In this Node you create a form to gather information from your participant and/or for your records.


Copy the following code to your script:


<node id="Checkingdata" type="Form">

<name>customer info</name>

<title>Details about the customer</title>

<text>Complete the following</text>

<fields>

    <field name="company name" text="Company" />

   <field name="family name" text="Last name" />

   <field name="birth names" text="First name" />

</fields>

</node>


After copying it, do the following:


1. Make sure the node id is unique

2. You can give the node a descriptive name

3. Change the title, it will be visible on top of the screen

4. Change the text, it's the subtitle and visible

5. Change the fields: The field name is the name of the database field. The text is the description appearing on the screen.



Advanced (we know, there are a lot of them):


1. Drop down


Instead of a field with an open question, you can create a drop down field with multiple options. Add the following code somewhere between <fields> and </fields>

   

   <field name="gender" text="mister or miss">

   <options>

      <option value=" "><text> </text></option>

      <option value="mister"><text>mister</text></option>

      <option value="miss"><text>miss</text></option>

   </options>

   </field>


Instead of using a word like Screen you could fill the "option values" with entire paragraphs of  text which can be used in for example emails or documents.

Those paragraphs of text could contain symbols for e.g. new lines &lt;br /&gt;



2. System field names


The Idiligo system has system field names, which can be used in forms. Those system field names can be used by adding the parameter linkedField="...".


Example:


<field name="participant" text="Name of the participant:" linkedField="contact:Full Name" />


For a complete overview of all available system field names see below.


3. Using fields in documents, emails and templates


The information collected by fields can be re-used in other nodes, like emails, templates and documents. For example, you can send an email with a personalized header. Like: Dear [flow:gender] [flow:family name].


4. Height and width of a field


The height and the width of a field on the screen are predefined. But if you want to adjust them just add the parameters rows=" " and cols=" "


Example:

<field name="company" text="Company name" linkedField="relation:Company Name" rows="2" cols="60"/>


5. Mandatory fields


You can make fields mandatory by adding mandatory="true". A mandatory field must be filled in before you can go to the next step.


Example:

<field name="company" text="Company name" linkedField="relation:Company Name" mandatory="true"/>


6. Additional line of text between or above fields


A separate text line can be made by adding the field type rowWithtext


Example:

<field name="header" text="Your details" type="rowWithText"> </field>


7. The appearance of the text


Bold: place the text between **

Italic: place the text between *

Line break: add 7 ^^^^^^^

Tab: use >

Picture: use ![description](link of the picture)

Link: use [description](link)




An example with all the advanced possibilities:


<node id="Checkingdata" type="Form">

<name>customer info</name>

<title>Details about the customer</title>

<text>Complete the following</text>

<fields>

   <field name="company name" text="Company^^^^^^^if applicable" />

   <field name="gender" text="mister or miss">

   <options>

      <option value=" "><text> </text></option>

      <option value="mister"><text>mister</text></option>

      <option value="miss"><text>miss</text></option>

   </options>

   </field>

   <field name="family name" text="**Last** name" />

   <field name="birth names" text="*First* name" />

   <field name="hobby"     text="![lounger](https://idiligo.com/fileadmin/media/Pictures/100f030b_2.jpg) hobby" />

</fields>

</node>