v08 joomla rsformsbuilder manual
TRANSCRIPT
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JOOMLA RS FORMS BUILDER TOOL
TRAINING MANUAL
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RS Forms Builder Tool
TableofContents
1
Overview..........................................................................................................................
2
2 ManageForms.................................................................................................................. 3
2.1 NewForm/Edit............................................................................................................................. 43 ManageSubmissions...................................................................................................... 17
4 Configuration.................................................................................................................. 18
4.1 Settings...................................................................................................................................... 184.2
GoogleAnalytics........................................................................................................................ 19
4.3 PayPal........................................................................................................................................ 194.4 ReCaptcha.................................................................................................................................. 20
5 Backup/Restore.............................................................................................................. 20
6 CreditsandContactInformation..................................................................................... 21
1 OverviewRSFormsisasimpleformbuildertoolthatwillallowyoutoquicklyandeasilycreateforms,receiveresponsesfromyour
websiteandstoretheresponsesinadatabasetoberetrievedbyotherapplicationslater.
LogintoyourCMSAdminareaandthenclickonComponentsfromthetopmainmenu,andthenselectRSforms!Pro.
MenuNavigation:Components>RSforms!Pro
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Figure1
TheRSforms!maindashboardpagedisplaysandyouwillbeabletomanageyourforms,formsubmission,
configurations,plug
ins
and
backup
forms.
Figure2
2 ManageFormsMenuNavigation:Components>RSforms!Pro>ManageForms
WhenyouclickonFormsManagerorManageForms,asummaryofallofyourformsthathavebeencreatedwill
display.
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Figure3
Inthetopmenuoptionsyouhave:
New.Thiswillcreateanewform. Copy.Thiswillcopytheselectedform. Delete.Thiswilldeletetheselectedforms. Publish.Thiswillpublishtheselectedforms.
Unpublish.
This
will
unpublish
selected
forms.
Support.ThiswilltakeyoutotheRSforms!Supportpage RSForms!Pro. ThiswilltakeyoutotheRSForms!Propage.
Belowthetopmenu,atableisshownwithinformationabouttheformscreatedinthesystem.
Checkbox.SelectingthecheckboxwillallowyoutoupdatemultipleformsatthesametimeusingthetopmenuoptionsDelete,Publish,Unpublish.
FormTitle.Thisistheoptionaltitlefortheform.ThisisenteredontheEditFormscreenwhenyouarecreatinganewformoreditingaform.Clickingthetitlewillbringyouintotheeditscreenoftheform.
FormName.Thisisthenameoftheform.ThisisenteredontheEditFormscreenwhenyouarecreatinganewform
or
editing
aform.
Published.Thisshowsthestateoftheformpublishedorunpublished. Submissions.ThisshowshowmanysubmissionshavebeenmadetotheformbasedonToday,Thismonthand
All(Total).
AddToMenu.ThiswillallowyoutoaddtheformdirectlytoaJoomlaMenuoption. Preview.ClickingthePreviewwillbringupapreviewofhowtheformwilllook. FormID.ThisistheIdentifierfortheform.ThisisusedfortrackinginJoomla.Aspecialpluginallowsyoualsoto
embedtheformintoarticlesusingthisID.
2.1 NewForm/EditToopentheNeworEditformpage,clickontheNewButtonoronthenameoftheformitself.Itwillthenbringyouinto
amultitabbededitorfortheform. Thefollowingsectionsinthismanualdescribeaddingandeditingoptionsinmore
detail.
2.1.1 ComponentsComponentsisthefirsttabandthedefaultwhenyoufirstentertheformeditmode.
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Figure4
TherearetwosectionstothispagetheFormComponentsandtheFormView.BelowyouwillseetheForm
ComponentsavailableinRSforms!.Note: Thesehavebeenplacedintotwocolumnsforeasierviewinginthisdocument.
Onthe
web
site,
this
is
only
asingle
column.
FORMCOMPONENTS
Figure5
(Imagemodifiedtofitbetteronpage) Textbox.Thisisasimplesinglelinetextboxthatcanbefilledin. Textarea.Thisisamultilinetextboxthatcanbefilledout.Thisallowsforgreaterinformationtobeplacedinit. Dropdown.Thisisaselectbox(dropdownbox).Youcansetmultipleoptionstoselectfrom,aswellassetwhich
itemisselected.
CheckboxGroup.Thiswillcreateagroupofcheckboxesthattheuserwillbeabletoselectandunselectfrom.Thiswillallowformultipleselects.
