Dynamic Forms 4.1. User Guide. Copyright 2012 Data Springs Inc. All rights reserved.

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1 Dynamic Frms 4.1 User Guide Cpyright 2012 Data Springs Inc. All rights reserved.

2 Table f cntents: 1 INTRODUCTION What's new in v4.1? INSTALLATION PROCEDURE ADDING DYNAMIC FORMS MODULE TO A PAGE Registering Dynamic Frms DYNAMIC FORMS INTERFACE Creating the cpies f the existing fields Viewing field inf Using the Quick Add functinality Setting the field name using the Field Label functinality Mving dynamic questins t the Recycle Bin DYNAMIC FORMS MAIN MENU MANAGING THE ADVANCED MODULE FEATURES Using the Questin Wizard Using Standard Fields Wizard Using the SQL Creatin Wizard Using the Existing Mdules Wizard Using the Advanced Wizard Using the Recycle Bin Restring an Object Emptying the Recycle Bin USING THE CONTROL PANEL Managing Questins/Settings Creating a new questin Setting the Advanced Field Optins Setting up client side events Setting up Questin Lk and Feel Example f the help pp up text Setting up Questin Header Fter Managing Questin Validatin Creating a Textbx Creating a Singleline textbx (Shrt) Creating a Singleline textbx (Lng) Creating a Multiline textbx Creating a Radi Buttn (Optins) Example fr using radi buttns Creating a Hrizntal Rule (separatr) Captcha Image (Security Cde) Setting up a standard DNN Captcha Field Setting up an advanced Datasprings Captcha Field Creating a DNN regin Creating a GridView / Survey Creating a DNN Text Suggest Field DNN Text Suggest Field - Example DNN Text Suggest Field - Example Creating a Text/HTML Creating a Cmb Bx Example fr SQL Driven Optins Example fr using cmb bx Creating a Checkbx Creating a Checkbx Grup Example fr using checkbx grup Creating a Listbx Page: 2 / 202

3 7.22 Creating an Image Element Creating a Rich Text Editr Creating a Label Creating a rating Creating a Date Textbx with Calendar Mnth and Day Mnth and Year Mnth, day, year textbx Creating a File Attachment/Uplad Creating a DNN Cuntry Element Creating a Data Grid field Editing a questin Deleting a questin Managing Mdule Cnfiguratin Managing General Settings Managing Layut Managing the Dynamic Panels/Sectins/Tabs/Divs Header/Fter/System Messages Setting the Dynamic Questins Srt Order Frmatting (Stylesheet, Frm Lcalizatin) Mdifying the Style Sheet Managing Cntent Lcalizatin Managing Frm Lcalizatin Managing Questin Lcalizatin Managing Validatin Cnfiguratin Managing the General Frm Validatin Managing Blacklist Respnses Creating a Blacklist respnse Editing a blacklist respnse Deleting a blacklist respnse Setting up the Payment Gateway Setting up Authrizenet Gateway Setting up PayPal Gateway Setting up PayFlw pr Setting up Verifi Setting up IPPay Setting up RealEx Managing the links Setting the Submit Link r Buttn Tips fr Client Side Event w/ Submit Buttn Save fr later Link/Buttn Clear Link/Buttn Managing the access rights fr frm results Managing the Advanced Cding Optins Managing the AJAX/Jquery Integratin Managing Custm JavaScript File Examples f Client Side Events Setting up the Initial SQL Rendering/Bind Managing the Database Prvider (SQL Server/Oracle) Managing Frm Cmpletin Events Creating a new event Example f the URL/Page Redirectin Event Example f the Dynamic SQL Statement event Example f the Dynamic Event Setting up a HTTP pst cmpletin event Page: 3 / 202

4 Setting a DtNetNuke Security Rle based n the respnse Creating the PDF file Editing an existing event Deleting an event Clning an event Managing Questin Events Hiding a questin based n the respnse Setting the questin default r returning an SQL respnse based n the respnse Displaying hidden questin based n a respnse Disabling a questin based n anther questin s respnse Executing the frm submissin Editing a questin event Deleting a questin event ACCEPTING SILENT HTTP POSTS VIEWING FORM RESULTS Purging the frm results Managing the Results Template Viewing a frm result Deleting a frm result Editing the frm result Creating a cpy f the result Exprting results t Excel EXPORTING AND IMPORTING FORMS Exprting Cntent Imprting Cntent MANAGING SETTINGS DELETING DYNAMIC FORMS MODULE OTHER RESOURCES Prduct Frums: Undcumented Features / Tips: Demnstratins: Knwn Issues List f figures: Figure 1: Installatin prcedure (step 1/6) Figure 2: Installatin prcedure (step 2/6) Figure 3: Installatin prcedure (step 3/6) Figure 4: Installatin prcedure (step 4/6) Figure 5: Installatin prcedure (step 5/6) Figure 6: Installatin prcedure (step 6/6) Figure 7: Adding a mdule t a page Figure 8: Opening the mdule main menu Figure 9: Registering the Dynamic Frms (step 1/2) Figure 10: Registering the Dynamic Frms (step 2/2) Figure 11: Optins within the Dynamic Frms Interface Figure 12: Clning an existing field (step 1/2) Figure 13: Clning an existing field (step 2/2) Figure 14: Viewing the field inf Figure 15: Selecting the desired icn/dynamic field Figure 16: Releasing the new field Figure 17: The new field successfully added t the frm Figure 18: Setting the new name fr the field Figure 19: Available icns fr adding new dynamic fields Figure 20: Setting the field name (step 1/2) Figure 21: Setting the field name (step 2/2) Page: 4 / 202

