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Jadu XFP User Manual

1. Save As Alternative language The Save Form As settings lightbox When creating a copy of a form you can first assign the copied form a new Title XFP suggests a name which is the same as the old form s name but with Copy appended to the end You can create a straight copy of your original form or use this feature to generate a version of the form that is to be made available in an alternative language by setting Save as alternative language to Yes If Yes is selected an Alternative Language dropdown will appear for the forms designer to choose the target language for this form Page 80 of 148 Form Copy Tithe jodu Blut Badge Application Form Copy Save As Alternative language vos Please Choose a Language Cancel The Save Form As settings lightbox showing alternative language options This will correctly set the language metadata value and also create a relationship between the new form and the copied form so that the system recognizes there is an alternative language choice available for both forms Currently English default Welsh and Polish are available as standard The copied form can then be passed to a translator to convert any English question text into the target language XFP will change any system level messages based upon the metadata language setting If you require additional languages please contact your Jadu Account Manager You can also choose to retain disregard any existi
2. Jadu XForma Pro Gre Pasa kahied Fyr ma 1 Piaj er egr Tos re wineirg Your foma ewe Al ionns Form titte Categories ansigned Visible Live to date b Sid Mar Dady Apima Fann Disabiikiai oy Boeri Pa Page An Administrator s Form List view Any existing online forms are listed displaying the Form Title the Categories assigned whether the form is currently Live and Visible or not with the ability to quickly change this setting a View Live link to review the form as the end user would see it and the number of Submissions to date with a link to view all submissions along with the form owner s name with the option to change ownership Page 10 of 148 Use the tabs displayed across the top to filter between Online Offline and Archived form listings At the very bottom of the list is a Create New Form button to quickly start creating a new Jadu XForm Page 11 of 148 Creating a new form e Click the Create New Form button You will be taken to the Form Details area where you can set up the properties for your new form 4 02 Tistill XForms Pro Porma Porm Details R es a cL es ee Ee EA e A A E TETA TEITE TSAA ETARE ree ee ME Setting up your form properties e Title will be the name of the form that will be displayed to end users looking for a form to fill in Type in the full form name title in the textual entry field provided e Categories are assigned to forms to place them in your we
3. Adding a schedule to your XForm Metadata Standard Metadata Additional Keywords Feedback Form Customer comma separated Complaints Suggestions Description Customer Feedback Form Content Schedule show Advanced Metadata show Assign Metadata Assign Metadata window The Content Schedule area is accessed through the Assign Metadata button e The Assign Metadata window contains three main areas the Standard Metadata area the Content Schedule area and the Advanced Metadata area e Each of the three sections can be hidden or shown by using the hide and show links next to the area titles you can not show more than one area at a time e If you wish to exit the Assign Metadata window please be aware that any information you have entered will be lost if you have not saved it first by pressing the Assign Metadata button Page 113 of 148 e By default when the Assign Metadata window first opens the Standard Metadata area will be shown In order to view the Content Schedule area click the show icon next to the section title Metadata Standard Metadata show Content Schedule hide fou can schedule your document to be made not Bee and remind you before thes happens I Use Content Scheduling Valid from dd minyyyyy Valid to daymmiyyyy ie Action Make not live Advanced Metadata show Assign Metadata The Content Schedule section of the Metadata window e If you wish f
4. CRM Service Request Types Data retention policies Configuring access levels Applying access restrictions Managing access restrictions Requesting access Granting access Ex ing form str r rior to J V1 2x Exporting form structure Jadu 1 12 or above Importing form structure Copying an existing form prior to Jadu 1 12 Copying an existing form Jadu 1 12 or above Ex ing form mission Manual Exports Scheduled Exports Chapter Nine Statistics Viewing statistics Abandoned forms reporting Page 4 of 148 Disabling a form Archiving a form Deleting a form hapter Eleven Pr in iv Form Starting to process a form Completing the process Chapter Twelve Internal Forms Viewing internal forms Internal forms new Internal forms incomplete Editing validation routines Example regular expressions Creating and editing validation messages Deleting validation routines Chapter Fourteen Reporting Dashboard overview he r Fifteen ntent Sch lin What is content scheduling Adding a schedule to your XForm How re visi r sch l nten How to review a scheduled form How to re schedule your form How to remove a content schedule from your form Readable Urls Dynamic URLs Friendly URLs Additional channel options Touch Mobile Page 5 of 148 A ndix One Th Document Editor How to use the Jadu CMS Text Editor How to create a link within your content How to edit a link within your content How to
5. Jadu XFP User Manual Version 1 3 1 Page 1 of 148 NOTE The Jadu XFP User Manual contains confidential information and should not be circulated outside your organization Jadu XFP User Manual Version 1 3 1 Copyright 2012 Jadu Limited Universe House 1 Merus Court Leicester LE19 1RJ 0116 222 7242 info jadu net www jadu net All rights reserved Screenshots in this manual may show a different representation of the Jadu Control Center depending upon the exact build of your system Page 2 of 148 Contents Contents h r One Ab XEP he r Two ing star Creating a new form Creating a form page Page details Form structure Adding branching rules to a form s structure Make the form live h r Three Addin ions Form componen Overview Question Components Name Requires answering Additional Fields When Adding A Question Validation Maximum Characters Default Value Help Comment Permissions Managing questions within a page Managing Integrated Component Error Messages Preview h r Four mpl P Overview Editing master complete page Chapter Five Form templates Creating templates Creating a new template Page 3 of 148 Creating a template from an existing page Inserting templates Managing templates Chapter Six Actions Overview Action types Email Alerts Generic processing replies PDF Generation File Output CSV output format XML output format Managing XML Templates Formatting an fiel
6. Before you can use the File Output Action you need to specify which questions are to be included within the data file and in what format the data file should be sent Clicking the File Output tab displays the File Output interface Page 57 of 148 Ht atl Dier Accor Beales E an i lf f Iii SP opp apy a a e a n carp ea ce aal lel z is ar Setting up new File Output settings First select a Format for the output to be generated within The available options are CSV and XML CSV output format DOS Windows in Page 58 of 148 CSV File Output options After selecting CSV Format option you can set up some basic options for how you wish the CSV file to be structured e CSV Header If checked the CSV file will contain the field names above relevant columns within the first row of the data file e Field Terminator A single character used to separate fields Defaults to comma e Line Terminator Choose a line ending type from DOS Windows r n UNIX Linux n and Macintosh r Defaults to use the DOS Windows option XML output format ASE MML Curtin dmi ae 1 dng UTF Pie di Guicmk garented Sy Jadu irmi ieoa FL MAAE PLE TEXT MLS VALLE dhaid PIE UD AANE je deen yes EDU VS UID cre siede Menage SAL Tempe XML File Output options The XML Format option allows
7. lt name gt FIELD_NAME lt name gt lt value gt FIELD_VALUE lt value gt lt field gt When output is generated the XML will be output similar to that shown below if using the Default XML structure lt xml version 1 0 encoding UTF 8 gt lt formAnswers gt lt field gt lt name gt Form Identifier lt name gt lt value gt 1 lt value gt lt field gt lt field gt lt name gt Form Title lt name gt lt value gt Sample XForm lt value gt lt field gt lt field gt lt name gt Form Reference Number lt name gt lt value gt 123 lt value gt lt field gt lt field gt lt name gt Surname lt name gt lt value gt Bloggs lt value gt lt field gt lt field gt lt name gt Forename lt name gt lt value gt Joe lt value gt lt field gt lt formAnswers gt Managing XML Templates It is possible to save and reuse XML templates To save custom XML after creating the XML template and Field XML click the Manage XML Template button This will prompt you to provide a Template Title after which you should click Ok Page 60 of 148 Manage Template Title Template for system Providing an XML File Output Template name The template has now been saved and will be available for use with other forms when setting up further File Output actions You can manage existing templates by selecting them from the Choose XML Template list and clicking the Manage XML Template butt
8. Included administrators list If you need to remove an existing administrator click their name within the Included administrators list and then drag them back to the excluded list The buttons at the bottom of the lists can also be used to move administrators between the two lists if necessary Once you are happy with the set of Administrators included within the group click the Save Group button Configuring access levels Each group needs to be assigned an access level A level determines what actions can be performed upon a resource tab within all of the form s possible settings To set up a new level navigate from the XForms Pro menu to Access Privileges and the Levels tab Page 70 of 148 1 12 Install XForms Pro Access Privileges Lenga Grupi name gt Form Designer Restrictions gt Date Processor Restrickions Create New Level Listing Access Privilege levels Here you will see a list of existing access levels and will be able to create your own levels as required within your organization s structure To create a new level click the Create New Level button 1 12 Install XForms Pro Access Privileges Levels D mie Form Designer Restrictions i f 3 aaant RaRRRORE a l ooaaaaanoaaa Ci i l D C ac Delete Access Laval Creating a new Access Privileges level Give the level an appropriate Title and use the matrix of checkboxes provided to determine what actions
9. Insert code snippets button to open the Insert Snippet window Within the Insert Snippet window make your required changes and press the Insert Snippet button How to remove an existing code snippet Page 136 of 148 Click onto your code snippets Placeholder that you wish to delete from within your content and then click onto the Insert Code Snippets button Within the Insert Snippet window remove your code snippet and press the Insert Snippet button The window will close and your code snippet will be removed from within your content Page 137 of 148 Appendix Two Assigning Metadata What is Metadata Metadata gives any kind of data context Any item of data is a description of something Metadata is a type of data where the something being described is data Or as it is often put metadata is data about data http en wikipedia org wiki Metadata Metadata is used to label your content and describe it in order for other websites search engines and your organization s website itself to understand what your content is about Standard Metadata consists of keywords relevant to your content along with a description of what your content is about advanced Metadata gives you an array of information options that can be stored alongside your standard Metadata to give your content further meaning How to apply Metadata to your content As you will be required to assign Metadata to every piece of content you create for your organizat
10. all routes possible end user journeys through the form according to its Branching Rule settings If this is a linear form no Branching rules applied then only a single route will be displayed If you have introduced Branching Rules into your form s structure then multiple routes will be displayed Each route through the form can be used to deliver a different PDF form if appropriate For Branched forms a Master route option will also be displayed The Master route allows you to create a general set of mappings for ease of application throughout forms with a large number of routes 1 02 hamall Epara Pen Foams Forn fee Paim IE eati Fen Been Tad Mie Nadge Application Farm Drar bo POT Mapplag State kasir Al Pages Page L Porpaa Dei Regt 2 Glaser Living Albers Face k Gleaglizy Ping dimy Bod Gari Pag 4 Ch333 of Cirsumstoscs Page E Casag di Cbnm Demin Fage 0 Persas adele Mage Faery liry Abie Page 2 Crags mi lenses Payme h Changa ri Cert ere iaiia Rage L Persoa et Pact i Clesety Uire Aa Page I Dishan Udiry Mhiemsrie Erd Dees a i i A ata E as E a i Page i Perec Naiada Fige N Sahiy liiig Hidini ie Pane d Chasg mi Denumire Viewing form routes for PDF Generation The first step in the process to providing generated PDF receipts is to create a suitable PDF form using a tool such as A Acr Professional or Adobe LiveCycle The full process for doing this lies outside the scope of this document but in
11. available Pre formatting routines and where necessary provide any supplemental settings e g Date formatting Position Field name Pre formatting Form enti Penne aa q Upper Case All emn o Lewer Case All User Accou Upper Case First Character Only At Berane se Upper Case First Character Every Word User Account Salutation Reverse Length User Account Forename Remove Non alphanumeric Remove Non alpha penitent SI Remove Non numeric Form fteference No a lola Applying pre formatting rules to data that is to be exported When you have configured which data is to be exported you can choose to either perform a one off Manual Export or set up a Scheduled Export Manual Exports When manually exporting form submissions you can filter the data that is to be exported by Status and Date range or pre defined Recent Period You must select whether to export form submissions of status i e Pending In progress Completed approved or Completed declined submissions and the period for which this data is to be extracted Seleen bene period Maniial Export Filtering the data set to be exported When the Manual Export button is clicked you will be presented with the exported data preview where you can check over the export contents You can supply an alternative export file name to the one suggested by Jadu XFP if you wish to do so Download the export file to your local machine by clicking the Export Fil
12. can use the A to Z links at the top of the window to find this category e Once the list of categories associated with the selected letter has loaded into the left panel select the category you require and use the Add your selected category name button to assign this category as before Page 145 of 148 Categories ABCDEFPGHIIKLMHOPQORSTUVWATES aviga ion Mote The jst crego chosen will be wej for breadcrumb navigation Baci 1o Rote Caregen Selected Havigation Categarkas Meehan Canegores A Leigure and cuiu Remove Ahar phiri Bored ihc paa ened roe Abam loads Pinan Acoouibelity ADDR a reii foe hamar hypin Acthiies for cider poopio Add Leiture And Culture Apply Categories The Apply Categories window with A to Z shown You also have the ability to assign more than one category to your content You can repeat either process to select other top level or sub categories but remember only for a wide ranging document should you consider using more than three navigation categories Page 146 of 148 Appendix Four Further information on standards Below are references to some of the British Standards which are utilized within the software Validation Routines BS7666 PAON The Primary Addressable Object Name PAON is the designated premise number and or the premise name where neither of these exist then the PAON is the name of the organisation in occupation or a description of the addr
13. date field The Format Medium dropdown menu is used to describe the type of media that you are creating For example if you are just adding a JPG picture and no other content you would select the image jpeg category This type of content would be very unusual for you to add as the majority of the time you will be creating or editing additional pages to your site referenced under the text HTML selection Therefore the text html selection is automatically selected for you but you can choose other appropriate selections by using the dropdown list if required The Language dropdown menu is used to describe the language that your content is written in Although the dropdown menu will automatically show English as the default selection you can select another language if required Once you have finished entering all the Advanced Metadata information you wish to press the Assign Metadata button Once pressed the data you have entered will be saved and the window will close Page 142 of 148 Appendix Three Navigation structure How to apply a navigation category to your content Every piece of content authored in Jadu requires assignment to a category from a list that represents your website s information architecture The system makes it very easy for you to add relevant categories to your content For instances where a website s information architecture may contain hundreds or more categories the categories are arranged hierarchically t
14. except certain data will already exist and the incomplete form will therefore have a unique reference number Page 100 of 148 Chapter Thirteen Validation Routines amp Error messages In addition to the standard validation routines shipped with Jadu XFP form administrators can create custom validation routines to meet specific validation requirements It is not possible to edit the validation rules of standard routines but you can edit a standard routine validation message By default Jadu XFP provides validation messages in English Welsh and Polish It is also possible to add additional languages to the standard validation routines Editing validation routines To edit an existing validation routine you must first select the Validation Routines option from within the main XForms Pro menu Upon doing so you will be presented with an interface for setting up a new Validation Routine 1 12 Install XForms Pro Validation Routines Validation Routine set up interface Page 101 of 148 Select a Validation Routine from the dropdown list Validation Routines are listed in alphabetical order T Create a mew validation routine Allow Anything Alphabetic Alphanumeric Date DD MM YYYY Date MM DD YY YY Email Address Float Floating point number Integer Whole number Money National Insurance Number Non empty PAON SAON Primary Secondary Addressable Object Name Passport Number Pasteade Teleph
15. for form designers to include within their forms Page 32 of 148 Add a Question o y B component v Please choose Text Field Text Area Checkbox Radio Button Cropdown Menu Password Table File Upload Calculation Hidden Verified Street Street Search p Verified Address Business Name Search Verified Address Postcode Search Verified Address Street Search Integrated Components displayed within the Component options These are more interactive in that they can communicate with an external data source to pull in and display data for the end user A typical example would be an Address search facility which begins with a ZIP code lookup whereby the end user simply enters a ZIP code into a simple text component with appropriate validation applied but then clicks a Lookup button automatically added by Jadu XFP after which the page refreshes and data that has been collected from the data source e g either by a database connection or via a webservice call is then displayed back into a second form component In this example a list of properties might be rendered in a dropdown menu for the user to pick their address therefore minimizing manual data input errors inaccuracies and allowing additional data to be gathered that the end user may not have otherwise known in this case the UPRN Unique Property Reference Number for example Page 33 of 148 5 Address Postcode REQUIRED NN16 05X LOOKUP H
16. ina verigtayevents_indax che Save Friendly URL Creating a Friendly URL e To create a new Friendly URL click on the Add Friendly URL button Page 118 of 148 e Friendly name Type the name you wish to use for your Friendly URL in the space provided For example to set up the Friendly URL http www yoursite com contact simply type contact e Actual address Type or paste the actual URL you wish to link to in this space e When the previous steps are completed you can save your Friendly URL by clicking on the Save Friendly URL button Note Illegal characters should NOT be used within a friendly name For example gt Also spaces between words should NOT be used If either are used this will result in error messages on your website Only letters and numbers can be used Additional channel options There are three channels front end templates that are now available for each form that is deployed within your XForms Professional implementation These are e Web templates aimed at standard web browsers for desktops laptop devices e Touch templates aimed at tablets and kiosk type devices Mobile templates aimed at smartphone devices such as iPhones Note Please be aware that the Mobile template can only be used where an existing Weejot license is active There is currently no built in automated method for detecting such devices and using the most relevant template for that device at this time For now al
17. input with Date validation applied displays calender interface Date MM DD YYYY Only numerical values entered in this US date format will be accepted When this option is selected and the end user has Javascript enabled within their browser a calendar icon will be displayed as above which can be clicked to allow the end user to choose a date from a calendar picker interface Email Address Only letters numbers a selection of safe symbols e g dots dashes underscores _ and the symbol will be accepted No spaces no slashes etc Float Floating point number Any numerical value will be accepted with a decimal point allowed Page 29 of 148 Integer Whole number Any whole numerical value will be accepted no decimal point allowed Money Any numerical value with one decimal point optionally allowed commas are allowed as a thousand s separator as well as an optional currency symbol before the numbers Supported National Insurance Number Must use a valid format for a UK National Insurance Number An optional single space entered by the customer to reflect formatting on the actual card but within the correct format will be allowed Non empty Must not be left blank but anything else is allowed PAON SAON Primary Secondary Addressable Object Name A textual string of an address where the formatting of the field is important in order to conform to BS7666 The SAON field is only used f