RadioGroup.Thiswillcreateagroupofradiobuttonoptions.Onlyasingleoptionwillbeabletobeselectedfromthis.
SubmitButton.Thiswillcreateasubmitbuttonthatwillcausetheformtosubmit. Password.Thisisatextboxthathidesthevaluebeingtypedinfromplaintext. Fileupload.ThiswillcreatetheFileUploadoptionsothatpeoplewillbeabletouploadfilestotheserver.Make
suretohaveadirectorythatwillallowforuploadingfilestoavailable.
FreeText.Thisisatextareathatwillallowyoutocreatetextontheform.Thesecanincludedescriptionsandinstructions.
Calendar.Thiswillcreateatextboxwithacalendarthatwillpopupwhenclickedin.
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Button.Thiswillcreateagenericbutton.Itwillnothaveanyspecialattributesassociatedwithitunlessyouaddthem.
ImageButton.Thiswillcreateabuttonbasedonanimageyousupplytoit. CaptchaAntispam.Thiswillcreateacaptchaobject.Thiswillusethebuiltinversionofthis.ReCaptchafrom
Googleisthealternateforthis.
HiddenField.Thiswillcreateahiddenfieldthatcanbeusedwithintheform. SupportTicket.Thiswillcreateahiddenfieldwithpresetvalues PayPalSingleProduct.Thisisanadditionalpluginthatisinstalled.Thiswillallowforasingleproducttobe
purchasedusingPayPal.TheformwillneedtobeconfiguredtohandlePayPaltransactions.Thiswillalsorequire
aPayPalTotal.
PayPalMultipleProducts.Thisisanadditionalpluginthatisinstalled.ThiswillallowformultipleproductstobepurchasedusingPayPal.TheformwillneedtobeconfiguredtohandlePayPaltransactions.Thiswillalsorequire
aPayPalTotal.
PayPalTotal.ThisisthetotalamountthatwillbesenttoPayPalifPayPalisconfiguredforthisitem. reCaptcha.ThisisGooglesreCaptchatool.Anauthorizationcodewillbeneededforthis.Thiswillvalidateto
makesure
the
person
entering
the
information
is
human.
Belowyouwillseethestandardoptionsthateachofcomponentsshare.EachofthesecomponentscanexecutePHP
codethatisescapedvia//phpcode//.ThisdocumentationdoesnotcoverPHPcoding.ContacttheStrudellStudios/
CourtlandConsultingwebdevelopmentsupportteamat(517)9083950.
Figure6
(Imagemodifiedtofitbetteronpage)
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Name.Thisisthenameofthecomponent.Thisishowitisreferencedinscriptswithinthisform.Itisrecommendedthatthisfieldcontainnospacesorspecialcharacters.
Caption.Thisistheinformationthatisdisplayednexttothefield.Thisiswhattheuserswillsee.Spacing,specialcharactersandsoforthareacceptablehere.
Save.Youcansavetheinformationatthispointwithoutaddingadditionalinformation.Additionalinformationisrecommended
however.
Required.Thissetswhetherthecomponentisrequiredornot.Ifrequired,thenonsubmit,itwillchecktomakesurethevaluesaresetandgiveanerrormessageifitisnotvalid.
Size.Thisisthesizefordisplayingtheelement.ThiscanbedifferentthattheMaxSize. MaxSize.Thisisthemaximumsize(numberofcharacters)thatthisfieldisallowedtoreceive.Ifthisisvalueis
goingintoadatabase,itisrecommendedtosetthistothefieldsizeofthecolumnthisvaluewillbeaddedto.
ValidationRule.Thisistherulethatwillbeusedwhenvalidationofthecomponentisused.Possibleoptionsinclude:
o None.Novalidationruleisapplied.o Email.Checkstomakesurethevalueisinstandardemailformat.o Numeric.Checkstomakesuretheenteredvaluecontainsonlynumbers.o Alphanumeric.Checksiftheenteredvaluecontainsonlylettersandnumbers.o Alpha.Checkstheenteredvaluetomakesureitcontainsonlyletters.o Custom.Canbeusedincombinationwithothervalidationrulesandwillextendthevalidationwiththe
specifiedcharacters.
ValidationMessage.Wheneverthevalidationruleisnotmet,thismessagewillshowupinthefrontendpartoftheform.
AdditionalAttributes.Usingthisproperty,youcansetcustomattributesinsidetheHTMLtag.ThemostcommonuseofthispropertyisaddingcustomCSSstylingorfurtherJavaScriptprocessing.
