Overview
Premium Webforms are webforms that have pages with headers and a page icon. Additional fields are also available to add items such as a contract to be e-signed and printed and a range selector.
Users familiar with html can build premium webforms or TutorFirst Concierge can build one for you for normal Concierge pricing. Support for premium webforms with pages is billable.
Article Sections
- Premium Fields
- Create a Premium Pages Webform
- Configure your first Page
- Add a Section
- Publish
- Add Fields
- How to add a Range Selector
- How to add a Contract for Signature
- Image Upload
Premium Fields
Premium Webforms display and contain field types that are not available in our simple webforms:
- Pages
- Page Instructions
- Range Selector
- Digital Signature of a Contract
- Acknowledgement Email after submission
- Redirect message after submission
Pages
1. When using pages in a premium webform each page can be given an icon and the webform will present with a page header of icons and measure progress through the form.
Page Instructions
2. A page can have instructions and additionally a section can be added to the top of or throughout a page with instructions using plain text or stylized with code.
Range Selector
3. A range selector presents a sliding bar for selecting a value from the range.
Digital Signature of a Contract
4. A document or contract can be added for digital signature, your applicant can print the document and the signed document is added to the record in TutorFirst automatically.
Acknowledgement Email
5. Send an automatic email after form submission with additional instructions or information.
Final Redirect Message
6. A completion screen will be shown for approximately 10 seconds before going to your redirect page. Additional text may be added to this page in the form details area but due to limited time before redirect, keep it brief.
Create a Premium Pages Webform
7. Go to: Setup > Other > Custom Webforms and press new Webform.
8. Complete the preliminary setup of your new form:
- Form configuration, select Paged Webform.
- Type of form will be the records created in TutorFirst upon submission.
- Name your form.
- Add any tags to be added to the record in TutorFirst.
- Add the Destination Program for the record added to TutorFirst.
- Add a URL from your website that will be displayed after the form is submitted.
- Add the email address to receive notification that this form has been submitted.
- Optional - In Additional Settings press decode and press the plus sign to add an acknowledgement email or final message or both.
- The final screen message text is typed, in full, directly into the field. To create a line break add the code <br/><br/> where you would like the break to be. Each instance of <br/> represents a hard return.
- The acknowledgement email details will be the name of the miscellaneous template you have created in setup > other > email templates with the regular spaces and capitalization removed. So for this example I created Webform Submission Acknowledgement as a miscellaneous template as shown in the graphic below, and it's entered after ackemail as webformsubmissionacknowledgement as shown above.
- Name your first page and press save.
Configure your first Page
9. Your new form will be added as a green row on the webforms page. This example is staff pages webform.
10. Press the black triangle to the left of the form name and open the form setup, then press anywhere on the first page row to open the page editor.
11. Check the name your page and edit if required.
12. Assign an icon to be displayed for this page in the form progress bar. Press on 'this page' in the blue section to see your options.
13. Set the page to show free icons.
Then search and choose an icon and make a note of the name of the icon. For this example we are collecting personal information so I want a person icon which is called user.
14. Type the name of the icon into the icon field.
15. Add any preamble text that will sit above the first fields at the top of this page. To create a line break add the code <br/><br/> where you would like the break to be. Each instance of <br/> represents a hard return.
16. The completed page setup will look similar to the graphic below.
17. This will look like this in the published webform.
Add a Section
18. A Section can be added at any time to include additional text such as instructions.
19. Press Add New Page/Section and leave the Page Section turned off as this is not a new page. The Section Name will include all the text you wish to include.
20. Which will save to your form as shown below.
21. If you would like to make the Section text appear blue in a blue box put the Section Name inside code. Put <div class="alert alert-info"> in the field, leave a space and type, then leave a space and close your code with </div> as shown below.
22. This will show in the form setup page like this.
Publish
23. Now's the time to publish your form code to your website. Press the paperclip on the form name row and publish to a full width page (no side bar) on your site. Make a note of the URL as you won't want to put it in the menu on your site until finished. But the form is dynamic, as you add items you can refresh your web page to make sure everything is displaying as you wish as you build.