18. principle consists of taking an existing document converting it to a basic PDF format if it is not already and adding PDF Form fields in the relevant locations where you expect to output the data within the outlying document Depending on your version of Acrobat you can have some quick success setting up your PDF form by clicking either Convert An Existing Document or Scan A Paper Form in the Getting Started window or by opening an existing PDF and choosing Forms gt Run Page 51 of 148 Form Field Recognition or Create Own Gcaur PAHSSaleoRB D2 Mo o s G Disabled Persons Blue a Freedom Pass aenema Fom E Jadu Ses SS ole ie a FG Distribute T Track ES Highlight Existing Firlds Og Clear Form E More Form Options POF Form 2 Uha the current documen or browse to a POY file Ci Sean a pager dorm _ Online Form C Create a formi dram geraseh oe template ating FormeCersral adobe com Acrobat PDF Form preparation In Acrobat you add a form field by choosing one of the form tools dragging it onto the relevant page of the PDF before setting the size and location of the field and giving it an appropriate name Please name the fields in a logical manner ideally similar names as those given to your Jadu XForms Questions as this will assist in the mapping stages described later For each field type you can set a variety of options through the form field Properties dialog box suc
19. questions where it is currently in use 1 12 Ingtall XForms Pro Validation Routines This validation routine is in use We have debected that Haaber Card Validation validation routine ts in ue I you choose to SComtinia pou will nemowe validation from the following questions Pay your Council Tax validation routine ei m Summary of usage for the MasterCard validation routine before deleting If you wish to continue deleting the validation routine click Continue This action will remove the validation for all the questions using it Click the Cancel button if you do not wish to continue deleting the routine Alternatively you can replace each occurrence of a routine s use with a suitable alternative in the dropdown under the Assign validation Page 106 of 148 routine column Chapter Fourteen Reporting The XForms Reporting interface generates data that provides a view of activity across the forms within your system It is possible to extract data by entering a specific date range in the Date Range fields or by selecting from a predefined Recent period dropdown list and clicking Go 1 12 Install XForms Fro P or iod d 7 Selece time perad amp Laat 24 isan Lati 43 Hoar Last Month Laat amp Months Laat 12 Months Selecting a date range or recent period for form reporting The generated report includes the following datasets e Period Summary Confirmation of the date range to which
20. some guidance and test your regular expression as you build it to completion Page 103 of 148 Matched Text Expression 5 1 5 0 9 14 5 p Help Ww Matches any character YW d e Add To Regex Regular expression builder lightbox To use the regular expression builder you first need to enter some text that you wish to match against within the Test text area On the bottom left hand side is a collection of common regular expression components Single clicking on a component will bring up a brief description within the Help section ABC Help fa z Matches any single character in the range f a zA 2 eS ee SS B OF A Z Using help within the Regular Expression builder As you build up your regular expression within the Expression area it is tested against the Test text Page 104 of 148 Example String An String Expression Example Regular expression builder lightbox matched text example The blue highlighted text is the text that is matched when comparing the Expression against the Test text value In the above example if you wanted to ensure your form user entered the word Example you could use the expression Example to successfully match that the user did input that value Example regular expressions Validate a date is after 1950 O 1 9 12 0 9 3 01 V 0 1 9 1 012 V20 d d O 1 9 12 0 9 3 01 V 0 1 9 1 012 19 5
21. that you will have options to Decline and Send or Decline Only When either of these options are selected the form s Status will change to Completed Declined When a form has been put through workflow approved or declined the form processing area within the Control Center will display any Comments assigned during processing which can no longer be changed along with an option to View Email Log which will display any email communications that have been sent through Jadu XFP during processing to the individual who submitted the form Any email attachments will display as links for you to download the file if necessary Page 96 of 148 Tet andy pick na jidu t Subject Your Bue Badge or Freedom Pass Application Online Form Receipt This mertego confirma reeglpe of your Jadu Blue Badge Application Ferm ceding torri Your form reference is 113 Your fomm will new be processed Jadu Webmaster Tos benefitsdjedu ner Subject New Blue Badge application submitted T andy perkins jaduonet Subject Jadu Mui edge Apelication Farm Completion Web Reference 112 Dear SirfMadam Your recent application has been declined If you have any queries Please commet us of OOO 11 22 13 Regards Jadu Viewing an email log within the form processing area Note A website user who is registered and signed into their account can ordinarily track the progress status for any of their form submissions through their account homepage Chapter Twel
22. the Add button alongside the template s title to start inserting its contents into the current form page being viewed e You can click Cancel or the X in the top right hand corner to close the box without taking any action e The box will then refresh to display a list of all questions inserted into the Form page from the template Note It is possible for a question to not be inserted if a question of an identical name already exists within the form in which case the existing question will remain untouched and the template question will be skipped over Managing templates From the initial template list it is possible to delete templates and change the title of a template To change the title of a template click the Change title link You will then be prompted to change the title of the template To delete a template tick the checkbox next to each of the template s that you wish to delete and click the Delete button Taking either of these actions will have no impact upon existing forms using any of the templates that you might have used previously Page 45 of 148 Chapter Six Actions Overview The Actions tab of a form enables form designers to specify a number of actions that will be triggered when a form is submitted completed by an end user These Actions allow rules to be specified in relation to both communications i e automatic email confirmation receipts and data transmission from XFP to another third party system
23. the Apply Categories window select your organization s navigation option e Once selected your organization s top level categories will appear in the left panel top level means these categories will be directly viewable from your website s homepage e Read through the list and decide which category you think your content would best fit into and click onto that categories title e The contents within the left panel will now change to a list of the sub categories present within the selected top level category Categories ABCDEFGHIJELMNOPORSTUVWEYZ N ion Se Note The Ist category chosen will be used for breadcrumb navigation Beck Selected Navigation Categories Navigation Category Details No categories applied Achebe ered berets 100903 Pectennea berm Tes Narrierer Pheri C Aya prj immig ation Bonci C Stiri Apply Categories The Apply Categories window with sub categories e You will notice at the top of the new list is a link named Back which allows you to move back to the list of the top level categories if you have selected an incorrect one e Also within this new content above the sub categories list is an area containing a description of the selected top levels categories details Although this maybe of some interest to you this information is used more for the function of the CMS rather than something you are required to use e If you wish to assign the selected top level category to your cont
24. the form before completion by selecting Yes you can force them to begin at the start of the form again when they return to the form rather than resume from the last page that they completed in case they should need to review their previous answers for example If your form is spread over multiple pages you can select the option to display a progress to visually illustrate to your end users how much progress they have made through the form so far From the Display progress bar area dropdown menu select Yes if you would like to display a progress bar Require ReCaptcha before submission if enabled will require the form user to enter a response to an image captcha before being allowed to submit the form for processing For further information about captcha please see http www captcha net General Form Instructions provides a Jadu Document Editor WYSIWYG interface Type or paste the form s description summary instructions along with any relevant content or media into this area This should include a list of any additional information that will be required to complete the form any special circumstances or conditions for completion etc Once you have completed all of the stages above you can save your form by clicking on the Save button allowing you to move on to setting up the first page of questions within your form Page 14 of 148 Creating a form page A page within Jadu XFP consists of a title optional supplemental informati
25. the form report applies along with the total number of uncompleted and completed forms for that period 1 12 installer test XForms Period Summary Report for between 17 04 2012 and 23 04 2012 Total Uncompleted Forms amp Total Completed Forms 5 Report period summary e Popular XForms A list of completed forms for the date range most popular forms first with corresponding number of submissions and percentage of all submissions against all submissions for the time period Page 107 of 148 Popular XForms Completed Percentage Jadu Blue Badge Application Form Customer Feedback Form TOTALS Popular Forms Report e Completed Form Status Overview Percentage representation of the status of completed form submissions that are pending in progress complete approved complete declined or terminated Completed Farm Status GQverdes Percentage Forms Pending Forma Progressing Forms Completed approved Forms Completed declined Forms Terminated TOTALS Completed Form Status Report e User Form Type Overview Percentage representation of forms submitted by registered users unregistered users or through internal forms administrative staff User Fon Type Overview Registered Logged in user i 20 00 Ling i Shiri weer Fi 4000 z Reread by Adminienranoe 00 LOS User Form Type Report e Administrator Form Performance Percentage representation of which administrators have completed
26. type has been made Components There are a number of components that you can select from which will determine the way in which your end user will provide their answer to your question Often the appropriate component is dictated by the question itself but it is worth taking time to carefully plan which components you wish to use Text Field 1 TextField This is an input box within which a visitor can enter a single line of text It is ideally suited to capturing information such as names telephone number email addresses etc Page 21 of 148 Text Area This is similar to a text field but is designed for capturing larger responses If your question needs a longer typed response such as comments or feedback then you should choose this component Checkbox 3 checkbox M Yes G No If you want your visitor to select from a number of options from which they can select more than one response then a checkbox should be the component type that you choose Due to this being a multiple choice type component further inputs will be made visible at the bottom of the page for you to provide the set of options that the end user can pick from Radio button If you want your visitor to select from a number of options but they are only able to give one response then a radio button could be the option that you choose Due to this being a multiple choice type component further inputs will be made visible at t
27. value and a validation routine Hidden text component values will appear in an Email alert where the Form All Questions Answers variable is included If you do not wish hidden values to appear in an Email alert instead use the Form All Visible Questions Answers variable within the email body Email alerts are discussed in Chapter Six of this manual Page 27 of 148 Email confirmation Help Email Address The Email confirmation integrated component forces the end user to enter their email address a first time and then confirm that input a second time The two entries are checked against one another to make sure they are an exact match The initial input box is also validated against the email validation routine Copying and pasting is disabled on this component in Internet Explorer 6 FireFox 3 Safari and Chrome Disabling copy and paste is implemented through JavaScript therefore if JavaScript is disabled this functionality fails gracefully and will allow the user to copy and paste Name The value of the question name should be unique to each question created You will not usually need to amend this value from the default value suggested as it will be based on your entry for the Question text but can do so if you so wish The value must not contain any white space or other invalid characters Requires answering The end user will not be able to progress further with their form submission without giving a valid respo
28. you to use a standardized key value pair structure or specify a custom XML output structure per form as necessary Note The principles of working with XML data is beyond the scope of this document and a basic understanding of markup structure is required for the following section of this document First you must choose an XML template Options available are e Current This template option is the current XML assigned to the File Output e Default Jadu s default out of the box XML Key Value pair structure e Advanced A blank canvas for creating your own custom XML structure In XML Format mode three placeholders exist for use within your XML The placeholders are replaced when the output file is generated e FIELD_NAME the name of the question or variable e FIELD_TEXT the question text or variable name e FIELD_VALUE the question answer or variable value When creating custom XML you will need to create an XML template The template is used to create the outputted XML structure The default XML template is lt xml version 1 0 encoding UTF 8 gt Page 59 of 148 lt formAnswers gt FIELD_XML lt formAnswers gt The FIELD_XML placeholder is replaced by the XML generated from the Field XML option configuration The Field XML specifies the output for any single field that is to be included within the data file It is then inserted into the XML Template when generating the output file lt field gt
29. 148 duid ETE Que Service Requett Types k partyld Wariabhed Manual Text tile i Please choose firaznama Pirate choece mame Pee choote phos Please choo mall Piate cheede housetumber Phrase choose street Please choose town Please choose _ county Please choose Poaicods Pita choot ugen Please chooae upr Feats chapit uem Meade chooi portyld Fienie choct requestType Peace choose requestoummary Pease choose Peace chosse PAaace choses atr_4 Meare chost otr_4 Pei choote Dtr a Peace chocee airg eave chocee ptr Pease chocee aoe Pieire choose ebro Peace choose o atr_10 Peace choose CRM Schema element mappings Page 64 of 148 Please consult with your internal team s regarding any of the specific field s purpose within your implementation of the CRM Schema Once your mappings are complete simply click the Save Mappings button to apply the mappings to this route Once saved the system will update the Schema Status column of the routes table to give an indication if all fields within the CRM Schema have now been successfully mapped or not and will display as Complete or Incomplete to represent this CRM Service Request Types In instances where CRM integration is enabled the CRM Request Types page provides you with an area to define al
30. 9 d Validate a valid MasterCard 45 1 5 0 9 14 Numeric Value between 0 and 999 0 9 1 9 0 9 1 9 0 9 0 9 When your regular expression is completed you will need to provide some validation error messages in the various languages that you wish to support Creating and editing validation messages To add a new Validation Message for an existing validation routine select the routine you wish to add a message to and click the New Message button towards the bottom of the screen This will give you a new row to choose from the list of available Languages and supply an appropriate translated Message for this Page 105 of 148 Entering a new validation message Once you are happy with the message click the Save Validation button to add the message To edit an existing Validation Message simply load the validation routine through the dropdown list as normal make your changes and click the Save Validation button To delete a Validation Message click the Delete button to the right of the particular validation message that you wish to be removed Deleting validation routines To delete a custom validation routine first select the routine from the Validation Routine dropdown list and click the Delete Validation button You will be asked to confirm that you wish to continue If the validation routine is still in use on any forms when you attempt to delete it you will be shown a summary of the forms pages and
31. Dynamic URLs Page 116 of 148 When the platform is set to generate dynamic ID driven URLs form URLs will have the following structure www mysite net site scripts xforms_form php formID 100 amp language en Where e formID 100 the form identifier within XForms Professional e language en language code ISO 639 1 Note An optional parameter can be added to bypass the instructions page when externally linking to the form This should be a amp pageNumber 1 placed after the language code i e www mysite net site xfp scripts xforms_form php formID 100 amp language en amp pageNumber 1 1 12 Install Utilities Readable URLs Readable URLs are currently switched off Disabling Readable URLs Friendly URLs Jadu provides an interface for creating your own Friendly URLs via the Utilities module An example of a Friendly URL could be http www mysite net formname Friendly URLs make it easier to publicize your forms and in some cases assist in the smooth transition from an old version of a form to a new version 1 Create the first version of your form and make it live Create a friendly URL to the current version of your form 3 Any manual links signposts sending end users to the form should be set up to use this friendly URL 4 Some time passes Page 117 of 148 5 When changes to a form become a requirement then create a copy of the old form Form gt Export gt Save As 6 Amend the copied form and and car
32. Forms Dashboard Report Page 111 of 148 Chapter Fifteen Content Scheduling What is content scheduling You may occasionally want to create a form that will have a limited life span and will need to be removed from your organization s site on a specific date for example any form regarding seasonal information or a limited life questionnaire or survey Content scheduling allows you to specify the period for which your form is relevant and will automatically remove that form from public view on the date specified If you do schedule a form to expire on a certain date the form in question will be displayed in the Content Schedule section of your Task List 1 12 Install Task List Content Schedule To Deo List Aerating Action Content Schepduke Content Locks Upamina Eaplired Content Schedules displayed within the Task List area In a pre 1 12 Jadu platform you can enter the Task List area by pressing the View your task list link the clipboard icon in the top right hand corner of your Jadu Control Center The default view of the Task List area is the To Do List To visit the scheduled content area click the Content Schedule tab In a 1 12 Jadu platform you can access your task list from the top right hand area by clicking on your administrator name and then clicking on My Tasks Page 112 of 148 Admin 1 My Tasks 1 o Change Password Dashboard Log Out Accessing the Task list in a 1 12 Jadu platform
33. Living Allowance End Cite Pape 4 Change of Circumstances Page i Personai Detalls Page 2 Disability Living Allowance Page 5 Chongo of Circumstances Bataille CRM Schema Routes listing Upon entering the CRM Schema area a list of routes that the end user can take through the form completion process will be displayed This allows you to define CRM integration at the per form per route level This can be useful in instances where you may wish to raise a service request in your CRM system only if the user has been identified as a local resident for example throughout the questions and appropriate branching rules embedded within the form s structure Simply click the Edit link for the route that you wish to map into CRM to get started The page will then refresh to show a representation of the CRM Schema that has been designed to allow relevant data collection for your internal CRM system The screenshot below may not therefore be identical to your own Schema The form designer must then step through and map relevant element names from the CRM Schema with appropriate data values These values can be any of those previously specified in the PDF Generation section of this document Questions Variables Manual Text or Leave Empty An additional option Service Request Types is also available for instances where your system has undergone CRM integration There is a section below explaining how these can be set up and configured Page 63 of
34. No image selected Documents HerkHing News Homepages Ne megi Location Sewiotrd Press Rokepees Rupa Dinechorkes The Image Library window Page 131 of 148 The Image Library window functions like any computer browser window This window contains several ways to find and insert an image into your content Common fields and buttons throughout the image insertion process There are several elements within the Image Library window that will stay present throughout the image insertion process These are the Search box and Search button the Browse by Title and Upload Image icons the View by Category and View by Thumbnail links and the three main buttons named Use This Image No Image and Cancel If at any time you wish to leave the Image Library window without inserting an image into your content you can use the Cancel button There are three main methods to add an image to your content and include View by Category View by Thumbnail and Search Adding an image to your content via the View by Category method The first method of inserting an image into your content is the View by Category method You are likely to be the most familiar with this method and it is the default view of the Image Library window The central area of the Image Library window is split into three panels View by Category View by Thumbnail l b Business time ia Electric guitar Comments lal Businessman in the office Marketing Edit Dei
