Contents

Form Tool Pro

The Form Builder Plugin has a host of highly useful features for developing forms for your site, set up with an intuitive and easy-to-use interface to give your association a leg-up on interacting with your membership. For the Form Builder Plugin, responses are collected one-at-a-time, via email.  This can be highly useful for immediate response to form submissions, but more advanced capabilities can be useful.

Enter Form Tool Pro! Society Solution's new Form Tool Pro expands on the existing plugin capabilities while providing the same form setup capabilities and the same easy-to-use interface.  Integration with CRM, SocietyNet, and CMS databases, multiple form pages, access to form submissions right on the form page, and more are all built in to the Form Tool Pro.

Form Tool Pro Interface

 
  1. Form Settings: These are identical to the Form Builder Plugin.  See the documentation for a more in-depth description.
  2. General Fields: These are largely identical to the Form Builder Plugin.  There is an additional capability of a "Button Box", where a user can set up their own buttons within the form.  Each of the form question tools are set up with a "From Data Source" option that is covered in-depth below.  The Data Source option allows a user to populate field lists from a database, such as their CRM, the CMS, or SocietyNet: enriching the form for both the association and the member filling it out.
  3. Data Fields: Covered in more depth below, these tools are the meat of the "Pro" portion of "Form Tool Pro", in that they give your Association the capability to write form submission data to tables, as well as giving your members a measure of control over their form submissions.
  4. Multiple Form Pages: Allows you to set up multi-page forms, expanding your information-gathering capabilities.

General Fields

Button Box

The button box allows you to insert a button into your form; this could be a link to a submission page, a link to information pertinent to the member filling out the form, etc.  The button can contain an image; the Image URL can be selected from the File Browser (see below), and the link href can be a CMS page or an external website, depending on the needs of your form.

The button mode has the following options: Button, Link, ImageButton, LinkImage, Layer, Image and Submit.  Depending on your site's styling, different button modes may be preferable. 

Using a Data Source for a Form Field

In all of the General Fields that involve lists of selectable items, there is a check box to use a Data Source.  This query builder is built in to the Form Tool Pro, and pulls information from the CMS, SocietyNet, or the CRM.  From these databases, any table is available for populating the field, and from that table any field is available.  Note that for the text displayed vs. the value stored, it may be more useful to store information that is different from the text shown.  In this example, the UserID will be written to any tables the form submission is saved to, but the member filling out the form will instead see a First Name; this is more intuitive for the member, and will store more useful and absolute information for the Association.  Any combination within a single table is possible, so there are almost limitless options in the use of a Data Source.

Data Fields

DB Storage Box

The DB Storage box has a fairly straightforward UI to allow the user setting up the form to determine where in the CMS database form responses will be written, as well as determining which fields will be available for management once the form has been submitted.

The drop down menus below show existing database table fields for selection, or allow you to name the fields that will be created in the table.  The "Nothing" option means that field's value will not be stored in the table.  The "New Field" option can be selected, to enter the name of the destination database table field, for the record.

Under the field name selection drop downs, a user can set the table name for the fields in the Data Table section; this can be an existing table, or can be used to create a new table.  Above this is the Label, which is simply a label for the Data Storage item, and is not involved in writing data to the database.  When setting the Data Table value to an existing table, you can enter the table name, then Save.  Next, edit the Data Storage item that was created, and you'll see the drop downs will be populated with the existing fields for that table.  You may then select them for each form field you want written to each database table field.

DB Manager

The DB manager allows you to manage the records of form submissions right on the form page; this is optional, but can allow users to see their own submissions, or the submissions of others for that particular form.  Results can be filtered by a user's chapter, company, or by the user themselves (meaning the user will only see their own form submissions).  Submissions can also simply be sorted instead of filtered, by the same criteria.

Filtering by form field value is also a possibility, to show only submissions matching that criteria. Sorting by a form field is also feasible, to show all submissions, but with a specific value sorted most highly.

Finally, a user is given the option to actually delete their submission; it can be useful for submissions such as RSVPs for events, in the below example.  This feature has been used for Chapter document management on some customer installations.

Results per page can be set, so that the user will by default see a certain number of submissions when managing the submitted data.  This can be used to prevent excessive scrolling, or show more records per page to get a larger picture of the submissions.

Multiple Pages in Forms

The Form Tool Pro interface allows for the creation of multi-page forms. By clicking the "Add Page", a new form page will be added to the plugin editor interface.  Note that this new page will be entirely blank when created, including blank form settings.  The form settings from page 1 do not carry over to other form pages.   This can be handy, as different form page results can be sent to different recipients, but is worth noting to ensure you establish form settings for each form page. You may for instance lead a user through several pages of submissions, each going to a different destination e-mail for notification, or separate tables for record keeping.  The user will be led through each page, until there are no more pages, in which case they will see the completion message or destination page you configured in the form settings.


Form Payment Processing

Create a custom form and items for users to purchase at a variable price. The prices can be based on the tier of the logged-in user (member/non-member), a promotional code, or user selections.