Inserting a Input Data Field into a Form (Types of Input Fields)

QuoteCloud gives the option to add a data field onto a form from various data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.

To begin, first, start by building a form.

Click on the orange + Insert button located between every content block while working in the Sales Quote Editor and then select ‘Add Form’ at the very bottom.

A new form block will be added, and a green content editor toolbar will appear at the top of the Sales Quote Editor.

To begin inserting a data field onto a form within a fieldset, click on the green + Insert button located between every content block while working in the Sales Quote Editor.

A selection box will now appear, as shown below.

This selection box will display the available types of input data fields that can be inserted into a form; these are;

FieldSet - used to group a set of input fields to allow columns of input fields to be configured, and also allow multiple sets of data to be added by the sales quote recipient, e.g. enter the first name, last name, gender of students attending a course, the form would be required to allow multiple students attending.

Content Block - a text block added inside the form to provide the sales quote recipient instructions when completing a form.

Text - alpha/numeric "text" input field type

Number - numeric values only

Checkbox - a single tick box, e.g. "tick here to accept our terms and conditions."

Checkbox Group - a list of options where the sales quote recipient can select more than one option

Select - a drop-down list of values where a sales quote recipient can select a value

Text Area - an alpha/numeric input field type that allows more than one line of text, e.g. a comments input field in a form.

Radio - a list of options where the sales quote recipient can only select one value from the list.

Date - date value, with a calendar popup

Time - time value - with a time (clock) selector popup

Date and Time - Date and time input field with calendar/time selector popup

Address - address input field type

File Upload - The file upload feature will allow sales quote recipients to attach files to a form they submit when completing a form.

To add a data field onto a form, select any listed data inputs available in the Selections Box.

For this example, the 'Checkbox' data field has been selected in the Sales Quote Editor, as seen in the image below.

A 'Checkbox' data field will now appear in the form, as seen in the image below.

To edit the Checkbox title, click on the 'Field Label' and rewrite the appropriate title.

For this example, the Sales Quote Editor has been used to ask the user;

'Have you been experiencing any Flu-like symptoms?'

When filling the form, the user will either; check the checkbox if they have been experiencing flu-like symptoms or leave the checkbox empty if they haven't, as seen in the image below.

Related User Guide Topics

Adding a Form to a Sales Quote

5 Mar 2020

QuoteCloud provides the ability to build forms to collect information when customers sign-off a sales quotes. The ?Forms? tab is a feature that appears on the Sales Quote Editor after subscribing to the plugin extension on QuoteCloud.

Inserting a Data Field onto a Form

5 Mar 2020

QuoteCloud gives the option to add a data field onto a form from a variety of data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.

Making a Data Item Mandatory (*)

5 Mar 2020

QuoteCloud gives the option to make a data item mandatory. This is done to ensure that any required piece of information needed is uploaded by the recipient. Once a data field is made mandatory using the Sales Quote Editor, a red asterix (*) will appear next to the data item.

Splitting a Row in a Form into Multiple Columns

5 Mar 2020

QuoteCloud gives you the option to split a row into multiple columns. This feature makes it easy to format content side by side. In addition, the Sales Quote Editor also provides you with the ability to split a row into multiple columns within a specific Field Set.