35. Routes to Services Pogo i Porgonal Details Page 2 Disability Living Allowance Page 3 Disability Living Allgowancg End Oatg Page 4 Change of Circumstances Page G Date of Application Page 1 Personal Detalls Page 2 Disability Living Allawance Page 4 Change of Circumstances Page 5 Change of Circumstance Details Page i Done of Application Page 1 Personal Details Page 2i Disability Living Allowance Page 3 Disability Living Allowance End Date Page 4 Charge of Cireumananega Page Change of Circumstance Details Page amp Date of Application Page 1 Personal Details Page 2 Disability Living Allowance Page 4 Change of Circumstances Page G Date of Application Editing the Jadu ePayments applied to form routes The Jadu ePayment Service that you wish to apply to the form route must first be configured within the Jadu ePayments module See the separate Jadu ePayments Manual for how to do this Once a Service is chosen depending upon how that service has been configured you might then be requested to set an Amount within the mapping interface This setting will only appear if the service is configured to have a Payment type of XForms Pro Integrated If it is then you can set the amount that the user will need to pay should they take this route Page 66 of 148 through the form The amount applied could therefore be based upon a calculated amount embedded within one of the form s questions or could simply
36. Webmaster Babete Alert Setting up an email alert as a receipt to the end user Page 48 of 148 There are six mandatory steps to create an email alert 1 Format The format of the email alert which can be plain text or HTML 2 From address The email address from which the email will be sent 3 To address The email address to which the email alert will be sent after form submission This can be the submitting user or other recipients Multiple recipients of the same email alert can be configured by comma separating a list of email addresses 4 Subject The subject line of the email alert that will be sent 5 Message The content of the email alert This can be formatted using the Jadu Document Editor tools when in HTML mode see Appendix 1 Jadu Document Editor 6 Attachment The standard attachment type is none i e no attachments but the attachment Format dropdown box enables you to specify that the data received can be delivered in a number of email attachment types including HTML CSV HTML text or PDF If the attachment Format type selected is PDF an additional option becomes available to Attach the Generated PDF from the PDF Generation Action if applicable This option should only be set to Yes if you wish to attach the PDF that will be generated through the separate PDF Generation action If the form administrator sets this option to No then an additional option becomes available where the generated PDF can be
37. Within this window navigate through your computer or organization s file structure and find the image you require Once you have picked the image you require you will notice there will now be a route address file path present within the Browse field If you have selected an incorrect image you can press the Browse button again and repeat the process until you have the correct image In the Resize Image dropdown menu there will be a list of resize options for your image This list s options are customizable from within your CMS Therefore the specific options will vary essentially you will be able to select an option that will resize the image you are uploading to fit a specific area within your organization s website If you do not wish to resize your image use the standard Keep original image size option The Optimise Image checkbox should be ticked if you require your image to be compressed Once compressed your image will download faster and therefore allow your website to be viewed quicker we advise that all images be optimized to contribute to improved site performance Once you have ensured the route address points to the image you wish to upload and that all the details you have picked are correct for that image press the Upload button The Upload Image window will change to the Image Properties window Page 129 of 148 The Image Properties window Properties i Electric guitar Denumerts Ebtctric guitar Parung
38. Within your content click the image you wish to remove A holding box will appear around your image once it has been selected e Press the backspace or delete button on your keyboard to remove this image from the Text Editor and ultimately from within your content How to add advanced content such as movies into your content Note This section discusses the Insert Code Snippet feature of the CMS The purpose of the Snippets tool is to allow you to embed advanced content into the content item you are creating by using appropriate HTML code Embedding this advanced content via the Snippets tool ensures that the Jadu Text Editor s in built HTML filter does not remove it How to add code snippets into your content e Place your cursor in an area within your content that you wish for your advanced content to appear e Click the Insert code snippets button to open the Insert Snippet window lt ireame src hittp player vimeo com videos JOF9S 127 rit OR amp byline Ohamnp portrait 0 width 400 height 225 frameborder 0 webkitaliowFullacreen mozallowfullecreen allowFullScreen gt lt iframe gt lt p gt lt a hinefe http wired c m Page 135 of 148 The Insert Snippet window Either write or paste your code snippet into the Insert Snippet window Once you have entered your code snippet press the Insert Snippet button to close the window You will notice that a Placeholder has been in
39. a submitted by the individual as part of their form transaction The User account details provides a link to the registered user s account within the Jadu Marketing module if a signed in user completed the form Otherwise it will state that the form was completed by an unregistered user or user who is not logged in Hise fou aver draped yar E ROE ace Your BET Mop Badge ar Freedom Piss applic en Shaergea fc roarTuria Hoe A submitted form s data viewed by the form processor When a form has first been submitted the form s status will ordinarily be Pending this could be different on a per form basis if a CRM Schema action has been enabled for example In the Process Received Form section you can Put into progress or Terminate the form after making any necessary Comments in the text box provided These comments will not Page 93 of 148 be seen by a visitor but act as a reference for administrators only Comments are stored as a single entry with the form submission and can be amended as the form progresses through workflow either to remove a previous comment or amend an existing comment Putting a received form into progress After clicking the Put Into Progress button the particular form submission will now appear under the In Progress list rather than Pending list for submissions of that particular form Completing the process When a form submission is in the In Progress state the Pr
40. a customer All form logic such as validation routines and mandatory questions are preserved for the Internal Forms view and form behaviour will be the same as if the form is being completed on the main website other than e The Internal Forms interface also displays any form fields that have been set up as Private invisible within the website s live form instance which the administrator must complete and the end user would not see e Instructions are hidden during the form completion stages but can be shown if required Page 98 of 148 1 12 lastall XForms Bre Internal Forme Page 2 Personal Details Pinas ischoate whether yaa are applying Fora Mee Barme or Pree Paes are emplee your perso cetails_ Previous Heer An internal form view As pages of the form are completed they can be revisited by clicking the relevant buttons beneath the form details and above the current page being completed The list view of Incomplete internal forms includes the Reference Number for a particular form submission Form Title the Date Time when the incomplete form submission was started and the option to Delete an incomplete form submission if necessary Page 99 of 148 1 12 Install XForms Pro Internal Forms Incomplete an dom parte Started Iyisi A PUD PeT Ea 00 E i IYEM ON ina List view of Incomplete internal forms Accessing an incomplete form internally is the same as accessing a new form internally
41. ables are transformed into the values that either the end user supplied or the system is aware of such as the IP address of the server An example of a generated page can be seen below Online forms Jadu Blue Badge Application Form Completed Thank you for completing this form Your web reference number is 104 Your form will be processed as soon as possible An email has been sent to you Ganfirming our receipt of your horm Complete page view on front end with variables replaced automatically Creating a new complete page If your form has more than one possible route through it you can save different form complete pages for each individual branching route Begin by bringing up the Form Complete Page area as you did in the previous section Before saving your changes to create a page for the current route change the Save As dropdown to the value This Route Only 3 Save As This Route Only Save As setting for this form complete page to become route specific Page 41 of 148 This will save the form complete page and apply it just for this particular route If there is more than one complete page configured you will be able to reuse a complete page by using the dropdown list at the top of the setup page To return it back to the master version simply change the form complete page back to the master page by clicking the Revert to Master Page button Revert To Master Page Reverting this form complete page b
42. ack to the Master complete page Page 42 of 148 Chapter Five Form templates A form template is a collection of questions that can be inserted into a form with speed and ease Templates are a useful way to speed up the creation of consistent forms by allowing commonly used questions and the associated components to be pre defined and inserted into a form as required A typical example of how a template might be used is for such collection of data for common questions that exist within most online transactions such as personal details name address telephone number etc Creating templates Creating a new template To create a template you must first select the Form Templates option in the main XForms Pro menu option This will provide a listing all of your existing templates 1 12 Install XForms Fro Form T Personal Details Charge uthe Country List Change tithe Local Authority names Change tite Mine Taenialate Form Templates Por Page 1073 Form templates list e To create a new template click the New Template button You will be asked to enter the title of the template Enter the title and click Save Template e After saving the template will be added to the full list of templates Click the title of your new template to edit it or Change title to amend the name of your template Creating a template from an existing page e Itis also possible to create a template from an existing form page To d
43. agram and View as a Table mode to allow you to jump to certain pages or tasks within the form s setup The various icons available are described below Instructions This icon will open the page instructions area Questions This icon will open the page questions area 3 Branching This icon will allow you to manage the branching rules from this page _ Preview This icon will take you to a preview of the form page X Delete This icon will remove the page from your form Down This icon will move the page below the next page when branching rules allow Up This icon will move the page above the previous page when branching rules allow Page 17 of 148 Adding branching rules to a form s structure Branches can be added to a form so that form fillers can be routed to only the relevant form pages based upon particular responses to questions during their form journey All pages relating to the rule must be created before you can add it i e it is not possible to create a branching rule to a page that does not yet exist You should therefore define the broad structure of your form before beginning to add Branching rules Note Branching rules may only be applied to questions of type Dropdown Menu Radio Button components and Integrated Components that have been developed to include a static option always available It is not possible to branch from a dynamic value of an Integrated Component To add a new branching rule click t
44. alue before it is embedded within the PDF Page 53 of 148 Variable Pro formatiing Affe kije lahe TL Dare He renee OE Deargtif winaos WENA CHEN i Teephete Haphe Editing the PDF Form mappings To map a PDF Form field simply click the dropdown menu that states Please Choose within the XForm Variable column at which point a series of initial options will be displayed to you Please choose Questions he Service Request Types Variables Manual Text Leave Empty Initial PDF Form variable mapping options e Clicking Questions allows the responses to any questions asked to the user during their form taking into consideration the route through the form that they will have taken to be placed within this field e Clicking Variables allows known system values to be placed within this field examples of which are the Form reference number the date time the form was started or completed by the user their IP address etc Page 54 of 148 e Clicking Manual Text allows the form administrator to enter what will be static text within this field e g N A e Clicking Leave Empty will essentially disregard the field and leave it in its default state If the field being mapped is of type Text then you can choose to apply a Pre formatting function to the output Pre formatting functions manipulate the value of the output by applying a function to the value For more information about pre formatting
45. andarda coriplance Ltijust vidual template design tools enable your CMS wierd to design pieverful web interfaces and key pages for your site section homepages landing paged marketing pages on oe droping page elements inte a visual editor from where content con be added and etyles aaah ned Bulit uting web standards and industry best practice all Jadu sites are accessible from any web enabled device and optimized for search engine visibility Jadu CMS publishing worklow includes metadata tagging requirements that conform to official metadata standaris Jadu CMTS taxenamy driven sites enable seamless joining up of nelabed content bema throughout your dite with paged in diferent site categories displaying additional rebewant information pereas downloads FAQS online forms blogs news eens and directories The inclusion of breadcrumb navigation and dynamic sitemap creation are standard features of the Jadu CMS ensuring search engine visibility af all ihe VALS in your site The Jadu Text Editor area Page 122 of 148 Above the main Text Editor area there are numerous tool buttons many of which will be familiar to you Below is a list of the tools and a brief explanation of each tool s functionality RA Maximize minimize editor maximizes or minimizes the editor screen Brint document Allows you to print out your content Wlunaoes your last action Undoes the last action you performed Wike does your last a
46. answers to be generated in either flat XML or CSV formats and transported using a connector to a specified destination 6 Data Retention This action enables the form administrator to determine how long data should be retained for each individual form Selecting the individual Action checkboxes and clicking the Save Actions button within the Actions area will generate an additional tab in the header of the form administration interface Form administrators can then specify further rules to be associated with the additional Action type upon a form s submission The exact nature of these configurations is described in more detail below Email Alerts This interface enables form designers to configure multiple email communications to be sent upon form submission Clicking the New Alert button takes the form designer to the Email Alerts configuration interface Page 47 of 148 1 12 Install XForms Pro Forms Email Alerts Fonm Actions Privileges POF Generation Preview Receved Statistics Gata Export Actions Jadu Blue Badge Application Form Yes Form Receipt Email Address PP heloleleliphs lulls alice lelelellalololGalldte sbilebaisiok fel a Wickes x a eel i halo ll Ll aes Gear Response Forename Response Surname Thank you for submitting your fom This mekha anima peatipe af your Form Tale online fern Your form reference is Form Reference No West forr vail Peevey Beth praata Jadu
47. ation This option will become enabled if your system has undergone integration with an internal system through strict use of an XML Schema such as where integrating with a Customer Relationship Management CRM system or Enterprise Service Bus ESB such as Microsoft BizTalk Completed Approwed Enabling the CRM Schema Action Once the CRM Schema option is checked an Initial status dropdown appears which allows you to specify the default form status once the form is submitted by the end user This enables you to bypass the standard XFP workflow steps if for example this case will now be handled directly from within your central CRM system Once saved a CRM Schema tab will appear within the row of tabs for this particular form allowing you to further Page 62 of 148 configure this Action s settings 1 12 Install XForms Pro Forms CRM Schema Fem Actions Privileges CRM Schema Prewiny Recehed Statistics Data Export Jadu Blue Badge Application Form Below is a visual representation of the XML Schema used to integrate Jadu with your CRM system Piese note This should be the final stage of your torm setup only once you are happy with the forms structure Page 1 Porsonal Detalls Page 2 Disability Living Allowance Page 3 Disability Living Allowance End Babe Page 4 Change of Circumstances Page 5 Change of Circumstance Details Poge 1 Personal Detalls Page 2 Disability Living Allowance Page J Glaabilig
48. ave selected Balrabie properties Allows you to specify exact table properties spit row Allows you to split a table row Beletete row Allows you to delete a table row Elhighight row or cell Allows you to highlight a table row or cell y DATInsert column before Allows you to insert a table column before the one you have selected y ANInsert column after Allows you to insert a table column after the one you have selected Bbeiete cell Allows you to delete a table cell Page 124 of 148 Au Zlspen check document Allows you to check the spelling of your content Balcatcutate readability Performs a readability score and informs you of the average reading age of your content In linguistics the Gunning fog index is a test designed to measure the readability of a sample of English writing The resulting number is an indication of the number of years of formal education that a person requires in order to easily understand the text on the first reading http en wikipedia org wiki Gunning fog index Toggle HTML source Allows you to see and edit the HTML source code OJE Find and replace Allows you to search for a specific word or phrase and replace all occurrences with another word or phrase g Content statistics Performs a word and paragraph count LS itnsert code snippets Allows you to add snippets of HTML code or client side script e g embedded YouTube videos Google Maps Try to include a para
49. be a static numeric value value e g 27 50 Routes to Servis Aadbgn d particular deewies te d route by dolecting the dbrwles bolgw IA reageet ba the correct revbe Please note only live services ace selectable Page i Payment Details a Online G Page 2 Adress Net Found Amount Q aoonmoan O o we Comecil Tax Online 1 Page i Payment Details Choosing the amount to be applied for an end user taking this route Once the mappings have been applied by clicking the Save button you must ensure that the mapping is also made Live and that the Jadu ePayment Service is also set to Live before the end users will start to be charged automatically as part of the form submission and ePayments payment process Data retention policies By enabling the Data Retention Action upon a form it becomes possible to restrict how long submitted data for this particular form is retained within the system This enables adherence to internal data retention policy restrictions for different types of data captured during any end user transactions with the organization After enabling the Data Retention Action a new tab will appear called Data Retention Navigate into the new Data Retention area to begin setting up rules specific to this form 1 12 Install XForms Pro Forms Data Retention Form Actions Privieges Prehra Recevied Statistics Data Export Actions Jadu Blue Badge Application Form No data retention policies exi
50. be allowed for them click the Save Privileges button to apply the access restrictions to this form If this form previously had no restrictions in place it will now be locked down to only those with specific access granted in this way to this or other groups added Use the See who can access areas of this form link that appears within the Privileges area to view precisely which administrators have access to specific resources tabs for this form Page 73 of 148 1 12 Install XForms Pro Forms Form FARMS F Preview Rectiwed Satitoa Data Export Data Retention Jadu Blue Badge Application Form Seo who cin Bootes areia of this form is a Groug f Ler Access Group Level All Forms Gesigners Form Designer Restrictions Add Privilege Accessing the report for a form s access privilege restrictions Form Access Report Form Admin vne Create Forni Canigner Create Actions Anin Cvareer lt create Fons Casigner Create Privileges Admin Crerstsr CAH Sehoma ePayments Adenin Over Create Update Viewing the report for a form s access privileges restrictions Under each heading will be listed each administrator that has access and what actions they can perform on each specific resource tab As well as viewing this within your browser you can click Print Report to print off the expanded version Managing access restrictions From the Privileges tab clicking on the group or level t
