- On the “Form Centre” users will have the options to:
- Build New or
- Select a Form
Way 1: Building a new form from scratch
- Creating a new form from scratch:
- Users can choose to “Build New > from Scratch” if there is no underlying document that needs to be populated using the form.
- Create form will redirect users to “Form Builder”
- Form Builder will allow users to create a form using sections and fields.(The below table 1 highlights details for this in detail)
- Users will get a prompt to enter “Form Name”. It’s the first thing a user needs to do to start working on a form.
- Users can also choose to customize details, add validations and visibility rules to the form. (The below table 3 highlights details for this)
Table 1
| Field Type | Field Details | Field Properties |
|---|---|---|
| Section | Section can be added based on the form length and complexity. Section can help in clubbing and better representing information to the end customer. It also helps in adding pagination to a form. | - Section Title (200 characters) |
| Heading | Helps in giving out information in a section or in general. | (Refer Table 3 for details on below) - Heading - Subheading - Text Case - Text Alignment - Text Size |
| Text Box | Used to take small text input Eg.Name | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Text Case - Supporting Text - Tool tip - Validation (Email, Mobile, Numeric) |
| Text Area | Input field for a multi line response Eg. Address | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Text Case - Supporting Text - Tool tip - Validation (Email, Mobile, Numeric) |
| Check box | List of options for the user to select or multi-select inputs. Users can add more options from the UI. | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Supporting Text - Tool tip |
| Radio box | A single select list of options for the user to select. Users can add more options from the UI. | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Supporting Text - Tool tip |
| Image | Accepts Image file type as input in the aforementioned formats: 1. PNG 2. JPG 3. TIFF 4. JIFF | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Supporting Text - Tool tip |
| Drop down | Another type of single select list of options for the user to select. Users can add more options from the UI. | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Supporting Text - Tool tip |
| Upload Files | Accepts additional files as input. | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Supporting Text - Tool tip |
| Date Picker | Add date picker for date selection along with the format types selection as available below: 1. DD-MM-YYYY 2. DD/MM/YYYY 3. MM-DD-YYYY 4. MM/DD/YYYY | (Refer Table 3 for details on below) - Field Title - Field Key - Hide - Read Only - Required - Supporting Text - Tool tip - Date Format supported |
Table 2
| Field Type | Field Details | Field Properties |
|---|---|---|
| Full Name | Precreated custom field with field subtypes as: 1. Prefix (Mr, Mrs) 2. First Name 3. Middle Name 4. Last Name | The below properties are available on individual subtypes: - Field Title - Field Key - Hide - Read Only - Required - Option title - Text Case - Supporting Text - Tool tip - Validation (Email, Mobile, Numeric) |
| Phone Number | Precreated custom field with field subtypes as: 1. Area Code 2. Phone Number | The below properties are available on individual subtypes: - Field Title - Field Key - Hide - Read Only - Required - Option title - Text Case - Supporting Text - Tool tip - Validation (Email, Mobile, Numeric) |
| Address | Precreated custom field with field subtypes as: 1. Address Line 1 2. Address Line 2 3. City 4. State 5. Country 6. Pin Code | (Refer Table 3 for details on below) The below properties are available on individual subtypes: - Field Title - Field Key - Hide - Read Only - Required - Option title - Text Case - Supporting Text - Tool tip - Validation (Email, Mobile, Numeric) |
Table 3
| Field Validations | Details |
|---|---|
| Field Title | Define the name of the field to be visible to the customer |
| Field Key | Define the key you want to use as to pass the variable |
| Hide | Used to hide field from end customer, used by corporates to pass hidden mandatory parameters |
| Read Only | Used to show mark fields with non editable information |
| Required | Used for mark a field as mandatory |
| Text Case | Used to choose fonts of the input fields. The following are supported: 1. All capital 2. All small 3. Camel case |
| Text Alignment | Used to align text for a given field to below: .1. Left 2. Right 3. Middle |
| Supporting Text | Used to add supporting information on the field |
| Tooltip | Used to give additional information to fill details on the field |
| Validation | Used to add preset validations on a field. The below validations are supported as of now: 1. Mobile (10 digit input) 2. Email (something@something.something) 3. Numeric (Only numeric input) |
- Once all the fields are set for the form, users can add additional:
- Validations
- Visibility Rules On the document to choose what should be visible when and any conditional logics for filling certain specific fields, leveraging the Table 4 and Table 5 respectively.
- Validations are for field level details and validations can be added for one section at a time.
Table 4
| Validation Type | Validation Details |
|---|---|
| Duplicate Checks | Users need to select 2 or more fields to ensure duplicate details are not being entered by end customer for the selected fields |
| Percentage Parts | This can be added to ensure the total of the selected fields sums upto 100 |
| Only one exists | If atleast of the selected fields needs to be input by the end customer. Users need to select at least 2 fields for this. |
Table 5
| Display Rule Type | Display Rule Details |
|---|---|
| Is equal to | This will allow to compare value for 2 fields across sections whether are equal or not |
| Is greater than | This will allow to compare value for 2 fields across sections whether the value for a selected field is greater than a given value or not |
| Is less than | This will allow to compare value for 2 fields across sections whether the value for a selected field is less than a given value or not |
| Is not empty | content |
| Is empty | This will allow to choose if a field should not be visible if empty |
| OR | This will allow to set complex conditions like one validation or another |
| AND | This will allow to set complex conditions like one validation and another |
- Once a form is created, users can choose to:
- Publish the form using the “Publish Form” option.
- Save as draft using the “Save Draft” option to save the current changes but not mark it ready for sending the requests.
Way 2: Building form from Templates/Document
- Building a form from template/document:
- Users can choose to “Build New > from Document/Template” if there is an underlying document that needs to be populated using the form.
- Users can select the document from existing templates or choose to upload an altogether new document.
- The selection will redirect users to the select template screen where users will have the capability to select template(s).
- Users can select a single template to create form and send requests.
- Users can also select multiple templates to merge and create a single form and send requests.
- Once templates are selected, users can edit the form in form builder(follow Way 1 for more details on how to add fields)
- Once the form is edited and published, requests can be sent on the same.
Way 3: Building form by Importing JSON
- Building a form from template/document:
- Users can choose to “Build New > Import Form” if there is an already existing form they wish to import to the system.
- This should allow users to upload form JSON.
- Once uploaded, users should be able to view the form and preview fields that are mapped or add some new fields to the form.
- Once mapped users should be able to add visibility rules or validations as desired and use the form to send requests.
Click on Create form with document template - If there is an underlying document template uploaded on DIGIDoc.
Once the form is fit to be sent, users can Preview the form or send requests on the form as elaborated below.