Introduction
Glossary
Working with forms
Overview
Creating your first form
Form settings
Assigning categories
Assigning metadata
Registered users only
Resuming at start
Adding reCAPTCHA
Showing the progress bar
Form structure
Form structure diagram
Form instructions
Adding pages
Removing pages
Branching between pages
Page setup options
Forms list view
Viewing your forms
Viewing all forms
Searching for a form
Changing form owner
Archiving a form
Removing a form
Copying a form
Working with pages
Overview
Creating a page
Changing the title of a page
Adding page instructions
Adding a question to a page
Updating a question on a page
Removing a question from a page
Page elements
Text field
Text area
Dropdown
Checkboxes
Radio buttons
Hidden field
Integrated component
Bartec Collective
Bins At Property
Date Selector
Existing Badges - Blue Badge
Existing Event Booking
Northgate M3PP / Assure
Bins at Property
PayBridge Reference Number
Verified Address
Address Finder
Business Name Search
ESRI LocatorHub
NLPGAnywhere Postcode Search
Postcode Search
SinglePoint Postcode Search
Street Search
Verified Street
Address Finder
ESRI LocatorHub
SinglePoint Street Search
Street Search
Text block
File upload
Location
Event booking
Matrix
Date
Page sections
Hide/show section on a condition
Repeatable questions
Making questions required
Setting the visibility of a question
Adding help text
Managing pages
Deleting a page
Copying a page
Creating a form specific page
Changing visibility of a page
Updating a shared page
Page versioning
Publishing a form
Overview
To the website
Hide the form
For customer services only
On another website
Taking a form offline
Using advanced features
Overview
Logic
Predefined
Bartec Collective - Can Report Missed Collection
Bartec Collective - Check Property has Garden Waste Container
Bartec Collective - Check Service Requests
Bartec Collective - Chosen Booking is Available
Bartec Collective - Future Workpacks
Bartec Collective - Garden Bins at Property
Bartec Collective - Get Collection Dates
Bartec Collective - Non Collection Events
Bartec Collective - Registered For Assisted Collection
Bartec Collective - Valid Property
Blue Badge - Application
Calculate a pro-rated amount
Compare two values
Current date
Current date and time
CXM - Address of case
CXM - Can create case for address
CXM - Case date for a specific case
CXM - Is user a member of an organisation
CXM - Reference of most recent case for user
CXM - Status of a specific case
CXM - Value of field for a specific case
Date plus/minus days
Converting the format of a date
Date value
Directories - Value of a field
Generate access code
Get ward from CMS LLPG data
Northgate M3PP / Assure - Count property assets of type(s) with attribute of value(s)
Northgate M3PP / Assure - Count property assets of type(s)
Northgate M3PP / Assure - Does property exist?
Northgate M3PP / Assure - Get asset key(s) of type(s) for property
Northgate M3PP / Assure - Get asset key(s) of type(s) with attribute value(s) for property
Northgate M3PP / Assure - Get Property Asset Attribute Value
Northgate M3PP / Assure - Property has Attribute with Value
Postcode Area Logic
Property in CMS LLPG
Query SinglePoint address data
Repeatable question row answer
Seeded SLA Date
SLA Date
Substring
Value of A, or value of B if A is empty
Whitespace PowerSuite - Next Collection Date
Whitespace PowerSuite - Next Collections Table
Whitespace PowerSuite - Non Collections Reason
Whitespace PowerSuite - Street Complete
Mathematical
Literal
Conditional
Using Logics
Types of expression
Text
Logic
Response
Definition
Operators
Returning a value
Logic Definitions
Types
Creating
Editing
Deleting
Examples
Comparing two values
Time before
System interoperability
Form variables
Standard form variables
Logic form variables
Question variables
Answer variables
Using form variables in content
Prefills
Adding a prefill
User account prefill
Address prefill
URL injection prefill
Previous question prefill
Logic prefill
Prefill a Date page element
Prefill a Textfield with a date
Bookings
Overview
Linking with Office 365
Booking configuration
Name
Slots & Duration
Maximum simultaneous events
First bookable day offset
Last bookable day offset
Expiry
Bookable days
All Day
Start time
End time
Notice period
Use slot for notice period
Max slots
Subject template
Location template
Description templates
View bookings
Amend a booking
Delete a booking
Bookings and forms
Event booking component
Weighting
Existing event booking integrated component