51. bsite s navigation structure Click the Assign Categories button to add the relevant categories for this form Available categories can be managed within Utilities gt Category Builder Page 12 of 148 Instructions for using this interface are included within the Jadu Utilities Manual Categories Cuancan ay MECOEFGHIIKLMNOPQRSTUVWXYZ Note The lst category chosen will be used for breadcrumb navigation Navigation Top Lewd Categorscs Selected Navigation Categories Aggicetion Forms 3 Application Forms Remove latarna Ferra La Claim Forms Apply Categories Assigning categories to your new form e Click the Assign Metadata button to open up the Assign Metadata window In this window you should set basic Metadata properties Keywords and Description for improved Search Engine Optimization SEO You can also schedule your form to be made live not live or invisible on a particular date as necessary as well as configure the Advanced Metadata settings Please see Appendix two for further details Page 13 of 148 Metadata Standard Metadata Additional Keywords comma separated Description Content Schedule show Advanced Metadata show Assign Metadata Assigning Standard Metadata to your new form Allow Unregistered Users allows you to determine whether visitors need to be logged in as a registered user of the website to complete the form Resume at start means that if a user exits
52. by using the Schedule section You can schedule the export for Every Day or Every Week at a specific time or on a specific day of the week when scheduled weekly You can set the export to run Until a specified date only or Page 83 of 148 to run indefinitely by leaving this field blank Save the schedule by clicking the Save Schedule Export button Setting up a scheduled export of data Page 84 of 148 Chapter Nine Statistics The Statistics interface provides a high level overview of how form users have interacted with multiple choice questions i e radio buttons checkboxes or dropdown lists within a particular form Viewing statistics To view statistical reporting for a particular form click on the Statistics tab from within the form that you wish to gather Statistics from 1 12 Install XForms Pro Forms Statistics Parra Acting Piva Paih araa a Statistics ata Expert Oars heteen Actions Jadu Blue Badge Application Form Form Statistics filtering form data There are two settings when filtering data for a particular form The Status relates to the end user s form status i e whether it is Abandoned Pending In Progress or Completed Approved or Declined 7 Pending In Progress Completed Approved Completed Declined Filtering data by form status After selecting the Status the second filtering option relates to time periods You can filter form data by either e Date Ran
53. can be performed for each tab of the form that will apply to administrators assigned to this level via their addition to groups and their corresponding level setting Page 71 of 148 Once complete click the Save Access Level button Applying access restrictions In order for a form to be restricted by anything more than an administrator s global Admin Access permissions at least one group must be assigned an access level on the form To do this navigate to the form that you wish to restrict access to and from the form setup interface select the Privileges tab 1 12 Install XForms Pro Forms Privileges Fer ASS Privileges Parha Fibs Seattia Dap Export Data Rgbirtisni Jadu Blue Badge Application Form Setting up a form s access privileges restrictions Choose a Group of administrators that you wish to grant an access level to and then choose the associated access Level that should apply to all administrators within that group Alongside the individual levels is a View details link which allows you to refresh your understanding of just what this access level grants access to Page 72 of 148 Access Level Tab Font Actions Privileges POF Generation CRM Schemes ePayments File Output Pr witw Reetived Statistics Data Export Dats Retention Viewing the details for an access level whilst setting up form level access permissions When happy with the administrator group and levels that will
54. ction Re does the last action you performed Note The multiple undo redo functionality within the Jadu Document Editor has a limitation of 20 twenty actions Each action is separated by a time delay of half a second before the browser will remember the action Therefore rapid text or data entry may result in entire sections becoming subject to a single undo redo action Bicopy selection Copies the area you have selected paste from clipboard Pastes the content you have copied to your clipboard lout selection Cuts the area you have selected ze Superscript Allows you to add superscript text Ds uvscript Allows you to add subscript text B Bold Allows you to add bold text Baic Allows you to add italic text Wunaerine Allows you to add underlined text strikethrough Allows you to add strikethrough text m 1 _ Format example of dropdown menu options are Heading Subheading Normal Address Allows you to use predetermined font styles and colours for the different elements of your content such as headings and normal text A Insert Modify link Allows you to insert a link to another site or item of content or to modify a previously added link yE SP Remove web link Allows you to remove a previously added link to another site or item of content Ordered list Allows you to add a numbered list Bulleted list Allows you to add a bulleted list r Blockquote Allows you to add blockquoted te
55. e Form Export Interface prior to Jadu platform 1 12 Clicking the Download button will start the download of a form package This download file will only contain the structure of the form its setup and associated resources PDFs images etc but no personal end user data is exported using this method Exporting form structure Jadu 1 12 or above To export a form on a 1 12 platform or above you can click the Actions button and choose Download from the list of available actions Page 77 of 148 Jadu Blue Badge Application Form Archive Application Form The Form Export interface in Jadu platform 1 12 and above Importing form structure To import an XForm navigate to the Import XForm page and Browse for a previously exported XForm file from your local machine The file should be a TAR archive and therefore have a tar file extension that was previously exported from an XFP installation 1 12 Install XForms Pro Import XForm Please Not all imported forms are automatically made mot lhe so that you may review these after importing 2 Import Fonm Importing an exported Jadu XForm file Once the form has been successfully imported you will be able to administrate it just like any other form within your system Page 78 of 148 1 12 Install XForms Pro Import XForm Your form has been imported Administrate the imported form here or import another form Please check the imported form ma
56. e button Page 82 of 148 Exported Data Do another data export sraon versione 1 0 encoding UTF 8 7 gt at aa eva Je zubiri repponee gt ied gt Babe of Birth ieii ecw DOCS a face lt response 2 TRO pfied Tithe Fielde dyla s Med vil Previewing a sample of the exported dataExport schedule Scheduled Exports Export schedules allow you to run multiple export tasks per form according to a schedule To set up an export schedule click the Schedule Data button on the Data Export action page after you have set up you export criteria Existing schedules can be reviewed from the list of schedules on the Data Export page Here you can see edit and delete existing export schedules for the form You can also create new export schedules by clicking on the New Scheduled Export button As with the Manual Export you can filter the data that will be exported by Status and pre defined Recent Period You must select whether to export form submissions of status i e Pending In progress Completed approved or Completed declined submissions and the period for which this data is to be extracted Data can either be emailed to a nominated email address email addresses can be comma separated to email more than one recipient or use a pre configured File Output Connector to transfer the data instead Select one or both output methods for the export file s destination Choose when you wish the export to occur
57. e ensured that you have selected your required Alignment option press the Use This Image button Once pressed the Image Library window will close and your selected image will be displayed within your content e If you have selected an incorrect image you can select another image from the middle panel or even a different folder category until you find the required image Adding an image to your content via the View by Thumbnail method e The second method of inserting an image is the View by Thumbnail method e The central area of the window is split into two panels Page 133 of 148 by Thumbnail Search wiew by Category View by Thumbnail s p e ga Electric guitar 4 we Earainesa pugin jins T af rem Caffe cup Caption A bliss shectr Keywords guitar music File format fpg Dimensions 200 w 24 iben sie 14 28K8 Uploaded Bry i Johnson Bote upleededs G2f04 2012 Ga 20 The View by Thumbnail window The panel on the left contains thumbnails of all the images contained within all the folder categories found in your organization s central image library Also in this left area is a line of text telling you that you are viewing a specified number of images out of the total amount plus two links allowing you to skip to the Next page and back to the Previous page Once you have selected an image from the thumbnails your image will preview in the right panel along with information regarding this image As before
58. e g delivery of a data file to a back office system systems 0 02 asiali Poems Peo Porma Actions Adore avibips PF Desr eva Jered aks Twa Sapo actions Jada Wan Maige Application Porm Configuring Actions for a form Action types Page 46 of 148 v Jadu Database POF Gerenatian Ef CAM Schema Pending B ePayments 0 services apeliad ore Oto if Data Retention Enabling Action types for a form Actions available include the following 1 Jadu Database This action is required by XFP and cannot be turned off it inserts the form filler s answers into the Jadu backend database for audit trail purposes 2 PDF Generation This action enables the generation of a PDF receipt after form submission by mapping the form filler s answers to the relevant question areas within the PDF form This action is optional it can be removed through configuration but is enabled by default 3 CRM Schema This action enables form questions to be mapped to a CRM schema representation of data to be pushed Professional services are required to provide a suitable schema and transportation layer This Action is optional and disabled by default 4 ePayments If the Jadu ePayments module is implemented within your Jadu platform this Action allows the integration of a form with a Payment Service Provider PSP This Action is optional and disabled by default 5 File Output This Action allows output of the form filler s
59. e may be prefilled based upon any generic candidate email replies created within the Actions interface of the particular form If generic replies have been set up you can amend or append the relevant messages if required If no generic replies have been set up the message area will appear blank Further information on setting up generic email replies is included in the Generic processing replies section of the Actions chapter Click Approve and Send to complete the form s progress and send an email to the individual who submitted the form The form s Status will now change to Completed Approved There may be an instance where you wish to approve and complete the form but not send the customer an email For example they may have requested a phone call instead of email notification If this is the case click the Approve Only button The form s status will change to Completed Approved but no corresponding email communication will be sent to the individual who submitted the form Page 95 of 148 Decline Form To andy perkinsja Subject Jadu Blue Badge Application Form Dear Sir Madam our recent application has been declined if you have any queries please contact ws at 08001 11 22 33 Regards Decline And Send Decline Only Cancel Form declined response e If the form has been declined select the Decline and Complete option This will open a window similar to that shown above with the exception
60. e received forms provides the following information for each form Reference number the unique reference number for the submitted form e Date Time Completed the date and time that the form was completed User the name of the user will appear here if they are registered on the website and were signed in when completing the form otherwise it will display Unregistered User e Form the name of the form that was submitted It is then possible assuming the relevant access permissions allow to view individual form submission details by clicking on the reference number which will take you to the particular data for the individual form submission It is also possible to view all submitted forms for a specific form from the Received tab of that form As this list view provides all submissions for the same form type the Form name column is replaced by the current Status of the form submission You can filter and search for user forms in the same way as was described in the Received Forms page described above 1 12 Install XForms Pro Forms Received Parra Anag Pridiga Prince i Takipa Gata Export Data Batertion Jadu Blue Badge Application Form Find a user form Completed ZAAO 15 55 47 AACA 15 34 55 LL iid 00 00 23 Per Page 1p Viewing received form submissions for a specific form Page 91 of 148 You can change the order in which the list is sorted by clicking on the Reference No Date Time Completed column
61. e you can test form logic such as branching rules and individual field validation routines in your current form s configuration There are two ways of accessing the Preview area to test a form from within the Jadu Control Center You can click the Preview tab from the top of the Control Center when viewing a specific form This will take you to the Instructions page of your form enabling you to preview the form from start to finish 1 12 Install XForms Pro Forms Preview Form Actions Privileges POF Generation Preview Statistics Bata Export Form Preview tab The second alternative is to use the Preview icon from the form s structure view either in Diagram or Table viewing mode B Preview icon Clicking this will take you directly to a preview of the specific page within your form that you clicked the icon from Note Answers to questions entered within preview mode are not saved This will affect testing if you have any branching rules which rely upon answers from a question on a different page than the page that you currently have open The file upload component also does not function when in preview mode Page 36 of 148 Pore Dotalis Timaeus bir m e m i hei pie ee mpg Go Mee eige oe Ven Fite eed epee pria priera betel 1 Tile grigaiid Pena ak t E Ming pobeci mhich of Hre Being pow wt apirip regrei Fir Farer Premas Pane 2 rename a regrei Lar namh req T kider
62. ed Metadata section Page 140 of 148 The Advanced Metadata area Metadata Standard Metadata show Content Schedule show Advanced Metadata hide Creator Paul Johnson Rights 7 T o Pi Sr ridwide 29 03 2012 V1 0 Public Consumption Worldwide 0020202020202 O OO ddim yyy Format Medium MIME type Language English text html i 3 EN Ex Assign Metadata The Advanced Metadata window e Within the Advanced Metadata area you will be shown nine entry fields and two dropdown menus e You will notice that when you open the Advanced Metadata area numerous fields have been automatically populated This information has been gathered from other relevant segments of your CMS e The Creator field is used to include the name of the creator of the content that you are adding This field will be automatically populated with the name that you are logged into your CMS with but this name can also be changed if required e If any of the content you are creating was contributed to by other parties for example your content consists of photographs illustrations or diagrams that were not created by you these contributor details can be entered into the Contributor field Page 141 of 148 The Publisher field is used to add the name of the organization whose website you are adding content to This field will be automatically populated with the name of your organization but can be c
63. ed is removed from your system Note Policies run until they are removed from the system Removing registered users form submissions will result in the users form submissions to be inaccessible from the users account page and also affect the Statistics and Reporting features of Jadu XFP Chapter Seven Restricting Administrator Access Page 68 of 148 Your organization may wish to restrict administrator accounts in terms of who can access particular settings or submitted data on a per form basis Forms can be restricted by resources form tabs and privilege level with access granted upon the following breakdown of criteria e If there are no access restrictions in place on the form then global restrictions for the administrator as set up through Utilities gt Admin Privileges are used e If the form has access restrictions applied and the currently logged in administrator is the form owner then complete access to the form tabs is granted according to any global restrictions as set up through Utilities gt Admin Privileges e If the form has access restrictions applied and the administrator trying to access is not the form owner access is granted according the level of access applied to the group s that the administrator is within e If the form has access restrictions applied and the administrator trying to access the resource is not the form owner and none of the groups that the administrator is within have access to the re
64. ent press the Add your selected category name button Page 144 of 148 e Or you can continue to click into a sub category and then sub sub category and so on until you have entered the category area you wish to assign to your content e Once you have selected your required category press the Add your selected category name button once pressed you will notice your selected category name will appear within the right panel under the Selected your organization s navigation name Categories area ABCOEFPGHIJELMNOPQRSTUVWEYTZ Mote The 1st category chosen will be used for breadcrumb navigation Navagation fark Selected Havigatian Categeariea Mipata Categery DoM Lesure and culture Reenove Renove Lese anj cubare iow Breie bemm Tei Marroercr lt mi Lite and irott reding a Tauren are brane Bahii Apply Categories The Apply Categories window with a selected category e Ifyou have selected an incorrect category use the Remove button next to the category name and return to the left category selection panel to re select your category make sure you remove the selected category from within your organization s navigation if it has been automatically selected for you before you start selecting a new category e If at the beginning of your category selection process you are already familiar with your organization s category structure and you know the exact category you wish to assign your content to you
65. ere EN a caffe cup Homepages lad Electric guitar Location Services Alt bext Bhat electric guita i A bist i Press Reltases Temes 5 pE magie Inaetrumepne Rupa F le Borma f Dimenstons 200 x 244 fiers Higi 1460kn Lipkagehee By Phul berroi Dabe uploaded UUA DOLZ 9i Oireitanes The Browse by Title window Page 132 of 148 e The left panel will contain a list of all the folder categories present within your organization s central image library e If you select a folder category all images within this folder will be displayed within the middle panel e If you select an image from this list a preview of the selected image will be displayed within the right panel along with information regarding this image e Also present in this right panel are two Alignment selection boxes labelled Left and Right enabling you to specify whether your image sits either to the left or the right within your content Also within the right panel are two buttons named Edit and Delete If you wish to edit the details of the image you have selected press the Edit button to open the Image Properties window from where you can change any information regarding this image e To delete the selected image from within your organization s central image library press the Delete button You will be asked to confirm your changes before the image is deleted e If the image you have selected is the image you wish to use within your content and you hav
66. essable object http www cabinetoffice gov uk govtalk schemasstandards e gif datastandards address bs7666 _address primary aspx BS7666 SAON The Secondary Addressable Object Name SAON is the number name or description used to identify the secondary addressable object within or related to a primary addressable object http www inetoffice gov uk govtalk schemasstandar gif datastandar r bs7666 address secondary aspx BS7666 UPRN A Unique Property Reference Number UPRN identifier for each land and property unit http www cabinetoffice gov uk govtalk schemasstandards e gif datastandards address bs7666 address unique property aspx BS7666 USRN A Unique Street Reference Number USRN identifier for each street http www cabinetoffice gov uk govtalk schemasstandards e gif datastandards address bs7666 address unique street aspx UK Postcode http interim cabinetoffice gov uk govtalk schemasstandards e gif datastandards address postcode aspx Page 147 of 148 Jadu XFP User Manual Version 1 3 1 by Jadu Limited Copyright 2011 Jadu Limited Universe House 1 Merus Court Leicester LE19 1RJ 0116 222 7242 info jadu net www jadu net All rights reserved Screenshots in this manual may show a different representation of the Jadu CMS depending on the exact build of your system Page 148 of 148
67. ext area as the link will be removed from all text associated with that link Page 126 of 148 Click the Remove Web Link button You will be asked to confirm your changes before the link is removed How to prepare an image for upload to the central image library Within your content you have the option to add images To control the use of images within your organization s website associated images that can be used are stored within a central image library Although there is an option to add additional images to this central image library this function may not be available to all users due to the customizable nature of your Jadu platform your relevant permissions and your organization s requirements The process of uploading and using an image is straightforward but the image itself requires attention in terms of its relevance and quality It is important that good quality images are used avoiding images such as clip art All images should be saved at 72 dpi dots per inch as this is the standard for usage on the web Images must be a relevant size as images that are too big result in unprofessional looking content pages Images should be saved as a JPG if they are photographs or GIF if they are a flat graphic All image file names must contain no spaces and use letters or numbers only Most importantly your images should be relevant to the content you are adding How to upload an image to the central image library Place y
