Picture of Form Builder Basics (Quick Guide) | FB_003

Form Builder Basics (Quick Guide) | FB_003

In this tutorial, we'll take a very quick look at the fundamental capabilities of the Infigo Form Builder. This piece of functionality allows you to easily configure variable product templates, whilst giving your users a minimalist, user-friendly form with which to interact with it.

Tutorial Video Transcript

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00:00:05:15 - 00:00:07:13
In this tutorial, we'll take a very quick

00:00:07:13 - 00:00:11:10
look at the fundamental capabilities
of the Infigo Form Builder.

00:00:11:12 - 00:00:14:29
This piece of functionality allows you
to easily configure variable product

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templates whilst giving your users
a minimalist, user friendly

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form with which to interact with.

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We're going to begin
by creating a MegaEdit product

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and navigating to its MegaEdit
config settings

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is sure to apply

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resources such as canvases, stocks,
clip art and whatever else you need

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as part of the usual MegaEdit product
configuration and make sure you

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look at the general settings as well
to configure the product as you like.

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Before we can use the Infigo form builder,
we need to make sure

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that the relevant script is active.

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So click on the script tab
So at the time of creation,

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this script is named
the Form Builder Refactor.

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However, there is a high possibility

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the name has been altered prior
to its official release.

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Information
will be available on the Infigo Academy

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as to these script to look out for
should the name have been changed?

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Whatever the name of the script is.

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Make sure it is enabled
and then click on Save Changes.

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Now we're going to go ahead

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and launch that MegaEdit product

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with the Infigo form builder enabled.

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A new tab will be available
on the MegaEdit left paint.

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This contains all of the configuration
options for the Infigo form builder.

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So before we actually add any fields,

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if you just go onto the page tab
within the custom tab,

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we can use the form builder to control

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whole page elements such as the page name.

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You can see here whether or not
we want to allow background specification

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or layout specification
with backgrounds and layouts.

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Once this selection has been enabled
like this,

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the administrator is able to pick
and choose the background

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or layout categories.

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The customer will be able to select from

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and this is accomplished

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using this very simple set of toggles

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backgrounds.

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A layout change options will be shared
on the form to the right of the screen.

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So please do note that
the form to the right of the screen is

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what your end users are going to see
and will interact with.

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Your users will not be able to interact
with the custom tab over on the left

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hand side, which you're using
to configure the form on the right

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hand side.

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So now will work on
configuring some fields.

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So I'm just going to add
a couple of fields to my canvas.

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So going back to Custom Tab next,

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you can configure individual fields
present on the canvas.

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Each field will have its own set
of configuration options

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available within this tab.

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First and foremost, we're

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going to enter some field names
so I can see this is my text field.

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By clicking on it,
I select the relevant field.

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Next option along we can select the order

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in which these fields are to appear
on your customer facing form.

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What were the number
the higher up the form?

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It appears so our text field will appear
first in this case and image

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field second,

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the set of toggles

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we have underneath
each of these form entries is controlling

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how our end users are able to interact
with this field on the canvas.

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This set of toggles includes options
such as preventing field deletion,

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preventing selection
and preventing movement,

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and you can configure those as applicable.

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We can access more advanced
configuration options for each field

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by clicking on the gear
icon on the right hand side of its inputs.

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So for a text field,

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we need to select the format
that we require the data to be input.

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So you'll see we have a selection there.

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The primary ones for this basic
tutorial could be a single line text,

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a multi-line text, or a time or a date.

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I'm just going to go
with a single line text

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and you'll see that
as soon as I make a selection here,

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we get to the option
appearing on the form over

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on the right hand side.

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Now, by default,

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your form will contain a range
of formatting options such as font

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selection, colour, bold,
various things like that.

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In this simple example,

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we're just going to remove these options
just to allow text input.

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And I can do this
by clicking on the no formatting options.

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Toggle

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Inputting

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text into the main form will automatically
place the text on the associated frame

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on the canvas.

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Next,

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we're going to configure the image field.

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I'm going to go back on our custom tab

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and select
the advanced options on the image

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field.

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In this case,

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we want to specify that a clipart
will be present within this image field.

