![]() ![]() For example, a signup form could be used at different events, with the URL key-value pair indicating which in person event the signup is from. One use case for this is to allow a single input form to be reused in different contexts. This method also works if the default is being specified in the URL for a hidden field not shown to the user. ![]() The user could modify these values before submission. So if a form for a hair styling salon had fields for email, first name, last name, hair color and hair length, adding #?haircolor=brown&hairlength=short to the URL of the form will cause the haircolor field to be defaulted to brown and the hairlength field to be defaulted to short when the form is rendered. The method described for setting values for filters in a search form can also be used to set values for other fields in form that will be submitted. receive_date=this.month (See the list) Using URL parameters to set defaults in submission forms ¶ The following formats are acceptable for dates: If the field is already filtered (e.g receive date before this week) then the URL filter will further narrow down the results rather than replace the existing filter. As well as being more readable and discoverable, this variant is more useful for implementers who work with multiple sites, since the actual ID numbers will likely change between sites, but the name is fixed. In some cases we know the number instead, in which case we could use payment_instrument_id=1 in our URL or payment_instrument_id : name = Cash. In this case the database field payment_instrument_id is a number. The underlying database value is generally a number which maps to a name and label. When the field has a : in it that indicates that the field is a 'pseudoconstant'. If you had multiple such filters, you would add subsequent ones like #?haircolor=brown&hairlength=short. To use this feature, the URL can be constructed like this: ![]() If the field you want is missing, it's because that field has not been added to the Search, so jump back and do that first. Hair color, then select URL and then type a codename, e.g. When looking at the left-side panel with a search display tab selected while editing a form, there's an option called Filters. from another search form (by using tokens in the Link URL field.) This means you can link to filtered views of the search form, e.g. Having pre-set values can be useful if information, such as the Added by or Activity Status fields, should be consistent across the form's submissions.įor search forms with pages you can make them get filter values from a special part of the URL. Continuing with the example from this section, the image below shows the renamed tab,'Schedule call', and three pre-set values. Then, if that grouping of fields needs to be changed, the block would only have to be changed once instead of on each individual form.Īnd on the topic of reusable values, the Values section at the top of the left pane includes the option to pre-set data on the form. For example, a grouping of customized fields that are reused could be saved as a block and applied to multiple activity forms. To customize the look and overlal layout of the form:Ĭontainers can also be saved as blocks, which can then be used on otherįorms as well. add placeholder text that will show in text boxes. change the widget for data entry (for example, if you choose RichTextEditor then a full WYSIWIG input widget will show up) To the right of each field on the layout pane is a settings widget. Under the Elements section, there are some formatting options that allow blocks of text, other html, and/or containers to group fields to be added. Drag and drop the desired fields into the layout pane on the right, where they can be ordered and customized. The second tab displays the content, determined by which contact type or activtiy was chosen, that can be added to the form. On the left configuration pane, there are two tabs. a layout pane (right) that contains: * a display of what the form looks like * settings icons on the fields * tabs to switch between the Form Layout and read-only auto-generated Markup * a **Save** button Using URL parameters to set defaults in submission formsĢ. Example: Create a Soft Credit Search and DisplayĮxample: Create a filterable public Membership List with Logo GridĮxample: Create a List of Donor Members to Invite ![]()
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