68. functions refer File Output action section of this document Once all fields have been successfully mapped click Save PDF Mapping to save all mappings for this route This route s mappings can then be made Live Note The Master route cannot be made live as it has no relationship to an actual user journey This process should then be completed for all routes that you plan to provide PDF Form receipts for If you have more than one route through the form there will be a Save As link that corresponds with each route allowing you to apply the mappings within this route to All or specific numbered routes to save time during the mapping process Save Route 1 PDF Form configuration to Route All Save As on PDF Form routes If at any point your mappings are incorrect you can simply edit a single field mapping or alternatively click the Delete PDF Mappings button to remove all of the mappings for this route to start again If you wish to change the PDF file applied to a particular route click on the PDF Form filename link within the routes table for the route file that you wish to change This will display the PDF Form upload interface previously described Uploading a new PDF Form will replace the selected PDF Form file with the new file being uploaded If possible mappings will be preserved during this process Paga i Parieral Decals Page 2 Disability Living Allowance Page 4 Charge of Circumstances Page Charge of Oercums
69. ge a fixed time period e g 01 05 2012 to 02 05 2012 e Recent Period pre set periods e g Last 24 hours Last 7 days Page 85 of 148 Select time period Last 24 Hours Last 46 Hours Last 7 Days Last Month Last 6 Months Last 12 Months Filtering statistical form data by recent period After selecting the form Status and Date range period click the Get Statistics button to generate statistics for the particular form you are viewing This displays responses to multiple choice questions with the breakdown of responses expressed as a percentage complemented by bar chart representations Breakdown 4 forms found Qa Please select which of the following TOTAL Blue Badge you are applying ci Paaa TOTAL iiliii Of Agdroga House No Name TOTAL Ql Bo you receive the Disability Living Allowance DLA indefinitely Ql Hawg you ewer changed your cireung since your last Ble Badge of Freedom Pade application u mE Oo N e O Go ly Breakdown of statistics relating to multiple choice questions in a form Page 86 of 148 Abandoned forms reporting It is possible to see the last page that a user successfully completed when a form is abandoned assuming that Data Retention policies are not configured to remove incomplete forms To obtain this report navigate to the form that you wish to analyse and click the Statistics tab Within this area select Abandoned from the Status dropdown list and then eit
70. graph return after every other full stop or after every full stop if your paragraphs are long This makes the text on a computer screen much easier to read Keep headlines and headings consistent and avoid using CAPITALS for headlines or headings Only use the underline tool where absolutely necessary underlining words in your content will make them look like links and may confuse your website s visitors Use headings sparingly and avoid using headings or sub headings on full paragraphs within your content How to create a link within your content e Highlight the area of text that you wish to make into the link e Click the Insert Modify Link button to open the Insert Link window The Insert Modify Link window Page 125 of 148 e The Insert Modify Link window contains one entry field and two buttons named Insert Link and Cancel e Inthe Web or Email Address field enter the email address or website address you wish the text to link to you can paste into this field if you have cut the link from the address bar of your browser or other material e In the Title field you can insert a more detailed description of the content that the link points to This will be visible if the cursor is placed over the link on your website and will aid accessibility e Once you have entered your information into the URL field and you are happy with your link details press the Insert Link button Once pressed the window will close and you will no
71. h as appearance font and so on After you create form fields you may need to rearrange resize or move them to give Page 52 of 148 the page a cleaner and more professional appearance To make adjustments in the layout of form fields you must be in editing mode choose Forms gt Edit Form In Acrobat or choose Tools gt Advanced Editing gt Select Object Tool Once your PDF Form is complete you will need to upload it for the relevant form route Do this simply by clicking the New PDF Form button at the bottom of the list of available form routes You will then need to click Choose File and browse for the PDF Form file from your local device and select it The second option enables you to provide the PDF Form as a download alternative within the XFP front end interface so that it can be manually completed printed and sent back to your organization for manual processing You should then click the Save PDF Form button and the PDF Form will be uploaded to your Jadu XFP system for processing Uploading a new PDF Form As part of the import routine all of the PDF Form fields are extracted from the PDF Form by Jadu and displayed so that the forms designer can step through each PDF form field in turn and map it to a corresponding value variable This is the data that will be embedded within the PDF Form template and delivered to the end user Some basic data manipulation functions exist to allow you to pre format the expected data v
72. hanged if required The Rights field is used to add the name of the organization that has the rights to the content you are adding Normally this will be your organization and is therefore what will appear in this field as standard but can be changed if required If the content you are adding comes from another source e g you are copying a document from a government site within the Source field you should enter these original source details The Status field is used to add the development status of your content e g if the content you are adding is complete then it would generally be classed as V1 0 Public Consumption As this is the general case for most of the content that you will create this is what is automatically populated into this field but can be changed if required If the content you are entering concerns a wider area than just your local area you should enter these details into Coverage field Typically this field will automatically be populated with the local area relating to your organization but these details can be changed if required The Created date field is used to document the date your content was created on the current date will be automatically populated in this field Although this field can be edited if required we advise for organization purposes that it isn t If you are revisiting an item of content for the purpose of editing you should enter the date these alterations were undertaken into the Modification
73. he Archive feature for any forms that have had submitted data associated with them for your audit purposes You can reactivate an archived form by using the Reactivate option in the archived forms list 1 12 Install XForms Pro Forms Onine Forms Mine Forms C Find an XFenm You are viewing Your forms View All forms Create New Form Reactivating an archived form Deleting a form Deleting the form with the Delete button Action removes the form from your website so that it is no longer accessible by the end user and also from all form lists within the Jadu Control Center All records of the form are deleted including any associated end user data This option should only be used where removing old test or dummy forms as deleted forms cannot be recovered Page 89 of 148 Chapter Eleven Processing Received Forms To view all forms that end users have submitted for processing select the Received Forms option from the XForms Pro menu 1 12 Install XForms Fro L Find a usor form Completed 22 4 2012 15 5547 Uaregistengd User dmdu Mug Badge Application Fare fff D4 201d 15 34 53 Uaregianernd Uair Jadu Bue Badge Appllicauign Farr 21 4 2012 08 08 25 Unregistered User Jadu Bue Badge Apolication Form Viewing all received forms any form Initially only forms with a Pending status will be displayed in date completed descending order You can refine what is displayed by clicking on the Find a user form link to
74. he Branching rule icon on the question page from which you want to branch end users This will open the Branching Rules interface as shown below Show Clegraen RULE TYPE Whee lam on Disability Living Allowance Yes MoT 1 wart te ga directly to Disability Living Allowance End Date Save Direct Rule Adding a new rule in Direct rule mode The default mode when setting up a new Branching rule is a Direct Rule This does not branch but simply allows you to bypass existing form pages that exist within the form s structure by jumping the user from the current page to the page chosen from within the dropdown menu of other page choices called I want to go directly to In the example above the end user will move from the Disability Living Allowance Yes No page directly to the Disability Living Allowance End Date page This can be useful to remove any Branching Rules that you may have previously added and later decide to remove or to archive an old page of questions without actually removing it from the form essentially making a page unvisited by any route Click Save Direct Rule to add your new Direct rule to your form Changing the Rule Type to Branching will change the interface to allow you to configure more complex Branching logic based upon user choices iira Glare RULE Tem jph l har lon Dey lieg Alkrmante Yen He F Fo lgb DA gs Dhat iry hiap homes Yia F Mia F Pt Dhabi hia A a El Gee Cer
75. he bottom of the page for you to provide the set of options that the end user can pick from Note to ensure the user does provide an answer you can either select a default option or set this question as being required Page 22 of 148 Dropdown menu 5 dropdown menu Yes If you want your visitor to select from a larger number of options than would suitably display inline within the form page but to only give one response then a dropdown could be the option that you choose Due to this being a multiple choice type component further inputs will be made visible at the bottom of the page for you to provide the set of options that the end user can pick from Password This has all the same options as a normal text input field except that to the end user the characters will appear as asterisks as they type so as to prevent anyone watching the user fill in the from learning a password for example You should always use this when asking for a password for security reasons Table Jadu XFP provides you with the flexibility to create a Table combining a number of form components into a tabular format An example of this might be when collecting details of household members and wanting each person s forename surname and date of birth Questions asked within Tables are structured within columns The number of residents maximum to gather following with this example could then be set to be 3 by setting the N
76. headings Click once to sort in ascending order twice to sort in descending order for both specific form and all forms received views You can also access all of a particular form s submissions from the full Forms list view The Submissions to date column displays the total number of form submissions that this form has received depending upon any data retention policies that you may have configured against this form and links the administrator straight into this form s Received tab iiz Install XForms Pro Forms omire Peres Sing ome Aria nid Soares OL Arg an Wre Teu ont slew Your forms Vira All Toma gt jagu Bie Bacge Application Mema geliceser Ponas C mo mmo 2 ies Ue 7 EE EN Creste Mew Form l Forms Per Page 10 amp Form list view Submissions column includes a link to the forms Received tab Starting to process a form The submitted form view provides details including the form s Web Reference Number date and time Started date and time Completed Status IP Address of where the form was submitted from Receipt Email Address supplied by the individual who submitted the form and the Form name Page 92 of 148 1 22 Install XForms Pro Received Forms Form Submission Fam Aning Pidger Tey ra flected Emiri 2a hipo Dst Rennon Jadu Blue Badge Application Form A submitted form viewed by the forms processor Further down the page you will find the Form Details area displays all of the dat
77. her fill in the date range you would like to report on or select a defined time period from the dropdown list and click Get Statistics You will then be shown the drop out rate for each page that makes up the form i e the number of users that abandoned the form with the page that is referenced being the last one that they successfully completed The percentage displayed is as a percentage of all abandoned pages Breakdown incompleted forms found Form started but no pages completed Personal Details Disatility Living Allowanes Disability Living Allowance End Date Change of Circumstances Change of Circumstance Details Form page drop out analysis from Statistics Page 87 of 148 Chapter Ten Disabling deleting and archiving forms There are three options to remove a published form from your website so that it is no longer available to end users 1 Disabling the form 2 Archiving the form 3 Deleting the form These actions can all be taken when editing a form s main details main instructions page prior to Jadu platform 1 12 From Jadu 1 12 onwards Archive and Delete are options that are available via the Actions dropdown available upon all form pages oe Jadu Blue Badge Application Form Archive Delete ere Application Form Bewnlaad Lack The Actions menu in Jadu 1 12 Disabling a form Making a form not live means that any end users who try to access this form from any bookmarked li
78. hoosing the column question to be edited Note It is not possible to use the following components within a table Integrated Components and File Uploads File Upload 9 File Upload Choose File na file selected Help Aiywtd Typos doc docx pif bef jpg rif zip xis xix ppt pbs This component allows end users to upload files as part of their form submission There is no additional configuration required in terms of setting up the question itself There is however underlying system configuration that imposes various limitations on what file types the end user is allowed to upload The Jadu platform configurable options are e File types allowed to be uploaded within standard configuration allows doc docx pdf txt jpg rtf zip xls xlsx ppt pptx e Attaching uploaded files to any email alerts that contain the file upload question Standard configuration is set to true to allow this This should be disabled if you have no virus checking capabilities e Depending on the system s implementation include the allowed file upload size Changes to any of these will need to be discussed with your systems administrator and subsequently Jadu Support if deemed necessary Note The File Upload component is not supported when used in Preview mode and there is no validation on unsupported file types in this mode Calculation Calculations allow you to collect a value as part of the form completion p
79. i File format jpg News Tags comma separated Dimensions 300 x 244 Homepages guitar Music instrument Item size 14 8aKB Location Services eae ee ES Altqemative text Press Reasi Blue electric guitar Rupa Directories Add Category Caption A blue electric guitar The Image Properties window e Displayed within the main area of the Image Properties window are three panels e The left panel will show the central image library file structure From here select an appropriate folder category in which to store your uploaded image e Once you have decided which category you wish to use press the Add Category button and your selected category will appear at the bottom of the middle panel under the Categories field e If you have selected an incorrect category use the Remove button next to the category name from within the middle panel to remove this assigned category e Inthe middle panel you will be asked to provide some essential details about the image you are uploading You need to enter an appropriate title for your image within the Title field In the Tags field enter keywords that you think might be used when searching the central image library for your uploaded image make sure all your keywords are comma separated and are all lower case e In the Alternative text field enter a short but informative description of the image you are uploading this description is essential in order to keep your organization s website com
80. ion s website your CMS makes it very easy for you to add relevant Metadata to your content e When you start to add content to your organization s website press the Assign Metadata button to open up the Assign Metadata window Page 138 of 148 Metadata Standard Metadata Additional Keywords comma separated Description Content Schedule show Advanced Metadata show Assign Metadata The Assign Metadata window e The Assign Metadata window contains three main areas the Standard Metadata area the Content Schedule area and the Advanced Metadata area the areas you will see will vary with the type of content you are creating e Each of the three areas can be hidden or shown by using the hide and show icons next to the titles of the areas you cannot show more than one area at a time e Also present within the window are two buttons named Assign Metadata and Cancel e If you wish to exit the Assign Metadata window please be aware that any information you have entered will be lost if you have not saved it first by pressing the Assign Metadata button The Standard Metadata area e By default when the Assign Metadata window first opens the Standard Metadata area will be shown Page 139 of 148 WW GEUELEI Standard Metadata Additional Keywords environmental services abandoned comma separated vehicles street cleaning graffiti litter flytipping Description linformation about the environmen
81. itle in the list table will display details about that particular Level or Group You can also remove previously created restrictions via this interface Page 74 of 148 Requesting access If an administrator attempts to access a form that has restrictions applied which the particular administrator does not comply with they can request access to the form when they are told that they do not have sufficient privileges 1 12 Install XForms Pro Forms Structure Jadu Blue Badge Application Form You need permission to access this item Request access now Access to form resource restricted request access Clicking the Request access now link will generate an interface allowing you to request access to be granted to the relevant resource by the current form owner Jadu Blue Badge Application Form Teed to make an adjustment to add an option to the Solutetion feld on page one of the form due to complaint fram d customer Adding comments to your request to access a restricted form You can optionally provide a comment to go along with your access request The request is sent to the form owner after clicking the Request Access button Granting access Page 75 of 148 The form owner will be alerted to an access request via email and through a new task displayed within their Task List 1 12 nstall Task List To Do Liss To Ee Live Shs Aon conker Som Comen Unc Aomisigitaior admin hed 1 Task io be co
82. l Service Request Types that are configured within your internal CRM system that you wish to allow to be integrated within the Jadu XFP system The values that you configure here will appear within all mapping interfaces under the heading Service Request Types 1 12 Install XForms Pro CRM Request Types Jadu ePayments integration When both the Jadu XFP and Jadu ePayments modules are installed on your Jadu platform it is possible to map individual XForms with ePay Services so that payment can be taken at the end of a traditional form structure but prior to completion and submission of the form in order to ensure that payment has been successful Once the Jadu ePayments action has been added to a particular form the ePayments tab will appear across the top of the relevant form s area Upon entering the ePayments area you will be presented with all the available routes possible through this form according to the form s structure and branching rules A particular payment type as managed within the Jadu ePayments module can be applied to any route through the form if required e g if offering multiple methods of payment at the final stage of a form Page 65 of 148 Formi Actions Brivis i t Privy Fupcashh Statistics Data Expert Jadu Blue Badge Application Form Assign a particular service to a route by selecting the service below in respect bo the correct route Pledge be only live services are selectable
83. l automated links and navigation assume the use of the Web templates You can however promote a link to an alternative template for a form having already determined the best fit template for your end user or given them the relevant choice The difference in URL structures is detailed below with the only differences highlighted with bold text Touch Readable URL version www mysite net forms kioskform 100 en 1 my_form_title Non Readable URL version Page 119 of 148 www mysite net site xfp scripts xforms_form_kiosk php formID 100 amp language en Carie 10 45 AM 1 m Jadu Blut Badge Applioaiion Fam 1 12 Instal 1 12 Install Personal Details Please indicate whether you are applying for a Blue Badge or Freedom Pass and complete your personal details Date of Birth Required wa DOMMO YY Title Required Please select Please select which of the following you are applying Required Blue Badge Freedom Pass Forename s Required Example Touch interface for form rendered on an iPad Page 120 of 148 Mobile Readable URL version www mysite net forms mobileform 100 en 1 my_form_title Non readable URL version www mysite net site xfp scripts xforms_form_mobile php formID 100 amp language en details 1 Date of Birth Feguired DEMAY Y YY Help Please enter your date of birth in the format DOMMYYYY 2 Tite Required Previous Next xen v Please select Mr Example Mobile interface f
84. lp ensure your online forms are managed with the same robust approach as any business critical system or application with information collected and processed through business rules that help to ensure data accuracy and efficient form processing XFP provides developers with the functionality to customise and extend the product to better suit your organizations transactional needs For more detailed information on how to develop for XFP please refer to the Jadu Developer Guide Page 8 of 148 Chapter Two Getting started Me nis hinliiu eile Laks Dor ee Accessing Forms via the Jadu Control Center menu system in a 1 12 platform implementation Braad r r Taber say eg Tees fakes beget Se insang hemu ailai hy liao TEY Benah Tepe Tur ee Tab waloe bam mt ERTE Crea Hoenn Ptelaraa REM PETA Page 9 of 148 i Mag E Jadu a re Ce res Try ey Bane toes ispan sas fiiia ieee ee Desir Pavel Fula ee naks SET Mijail 1 pee Tim siia Wal Aaien Ler ner Derg e Os ee Revers Pee eer F J iMomiley agp April eo 27 uig Accessing Forms via the Jadu Control center menu system prior to 1 12 Within the Jadu Control Center select XForms Pro gt Forms to display the main area for managing your forms and associated data Within a 1 12 platform implementation the XForms Pro menu option is found with the Open menu You can also use the main Jadu Universe search facility to access a particular form