5 Figure 22: Mving a dynamic questin t a recycle bin Figure 23: Opening the main menu Figure 24: Managing the advanced features Figure 25: Chsing the "Questin Wizard" ptin Figure 26: Chsing the desired questins Figure 27: Using the Standard Fields Wizard Figure 28: Using the SQL Creatin Wizard Figure 29: Using the existing mdule wizard Figure 30: Chsing the Advanced Wizard ptin Figure 31: Using the "Advanced Wizard" Figure 32: Chsing the "Recycle Bin" ptin Figure 33: The cntents f the Recycle Bin Figure 34: Restring an bject frm the recycle bin Figure 35: Emptying the Recycle Bin Figure 36: Accessing the cntrl panel Figure 37: The cntrl panel ptins Figure 38: Chsing ptin "Manage Questins " Figure 39: Creating a new questin Figure 40: Managing Advanced Field Optins (screensht 1/2) Figure 41: Managing Advanced Field Optins (screensht 2/2) Figure 42: Setting up client side events Figure 43: Setting up Questin Lk and Feel Figure 44: Help pp up example Figure 45: Chsing ptin "Questin Header/Fter Figure 46: Setting up questin header r fter Figure 47: Chsing ptin "Questin Validatin" Figure 48: Managing questin validatin Figure 49: Creating a textbx element Figure 50: Creating a singline textbx (Shrt) Figure 51: Example f the Singleline Textbx (Shrt) Figure 52: Creating a singline textbx (Lng) Figure 53: Example f the Singleline Textbx (Lng) Figure 54: Creating a Multiline textbx Figure 55: Creating a radi buttn (step 1/3) Figure 56: Creating a radi buttn (step 2/3) Figure 57: Creating a radi buttn (step 3/3) Figure 58: Example f using radi buttns Figure 59: Setting radi buttn advanced ptins Figure 60: Example f the radi buttns set as seen by the end user Figure 61: Creating a hrizntal rule Figure 62: Example f the created hrizntal rule Figure 63: Creating the Captcha image Figure 64: Example f the created Captcha image Figure 65: Setting up an advanced Datasprings Captcha Field Figure 66: Creating a regin Figure 67: Example f the regin element Figure 68: Creating a grid view/survey field Figure 69: Creating a DNN Text Suggest Field Figure 70: DNN Text Suggest Field Figure 71: DNN Text Suggest Field - Example Figure 72: DNN Text Suggest Field - Example Figure 73: Creating Text/HTML element Figure 74: Creating a text/html element Figure 75: Creating a cmb bx (step 1/2) Figure 76: Creating a cmb bx (step 2/2) Figure 77: Using SQL Driven Optins Figure 78: Using SQL Driven ptins Figure 79: Example f using cmb bx Figure 80: Creating a checkbx Page: 5 / 202

