Creating a Form
To create a form, you need to enter the form name in the "Name" field and a unique
Editing a Form
To edit a form, you need to click the "Edit" button in the "Actions" column of the forms table.
When editing a form, 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 dropdown lists 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. Participation Form
Overview
The Participation Form 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
-
Global availability of the form
- When activated, the form becomes available for all entities of the selected module
- Does not require manual selection of individual elements (pages, users, etc.)
- Example: a comment form for all products in the catalog
-
Data submission lock
- Enabling this setting prohibits adding new records
- Users can only view existing data
- Used for archived forms or temporarily closing data collection
-
Data personalization
- Limits data display to only the current user's records
- Ideal for personal accounts or private surveys
- Data from other users becomes invisible
-
Comment restriction
- Users can comment only on their own records
- Prevents unauthorized interaction with others' data
-
Moderation system
- New records automatically receive the status of "moderate"
- 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 of storing user data, providing a flexible tool for building complex scenarios such as personal accounts and systems with structured storage of related information.
Using in Modules
To view the form in a module, you need to go to the desired module and open the "Data collection for the entire module" tab. After that, select the desired form in the "Form" selector. If necessary, you can select additional data, such as entity ID, status, time interval, or user ID 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 ID
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.