85. me pa io eke ef Disma a a at g Managing a form s branching rules Page 18 of 148 1 From the IF dropdown select the question that the branch is based upon You will see a list of all previous Radio button or Dropdown questions from any pages prior to or including the current page displayed here 2 From the IS dropdown select the particular option from the question selected in point 1 that determines the branch that the end user will take if they pick this value 3 From the Go to dropdown select the page that you want the form filler to be branched to based upon the response being selected in point 2 4 Clicking Add Another Branch allows you to build up multiple different routes based upon a different option from the other options available in the question as were picked from in point 2 This is optional and depends upon your requirements as to whether it will be necessary in each case Once clicked an additional Otherwise if it is decision will appear similar to point 2 and another corresponding Go to decision as was the case in point 3 5 From the Otherwise go to select the alternative page that you want the form filler to be branched to based upon them not meeting any of the other options that you set out above a catch all other cases option Any number of rules can be added to a form branch by clicking the Add Another Branch button The system will identify when a redundant rule is added whereby it would take the u
86. mphebed ae Sie Se ee ee The Form owner s To Do list after the access request has been submitted From the link within the email or the Request For Access link within the To do item within the Task List the form owner is able to review the administrator s specific request for access Jadu Blue Badge Application Form D x Nime i The Form owner s To Do list after the access request has been submitted The form owner can now review the administrator s request for access and can choose to either Approve Access or Decline Access Access can be granted until a particular date by entering a date or using the calendar tool for the Grant Access Until input The form owner can provide optional comments with their decision If access is granted the user requesting access is emailed the decision along with any comments made regarding their request Page 76 of 148 Chapter Eight Exporting importing existing forms and form submissions When a form has been created within XFP it can be exported in a distributable file as either a backup or perhaps to share with other XFP users How you export your form will depend upon what version of the Jadu platform XFP is running upon Exporting form structure prior to Jadu 1 12 x To export a form go to the form instructions page details accessible from the form structure page and click on the Form Details button for the form instructions page Th
87. n to enter the Assign Metadata window and from within this window enter the Content Schedule area Uncheck the Use Content Scheduling checkbox and resave your form Once saved your form will ignore any information present in the Content Schedule area unless you re check the Use Content Scheduling checkbox Page 115 of 148 Chapter Sixteen URLs and End User interfaces The Jadu platform has a simple utility that enables switching the URL structure to better meet your needs This can be either dynamic ID driven or human readable URLs which can be changed at the push of a button Note Whilst all examples below use the php file extension you may have a Jadu Net implementation with aspx file extensions These two values are interchangeable with all URLs listed below Readable Urls When the platform is set to generate human readable URLs web form URLs will have the following structure www mysite net forms form 100 en my_form_title Where e 100 the form identifier within XForms Professional e en language code ISO 639 1 e my_form_title SEO friendly use of form title within the URL Note An optional parameter can be added to bypass the instructions page when externally linking to the form This should be a 1 placed after the language code i e www mysite net forms form 100 en 1 my_form_title Admin 2 1 12 Install Utilities Readable URLs are currently switched on Activating Readable URLs
88. ng access privileges applied to the current form during the copy process Select Yes from the Retain Privileges option to do this Click Save to go ahead and create the copy of the form under its new title Note The copied form will be offline not live automatically in order to provide you with the opportunity to review the form prior to making it available from your system Exporting form submissions Exporting form submissions end user data is configurable If you do not wish to have this functionality enabled discuss this with your webmaster and subsequently Jadu Support if required To export form submissions navigate into the relevant form and go to the Data Export tab 1 12 Install XForms Pro Forms Data Export Form Actions Privileges Preview Received Statistics Navigate to the Data Export tab of the form to extract data from The data can be exported in either XML or CSV format and provides an interface for exporting specific pieces of data regarding the user s form submission Additionally the data of each field can be formatted prior to export by selecting one of the available Pre Page 81 of 148 formatting routines Please see the File Output Action section for details on each of the available Pre formatting routines and CSV settings etc To include a piece of data within an export simply tick the corresponding Export checkbox to the data field name To Pre format that data simply choose from one of the
89. nks etc will be presented with a message stating that this form is not currently available The form itself can still be accessed from within the Jadu Control Center in the normal way from the Offline Forms tab within available from the XForms Pro gt Forms menu option and all end user data remains intact Note The exact message text may have been customized during your implementation Another alternative is for the the form to remain Live but be made Invisible This removes any links that are dynamically generated by the Jadu platform to point to this form but the form remains accessible for anyone who knows its direct URL Any links within external systems or bookmarks etc will not be affected by changing the Invisible setting Page 88 of 148 and so anyone following these links will still be able to access the form even though it is not being promoted through the dynamic navigation within your Jadu powered website Archiving a form Archiving the form with the Archive Form button pre Jadu platform v 1 12 or Archive option from the Actions menu Jadu platform v 1 12 and above removes the form from your site so that it is no longer accessible by the end user It also moves the form from the lists of online offline forms within the Control Center and instead puts it into a list accessible from the Archived Forms tab Any existing form submission data will remain intact for audit statistic reporting purposes We recommended using t
90. nse if you choose to make the question mandatory Additional Fields When Adding A Question Some of the below options may require configuration during the creation of your new question Which ones display depends upon the Component that you selected at the first stage Validation Below are the standard validation routines that come out of the box with your XFP implementation though it is also possible to add your own Validation routines are covered in further detail in Chapter Thirteen of this manual Some of the below routines specifically relate to British Standards Please refer to Appendix Four for supplemental information on the specifics of these standards e Allow Anything No validation will occur the end user will be able to enter whatever they like and it will be submitted successfully Page 28 of 148 Alphabetic Only alphabetic letters a z and A Z will be accepted Alphanumeric Only alphabetic letters a z and A Z and numbers 0 9 will be accepted Date DD MM YYYY Only numerical values entered in this UK date format will be accepted When this option is selected and the end user has Javascript enabled within their browser a calendar icon will be displayed which can be clicked to allow the end user to choose a date from a calendar picker interface APRIL 1980 TODAY wed thu a i i i7 233 34 a0 1 Date of Birth REQUIRED A N TOE Holp Pileas enter your date of biih in the foot DOMAMI YYYY Text
91. o assist with easily locating and selecting relevant categories to the content you are authoring Consider carefully where within your site s categories your content should appear Very often there will be just one subject area but in some cases there could be two or even more If you were a user where would you look to find the information you are adding Only for a wide ranging document should you consider using more than three navigation categories e When you start to add content to your organization s website press the Assign Categories button to open the Apply Categories window Categories ABCOGOEFGHIIKLMNOPQORSTUVWH YZ ee Motes The 1st oa egory chosen will be used for breadcrumb navigation Rleyigadion Top Lies Categories Solected Navigation Categorias Awor and Eonetis No caer applied Beats Gareu 2nd Brg Danei 1nd derat Environment ard panira houting tta ond carrera Lowers ard cule Hee Sree Hih Care Trarapori ami srerts The Apply Categories window e Within the Apply Categories window there are two main panels and two buttons named Apply Categories and Cancel Page 143 of 148 e If you wish to exit the Apply Categories window please be aware that any categories you have selected will be lost if you have not saved them first by pressing the Apply Categories button Using your site s navigation structure to apply a category to your content e Within the dropdown menu situated at the top left of
92. o this when viewing a normal form question page click the Form Template button e Clicking this button will cause a window to appear Click the Create From Page button at the bottom and you will then be asked to enter a title for your new template Enter a relevant title and click Continue Page 43 of 148 Create Template Template Title Personal Details Continue Naming your new form template e A small report will be generated to let you know which questions have been successfully added to your new template Please find below a breakdown of the questions successfully added to your form template Completed Tithe Applicationtype Forenames Sumame Address Telephone_Number Date_of_Birth Template created from existing form page questions report Inserting templates Templates are inserted into form pages in a copy and paste style approach When viewing a form page click the Form Template button at the top of the page A box will then appear from which you can select a template to insert into the current form page being created edited Page 44 of 148 Navigation is provided to cycle through multiple pages of templates if you have built up a comprehensive library of templates Personal Details Country List Local Authority names Previous 1 Next Create From Page Inserting a Form template into a Form page e Navigate through the list to find the template that you wish to insert then click
93. ocess Received Form area will include new options for the completion of the form s workflow including Approve and Complete Decline and Complete and Terminate Letka like a valle roqamie Ditin And Campicte eri ices Completing a form submission e You can still add Comments into the space provided before completing the form s progress These comments will not be seen by a visitor but act as a reference for administrators when viewing the form submission at a later date e Select Approve and Complete if the form is to be approved This will open a window in order that you can optionally contact the individual who submitted the form with your decision e Select Decline and Complete if the form is to be declined This will open a window in order that you can optionally contact the individual who submitted the form with your decision e Select Terminate if the form is not an authentic submission e g mickeymouse disneyland com asdfas asdfsa com Page 94 of 148 Approve Form Ta andy perk Subject Jadu Mu Dear Sir Madam Our recent application has mow been approwed ind regards Jadu Approve And Send Approve Only Form approval response The customer s email address supplied when requesting a receipt or through being logged in at the time of form completion is displayed along with the Subject of the email to be sent The subject is made up from the form s Title and the Web Reference number The messag
94. omponents Integrated Component Control Select the Integrated Component that you wish to manage the error messages for The page will then refresh to list the current error message s configured for each of the elements that make up the chosen Integrated Component 1 12 Install XForms Pro Integrated Components Predefined error messages for the Verified Address Postcode Search Integrated Component To add a new message possibly due to adding support for additional languages to your implementation click the New Message button This will give you a new row to select the Language to which the message will apply as well as inserting the translated version of the error Message text Once you are happy with the message click the Save button to add the message to the system This message will now be used if a form is set up in the Polish language and the end user has an error in their input for this element of the Integrated Component used within that form Page 35 of 148 To edit an existing error message load the Integrated Component through the dropdown list make your changes and click the Update button to the right of the message that you wish to update To delete an error message click the Delete button to the right of the error message you wish to delete Preview It is possible to preview forms from within the Jadu Control Center before they have been published to the website This provides an environment wher
95. on The interface is slightly different here you will be able to Update the template title or Delete the XML template Manage armea Updating an existing XML File Output Template Template Title art tempat forsvstemx J When you use saved XML on a form the saved XML is copied to the form properties Deleting or updating an existing template will therefore have no impact upon existing forms using that template Formatting an output field It is possible to do some basic formatting of the output value for a field if necessary For example an external system may expect a date question response in MM DD YYYY format but the answer is supplied in DD MM YYYY Using the built in tools you can manipulate the answer to the required format To select the format you require outputting for a given field tick the corresponding checkbox for that field You can use the arrow buttons to reorder the output if necessary and also assign a formatting function on the data Formatting options include Upper Case All All characters in the user response are converted to upper case Lower Case All All characters in the user response are converted to lower case e Upper Case First Character Only The first letter of the string is converted to upper case e Upper Case First Character Every Word The first letter of every word in the user response is converted to upper case Reverse The user s response is reversed in order Length The length of the u
96. on that the user might require when completing this page and questions to which they will respond Page details You will be presented with an interface similar to the one used when you initially created your form This is where you will give an overview of the sorts of questions that will be contained on this particular page within the form allowing for a clear concise division between each set of questions you may wish to include throughout the form m moa me an i The form page details interface e The Page Title should be relevant to the set of questions that are on this page alone e The Page Instructions should provide any essential information that will make questions within this page easier for the end user to answer You may find that over time the clarity of this information reflects the reliability and accuracy of the responses that you receive Use formatting options to enhance them as necessary e Click Save Page once all of your page details are complete to save your changes Page 15 of 148 e Use the Preview link to get a representation of how the page will appear to the end user within the context of your design e Use the Edit questions link to begin managing the questions within this form page e Use the Form structure link to return to the overall form structure page detailed below a Edit questions Preview oF ma Form structure Links from the form page details interface once saved Form str
97. one UPRN Unique Property Ref Number UAL USAN Unique Street Ref Number Existing Validation Routine Selection When selecting a standard validation routine to edit you can only change the validation messages for that routine and not the regular expression or way in which the validation happens 1 12 Install XForms Pre Validation Routines Validation messages for the standard alphanumeric validation routine If you wish to edit a non standard validation routine you will be able to edit the Title and the regular expression of the routine as well as the language specific error messages Page 102 of 148 Creating new validation routines First ensure that Create a new validation routine is selected within Create Edit Validation Routine dropdown list 1 12 Inatall XForms Pro Validation Routines S 1 S 00 914 14 8 oe sowie a vaia Maer Cora rumie Dolgto Validation Creating a new validation routine The regular expression matches valid Master Card numbers The Validation Title should be descriptive of what the validation routine does The Regular Expression is used to validate the end user s input when applied to a text based component type The regular expression can be as simple or complex as you require it to be in order to satisfy that the user has inputted valid data If you are not comfortable creating your own regular expressions you can use the Build Regular Expression button to get
98. open the filtering options 4 Find amp utir farm Status Form title Ref range Received forms filter shown From the dropdown menu you can choose to filter completed forms by various stages of the form s workflow status including All Forms at any stage of submission Incomplete Partially completed forms that have not been submitted Pending New forms waiting to be dealt with In Progress Forms in the process of being dealt with Completed Approved Forms that have been completed and approved These are simply stored for reference purposes and require no further attention e Completed Declined Forms that have been completed and declined These are simply stored for reference purposes and require no further attention e Terminated Forms which have been terminated Page 90 of 148 To further refine the received forms list you can specify a Date range or search by a Keyword By providing only the From Date the search will return forms completed between the date provided and the current date Specifying the same From Date and To Date will return forms completed throughout that day Keyword searches can be used to match forms on the Form Title Reference Number Sequence ID and the IP Address of the completing user All inputs are taken into account when filtering therefore it is possible to search for forms with a keyword between two dates by combining the Keyword and Date Range filters The list of applicabl
99. or flats or units which are subdivisions of larger buildings in which case the PAON is the name of the parent block common to all units The secondary and primary addressable object names are both in the format nnnnsnnnnsaaaaaaaaaaaaa where Characters 1 4 are the start number right justified spaces padding Character 5 is start suffix Characters 6 9 are the end number right justified used for addresses with a range of number e g 6 8 Acacia Avenue Character 10 is the end suffix Characters 11 100 are for a text string for named properties Passport Number UK Format must be 9 numeric characters in length to comply with UK passport validation Non UK passports which may vary in format will not be accepted Postcode UK Format prefix must consist of one letter one number one letter two numbers two letters one number or two letters two numbers Suffix must consist of one number two letters Space between prefix and suffix is optional Follows the rules from the Data Standards Catalogue Telephone UK Format must begin with zero 0 and be 11 digits in length Numerical characters only UPRN Unique Property Reference Number A numeric identifier for a property within the UK Page 30 of 148 e URL Must begin http or https and contain the domain e g com co uk net and HTML safe characters only e USRN Unique Street Reference Number A numeric identifier for a street within the UK Maximum Cha
100. or form rendered on an iPhone through Weejot service Page 121 of 148 Appendix One The Jadu Document Editor How to use the Jadu CMS Text Editor The Jadu CMS Text Editor allows you to format the content you produce for your organization s website Basic word processing skills are enough to create pages that look consistent with the rest of your site in terms of font use layout and colour etc Although the Text Editor will allow you to paste in copied content from the internet a Microsoft Worde document or similar we advise that you first paste your content into Notepad and then copy it from Notepad into the Text Editor This will strip out any formatting that might have existed in the original content and makes sure that all the formatting that is present in your content has been set by you delivering a consistent look throughout your site Your Text Editor area looks and functions very much like Microsoft Worde or any similar word processing application We will run through the entire range of tools available within your Text Editor but be aware that your Jadu platform set up is completely customizable Therefore your organization will be able to specify precisely which tools will be available to each user el e BLS ig Pel Air Talk e ooa amp ee d ss E Ba EPA FFRTARRP AIE Jadu CHS enables fan bechnical conbeni cantribubors bo easily publish infenmation in a web based environment that offers workfieny control and web st