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So I'm going to select clipart option
from there I'm given a dropdown

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where I can control which clipart
categories assigned to this product.

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are relevant to this particular field.

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With those options

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selected, we can now
get to the selection of the image within

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the image field on the form
over on the right hand side,

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so I can use the form
to navigate available imagery.

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As always, while configuring this
as an administrator, you do have access

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to additional configuration options
by double clicking on a field

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and then going to the details tab.

 

Incomplete
Step by Step Guide

Form Builder Basics (Quick Guide) | FB_003

In this tutorial, we'll take a very quick look at the fundamental capabilities of the Infigo Form Builder. This piece of functionality allows you to easily configure variable product templates, whilst giving your users a minimalist, user-friendly form with which to interact with it.

Creation Date: Feb 05, 2024
Created By: Sam Webster

1. Begin by creating a MegaEdit product and navigating to its MegaEdit config settings

Begin by creating a MegaEdit product and navigating to its MegaEdit config settings

2. Click on Scripts

Be sure to apply resources such as canvas, fonts, stock, etc to your MegaEdit product in the usual way.

Before we can use the Infigo Form Builder, we need to ensure the relevant script is active.

Click on Scripts

3. Enable the relevant script

At the time of creation, this script is named Form Builder Refactor, however there is a high possibility the name has been altered prior to official release. Information will be available on the Infigo Academy as to the script to look out for, should the name have been changed.

Enable the relevant script

4. Click on Save changes

Click on Save changes

5. Launch the MegaEdit product on the storefront front end

Launch the MegaEdit product on the storefront front end

6. Click on Custom Tab

With the Infigo Form Builder enabled, a new tab will be available on the MegaEdit left pane.

This contains all of the configuration options for the Infigo Form Builder.

Click on Custom Tab

7. Click on Page

We can use the form builder to control whole-page elements such as:

  • Page name

  • Background

  • Layout

With backgrounds and layouts, once selection has been enabled, the administrator is able to pick and choose which background or layout categories the customer will be able to select from. This is accomplished using simple to use toggles.

Click on Page

8. Background or Layout change options will be shown on the form to the right of the screen

NOTE: The form to the right is what your end users will eventually see. Your users will not be able to interact with the Custom Tab, on which you are configuring the form.

Background or Layout change options will be shown on the form to the right of the screen

9. Click on Fields

Next, we can configure individual fields present on the canvas.

Each field will have its own set of configuration options available within the Custom Tab.

Click on Fields

10. Enter field names

Enter field names

11. Select the order in which these fields are to appear on your customer facing form

The lower the number, the higher up the form it appears.

Select the order in which these fields are to appear on your customer facing form

12. Specify how your end users will be able to interact with this field on the canvas

This set of toggles includes options such as preventing field deletion, preventing selection and preventing movement.

Specify how your end users will be able to interact with this field on the canvas

13. Access more advanced configuration options for each field by clicking the gear icon

Access more advanced configuration options for each field by clicking the gear icon

14. For a text field, select the format you require the data to be input. Such as a date, single line of text or area of text

For a text field, select the format you require the data to be input. Such as a date, single line of text or area of text

15. By default, your form will be contain a range of formatting options

By default, your form will be contain a range of formatting options

16. Remove these by clicking No formatting options

Remove these by clicking No formatting options

17. Inputting text into the main form will automatically place the text in the associated frame on the canvas

Inputting text into the main form will automatically place the text in the associated frame on the canvas

18. Text on the canvas

Text on the canvas

19. Next, we'll configure our image field to be controlled by the form

Next, we'll configure our image field to be controlled by the form

20. Specify that you wish the image field to be populated with clipart

Specify that you wish the image field to be populated with clipart

21. Select applicable clipart categories

Select applicable clipart categories

22. The image field can now be controlled from the main form

The image field can now be controlled from the main form

23. Use the form to navigate available imagery

Use the form to navigate available imagery

24. Populated image field

Populated image field

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Alternate Search Phrases:

online forms creation, variable product setup, easy form creation, product template design, MegaEdit form settings, user-friendly form design, form field configuration, custom product forms, template configuration options, form builder script activation