Editing a form widget


Forms

Create multiple forms within a single widget by selecting '+ Add Form' on the left hand side.

When the form widget is used, the user will be able to select which of these forms they would like to use.

This is a great way of creating a form widget that can be used for multiple transaction types.
To delete a form select 'Delete this form' at the bottom of the form widget.
This action is non-reversible.

Steps

Steps create the pages your user will navigate through when completing the form.

To create a new step:

  1. Click +Step
  2. Provide a name for the step
  3. Select a type
    1. Questions: allows you to add questions for the user to answer
    2. Quote: allows you to define your fees which will be presented to the user
    3. UK Land Tax: provides the default questions needed to calculate Stamp Duty rates
    4. Esignature: allows the user to provide an electronic signature within the form widget
  4. Save

Configuring Steps

Within each of your steps you're able to:

  1. Step Name: Edit the name given to the step
  2. Next Button Text: Edit the name given to the the button that leads to the next step
    On the last step we'd advise using 'Submit', 'Finish' or 'Complete'.
  3. Header Message: Add text that will be displayed at the top of the form
  4. + Question: Add questions to the step
  5. + Paste Question: Paste questions from other steps or form widgets
    You can't use the same data marker more than once in a form therefore you may need to remove the data marker before copy and pasting.

Adding questions

  1. Select + Question
  2. Provide a Name for your question, which will be presented to the user
  3. Select a response type:
    1. Checkbox: The user will be presented with a checkbox which they can tick or untick
    2. Currency: The user will be presented with a text box which will only accept currency format
    3. Date: The user can provide a date, month and year within 3 dropdown menus
    4. Drop down list: The user will be presented with a drop down list containing your defined options
    5. Fee Earner: The user can select from the names of your Fee Earners within a drop down menu
      Use this to define which Fee Earner will be assigned to the matter when opened.
      To use this, the form widget must be set to create a matter.
      If the form widget is used within an existing matter, the Fee Earner will not change.
    6. File Upload: The user can upload documents to the form widget.
      Assign a label to the File Upload so it's applied to any documents uploaded through this question.
      This is a great way of quickly getting documents from your user.
    7. Multiselect: The user will be presented with a list of defined options, where they can select more than one as their answer
    8. Number: The user will be presented with a text box which will only accept numbers
    9. Radio: The user will be presented with a list of defined options, where they can only select one as their answer
    10. Text: The user will be presented with a text box which will accept a line of text
    11. Text area: The user will be presented with a text box which will accept a paragraph of text
If you select a question type which requires pre-defined answers i.e. drop down list, multiselect, radio, you will be provided with an Options section where you can enter your desired answers to be presented to the user.
  1. Include a Note for the user, to provide guidance or information on the question
  2. Select how you wish for the answer to be saved:
    1. Matter field: provides a list of custom field data markers available on the associated matter template. The data collected in the form widget will be saved back to this custom field.
    2. Contact field: provides a list of contact fields available on your contact cards. The data collected in the form widget will be saved back to this contact field.
      Contact fields are saved to a Stakeholders contact card. Data saved here will be available across any matters where that contact card is used. If the data is specific to that matter only, use a custom field data marker instead.
    3. Free field: provides the opportunity to input a new data marker. The information will be saved back to the matter but under a 'No Group' category.
      We recommend adding all your data markers as custom or contact fields to keep your data organised
    4. Do not save: the answer will not be saved
      This is great if you are only adding a question to the form for the sake of a rule.
  3. This answer requires an answer: Require the user to provide a response to the question
  4. Validation method: Ensures the user answers the question in a specific format:
    1. Email Address: a valid email address must be entered
    2. Telephone Number: a valid telephone number must be entered
  5. Create
To reorder any of the questions in your step, just drag and drop them into the correct order.

Testing a Form Widget

Use the first link on the left hand side of the page to test your form and make sure it works how you expect. 

You can share this link with anyone and they will be able to complete the form widget.

Adding Rules

Use rules to create conditions in which users are able to skip certain steps.

For example, if the answer to 'Are you buying the property with a third person?' is 'No' jump to 'Property Details' step.

To add a rule:

  1. +Add Rule
  2. If Question: Choose the question within the step that will determine the rule
  3. Equals: Provide the answer to the question that will activate the rule
  4. Jump To: Select the Step the user should be directed to if the rule is satisfied
  5. Create
You are only able to set one rule per step.
You can't use a rule to jump to the end of a form widget.
A question with the data type of 'Checkbox' cannot be configured within a rule.

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