101. or the form you are creating to be automatically scheduled make sure the Use Content Scheduling checkbox has been selected e In the Valid to field enter the date that you require your form to expire on when the action will take place e The Action dropdown menu has two options named Make invisible and Make not live If you choose the Make invisible option your form will be made invisible from automated navigation when the Valid to date has been reached but will not be removed from complete access by those who have been provided a link directly to the form e If you choose the Make not live option your form will be removed from all end user access once the Valid to date has been reached e The final field named Number of Email Alarms allows you to specify the notification period of your about to expire form For example if you enter 3 into this field you will be emailed an expiry notification 3 days before your form is about to expire You will then be sent a notification 2 days before 1 day before and the day of the expiry for your form as well e Once you have finished entering all your content schedule information press the Assign Metadata button and the information you have entered will be saved and the window will close Page 114 of 148 How to re visit your scheduled content At the top of the Content Schedule area there are two links that allow you to view either Upcoming content or Expired content the information and tasks yo
102. orm IP Address Form All Questions Answers Form All Visible Questions Answers Question Tithe Response Tithe Question Applicationtype Response Applicationtype Question Forenames Response Forenames Inserting Variables for inclusion within a PDF attachment for an Email Alert Generic processing replies The Generic Processing Replies area provides text boxes in which to insert standard messages for an Approved or Declined Application as the form progresses through its workflow When the form has been put into progress has begun to be processed from within the Jadu Control Center the forms processor will have the option to send an email to the submitting user The text supplied here will be the default message to be sent but can be amended as the forms processor progresses the form submission DF EEPE PIO DeaeirG ve peme STS PEE TASH ptu r piu ape TE ate vou ee your l ea Ag on Unb Your Ipo amin has oo bee ponent affect uti au pan Pak Bein Qe ene HY on inp gomir Hired regira Generic processing replies within the Actions interface Further information on sending generic processing replies is included in the Completing the process section within Chapter Eleven of this manual PDF Generation Page 50 of 148 The PDF Generation tab provides an interface to enable form designers to configure PDF Form receipts upon form submission Upon entering the PDF Generation area the interface displays
103. our cursor in an area within your content that you wish for the image to appear you need to do this even though we will only be dealing with uploading your image in this section Click the Insert Modify Image button to open the Image Library window Common fields and buttons throughout the image upload process Page 127 of 148 Library Ey View by Category View by Thumbnail Lad No image selected Document Marketing News Homepages No Image Location Services Press Releases Rup Director The Image Library window e There are several elements within the Image Library window that will stay present throughout the image upload process including the Search box and Search button the Browse by Title and Upload Image icons and the three main buttons named Use This Image No Image and Cancel e Within the Image Library window click the Upload Image button the plus sign icon in the top right of the window Once clicked you will be shown the Upload Image window The Upload Image window Page 128 of 148 Imi ge Upload an image from your computer We accept gif png jpeg jpg images 24M maximum size darki pauleanien Driktiop electre ge Bowi Optimise Image ff The Upload Image window The Upload Image window s main area consists of one entry field one dropdown menu one tick box and two buttons named Browse and Upload To start click the Browse button to open a standard computer browser window
104. ouse No Name J Please select Address Mot Found 11 Alexandra Street Kettering Northampton MNTG O amp 13 Alexandra Street Kettering Northampton NN16 OSX 15 Alexandra Street Kettering Northarnipton NN16 OSX 17 Alexandra Street Kettering Northarnpten NN16 OSX Address Lookup ZIP code search Integrated Components displayed to end user Integrated Components can be written by developers in a generic way and then offer the form s designer some additional configuration options as part of the question setup process The options that could be provided would be the decision of the Integrated Component developer s Where options are available to be set they will appear in the Integrated Component Setup area when setting up your question Integrated Component Setup 1 ml postcode_to_be_verified 2 E property_identifier Integrated Component options displayed in the question setup area The development of these Integrated Components is a technical task for either internal developers to undertake or Jadu Professional Services and is beyond the scope of this document Please refer to the Jadu Developer Guide or your Jadu Account Manager if further information is required Managing Integrated Component Error Messages To edit an existing Integrated Component s error message you must first select the Integrated Components option in the main XForms Pro module menu Page 34 of 148 L12 Install XForms Pro Integrated C
105. pliant to the latest usability standards This text will be displayed on your organization s website in the form of text that appears when you place your Page 130 of 148 mouse over the image and therefore requires an accurate description The Caption field entry of a brief caption to display underneath the image when it appears on your website Finally the right panel will contain a preview of the image you are uploading alongside automatically populated information on the File name File format Dimensions and Image size This right panel also contains two buttons named Save and Save And Use How to save or save and use your uploaded image If you wish to save your image and its associated information press the Save button Once pressed the Images Properties window will close and you will be returned to your content within the Text Editor If you wish to save and use the uploaded image within your content press the Save And Use button Once pressed the Image Library window will close and you will be returned to your content with your selected image present If you press either the Use This Image No Image or Cancel button your image will not be saved into the central image library How to add an image into your content Place your cursor in an area within your content that you wish your image to appear Click the Insert Modify Image button to open the Image Library window Search View by Cabegory Whew by Thumbnail al a
106. ppings in the following arcas Assigned Form Categories s File Qutput Connector Mappi One or more images already exist on this system Using existing images Form import successful report Note The imported form will be made not live automatically upon import in order to provide you with the opportunity to review the form prior to making it available from your system Click the Administrate the imported form here link to undertake any required configurations for your imported form or click Import another form to import a second form Copying an existing form prior to Jadu 1 12 It is possible to create an exact copy of an existing form that you have built by using the Save As feature This can be achieved by going to the main form instructions page and clicking on the Save As button at the bottom of the page This will then display a lightbox to set some basic options which will be described in the next section Ss oo The Save As button in form instructions page prior to Jadu platform 1 12 Copying an existing form Jadu 1 12 or above Navigate to the form that you wish to copy click the Actions button and choose Save As from the list of available actions Page 79 of 148 Jadu Blue Badge Application Form Archive Delete Application Form Save As dey Download Lock History The Save As interface in Jadu platform 1 12 and above Upon clicking Save As a lightbox will display with some basic options
107. racters You can limit the length of an end user s response by entering a numeric value here This limits the input at the point of displaying the field to the end user Note some browser extensions exist such as the Firefox Web Developer Toolbar that allow users to remove maxlength limits placed upon text input fields Default Value This is what will be displayed to the visitor within the relevant field before they enter any information an example could be John Smith or Name in a component requesting the end user s full name Help Comment This is textual assistance that is displayed inline with the form question text and associated input component in order to provide contextual help specific to this question for example to describe what information the end user should enter possibly explaining acronyms in more detail etc Permissions This functionality allows you to set whether or not the question is available to view publicly If you choose Private end users will not be able to see the question This can then be used for administrative purposes e g For office use only type questions used on printed forms Questions set to Private do display administrators who fill in forms from within the XFP interface for completing forms on behalf of an end user Managing questions within a page A list of all current questions available within a page is listed at the bottom of the question setup page Page 31 of 148 P
108. remove a link within your content How to prepare an image for upload to the central image library How to upload an image to the central image library Common fields and buttons throughout the image upload process Th Image window The Image Properties window How to save or save and use your uploaded image How to add an image into your content Common fields and buttons throughout the image insertion process Adding an im r content via the View by Cat ry meth Adding an image to your content via the View by Thumbnail method Adding an image to your content via the Search method How to remove an image from within your content How to add advanced content such as movies into your content Hov e snipp in r conten How to edit an existing code snippet How to remove an existing code snippet A ndix Two Assigning M What is Metadata How to apply Metadata to your content The Standard Metadata area The Advan M r How to apply a navigation category to your content Using your site s navigation structure to apply a category to your content Validation Routines BS7666 PAON BS7666 UPRN BS7666 USRN UK Postcode Page 6 of 148 Page 7 of 148 Chapter One About Jadu XFP Jadu XFP is an enterprise level form creation and management platform enabling non technical web editors and webmasters to create easy to use online forms that comply with web standards for both accessibility and design Sophisticated management and processing tools he
109. requi iisip Fies paier yaa goaide fag Ws GAR ie cd pcre Harrika of cpa T Dade of Birth eecebeced Halip eG DE G Do bn ra Ror Pe EHAA Pe dak Form page preview from within the Jadu Control Center Page 37 of 148 Chapter Four Complete Pages Overview Form complete pages are the very last page of the form following successful submission of the end user s data and traditionally show a Thank You style message As a form designer you can change the contents of this page on a per form basis to meet the needs of the specific form being completed by the end user The page can be edited specific to a particular route through the form when branching rules have been used within the form s design When a form is first created a form complete page is automatically created with default text This page is called the Master Complete Page If a branch doesn t have its own specific form complete page set up by the form designer then the master page is used for all routes Editing master complete page To edit your form s completion page click the Instructions icon on the Complete page within the form structure diagram or the Edit form completion page link when managing a form within Table view mode You will then be taken to the Form Complete Page setup area eoottmaton Completed Master eo Click the Instructions icon when in Diagram mode to customize the Complete page Page 38 of 148 re Whi
110. rocess that may not have come from direct user input This could be as a result of some other input provided by the user or from a formula that you define when setting up the question You can determine whether the user sees the calculated value or whether it stays hidden within the form submission Additional settings for the question when setting up a Calculation include Page 25 of 148 e Formula The formula that will be used to determine the calculated value This can include static numeric values e g 20 to represent VAT or sales tax for example and can use responses to existing answers supplied by the user in their responses prior to the current page Variables can be inserted by double clicking the variables from the Variables list displayed with the basic formula operators etc e g Response Car_worth_today 100 12 75 would calculate the amount of depreciation for a car next year When using a Calculation within the column question within a table component it is also possible to build up Microsoft Excel style calculations through the exposed variables These variables consist of those for the Current Row good for using when calculating something based on values entered in the current row only ora specifically numbered row good for adding up all the row totals so that you could have a Calculation for each row and then a Calculation question after the table which summed up all the calculations to provide a grand
111. rough the form list form search form category listings and other dynamically generated navigation If a form remains invisible XFP and the underlying platform will not link to the form and it will be up to the web administrators to promote the existence of this form through other systems direct promotional links signposts etc A live but invisible form can be accessed if the URL is known to the end user A non live form cannot be accessed by any end user You can also change a form s live and visible settings from the forms list page as necessary Page 20 of 148 Chapter Three Adding Questions Form components Overview Adding questions to a form can be achieved with ease You can choose from all of the available form elements that the HTML language has to offer giving you a wide range of options for creating your questions and collecting your visitors answers Add a Question ad zi Component Please choose l Mandatory fields when adding a question Question Before selecting the relevant component for your answer you must type the Question in the space provided Providing the same question text does not already appear within the form you should not need to change the corresponding automatically generated Name which must remain unique throughout the form You can however change this to be more suitable for your own internal needs once suggestion has been pre filled for you after the choice of Component
112. ry out relevant configurations testing and make live 7 Adjust friendly URL to point to new form URL and not old form URL 8 Users that had already begun a form can now continue and submit their old form version without any loss whilst new people coming to fill out the form will be directed to use the new form 9 Allow sufficient time for people on the old form to complete and then make not live or archive the old form version To create a friendly URL select the Friendly URLs option from the Utilities menu and go to the Friendly URLs index 2 12 Install Utilities Friendly URLs CL flied frhendty WAL gt biaebadge hetpywwrr mysite ney forma form iien jedu_ bue badge _applisadan Torm ew ve Hid Prien URL The Friendly URLs index e Friendly name This is the friendly name that can be added to the end of your site address to access the web page in question e g www jadu net mobile e Actual address This is the actual address of the page that the Friendly URL points to e View Live Click on this link to be taken to the page in question e To delete a Friendly URL you must tick the checkbox at the end of the appropriate row and then click the Delete button There is also the facility to search for a particular Friendly URL that you wish to edit by clicking on the Find a friendly URL link towards the top left of the screen Create a new friendly URL ee E actus address Peep dnaealier tese
113. ser s response is output instead of the actual value e Date Format Date formatting is only available to text fields which validate against the date validation routine Choosing this option you can reformat the user input into a different format as you require e g the user may be adding a date entry in the format DD MM YYYY but you may wish to receive it as YYYY MM DD Page 61 of 148 Setting a specific date pre formating rule for text fields with Date validation applied This formatting option uses the php date function Formatting options can be found at http uk2 php net manual en function date php under the parameter format e Remove Non alphanumeric All non alphanumeric characters are removed from the user s response e Remove Non alpha All non alphabetic characters are removed from the user s response e Remove Non numeric All non numeric characters are removed from the user s response e Remove Whitespace All whitespace is removed from the user s response Note If an incorrect format is applied an error message will be displayed for the field in question and all the other fields will be unchecked It will be necessary to recheck the required fields Once you are happy with your settings use the Live dropdown to make the the File Output Action live and click the Save button All submissions for this form from this point on shall generate and transmit the data file through the selected Connector CRM integr
114. ser to the same page as the Otherwise go to option and will prompt you to remove it accordingly To remove an Otherwise condition within a rule simply click the corresponding Remove button for the option to be removed VLG TRC macs i Wan ar or Derbi ing Acaveete Yeu Ae F O g A o Calling Liking Abrace Tr i 7 p I E bbi Bubi Dray Aarse im Dee S baie FG ae E BES hisp of Cremeans Wee ec E Drege Tiba rake il dered Teeter go bh Dhea of Dene ated Tat fu g A redundant Otherwise rule attempts to be added to the Branching Rule logic Once branching rules have been saved and the form structure is being viewed as a diagram the branching rules are visible within the structure of the form offering a representation of all the potential user journeys through a form Make the form live Once your form is structured and set up as you would like and you have taken the relevant measures to ensure that you are happy with its operation previewed the form checked validation routines etc you will then need to make your form Live before users can complete it This can be done from the main Form details instructions interface assuming that you have saved the form Page 19 of 148 Form Live and Visible settings Upon making a form Live another option becomes available to make the form Visible Making a form visible tells the platform to provide automated navigation within the front end design to this form th
115. serted into the area within your content where you added your code snippet This placeholder appears instead of your code snippet in order to ensure that multimedia content is not played while you are within the Text Editor HERS PELbs Ee Fas a eC ee Cita bs Os jja eS A ERIC Jey EMS abbia nomial Coenen ceiribulerd to Badly publish niaro io ears plianoe offers workflow control and web standards com Unique visual template design tools enable your CMS users to design powerful web interfaces and key pages for your ee fending Pages erin De eee Bult using web standards ond industry best practice al jedu sites are accessible from any web endbted device aad optimized for search engine visibility Jadu CM s publishing workflow includes metadata tagging requirements that genion to official metadata sandards pede CHF texonemy drtven pibes snails samiera joining up of retetad content Rams throughout your she with Hplivitg Bddibional relevant infeeriation acres doeripads FAQS online barrig Text Editor area with an added code snippet placeholder Developers should note that code pasted into the Insert Snippet window will not be interpreted within the Text Editor and so any server side code will not be executed until your content has been saved and viewed from within your organization s website How to edit an existing code snippet Click onto your code snippet s Placeholder that you wish to edit within your content Click the
116. source but the administrator has requested specific access to the resource that has been granted then the restrictions set up in Utilities gt Admin Privileges are used e If the form has access restrictions applied and the administrator trying to access the resource is not the form owner and none of the groups that the administrator is within have access to the resource and the administrator has not been granted specific access to the form resource a request individual access link is shown which can then be approved or declined by the current form owner Note If an administrator has Change Ownership privileges applied it is possible for them to take ownership of a form and have unrestricted access Configuring access groups To set up Access Privileges groups navigate from the XForms Pro menu to Access Privileges and then click the Groups tab within that page 1 12 Install XForms Pro Access Privileges Levels Viewing existing Access Privilege groups Here you will see all the workflow groups currently configured within your system To create a new group click the Create New Group button Page 69 of 148 1 12 Install XForms Pro Access Privileges Groups Dalt Group Creating a new Access Privileges Group Give the group a Title and choose from the available list of Excluded administrators to create the group Click on the administrator to be added so that it turns green and then drag it over to the
