Create Dynamic Form Templates Tutorial

Create Templates

Creating templates is easy with Octo Forms. As an Administrator just click the Form Templates menu and click Add (+) icon. Here you can define your template name and types.

Form Types

Form Type	Description
Static Form	Default forms to be captured.
Assessment	Assessment Form sent to individuals.
Survey	Survey Form sent out to employees or third parties.
File Meta Data	File meta data to be captured with files.
Folder Meta Data

Settings

Setting	Description
Active	Enable/Disable the control.
Required	Control must be filled in.
Column Display	Show in form list when searching.
Is Description	When referencing this form from another this option will display to the user on selection.
Is Value	When referencing this form from another this option will be the value of the selected form.
Allow Add	Allow adding a new entry of the selected form from the current form.
Minimum	Minimum amount a number value may be.
Maximum	Maximum amount a number value may be.
Validation Expression	Validate controls based on predefined or custom patterns. To understand patterns read more here .
Cascade From	Select a parent form this control will always filter on.
Default Value	Select the default value this form loads with.

Toolbar Demo. Hover the buttons for more information

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Form Details

Form Types:

Static Form - This is the basic form type
Survey - Survey form types will send out links to all users in selected roles
File Meta Data - This is for additional data on documents. More info here

Icon

Select a Google icon for easy and simple form identification visually.

Search and Select

Search the list of controls provided by Octoforms and select the control you need. A comprehensive control list and their specific properties can be found here: Control Types.

If you do not find the controls you requre you can request a new control by Contacting Us

Octoforms also provides Custom Project Development if the Octoforms website has a lack in functionality or requirements you need.

View Form

The template will be generated under the "View Form" button content_paste for easy view of how the form will be generated once the template is created.

Permissions

Select which roles are allowed to

View - Only view forms the current user created
Get - Can view all forms from other users too
Add - Is allowed to add new forms
Update - Is allowed to update forms
Delete - Is allowed to delete forms

Events

Events are used to control data with calculation on a form in the order the are created

When - User Action that fires the event
1. OnChange - This executes as controls get altered
2. Service Executes - This executes once a day and is helpful to update statuses based on days that passed for example: Leads go cold after 2 weeks
3. Saves - This executes once all front end validations have passed
Action - Event Action that needs to be applied
1. Add
2. Subtract
3. Multiply
4. Divide
5. Update
6. Min
7. Max
8. Floor
9. Abs
Control - This is the control that get updated with the Event Action
Method - This is the type of method the Event should fire
1. Value - Sets or checks the Hard Coded Value
2. Role - Update to Role
3. Country - Sets or checks the Country
4. Currency - Sets the exchange rate
5. ID - Sets or checks the ID
6. User - Sets or checks the user
7. Dynamic Property - A Dynamic Property is used to calculate specific data such as TODAY
8. Form Value - Check the Condition Control Value
Operator - This tells the form how to compare the data
1. =
2. >=
3. <=
4. >
5. <
6. !==
Condition Control - The Condition Control is optional and will fire only if the data is selected

Control Properties

Here you can set you controls properties

Control Type - See a full list of controls and tutorials here
Control Name - Name of Control
Control Size - This is the width of the control and other controls will populate next to eachother if there is space
Validation Exprression - Standard validation expressions but a custom one can be design by using regexr
Default Value - Populate form with a value from start
Default Value - Populate form with a value from start
Active - Disable/Enable the control
Required - Is the control required in order to save
Column Display - Only controls with this setting will show up in the form lists
Is Description - Only one control can have this setting. The value of this control will show when selecting this template from another template
Is Value - Only one control can have this setting. The value of this control will be saved on another template being selected from this one

Formulas

Formulas have similar settings as Events. Here you can Hide/Disable controls based on the rules set up
Travel Reports Filter

Validations

Validations have similar settings as Events. Here you can validate controls based on the rules set up and message to display
Travel Reports Filter

Triggers

Triggers are for executing additional inserts/updates/deletes on other forms. For instance on an Inventory Management System you might want to update the remaining inventory on a product form

User Action - When the current user Insert/Update/Delete
Ergo Action - Then Insert/Update/Delete the selected template

Once you have selected the template you will need to select "Setup Form" and select what action to do on each control. Actions:

Input Value - This will allow you to set the trigger based on your input in the control
Dynamic Property - This will allow you to assign a dynamic property
Specific control - This will copy the control of the current user form being captured

More Info

For more information, questions or additional requests: Contact Us

A Guide To Creating Form Templates