6 Figure 81: Example f the checkbx as seen by the end user Figure 82: Creating a checkbx grup Figure 83: Example f using cmb bx Figure 84: Creating a listbx Figure 85: Example f the created listbx Figure 86: Creating an image element Figure 87: Image element as seen by the end users Figure 88: Adding the rich text editr element Figure 89: The "Rich Text Editr" as seen in the frnt end Figure 90: Creating a label Figure 91: Example f the label field Figure 92: Creating a rating Figure 93: Example f the rating field Figure 94: Creating a "Date" dynamic field (step 2/2) Figure 95: Textbx with Calendar Figure 96: Chsing the date frm the calendar Figure 97: Mnth and Day example Figure 98: Mnth and Year example Figure 99: Mnth, day, year textbx example Figure 100: Creating a File Attachment/Uplad element Figure 101: File Attachment/Uplad element as seen by the end users Figure 102: Creating a Cuntry Figure 103: Example f the cuntry element Figure 104: Creating a data grid field Figure 105: Editing a questin Figure 106: Deleting a questin Figure 107: Managing general settings Cmmn Settings, Layut, Questin Order, Stylesheet105 Figure 108: Managing General Settings Figure 109: Nrmal layut f the fields and labels Figure 110: Example f the frm in case the fields and labels are frced n same clumn Figure 111: Chsing ptin Header/fter/System Messages Figure 112: Managing the Dynamic Panels/Sectins/Tabs/Divs Figure 113: Managing the system messages Figure 114: Setting the Dynamic Questins Srt Order (step 1/2) Figure 115: Setting the Dynamic Questins Srt Order (step 2/2) Figure 116: Frmatting (Stylesheet, Frm Lcalizatin) Figure 117: Managing Cntent Lcalizatin Figure 118: Managing frm lcalizatin Figure 119: Managing Questin Lcalizatin Figure 120: Chsing a desired language Figure 121: Lcalized questins Figure 122: Chsing ptin "Validatin Cnfiguratin" Figure 123: Managing Validatin Cnfiguratin Figure 124: Example f the CSS setting applied t a field Figure 125: Managing black list respnses Figure 126: Creating a blacklist respnse Figure 127: Blacklist respnse created Figure 128: Example f the message displayed t the user psting blacklist respnse Figure 129: Editing a blacklist respnse Figure 130: Deleting a blacklist respnse Figure 131: Setting up the payment gateway Figure 132: Setting up Authrizenet gateway Figure 133: Setting up PayPal Gateway Figure 134: Setting up PayFlw pr Figure 135: Setting up Verifi Gateway Figure 136: Managing the links Figure 137: Setting submit link r buttn (step 1/2) Figure 138: Save fr later Link/Buttn Figure 139: Defining the Clear Link / Buttn Page: 6 / 202

7 Figure 140: The frm when the reset functin has nt been enabled Figure 141: The frm when the reset functin has been setup as a textual link Figure 142: The frm when the reset functin has been setup as a buttn Figure 143: Managing the View Results Optins Figure 144: Managing the advanced cding ptins Figure 145: Managing the Ajax/Jquery Integratin Figure 146: Managing the custm JavaScript file Figure 147: Setting up the Initial SQL Rendering/Bind Figure 148: Managing the Database Prvider (SQL Server/Oracle) Figure 149: Managing events Figure 150: Creating a new event Figure 151: Creating URL/Page Redirectin Event Figure 152: Creating a Dynamic SQL Statement event (step 1/2) Figure 153: Creating a Dynamic SQL Statement event (step 2/2) Figure 154: Creating a dynamic event (screensht 1/2) Figure 155: Creating a dynamic event (screensht 2/2) Figure 156: Setting up a HTTP pst cmpletin event Figure 157: Setting up a DtNetNuke cmpletin event Figure 158: Example f assigning the rle based n respnse Figure 159: Creating a PDF file cmpletin event Figure 160: Creating the PDF Figure 161: Editing an existing event Figure 162: Deleting an event Figure 163: Clning an event Figure 164: Managing Questin Events Figure 165: Hiding a questin based n the respnse Figure 166: Example f this event as seen by the end user Figure 167: Setting the questin default based n the respnse Figure 168: Example f setting the questin default based n the respnse Figure 169: Displaying hidden questin based n a respnse Figure 170: Example f the event questin as seen by the end user Figure 171: Editing Advanced Field Optins Figure 172: Disabling a questin Figure 173: Example f disabling a questin based n the respnse (step 1/2) Figure 174: Example f disabling a questin based n the respnse (step 2/2) Figure 175: Executing the frm submissin Figure 176: Editing a questin event Figure 177: Deleting the questin event (step 1/2) Figure 178: Deleting the questin event (step 2/2) Figure 179: Viewing frm results (step 1/2) Figure 180: Viewing frm results (step 2/2) Figure 181: Purging frm results Figure 182: Chsing the "Manage Results Template" ptin Figure 183: Available frm results template ptins Figure 184: Managing the frm results template Figure 185: Viewing a frm result (step 1/2) Figure 186: Viewing a frm result (step 2/2) Figure 187: Deleting a frm result (step 1/2) Figure 188: Deleting a frm result (step 2/2) Figure 189: Deleting a frm result (step 1/2) Figure 190: Creating a cpy f the result Figure 191: Exprting results t Excel (step 1/3) Figure 192: Exprting results t Excel (step 2/3) Figure 193: Exprting results t Excel (step 3/3) Figure 194: Example f the exprted file Figure 195: Exprting cntent (step 1/2) Figure 196: Exprting cntent (step 2/2) Figure 197: Imprting cntent (step 1/2) Figure 198: Imprting cntent (step 2/2) Page: 7 / 202

8 Figure 199: Chsing ptin "Settings" Figure 200: Managing settings Figure 201: Deleting Dynamic Frms Mdule (step 1/2) Figure 202: Deleting Dynamic Frms Mdule (step 2/2) Page: 8 / 202

