Excerpt |
---|
Questionnaires are a flexible way to create and present forms and collect user information. Create Contact Us, Returns, Warranties, Feedback, Event Registration and more. A file upload facility and Captcha can be added. Select from the wide range of preconfigured fields or edit them to suit. |
Multiexcerpt |
---|
hidden | true |
---|
MultiExcerptName | Feature Overview |
---|
|
Widget-based questionaire and form system that is easy to configure. Add captcha for validation, or require a digital signature (4.37+).
|
- In CMS, go to Advanced Content → Questionnaire Group Maintenance (/QuestionnaireMaintenance.aspx).
- Click New.
- Set values (fields not listed here can be left blank):
- To save, click OK.
- In the Questionnaire selected, click Questions.
- Click New.
- Select a question from the Question Code drop-down.
- Assign a number for ordering of questions on the page.
- Click OK.
- Repeat as needed until all question fields have been added to the questionnaire.
- Click Refresh Dictionary.
Tip |
---|
If the question you want is not in the Question Code drop-down, create it by following these steps: - Go to Advanced Content → Questionnaire Field Maintenance (/QuestionMaintenance.aspx).
- Click New.
- Set the values as follows:
- Question Code - a unique code to easily identify this question for selection later on
- Question Text - the question prompt which will be displayed to the user
- Sequence - determines the order in which the question appears in the maintenance screen. This will default to the next available sequence number, but can be overwritten
- Answer Format - the required format for responses to this question (e.g. Short Text, Number, Tickbox, etc)
- Length - the number of characters the field is to be restricted to (if applicable)
- Required - tick this box if this question is to be mandatory
- Help - enter tooltip text here - either a further explanation or example; anything which might assist the user in completing the questionnaire
- Hidden - tick this box if the question should NOT appear on the questionnaire (used to render hidden HTML elements on a questionnaire page)
- Click OK to save.
Questions created here are now available for use in any Questionnaire. |
This example uses an existing custom page.
- Go to Content → Custom Pages.
- Click Design on the selected Custom Page. (NOTE - If the 'Design' button is not there, your page is not widget-based. It will need to be converted via page Options.)
- Click Add Widget.
- Add the Questionnaire widget.
- Click Edit for the widget.
- Configure options. See: Questionnaire Widget.
- Click Save.
- Navigate to the custom page and view your new questionnaire!
Tip |
---|
|
Make your customers' lives easier by prefilling some of the questionnaire fields for them! From version 3.92+, you can pre-populate fields based on customer/user data, or page parameters. Examples: Name and Company Name (for logged in users), or Product Code (in a stock enquiry form on a product detail page).
Here's a quick how-to: - Find your questionnaire fields. Go to Advanced Content → Questionnaire Group Maintenance.
- Select your questionnaire and click the 'Questions' link. The field name of each questionnaire field is displayed. Take notes (or a screenshot!).
- Go to Advanced Content → Questionnaire Field Maintenance.
- Search for the field to prefill and click Modify.
Enter the value in Token to Prepopulate.
Field to Prefill | Token |
---|
User Name | User.FirstName,User.Surname | Company Name | Customer.Name | Email Address | User.EmailAddress | Phone | User.PhoneNumber |
- To save, click OK.
- Click the RefreshDictionary link to update the questionnaire.
- Repeat for another field.
If you don't see the token you're after, contact Commerce Vision. |
Multiexcerpt |
---|
MultiExcerptName | Additional Info |
---|
|
Create forms include Contact Us, Returns, Warranties and Feedback. |
Minimum Version Requirements |
Multiexcerpt |
---|
MultiExcerptName | Minimum Version Requirements |
---|
| 3.78 |
|
---|
Prerequisites | |
---|
Self Configurable |
Multiexcerpt |
---|
MultiExcerptName | Self Configurable |
---|
| Yes |
|
---|
Business Function |
Multiexcerpt |
---|
MultiExcerptName | Business Function |
---|
| Marketing |
|
---|
BPD Only? | |
---|
B2B/B2C/Both |
Multiexcerpt |
---|
MultiExcerptName | B2B/B2C/Both |
---|
| Both |
|
---|
Third Party Costs |
Multiexcerpt |
---|
MultiExcerptName | Third Party Costs |
---|
| n/a |
|
---|
Content by Label |
---|
showLabels | false |
---|
max | 5 |
---|
spaces | KB |
---|
showSpace | false |
---|
sort | modified |
---|
reverse | true |
---|
type | page |
---|
cql | label = "forms" and type = "page" and space = "KB" |
---|
labels | cms how-to |
---|
|