DefaultValue.Thisisthedefaultvalueforthiselement. Description.Thedescriptionofthetextfield.Thiswillbedisplayedinthefrontend,asatextualhelpforthe
user.UsethiswhentheCaptionofthecomponentisnotselfexplanatory.
Save.Savethecurrentinformationonthiscomponent.FORMVIEW
ThesecondhalfoftheComponentspagecontainsalloftheformelementsthatyouhaveentered oredited.Theform
elementsdisplayinaWYSIWYGstyleontherighthandsideofthepage.Thismeansthatthedropdownboxeswilllook
andactlikedropdownboxes,andthetextareaswillbemultilined.
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Figure7
Checkbox.Inselectingthecheckbox,youallowthisitem(andothersthatareselected)tobequicklyDeleted,PublishedandUnpublished.
Name.Thisisthenameofthecomponent. Caption.Thisisthecaption(orlabel)thattheuserwillseeonthefrontend. ComponentPreview.Thisisapreviewofhowthecomponentwilllookonceitispublished. Edit.Thiswillallowyoutoeditthecomponent.WhenyouclickonEdit,theelementwillopenupontheleft
handsideofthescreenundertheelementtypethatitcurrentlyisselectedas.
Remove.Thiswilldeletethecomponent. Ordering.Thisistheorderthattheelementswillshowupas.Ifyourenumberthese,makesuretohittheSave
iconnexttoOrdering.Thiswillsavethenewordering.
UpandDownArrows.Theupanddownarrowswillallowyoutomove(andsave)theelementonespotatatime.
Publish.Ifthisisselected,thenthecomponentwillbevisibleonthefrontend.IMPORTANT:Onceyouhaveworkedonthecomponents,makesuretoApplyorSavethechangesthatyouhavemade.
Thiswillsavetheworkthatyouhavedoneonthesecomponents.
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2.1.2 FormLayoutTheFormLayoutcontrolshowtheformwilllookonthefrontend.Youhaveachoiceofafewdifferentstylesthatwill
automaticallyupdatewheneveryouupdatethecomponents,oryoucancustomizethelayout.
Figure8
Youhavetheoptionofsixdifferentstyles.TheclassicstylesusetableswhiletheXHTMLstylesuseDivsforthelayingout
oftheformelements.Additionally,ifyouuncheckAutoGenerateLayoutthiswillallowyoutocustomizetheform
(addingJavaScriptandothercode)totheform.Rememberthatiftheformisnotautogenerating,youwillneedtomake
suretoupdatetheformwithneworremovedelements.
Figure9
2.1.3 EditFormEditFormwillallowyoutoeditthebasicinformationabouttheform,aswellastherequiredmessaging.
Figure10
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TheEditFormhastwosectionstothepagetheEditFormPropertiesandtheQuickAdd.TheQuickAddhasalistofall
oftheelementswithintheform.Thecaptionisthenameofthecomponentandthevalueisthevaluethatthe
componentreceivedfromtheuser.
Figure11
FormTitle.Thisisthetitleoftheformthatwillshowuponthepagethattheformisdisplayedupon. FormName.Thisisthenameoftheform.ThisisusedforidentificationinJavaScriptaswellasintheform
managementarea.
ReturnURL.ThisisthereturnURLaftertheformiscompleted.Iftheformneedstogotoanotherlocationratherthantheendconclusionofthedefaultworkflow,youcansettheReturnURLtothenewlocation.
EdittheThankYouMessage.ThisistheThankyoumessagethatappearsaftertheuserhasfilledouttheform.ThisiseditedinaWYSIWYGpopupeditor(seebelow).
ErrorMessage.Thisistheerrormessagetheuserwillreceiveonanunsuccessfulattempttosubmittheform.
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Figure12
TheWYSIWYGeditorallowsyoutocustomizeboththeerrormessageandthethankyoumessagefortheenduser.You
cansaveyourwork,Saveandclosethepopupwindow,orjustclosewithoutsaving.
2.1.4 UserEmailsWhentheendusercompletestheform,anoptionalemailcanbesenttothem.Thisscreenhandlestheconfigurationof
theemailmessage.
Figure13
BelowisascreenshotoftheUserEmails.Thefollowingfieldsareforediting:
From.Thisistheemailaddressthatthesender. FromName.Thisisthenameofthepersonthatissendingtheemailmessage. Replyto.Thisistheemailaddressthatreplieswillbesentto. To.Thisiswhothemessagewillbesentto.ThiswilltakevaluesfromtheQuickAddsothatitcanbesenttothe
userthat
filled
out
the
form.