117. st Create one now No Data retention policies set up Page 67 of 148 If there are existing data retention policies set up for this form these will be listed with an Add Policy button for setting up a new policy otherwise a link will be presented to Create one now Policy Progress Period Status Compicted limonth Completed Approved oth Registered and Unregistered Users Started 1 day Incomplete Only Unregistered Users List of existing Data Retention policies You can specify the Progress level of data that is to be removed Completed or Started that is older than the Period which is defined as a number of Hours Days Weeks Months or Years and the current Status of this data within the form s workflow Incomplete Pending In Progress Completed Approved Completed Declined or Terminated and whether the clear down should include a Limit to unregistered users only registered users only or all users Stared 1 Incomplete Only Unregistered Users Setting up a new Data Retention policy For example if your policy is to remove all approved form submissions that were completed longer than one day ago for all types of user you would set up the policy as Progress Completed Period 1 Days Status Completed Approved Limit To All Another example would be to remove all incomplete forms from unregistered users that are more than a day old so as to ensure redundant data that can no longer be complet
118. tal services team and available services Content Schedule show Advanced Metadata show Assign Metadata Cancel The Standard Metadata window Within the Standard Metadata area you will be shown two entry fields The first field is named Additional Keywords This field should be used if you feel that when you assigned navigation categories to your content they did not effectively describe what your content is about when entering additional keywords make sure they are all comma separated and are all entered in lower case The Description field is the only mandatory field and all information you enter should be in lower case and contain no punctuation Here you are required to type a general description of what your content is about Remember when you compose your description to consider writing it from the point of view of your reader Imagine if they were to perform a search what would accurately summarize the topic of your content Once you have completed the appropriate fields within the Standard Metadata area you have a choice of either assigning the Metadata you have already entered or you can continue to add more specific Metadata in the Advanced Metadata area If you choose to add the Metadata you have entered press the Assign Metadata button Once pressed the data you have entered will be saved and the window will close Or if you choose to enter further Metadata about your content click the show icon next to the Advanc
119. tarce Cakoils Piget i Parscral epcails Paaa 2 Digabliite Living Allimania Page 2 Disability Living Allssarce Ere Date Page 4 Charge of Siecumstarces Page ic Personal Drais Page 3 Disability Living Allgmance Boge d Charge of Circumstances Page 55 of 148 Orphaned PDF Routes list displayed under the normal route mapping list when applicable Orphaned routes can appear when the form s structure and therefore associated routes have changed after PDF mappings have been applied Rather than lose previous mappings Jadu XFP provides a list of orphaned routes in order to recover any previous mappings Orphaned mapping routes will appear in a table at the bottom of the PDF Generation area You can Reapply As or Delete an orphaned route s mappings Choosing the Reapply As option will take the mappings saved in the orphaned route and attempt to apply them to a current chosen route The orphaned route is then removed from the system Alternatively you can choose to Delete the orphaned route without reapplying the mappings to another route File Output The File Output action creates a data file of the user s form data and passes it to a Connector which then transports it to another location database that you configure for further processing Data can be manipulated before transportation and you can choose which form fields are included in the output This action has no output shown to the end user Before you can use a File O
120. te The percentage of submissions against views for the given period Pending The number of submissions which have a status of Pending for the given period In Progress The number of submissions which have a status of In Progress for the given period Approved The number of submissions which have a status of Completed Approved for the given period Declined The number of submissions which have a status of Completed Declined for the given period Terminated The number of submissions Terminated for the given period Unregistered User Submissions The number of submissions by unregistered users in the given period Registered User Submissions The number of submissions by registered users in the given period CSO Submissions The number of submissions made through Internal Forms by administrative staff for the given period EPayment Submissions The number of submissions which resulted in a payment for the given period only applicable where Jadu ePayments module is implemented EPayment Total Value The value of payments for a given period only applicable where Jadu ePayments module is implemented Page 110 of 148 e CRM Requests Raised The number of CRM Schema requests raised in the given period FORMS Ada Remove Columna Form Submissions Views Conversion Rate Pending Appreved Declined Sedu Blue Badge Application Farm 2 1 6 Customer Feedback Formi i i 4 a had 1 3 11 34 Adminiitrate Porma Customized
121. te aa a Disgram Wiew Live oF Instructions Owestions b Edn form coenpietion page Create Now Page Click the Edit form completion page link when in Table view mode to customize the Complete page Here you will be able to change the Title and Description that is displayed within the page You can insert variables to personalize the message or make the content displayed on the form completion page more relevant Page 39 of 148 Return te Form Oeorview lacy Blue Badge Application Farm TEA A om A acl Lela SR See ee rime Thank you for completing this form Your wab reference number is Form Reference Ne our form will be pronessbi xs soem as possible An ermal had been sent to you confirming our reomp of your fom Editing the master complete page The content can be personalized by clicking the Insert Variables button and selecting the variables that you wish to be inserted from the Variables library Insert Variables located bottom left of the document editor toolbar clicking this button will load the Variables library lightbox The Form Generated User PDF variable is unique It is replaced with consistent text and a dynamic link for the end user to download their completed form as a PDF file where a suitable PDF action has been configured for a given form Page 40 of 148 Form Identifier Choosing a variable to insert into your Completion page message When the form is completed the vari
122. the Same message structure as the original email message if desired If the form designer sets the Same message structure to the value No then a new message can be defined for inclusion within the file that will be generated and attached The option for Same message structure appears for all other attachment format types Existing email alerts can be edited by clicking the corresponding Edit Alert link and new alerts can be added by clicking the New Alert button Multiple email alerts can be created which can be useful for disseminating only relevant information to internal departments or system s through the use of a form s Variables D Emai aperiga rrm Te Sma Format Kibet mar Fearn Gao reed You Biles Bacige ar Feemiom Pes Bp apa ai nrm hares AcpleHins Onliew Neem Bastiat HL want Editet Form Recai Emal Seer hag Budge apf carson tesla bratija Ena TERT Aare Lilet Creating new and editing existing Email Alerts Note It is possible to include Variables within each Email Alert s settings e g To Subject by copying and pasting from within the main message content area Page 49 of 148 Form Identifier Form Title Form Instructions User Account Email Address User Account Salutation User Account Forename User Account Surname Fomm Reference Ho Form Channel Form Date Completed Fomm Time Completed Form Date Started Form Time Started Form Status Form Receipt Email Address F
123. the most forms on behalf of customers Page 108 of 148 Administrator Forn Performance Completed Percentage Administrator Form Performance Report Dashboard overview If Jadu XFP has been implemented upon a Jadu 1 12 platform additional reporting will be available via the Dashboard area within the Jadu Control Center The Dashboard provides a snapshot of the current forms within the system their popularity etc My Tasks 1 Change Password Dashboard Accessing the Dashboard within your 1 12 Jadu platform Forms add Remove Columns Farm Submissions Views Conversion Rate 96 Jadu Blue Badge Application Form a 44 44 Customer Feedback Porm i 33 33 Adminisirate Forms Standard Forms Dashboard Report The forms table is customizable by clicking on the Add Remove Columns link which loads a lightbox where you can choose which columns to display and the time duration to apply to the data sample Page 109 of 148 Columns BEBE S08 cf Add Remove Columns from Forms Dashboard Report Selections for Recent Period and Columns are remembered by the system and will be displayed on subsequent visits to the dashboard Form Title The title of the form the data relates to This column is always displayed and cannot be turned off Submissions The number of submissions within the system for the specified period data retention policy permitting Views The number of form views during the period Conversion Ra
124. there will be the two Alignment selection boxes labelled Left and Right and the Edit and Delete buttons If the image you have selected is the image you wish to use within your content and you have ensured that you have selected your required Alignment option press the Use This Image button Once pressed the Image Library window will close and your selected image will be displayed within your content If you have selected an incorrect image you can continue to select another image from the thumbnail panel until you find the required image Adding an image to your content via the Search method The third method for inserting an image is the Search method which combines a search function and the file and image selection process present within the first or second method depending on which area you are in Within the Search box at the top left of the Image Library window type the keyword for the image you are trying to find then press the Search button Page 134 of 148 e Once pressed your search results will be displayed in the same format as the area you are in for example your results will display as thumbnails if you are in the View by Thumbnail area e You will be able to use your selected area to select an image you require from the search results e If your search did not return the results you require or any results at all you can perform the search again using another keyword How to remove an image from within your content e
125. tice that your highlighted text will now be coloured and underlined Please be aware that the colour and decoration of the link text within the Text Editor is for editing purposes only and styles for links within your organization s website will have been set so that once your content has been saved these styles will be applied to your content Hende ma al E a Gaal LL oleae dadete Jesa Hoa CLEE HOR hed CMS enables non technical content contributors to easily publish information in a web based environment that Offers workflow contri and web standards compliance Lnique vigual template design tools enable your CMS users to degn powertul web interlace and key pages for your Text Editor area with an added link When creating a link avoid adding your link to the term Click here for a location map Instead create a link with more appropriate words e g A location map download is available How to edit a link within your content e Highlight the area of text that exists as the link you wish to edit You can also place the cursor within the link text area as the link will be altered for all text associated with that link e Click the Insert Modify Link button and within the Insert Modiy Link window make your changes and then press the Insert Link button How to remove a link within your content e Highlight the area of text that exists as the link you wish to remove You can also place the cursor within the link t
126. total Depending upon your system s configuration it is also possible to add PHP scripting within the Formula area with the result being applied to the calculationResult variable Please see the Jadu Developer Guide for further information on this capability e Precision The precision to which to provide the resulting calculation after the formula has been processed e g 2 decimal places would round the result to two decimal places for a monetary value e Editable Whether or not the end user can edit the amount that has been calculated Useful for when calculating a suggested amount but the end user can later amend the value as necessary before submitting it e Visible Whether or not the Calculation should be displayed to the end user or not when completing the form If visible the Calculate button will be automatically added to the form by XFP Once Calculation has been set as your question type the user interface will change to provide all of the above options as shown below Page 26 of 148 Bolete Guettan Calculation Question settings Note Warning messages associated with Calculation components will not be displayed when used inside a Table component Hidden text This is a text field that is not visible to the form user It enables the form designer to pass information along with a form submission that is not seen by the end user e g a reference code To use a hidden text component you must supply a default
127. u will be able to perform will be the exactly the same in either the Upcoming or the Expired section The Page title contains all the content titles that have had a schedule applied to them the title of the form also works as a link to view the details of each form The Valid from displays the data specified in the metadata as to when the form was valid from The Action on expiry column informs you of what action is due to be taken has been taken once the expiry date has been reached The Expires on column informs you of what date the content is due to has expired on and in the case of expired content it will also inform you of how many days ago each piece of content expired You can navigate through the pages of scheduled content by using the page number links below the list of scheduled content names How to review a scheduled form Select the name of the scheduled form that you wish to review You will then be taken to the Form Structure area Within the Form Structure area you can review or change any of the content or information regarding this form How to re schedule your form From the Form Instructions area use the Assign Metadata button to enter the Assign Metadata window and from within this window enter the Content Schedule area Change the form s scheduled details to those required and re save the form How to remove a content schedule from your form From within the Form Instructions area use the Assign Metadata butto
128. ublic Public Public Public Public Public Public List of all current questions within a form page Questions can be re ordered within a page by using the orange Up or Down arrows next to each question They can also be deleted by clicking the Delete link to the far right of each question Editing an existing question is achieved by clicking the question text from this list Integrated Components Integrated Components provide a mechanism to pull in data from external sources into an XForms question sometimes in an interactive manner depending upon the number of user input elements that make up the Integrated Component Some examples include e Pulling in a set of options for a dropdown menu of all records in an external database managed by another system e g all of a particular resource managed from within your Jadu CMS e g all published Events information or all University courses from an internal database e Pre filling a value from a global object e g pre filling the user s forename from their authenticated and signed in user account e Free text input followed by data retrieval and user selection to provide a verified user response e g Address lookup via ZIP code search Once an Integrated Component has been developed see the Jadu Developer Guide for how to build new Integrated Components and registered within your implementation it will appear in the Component dropdown list with a asterisk next to the component name
129. ucture Jen i ti res i 1a Peroral Dralk E E E Desahetiy I A REER w amp as Ax BMpabiliny Liviy Allgeance Ero base PERE E Erare of Concueeemarne Eri E E Sarge of Grcunsmres Gersi F AEN Erime EE Hariri Pa Ferier 5 ra dBase F Tharge of lire enteric ies 308 Grange of Cipcussenes Bees Pa aex Feetumatove Viewing the structure of a branched form in the diagram viewing mode e The form s current structure can be viewed as a diagram default or as a table for when working with large forms containing large numbers of branched routes To switch select the link at the top left View as a Table or View as a Diagram Page 16 of 148 depending on your current mode If your form has any branching rules View as a Diagram will show you all possible routes through your form gt View aa a Diagram View Live d Instructions Questions Movement Branching Preview Edit form instructions Personal Details r Disability Living Allowance re Disability Living Allowance End Date gt Change of Cirgumatanco Dewils E 1 I a 4 Change of Clreumstances e 5 Edit form completion page Create New Page Viewing the structure of a branched form in the table viewing mode e To continue adding pages to your form click the Create New Page button In Diagram view mode you may find one located at the top and bottom of the diagram e Various icons are available in both View as a Di
130. umber of Rows to 3 You can then specify the number that are required minimum with the Required Rows dropdown Therefore you could specify that at least 1 person s details must be supplied within the table Page 23 of 148 Apply Changes Table Settings displayed after clicking Setup Fields The total Number of Rows can be set from 1 up to 25 The Required Rows can be set from O to whatever is specified as the Number of Rows You can also decide whether to show or hide the question text within each of the cells Use the Display Cell Labels dropdown to turn on or off the output of labels Table validation adopts the following conventions Row Not Required The end user can enter all none or some responses None of the Columns Required into the table columns for this row Row Required The end user can enter none or some responses into None of the Columns Required this row Row Not Required The end user can enter no responses into this row Some or All Columns Required or if the user enters a response all required columns must be completed Row Required The end user is required to provide responses to all Some or All Columns Required required columns in this row Page 24 of 148 All question inputs must validate against the validation routine assigned to the question within a particular column Columns can be shifted left and right removed or updated as necessary after clicking Setup Fields and c
131. utput action you need to set up an appropriate Connector Once a new connector is made available form designers can then apply this to the File Output Action To assign the Connector to a form select the form that you wish to add a File Output Action to from the Forms list page Select the Actions tab for this form To enable the File Output Action select the File Output checkbox under the Actions heading Enable the File Output action Click on the Select Connector button to load up the Select Connector lightbox The Select Connector lightbox searches as you type from three characters onwards You can either browse though available connectors or if you know the specific connector you require you can search for it using the search box provided Page 56 of 148 Search No Results Found Browse Internal FTP Server FTP Local Dropbox This Web Server Previous 1 Next Search for an existing Connector Choose the appropriate Connector from the returned results list by clicking the Select button M File Output File Output Connector selection complete here showing Local Dropbox The Connector is now assigned to the form Save the newly created Action by clicking on the Save Actions button at the bottom of the Actions area A new File Output tab will appear 1 12 Install XForms Pro Forms Fi Fami Actions Privileges POF Generation tput Pre He RecHved Statistics Bata Export New File Output tab
132. ve Internal Forms Viewing internal forms Page 97 of 148 The Internal Forms interface provides a view of an XForm from within the Jadu Control Center This allows internal staff e g customer service representatives within an organization to complete forms on behalf of a customer The Internal Forms list view allows forms to be viewed that are New enabling internal completion of a live form from scratch and Incomplete enabling completion of a partially completed form where some data has already been submitted and a reference number has been assigned Internal forms new The list view of New internal forms includes the Form Title the Categories assigned for the particular form within the website s information architecture and a link to view existing Submissions for the particular form It is also possible to search for forms in relation to a Form ID Keywords Authors Title Metadata and the Categories within which a form has been assigned in the website s information architecture 1 12 Install XForms Pro Interna Inoernistote Authors Title Metadata SSE b ladu Diap Badge Applgatian Fars Appicoier Ponai G Paw b Sostomer Feedback ferri applicator fonni P piner Forms Per Page List view of new internal forms Clicking on the Form Title will take you to a new instance of the form within the Jadu Control Center which can then be completed on behalf of
133. xt el apbreviation Allows you to define the full meaning of an abbreviated term Page 123 of 148 El ustity left Justifies your text to the left of the page Justify center Justifies your text to the center of the page Bustir right Justifies your text to the right of the page Wo ecrease indent Allows you to decrease the text indent O N indent Allows you to increase the text indent E Insert Modify image Allows you to insert an image or to modify the properties of a previously added image El insert Modify multimedia object Allows you to insert an image or to modify a previously added multimedia object Bb insert special character Allows you to insert a special character into your text such as the copyright symbol MBorizontat rule Allows you to add a horizontal line hinsert time Allows you to add the current time insert date Allows you to add the current date E Insert table Allows you to insert a table merge cells Allows you to merge two cells within a table Biner cell before Allows you to insert a table cell before the one you have selected Bfknsert cell after Allows you to insert a table cell after the one you have selected Woeete column Allows you to delete a table column Lill iit column Allows you to split a table column Bohnsert row after Allows you to insert a table row after the one you have selected Bahnsert row before Allows you to insert a table row before the one you h

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