The items we have added so far look like this:
Add Fields
24. Add a field by pressing Add New Field.
25. Choose the type of field and name your field. Keep in mind that all webforms should have at least a First Name and Last Name so TutorFirst can create the record. Student and Customer forms must have the first line of the address (street name and number) to create linked records.
26. Check if the field is a required field. If you have published your form and are checking the display as you are adding items, you may want to check the required box when you have finished your entire form so that you can scroll through your webform without having to add data.
If the required field is a text field the code for this will be added to the validation rules for you. You can change the required message and add addition requirements in code to the requirement. In the example below the message would be First name is required if this field is left blank or if less than two characters entered. If it's not a text field just check the box.
27. Define the destination field in TutorFirst by choosing from the available fields in the drop down.
28. Continue building your first page by adding field types, field labels and destination fields.
29. Refresh your form on your site to see changes.
30. When ready add your next page, sections and fields until you have finished your form. Some specific form pages are detailed in the items below.
How to add a Range Selector
A range selector adds a slider for your applicant to move to indicate a quantity.
31. Add a page and section header and icon. This example is called Hours with a clock icon to find out how many hours per week an applicant wishes to work.
32. Add a new field with a type of Range with a destination of Note.
33. Add text to field name and if required make it blue by adding the text in the code.
34. Define your range by adding the validation code below with the lowest number, the highest number and where you would like the dot to be when the page is entered.
{"min": "0", "max": "30", "start": "15"}35. This displays on the form as below.
36. Define a word or currency symbol to be before your number by adding a prefix to the code.
{"rangePrefix":"$ ","min": "0", "max": "40", "start": "15"}or
{"rangePrefix":"Around ","min": "0", "max": "40", "start": "15"}
How to add a Contract for Signature
37. Create your contract template. Go to Setup > Other > Template Setup.
38. Press New > Name your template and select a template type of Miscellaneous.
39. There is no need for a subject but populate your contract text.
40. At the bottom add a 2x2 table with the following data.
This can be done using the table icon or add via code view using:
<table style="border-collapse:collapse;width: 100%;">
<tbody>
<tr>
<td style="width: 50%;">
<p>Your tutoring company name here</p>
</td>
<td style="width: 50%;">
<p>SIGNED: #FIRSTNAME# #LASTNAME#</p>
</td>
</tr>
<tr>
<td style="width: 50%;">#DATE#</td>
<td style="width: 50%;">#DATE#</td>
</tr>
</tbody>
</table>
41. Go back to your webform and add a new page for your contract and choose an icon by pressing 'this page'.
42. Add a section with blue text if required.
43. Add a field of document, give it a name and in the validation add the following code where the name of your template document will feature in the second section with no capitalization or spaces. Set a destination field of No Import as delivery location is automatic.
{"source": "tutorcontract"}
44. Add a field of digsig below your document field with a field name of #FIRSTNAME# #LASTNAME#, your place holder text and a destination of No Import as this is automatic.
{"placeholder": "Your digital signature should match your first & last name"}45. Your form rows will look like this:
46. Your webform will display like this but bringing in your template text:
47. A copy of the signed document will be delivered to the document area of the Notes/Docs tab of the record corresponding to the type of form.
Image Upload
48. Add a new page and add name, icon and any preamble text.
49. Select a field of image upload. Name your field and put name in the code if you want it to be blue. The validation code is entered automatically. Set the destination field to No import as delivery location is automatic.
50. This will display to your form as below:
Add Subjects & Levels
51. Add a new page and add a name and choose and add your icon name.
52. Add a field of type of Subject/Level and add your field name. Add the following code in Validation Rules and the destination field is left empty as this item is automatic.
{"required": "You need to make a subject/level selection.", "minHeight": "100", "maxHeight" : "600"}53. Add a section if you wish to give additional instructions.
54. This will add the subjects and levels you have marked as published in your setup area.
55. The page will display in your webform as below:
Required Fields
56. When you have finished building your form and are happy with the way it looks go back and make any fields required. You can check a field to be required with a standard message or add code to define your message.
57. Email validation - The code below does not just look for text in an email field it will check if the email is in valid email address format.
{"required": "A valid email is required","validate": "emailRegex.test(value) || 'Not valid email' " }