Amend booking details on submission
Move booking on submission
Delete booking on submission
Troubleshooting
Rules and actions
Overview
Building a rule
Rules before submission
Rules after submission
Conditions in rules
Creating your first rule
Managing action templates
Form completion templates
Overview
Show content on form completion
Email templates
Overview
Creating an HTML email template
Creating a Text email template
Adding attachments
PDF templates
Overview
Creating a PDF template
Mapping Checkbox and Radio Button Fields
AssureSign Electronic Signatures
Overview
Creating a PDF template
Creating an AssureSign signature template
Signing Process
Bartec Collective
Overview
Enabling integration with Bartec Collective
Creating a service request template
Bartec Collective integrated components
Bartec Collective predefined calculations
DfT Blue Badge Service
Overview
Enabling integration with the DfT Blue Badge Service
Blue Badge Application predefined logic
Existing Blue Badges integrated component
Attaching files from a Blue Badge Application to a CXM case
Jadu Directory templates
Overview
Creating a directory entry template
Behaviour on form submission
Generating files on submission
Overview
Setting up connectors
Exporting a CSV file on submission
Exporting a XML file on submission
Taking payments
Overview
Services
Creating a card service
Creating a direct debit service
Adding fund codes
Setting tax codes
Using check digits
Configuring a form to take card payments
Creating a card payment template
Card payment process
Configuring a form to create direct debit subscriptions
Enabling First Capital Cashflow integration
Create subscription payment
Creating one off payments
Updating a subscription
Cancelling a subscription
Setting up a direct debit
MOTO payments
Balances in PayBridge
Creating a payment service for balances
Querying a balance
Balances Import
Delete All Balances
Import Log
Viewing Payments
Payment Provider Logs
PayBridge Settings
Adapter Settings
Email Settings
Finance Details
Payments Homepage
Balances Homepage
Maintenance Page
Accepting valid reference numbers
Integrating with CXM
Overview
Creating a case
Creating a case on a customer's behalf
Editing a case
Transitioning a case
Creating a person
Attaching a file
Chaining actions
Prefilling questions with case details
Trigger a rule by case status
Display case details within content
"View the corresponding case in CXM" Links
Using an access code to retrieve case details
Managing received submissions
Overview
Viewing linked payment order
Viewing CXM case
Downloading received PDF
Removing personal data
Data retention
Overview
Setting a global policy
Setting a form specific policy
Removing data on submission
Data Management
Overview
Creating a new data export
Behaviour of date criteria
Changing the form structure
Payment data
Running a data export
One-off exports
Scheduling regular exports
Data Export API
Rerunning a previously run export
Downloading data export files
CSV Exports
File Attachments
Viewing execution history
Viewing logs
Resending notifications
Data retention options
Troubleshooting
My Account
User forms widget
Closing user accounts
Customer service forms
Overview
Submitting an internal form
Submitting on behalf of a customer
Taking payments
Export and Import
Overview
Exporting a page template
Exporting a form
Importing a page template
Importing a form
Dictionary
Overview
Adding an entry to the Dictionary
Editing an existing Dictionary entry
Removing an entry in the Dictionary
Custom validations
Overview
Creating a new validation routine
Changing validation messages
Deleting custom validations
Reporting
Overview
Forms by live status
Forms by visible status
Forms by channel
Forms owned by admin
Forms without an owner
Forms by form builder version
Received forms submitter summary
Popular Forms
Customer service advisor summary
Received forms by customer service advisor
Average time taken to complete a form summary
Received forms by form
Forms using action
Received forms summary
Integrations
Address Finder
Bartec Collective
Blue Badge
Esri LocatorHub
First Capital Cashflow
Office 365
SinglePoint
Whitespace PowerSuite
Settings
Taking all forms offline
Dates
Common date formats used in XFP
Understanding date formats
Published with GitBook
Forms by form builder version
Forms by form builder version
This report allows you to compare the number of modern and legacy forms on the site.
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