Creating a Form

To create a form, you need to enter the form name in the "Name" field and a unique

Marker

in the "Marker" field. After clicking the "Add" button, the form will appear in the forms table.

Editing a Form

To edit a form, you need to click the "Edit" button in the "Actions" column of the forms table.

When editing forms, four tabs are available:

• Basic data
• Form fields
• Settings
• Linked pages

1. Basic Data

The "Basic data" tab contains three input fields:

• Form name (for CMS) - the name of the form that will be displayed in the Platform OneEntry interface
• Form title (for the site) - the name of the form for your website or mobile application

• Marker

  • a unique identifier to retrieve the form (only Latin letters and the symbols "_" and "-" are allowed)

These three parameters of the form can be changed while on the "Basic data" tab.

2. Form Fields

The "Form fields" tab contains three dropdowns for selecting the form type, Template, and Set of attributes.

The set of attributes in this case refers to the fields of the form itself.

In Platform OneEntry, there are three types of forms:

• Order form - type for order forms
• Sign in and register - type intended for authentication and registration forms
• Data submission - type intended for all other forms

3. Settings

The "Settings" tab is designed to specify the messages that will be displayed upon form submission. There are two input fields:

• Message about successful data processing - a text input field for the message in case of successful form submission
• Message about unsuccessful data processing - a text input field for the message in case of an error during form submission

4. Engagement Forms

Overview

The Engagement Forms functionality allows for the integration of data collection forms into various system modules:

• Administrators (Admin users)
• Pages (Pages)
• Catalog (Catalog)
• Users (Users)

An unlimited number of forms can be attached to each module, providing flexibility in information collection.

Form Settings

1. Show form for all entities of the module

   • When activated, the form becomes available for all entities of the selected module
   • Does not require manual selection of individual items (pages, users, etc.)
   • Example: comment form for all products in the catalog

2. Close form for data collection

   • Enabling this setting prohibits adding new entries
   • Users can only view existing data
   • Used for archived forms or temporarily closing data collection

3. View only own data

   • Limits data display to only the current user's records
   • Ideal for personal accounts or private surveys
   • Data from other users becomes invisible

4. Comment only on own data

   • Users can comment on only their records
   • Prevents unauthorized interaction with others' data

5. Moderate data

   • New entries automatically receive a "moderate" status
   • Visibility in the system only after approval by a moderator

This functionality is especially useful for:

• User-generated content systems
• Feedback services
• Personalized accounts
• Multi-level moderation systems

This mechanism expands the standard model for storing user data, providing a flexible tool for building complex scenarios such as personal accounts and systems with structured storage of related information.

Selecting Entities in the Engagement Form

The selection of entities for using the form is presented in three options:

• Point selection of entities By clicking on the selector to the right of the entity name, the form will be displayed for that specific entity.
• Indicating nested data for the selected entity Choosing the second selector when selecting entities will automatically connect the form to all nested entities. This is useful in cases where additional entities will be created, and the engagement form will already be connected to them.

• Show form for all entities of the module Item description

Using in Modules

To view the form in a module, you need to go to the desired module and open the "Engagement Forms" tab. After that, select the desired form in the "Form" selector. If necessary, you can select additional data, such as the entity identifier, status, time interval, or the identifier of the user who submitted the data. After filling in the required data, click the 'Select' button.

If you need to display certain attributes, you can use the "Select attributes to display data" selector.

When data is found, a table with filled cells will appear.

Each table element contains a mandatory "Information" column, indicating:

• Date and time of data receipt
• Sender's data
• Document status
• Entity identifier

For each table element, you can start a "conversation" by clicking the button . In the opened modal window, fields of the form will be available for filling. After filling in and specifying the status, a comment will be created for the specified document. Each new comment will be attached to the parent element, allowing for tracking the hierarchy.

Show form for all entities of the module