Designing a WebForm
A WebForm is an online questionnaire, which contains a series of questions that you require a client to answer. When a Client answers and submits a WebForm, the submitted information is stored in the Client Folder in Nimbus as a PDF with any attached files.
WebForms contain:
questions;
question responses;
the ability to add text in response to questions; and
the ability to upload files associated with particular questions.
WebForms are created by typing the appropriate commands into the WebForm Tab of an Email Job. This can be done on a WebForm template / or on the fly using an Email Job.
WebForms are built using a series of:
Commands
Merge Fields
HTML Tags
WebForm Keyword commands
Command | Description |
|---|---|
SECTION text | Produces the blue section heading text |
QUESTION text | Produces an automatically numbered question. If the user clicks 'YES', and there are either TEXT or FILE keywords which follow the QUESTION keyword, the questionnaire opens up to allow further detail to be answered. |
QUESTIONNO text | Produces an automatically numbered question. If the user clicks 'NO', and there are either TEXT or FILE keywords which follow the QUESTIONNO keyword, the questionnaire opens up to allow further detail to be answered. |
QUESTIONM text | Produces an automatically numbered MANDATORY question. The user MUST answer this question before the SUBMIT button becomes available. |
QUESTION(responses) | Allows the user to provide personalised responses to a question (rather than using the default of Yes, No, Don't Know, N/A). Enter the responses after the QUESTION keyword within brackets and separated by commas. Eg: QUESTION(Yes,No,Maybe) There are a maximum of 4 responses and a minimum of 2. Responses should be kept to a maximum of 7 – 10 characters. |
OPTION text | Options are used in conjunction with the question responses. Options allow you to provide different TEXT boxes, depending on the question response selected. Eg: |
TEXT text | Produces a text box with the text positioned to the left. |
TEXTM text | Produces a text box as above. It is mandatory to enter text into this text box before the SUBMIT button becomes available. |
FILE text | Produces a file browse dialog with the text positioned to the left. |
FILEM text | Produces a file browse dialog box as above. File must be attached before the SUBMIT button becomes available. |
MORE text | Produces a floating box, which includes the text, allowing you to add more explanation. |
DELIVERYOPTIONS | This must be the last instruction in the WebForm. It gives the clients the option of notifying you how they will get information to the Practice. |
SIGN | Produces a sign field for Clients to place their digital signature. |
How to use Mandatory Questions and Options:
Select Templates from the Navigation menu
Click the New Template button on the toolbar
Click the WebForm tab
Enter the following:
SECTION Weekly Morning Tea options
QUESTIONM(Yes,No) Do you want Morning Tea this week?
QUESTION(Tea,Coffee,Milk,Juice) Please select preferred beverage
OPTION Tea,Coffee
TEXT How many sugars?
OPTION Milk
TEXT Chocolate, Strawberry or Plain?
TEXTM 300ml or 600ml?
OPTION Juice
TEXT Apple or Orange?
QUESTION(Yes,No) Would you also like a snack?
TEXT Cake, Biscuits or Sandwich?
Review the behaviour of the WebForm depending on the options selected.
Attaching Documents to a Webform
Documents may be linked to either a Question or a TEXT / FILE command within the body of a webform.
Documents must be stored in the Standard Emails area (Templates / Standard Emails), within a Sub-folder called Checklist attachments.
Syntax is as follows:
If including a Link on a Question
<attach shared Templates/Checklist Attachments/filename.doc>text displayed in link on Question</a>.
If including a Link on a TEXT / FILE command
<attach Templates/Checklist Attachments/filename.doc>text displayed in link on Question</a>.
WebForm HTML tags
WebForms allow any standard HTML tags to be used. Here are the most commonly used formatting tags, although almost any HTML tag is acceptable:
<b>...</b> Bold
<i>...</i> Italic
<u>...</u> Underlined
<br> New line