Fill in forms

In this Node you create a form to gather information from your participant.


Copy the code snippet into your script

<node id="Fill_in_forms" type="Form">
<name>Fill in forms</name>
<title>Details about the customer</title>
<text>Complete the following</text>
<fields>
<field name="company name" text="Company name" />
<field name="family name" text="Last name" />
<field name="birth names" text="First name" />
</fields>
</node>


After copying it, make sure to do the following:

1. Make sure the node id is unique. Give it a name / number, or a combination of both. (here: Fill_in_forms).

2. You can give the node a descriptive name. (here: Fill in forms).

3. Change the title, it will visible on top of the screen. (here: Details about the customer)

4. Change the text, it´s an optional subtitle. (here: Complete the following)

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

6. Press the 'Save' Button.

In templates you can use those fields. E.g. [flow:family name], which will be replace by the actual value.


Each node can end with a goto field. If there is no goto step, the script will automatically jump to the next node. You can add, just before the </node> the following code <goto>nextNode</goto>, where nextNode needs to be replaced by the node id.


Advanced: 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>.


Copy the code snippet into your script

<field name="gender" text="mister or miss">
<options>
<option value=" "><text> </text></option>
<option value="Dear Mr. "><text>male</text></option>
<option value="Dear Ms."><text>female</text></option>
</options>
</field>

In templates you can use those fields. In this example the field [flow:gender] which will be replaced by the actual value, 'Dear Mr.' or 'Dear Ms.'

Alternatively, you can use the Node Choice.


Advanced: 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="


Copy the code snippet into your script

<field name="family name" text="Last name" rows="2" cols="60" />


Advanced: Prefill with data of your participant

At the beginning of a meeting the data of the participant (contact person) can be entered. This data can be re-used in the script using the linkedField parameter.


Copy the code snippet into your script

<field name="family name" text="Last name" linkedField="contact:Family Name" />


Available fields of your participant are:
contact:Birth Names
contact:Family Name
contact:Email


Advanced: 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.


Copy the code snippet into your script

<field name="family name" text="Last name" rows="2" cols="60" mandatory="true" /> 



Advanced: Additional line of text between or above fields

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


Copy the code snippet into your script

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



Advanced: The appearance of the text

You can make use of html in the text, or use the following code:

  • Bold: place the text between **
  • Italic: place the text between *
  • Line break: add 7 ^^^^^^^
  • Tab: use > (or >> for a double tab)
  • Picture: use ![description](link of the picture)
  • Link: use [description](link)


Tip watch: Video: Create your own Script (basic) to create your first own Script.