Formcycle.UserInterface.FilesAndTemplates.HTML.WebHome]]
--; {{ficon name="database"/}} Data sources
++; {{ficon name="database"/}} Sources
  : {{html}}&nbsp;{{/html}}
  :; {{ficon name="database-search"/}} Database queries
--:: Here you can view or edit SQL queries for custom databases. See also [[database queries>>doc:Formcycle.UserInterface.Data.DBQueries]].
++:: New queries to SQL databases can be set up here. See also [[database-queries>>doc:Formcycle.UserInterface.Data.DBQueries]].
  :; {{ficon name="account-search"/}} LDAP queries
--:: Here you can view or edit LDAP queries for custom active directories. See also [[LDAP-Abfragen>>doc:Formcycle.UserInterface.Data.LDAPQueries]].
--:; {{ficon name="table-large"/}} Sources
--:: Add a datasource with static CSV, XML or JSON data, such as a list of city names or ZIP codes. It is possible to import EXCEL files as well. You can then use this data in the form, such as with [[select elements>>doc:.FormElements.Selection]]. See also [[Sources>>doc:Formcycle.UserInterface.Data.Sources]].
++:: New queries can be set up here using LDAP. See also [[LDAP queries>>doc:Formcycle.UserInterface.Data.LDAPQueries]].
++:; {{ficon name="table-large"/}} Data sources
++:: Static data sources can be stored here, such as lists of cities or postal codes. These lists can then also be used in the form, for example as selection options of [[selection fields>>doc:Formcycle.Designer.Form.FormElements.Selection]]. See also [[source>>doc:Formcycle.UserInterface.Data.Sources]]
  ; {{ficon name="lan-connect"/}} Connections
  : {{html}}&nbsp;{{/html}}
--:; {{ficon name="database-gear"/}} Database connections
--:: To run a database query, you first need to configure a connection to a database. This menu entry lets you do that. See also [[database connections>>doc:Formcycle.UserInterface.Data.DBConnections]].
--:; {{ficon name="user"/}} LDAP connection
--:: To run an LDAP query, you first need to configure a connection to an active directory. This menu entry lets you do that. See also [[LDAP connections>>doc:Formcycle.UserInterface.Data.LDAPConnections]].
++:; {{ficon name="database-gear"/}} DB connections
++:: Before database queries can be set up, a connection to the corresponding database must be established. This can be done via this menu item. See also [[DB Connections>>doc:Formcycle.UserInterface.Data.DBConnections]].
++:; {{ficon name="user"/}} LDAP connections.
++:: Before LDAP queries can be set up, a connection to the appropriate LDAP server or AD must be set up. This can be done via this menu item. See also [[LDAP Connections>>doc:Formcycle.UserInterface.Data.LDAPConnections]]
--; {{ficon name="action-download-file"/}} Local backups
++; {{icon name="plus"/}} Counter
++: Here [[Counter>>Formcycle.UserInterface.Data.Counter]] can be created and configured. These can be used, for example, by the [[Modify Counter>>doc:Formcycle.Designer.Workflow.Actions.ModifyCounter]] action in the workflow.
++
++; {{icon name="download"/}} Export
  : {{html}}&nbsp;{{/html}}
--:; {{ficon name="folder"/}} Load local backup
--:: Download the current form as file to your computer. You can use this as an additional backup mechanism, or to share forms with other people. Please note that this only exports the form itself, not the workflow or upload files. To export the entire form with the workflow and all files,[[use the form export>>doc:Formcycle.UserInterface.MyForms.Export.WebHome]].
--:; {{ficon name="download-network"/}} Save local backup
--:: Upload a form saved on your computer. This replaces the current content of the {{designer/}} with the form you select here.
++:; {{ficon name="shredder"/}} Form Export
++:: Here you can export a web form or workflow as a JSON file.
++:; {{ficon name="shredder"/}} Word / PDF export
++:: Here the form can be exported as a static Word or PDF document. See also [[Word / PDF export>>doc:Formcycle.UserInterface.MyForms.Export.Blank]]
++:; {{ficon name="shredder"/}} Form summary
++:: Here you can create a profile with an overview of the most important properties of a form. See also [[form summary>>doc:Formcycle.UserInterface.MyForms.Export.Summary]]
++; {{icon name="upload"/}} Import
++: Here a web form or workflow can be imported as a JSON file.
++
  == Form preview ==
  Die Formularvorschau in der Mitte ist der Hauptteil des {{designer case="gen"/}}. Hier ist das Formular immer so zu sehen, wie es auch später aussieht. Formularelemente können direkt von der Elementleiste links in das Formular gezogen werden. Alle Änderungen an den Eigenschaften des Formulars im Eigenschaftsbereich rechts haben sofort Auswirkung auf die Formularvorschau.