Multiple
email
addresses
are
separated
by
commas.
CC.ThisiswhereCarbonCopiedemailaddressesareadded.ThiswilltakevaluesfromtheQuickAddsothatitcanbesenttotheuserthatfilledouttheform.Multipleemailaddressesareseparatedbycommas.
BCC.ThisiswheretheBlindCarbonCopiedemailaddressesareadded.ThiswilltakevaluesfromtheQuickAddsothatitcanbesenttotheuserthatfilledouttheform.Multipleemailaddressesareseparatedbycommas.
Subject.Thisisthesubjectoftheemailmessage.
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Mode.ThisisthemethodthattheemailwillbesentPlaintextorHTMLformatted. AttachFile.Selectthisifyouwouldliketoattachafiletotheresponse. Locationoffiletoattach.Thisistheabsolutepathofthefilethatistobeattachedtotheemailresponse. Message.Thisisthemessagethatwillbesenttotheuser.ClickingEdittheEmailtextwillproduceaWYSIWYG
editor.
Figure14
Theeditor(picturedbelow)willallowyoutoconstructtheresponsethatwillbesenttotheenduser.Youwillbeableto
usealloftheelementsfromtheQuickAddpanelinthiseditor.
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Figure15
2.1.5 AdminEmailsWhentheendusercompletestheform,anoptionalemailcanbesenttotheadministrator.Thisscreenhandlesthe
configurationoftheemailmessage.
Figure16
BelowisascreenshotoftheUserEmails.Thefollowingfieldsareforediting:
From.Thisistheemailaddressthatthesender. FromName.Thisisthenameofthepersonthatissendingtheemailmessage. Replyto.Thisistheemailaddressthatreplieswillbesentto. To.Thisiswhothemessagewillbesentto.ThiswilltakevaluesfromtheQuickAddsothatitcanbesenttothe
userthatfilledouttheform.Multipleemailaddressesareseparatedbycommas.
CC.ThisiswhereCarbonCopiedemailaddressesareadded.ThiswilltakevaluesfromtheQuickAddsothatitcanbesenttotheuserthatfilledouttheform.Multipleemailaddressesareseparatedbycommas.
BCC.ThisiswheretheBlindCarbonCopiedemailaddressesareadded.ThiswilltakevaluesfromtheQuickAddsothatitcanbesenttotheuserthatfilledouttheform.Multipleemailaddressesareseparatedbycommas.
Subject.Thisisthesubjectoftheemailmessage. Mode.ThisisthemethodthattheemailwillbesentPlaintextorHTMLformatted. Message.Thisisthemessagethatwillbesenttotheuser.ClickingEdittheEmailtextwillproduceaWYSIWYG
editor.
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Figure17
Theeditor(picturedbelow)willallowyoutoconstructtheresponsethatwillbesenttotheenduser.Youwillbeableto
usealloftheelementsfromtheQuickAddpanelinthiseditor.
Figure18
2.1.6 ScriptsThe
Scripts
tab
will
allow
you
to
run
PHP
scripts
at
various
times
during
the
loading,
processing
and
post
processing
of
theform.ThescriptsrequireknowledgeofPHPprogrammingtobeeffectiveanduseful.
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Figure19
Figure20
Figure21
Figure22
2.1.7 MetaTagsThe
Meta
Tags
tab
will
allow
you
to
place
Meta
Data
in
the
head
of
each
form.
This
is
used
in
Search
Engine
Optimization.AttheveryleasttheMetaDescriptionshouldbeincludedforeachformsothatitwillshowupinsearch
results.
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Figure23
Figure24
2.1.8 MappingsMappingsareaspecialpluginthatisoptionallyinstalled.Thiswillallowforthemappingofformelementstoadatabase
tablewiththeirrespectivecolumns.
Figure25
AdatabasetablewillneedtohavebeencreatedpriortoattemptingtousetheMappingsplugin.Thetablewillneedto
belocatedwithintheJoomlaDatabaseinstallation.Itisrecommendedthatyouprefixallofyourformtableswith
somethingsimilartors_.
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Figure26
Toconnectaformtoadatabase,selecttheappropriateComponentNamefromthedropdownlist.Next,selectwhich
tabletomapittounderTabletomap.ThiswillloadinthecolumnnamesfortheColumnfromtabletomap.Onceyou
selectthecolumnclickAddmapping.Thenewmappingshouldappearontherighthandsidewiththeothermappings.
Mappingscannotbeupdated,buttheycanbedeleted.Onceamappingisdeleted,itisgone.
