October 26, 2016

Presenter: Jonathan Hsu jhsu@zerionsoftware.com

Host: Berit Johannessen bjohannessen@zerionsoftware.com

FORM BUILDING 102

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www.zerionsoftware.com www.iformbuilder.com

Customer Success Center

About Webinar

• Overview of Smart Controls

• Review and Plan Our Project

• Implement Smart Controls

SMART CONTROLS

Creating Intelligent Forms

What are Smart Controls?

Restrict Visibility

Skip Logic

Pre-Fill Element Fields

Meaningful Feedback

Reduce Error

Lookup Table

What are Smart Controls?

Dynamic Values allow an element to...

• have a default value • base its value on another

element

Tips and Tricks: • refer to elements using

their DCN • use Date() for the Date or

Time elements

For more resources... • JavaScript Tips & Tricks • Date Object Reference

Dynamic Value

Smart Table Search

Page-Level JavaScript

Condition Value

Client Validation

What are Smart Controls?

Condition Values enable... • an element to be hidden

so it cannot be altered • skip logic based on other

form values

Tips and Tricks: • use false to hide an

element • use ZCDisplayKey for

option list functions

For more resources... • Using Condition Values • Skip Logic

Dynamic Value

Smart Table Search

Page-Level JavaScript

Condition Value

Client Validation

Smart Table Search

Page-Level JavaScript

What are Smart Controls?

Dynamic Value

Condition Value

Client Validation

Client Validation helps... • prevent incorrect inputs • instruct data collectors

Tips and Tricks: • message text must be

nested between quotes • not supported by

localization

For more resources... • Using Client Validation • Date Validation • Email Validation

What are Smart Controls?

Smart Table Search allows the form to look up values from a local database.

Tips and Tricks: • behaves as a Pick List • use Element Ref ID 1 DISABLE_LIST for old behavior

• upload lookup data as a CSV file

For more resources... • Lookup Table Article • Smart Table Picklist

Dynamic Value

Smart Table Search

Page-Level JavaScript

Condition Value

Client Validation

What are Smart Controls?

Use Page-level JavaScript for... • defining custom functions • writing large blocks for

smart controls

Tips and Tricks: • insert in the upper-most

parent form • make a function to repeat

the same calculation

For more resources... • JavaScript Introduction

Dynamic Value

Smart Table Search

Page-Level JavaScript

Condition Value

Client Validation

Additional InformationUse ||, &&, ! when writing Smart Controls

score == 1 || score == 2 // score is equal to 1 or 2 score > 0 and score <= 100 // score is from 1 through 100 score != 5 // score is not equal to 5

ARTICLESDynamic Label Passing Data From Parent to Subform Round Numbers to 2 Decimal Places iFormBuilder Reference IDs Subform Aggregation Calculate Age From Date Element

TOOLSW3Schools.com JSFiddle

PROJECT PLANNING

Planning the Enhancement of Our Forms

Elevator Inspection [Basic]

Building InformationSubform

Elevator InspectionParent

Inside of CarSubform

https://824b303814e0aca2625f-433f1b7371f78afb86628dcbc03981c9.ssl.cf3.rackcdn.com/zeriontest/461881/BasicElevatorInspection/field_16486806345811032005de0.json

Elevator Inspection [Enhanced]

Parent FormBuilt-in Functions to Access User InformationDynamic Value to Auto-Populate a Read-Only ElementSkip Logic Based on an Option List

Building InformationClient Validation For Unit Speed and CapacityMeaningful Feedback When Incorrect

Car InspectionPage-Level JavaScript to Calculate Inspection ScoresCondition Value to Control Visibility

List of Form Enhancements

SMART CONTROLS: PART I

Enhancing the Elevator Inspection Parent Form

iFormBuilder Built-In Functions

Article on Built-In Functions _

Dynamically Default to the Current Date

Skip Logic Using Option Lists

Article on ZCDisplayKey / ZCDisplayValue _

SMART CONTROLS: PART II

Enhancing the Building Information Subform

Adding Client-Validation

Remember to put plain text inside quotation marks

Indicate the location of the element _

Adding Client-Validation

Use the + sign to join two strings together

Convert data types when necessary _

SMART CONTROLS: PART III

Enhancing the Car Inspection Subform

Page-Level JS, Dynamic & Conditional Values

Page-Level JavaScript

Link to the Page-Level JavaScript Function _

Page-Level JS & Dynamic Values

Link to Form Package For Importing _

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Release Notes

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JHSU@ZERIONSOFTWARE.COM

In the next 48 hours, you will receive an email with access to:• Recording Of Session• Session PDF• Form Packages - Link

THANK YOU