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Once you have added an order form, you can perform various actions.

 

Editing the Order Form with the Order Form Wizard

  1. Access the Order Queues page.
  2. Click Order Forms.

    The Manage Order Forms page appears.
  3. Click wizard.

    The Order Form Wizard page appears.
  4. Make any necessary updates you need.
  5. Click Save Progress.

Editing the Order Form with the Advanced Editor

The Advanced Editor provides greater control to the look and feel of the order form. Once an order form is generated using the Order Form Wizard, you can use the Advanced Editor to add, edit, remove, and rearrange any page or element. You can also add rules to individual elements, such as a required email format, and JavaScript.

Access the Advanced Editor

  1. Access the Order Queues page.
  2. Click Order Forms.

    The Manage Order Forms page appears.
  3. Click advanced for the order form you want to enhance.

Adding Pages

  1. Access the Advanced Editor.
  2. Click Add Page.

    The Add Order Form Page page appears.
  3. In the Page Name field, enter the name of the order form page.
  4. In the Template field, select the appropriate template to use for the page.
  5. Optionally, you can add elements, buttons and JavaScript to your page.
  6. Click Save or Save & New.

Editing Pages

  1. Access the Advanced Editor.
  2. Click edit for the page you want to change.

    The Edit Order Form Page page appears.
  3. Make any necessary changes.
  4. Click Save.

Deleting Pages

Deleting a page permanently removes it from the order form, along with all form elements that were included in it.

  1. Access the Advanced Editor.
  2. Click delete for the page you want to delete.

Rearranging Pages

  1. Access the Advanced Editor.
  2. Click and drag the pages handle to the desired position.

Adding Elements

Once the order form pages are defined, form elements need to be added, including all fields that the client will be expected to input, hidden fields, and any static text or HTML that should be displayed as part of the page.

  1. Access the Advanced Editor.
  2. Click the page you want to add elements to.

    The selected page appears.
  3. Click add element.

    The Add Order Form Element page appears.

Complete the Element Details Tab

  1. In the Element Type field, select the type of field.
  2. In the Field Name field, enter the name of the field.
  3. In the Label field, enter the text to display on the order form.
  4. In the Constant field, select Yes if you want your client to be able to change the input value.
  5. In the Page field, select the order form page the field belongs on.

Complete the Extra Attributes Tab

  1. Click the Extra Attributes tab.
  2. In the Attributes field, enter HTML or JavaScript to further define the element.
  3. In the Tooltip field, enter the text that appears when a client hovers their mouse over the filed.

Adding Buttons

  1. Access the Advanced Editor.
  2. Click the page you want to add buttons to.

    The selected page appears.
  3. Click add button.

    The Add Order Form Button page appears.

Complete the Button Details Tab

  1. In the Button Type field, select the type of button.
  2. In the Button Name field, either enter the name of the button or select the appropriate name. This field is either a text entry or selection based on the button type.
  3. In the Label field, enter the text to display on the button.

Complete the Extra Attributes Tab

  1. Click the Extra Attributes tab.
  2. In the Attributes field, enter HTML or JavaScript to further define the button.

Adding Rules to Elements

  1. Access the Advanced Editor.
  2. Click the page with the element you want to add a rule to.

    The selected page appears.
  3. Click add rule for the element you want.

    The Add Order Form Rule page appears.
  4. In the Rule Type field, select they type of rule you want to add to the element.
  5. In the Message field, type the message that displays to the client if they do not use the correct input.
  6. Click Save or Save & New.

Editing Elements and Buttons

  1. Access the Advanced Editor.
  2. Click the page with the element or button you want to edit.

     The selected page appears.
  3. Click edit for the element you want.

    The Edit Order Form Element or Edit Order Form Button page appears.
  4. Make any necessary updates you need.
  5. Click Update.

Deleting Elements and Buttons

  1. Access the Advanced Editor.
  2. Click the page with the element or button you want to delete.

     The selected page appears.
  3. Click delete for the element you want.

Rearranging Elements and Buttons

The order of the elements and buttons in the page is the same order displayed on the order form.

  1. Access the Advanced Editor.
  2. Click the page you want to arrange.

    The selected page appears.
  3. Click and drag that element or button handle to the desired position.

Adding JavaScript

These are optional fields to add any custom JavaScript to a page. See the JavaScript site for more information. 

  1. Access the Advanced Editor.
  2. Create or access the page you want to add JavaScript to.
  3. Click the JavaScript tab.
  4. In the JavaScript field, enter any JavaScript to be used at the top of the page, such as defining any functions called by elements within the page.
  5. In the onLoad JavaScript field, enter any JavaScript to run when the page is loaded.

Copying Order Forms

Copying an order form makes a duplicate copy of a form, so you can use the same layout for a different plan without having to start from scratch.

  1. Access the Order Queues page.
  2. Click Order Forms.

    The Manage Order Forms page appears.
  3. Click copy.

    The Copy Order Form page appears.
  4. In the Form Name field, enter the name for the new form.
  5. In the Order Queue field, select the order queue the new order form belongs to.
  6. Click Copy.

Deleting Order Forms

Deleting an order form is permanent, and remove the ability for your clients to order it.

  1. Access the Order Queues page.
  2. Click Order Forms.

    The Manage Order Forms page appears.
  3. Click delete.
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