Uponsubmission,theformwillfillinthenewdatabaserecordwiththevaluessuppliedfromtheform.
3
ManageSubmissions
ManageSubmissionswilldisplayareportofthesubmissionsthathavecomeintothesystem. Youhavetheoptionto
exportthesubmissionsintoaCSV(commaseparatedvalue)file.Additionallyyouareabletodeleteindividualentries
thathavecomein.
Figure27
Additionally,youareabletofilteryoursubmissionsbasedonform,andkeywords.
Figure28
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Thesubmissionswillshowintabularformthevaluesofeachfieldfortheform.TheonlyfieldthatisstaticistheDate
Submitted.Therestofthefieldsaregeneratedbythecomponentsyouaddintotheform.
Figure29
Thearrowsnexttothetableheadingswillallowyoutosortthesubmissionsbythecolumn(ascendingordescending).
4 ConfigurationThe
Configuration
section
allows
you
to
set
up
the
configuration
information
for
RSforms!
and
for
any
plug
ins
that
are
usedwithinthesystem.PleasenotethatGoogleAnalytics,PayPal,andReCaptchaareallpluginsthathavebeen
installedseparately.
4.1 Settings
Figure30
Figure31
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Code.ThisisthecodetoreceiveupdatesfromRSForms!aboutupdatestothesystem. DebugMode.ThiswillenabletheDebugmode.Thiswillproducelotsofextracodeoutputtohelpdebugissues
withthesystemandforms.
IISCompatibilityMode.ThisistoallowsubmissionfromaWindowsserverthatisusingIIS WYSIWYGEditorCompatibilityMode.ThisresolvessomeoftheissuesthatarecommonsettingswithinJoomla
thatcan
cause
issues
with
your
form.
4.2 GoogleAnalyticsGoogleAnalyticscanbeusedtotrackhowfarpeoplegetthroughyourforms.EnteringinyourGoogleAnalyticscodewil
allowyoutouseGoogleAnalyticsforyourforms. Thisisanoptionalplugin.
Figure32
Figure33
4.3 PayPalThisPluginwillallowyoutointegratePayPalintoyourformsforquicksetupofsingleandmultipleitemsales.
Figure34
Figure35
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PayPalEmailAccount.ThisistheemailaccountthatisassociatedwiththePayPalaccountreceivingthepayment.
ReturnURL.ThisisthereturnURLafteratransactionhasbeenmade. LiveMode.IsthisinProduction(Yes)orDevelopment(No). Currency.Thisisthecurrencystandard.USDshouldbeplacedinthisfield. ThousandsSeparator.Whatcharacterisusedasaseparatorforthethousandsplace DecimalSeparator.Whatcharacterisusedasaseparatorforthedecimalportionofthemoney. Numberofdecimals.Thisisthenumberofdecimalplacesforthecents.
4.4 ReCaptchaReCaptchaisanoptionalpluginforRSFroms!thatusesGooglesReCaptchaAPI.YouwillneedtohaveaGoogleaccount
inordertousethistool.
Figure36
Figure37
InGoogle,youwillneedtocreateanewinstanceofReCaptchathatwillprovideyouaPublicandPrivatekey.Youwill
copyandpastethosekeysintothePublicKeyandPrivateKeyfieldsunderReCaptcha.Nextyouwillchooseatheme
Red,White,CleanorBlackglass.ThemostcompatibleoftheseistheCleantheme.
5 Backup/RestoreInadditiontobeingabletocreatetheseforms,youareabletobackupandrestoreformstouseonotherinstallationsof
Joomla.
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Figure38
UnderBackupyouwillselecttheformsyouwanttobackup,selectifyouwanttobackuptheformsonlyortheforms
andsubmissions,andthenclickGenerateabackupfile.Thiswillcreateafilefordownloadforyou.
UnderRestoreyouwillbeabletobrowseforaformbackupfileandrestorethatform.
6 CreditsandContactInformationThistrainingmanualhasbeendevelopedanddeliveredbyStrudellStudios,theCreativeDivisionofCourtland
Consulting.Some
of
the
content
for
this
manual
is
based
upon
and/or
taken
verbatim
from
http://www.joomla.com
20072010,allrightsreserved.Forupdatesorquestionsregardingthismanual,contacttheStrudellStudios/Courtland
Consultingsupportteam.
StrudellStudios
CreativeDivisionofCourtlandConsulting
1500WatertowerPlace,Ste200
EastLansing,MI48823
www.strudellstudios.com
(517)9083950direct
(517)371
7810
main
(517)3717815fax