9 1 INTRODUCTION 1.1 What's new in v4.1? Majr Perfrmance Imprvements - database caching fr referenced bjects result in significant perfrmance bst. File Uplad ptins t fit yur specific needs! Need t uplad up t 8 files at a time? Use the New Telerik File Uplad Field. This wrks really well with AJAX and Questin Events. Plus, yu can mdify submitted data while editing frm results. Want t stre upladed files using the DNN fileid? Chse the DNN File Uplad Feature t stre files in the DNN Files table. Hw abut string the actual file names in the Dynamic Frms tables? Use the Standard File Uplad, instead. Great new admin ptins! Break ut f the standard database prvider. Yu can nw use an external SQL Server r Oracle data surce, allwing standard database t be verridden in specific areas such as SQL Optins, and SQL default values. All SQL Binding and SQL Events can nw supprt the Oracle Data Prvider, as well! New Warnings / Tips: Administratrs get helpful messages t imprve implementatin and avid errrs such as when tw fields have the same shrt field name. Administratr can chse t review mre details r dismiss the message. Exprt t Excel feature nw allws fr XLS r CSV files Pwer-packed Cmpletin Events pen drs t better wrkflw! Respnses frm ne event can nw be used in the next event. Imagine the pssibilities like these: Redirect t a specific page if a SQL Event fails Fire a SQL event and include the returned value in yur event Use a cnfirmatin frm an HTTP pst t fire ff a redirect r New Payment Gateways -- Authrize.NET ARB (Recurring Billing), Verifi, IPPay, and Ideal Page: 9 / 202

10 2 INSTALLATION PROCEDURE Included in yur dwnlad are either ne (If yu nly purchased the PA) r tw (If yu purchased the PA and Surce Cde) zip files. One zip file is the surce cde t the applicatin, and the ther zip file is the mdule which yu can uplad t yur site. When yu extract the files, yu will ntice that it extracts tw zip files (nte: nly ne if yu just purchased the PA). DataSprings_DynamicFrms_MduleVersin_MinimumDNNVersin.zip - file fr installing Dynamic Frms with yur DNN. Make sure that yu DataSprings_DynamicFrms_Surce.zip - surce zip file yu can use in rder t make any changes t the applicatin (nte: meant fr advanced users) In rder t install yur Dynamic Frms mdule, lgin with an accunt t yur DNN site as a hst r administratr accunt. Once lgged in, Navigate t the Hst menu item, and click n the Mdule Definitin. Figure 1: Installatin prcedure (step 1/6) The fllwing screen will be displayed. Page: 10 / 202

11 Figure 2: Installatin prcedure (step 2/6) Click n the Uplad New Mdule t cntinue installing Dynamic Frms and the fllwing screen will be displayed. Figure 3: Installatin prcedure (step 3/6) Click n the Brwse buttn and the dialg windw fr lcating the installatin file DataSprings_DynamicFrms_MduleVersin_MininmumDNNVersin.zip will be displayed. Page: 11 / 202

12 Figure 4: Installatin prcedure (step 4/6) Lcate the DataSprings_DynamicFrms_Mdule33_DNN45PLUS.zip and click n the Open buttn. The fllwing screen will be displayed. Figure 5: Installatin prcedure (step 5/6) Click n the Install New Mdule link. The installatin will begin and in cuple f mments the screen infrming yu n successful cmpletin will be displayed. Figure 6: Installatin prcedure (step 6/6) Page: 12 / 202

13 Nte: please keep track f any errrs that appear during the installatin. These errrs can be helpful if yur mdule has prblems. Nte: please nte the specific DtNetNuke Versin within the file and make sure that yur DNN versin is at least the versin number mentined. Fr example DNN52PLUS means that DtNetNuke 5.2 r higher is required. Please als nte the mdule versin within the filename in case yu need t reference fr this a frum thread, supprt ticket, r ther cmmunicatin. Page: 13 / 202

14 3 ADDING DYNAMIC FORMS MODULE TO A PAGE In rder t add Dynamic Frms mdule t a desired page fllw these steps: 1. Select the Add New Mdule radi buttn 2. Chse Dynamic Frms frm the Mdule pull dwn menu 3. Click n the Add link (r the arrw icn ). Figure 7: Adding a mdule t a page The Dynamic Frms mdule will be added t the page. Click n the arrw next t the title f the mdule in rder t pen the main menu (nte: see sectin 4 fr further infrmatin n main menu ptins). Figure 8: Opening the mdule main menu Page: 14 / 202

15 3.1 Registering Dynamic Frms In rder t register yur cpy f Dynamic Frms, chse ptin Dynamic Frms License frm the Advanced menu. Figure 9: Registering the Dynamic Frms (step 1/2) The fllwing page will be displayed. Page: 15 / 202

16 Figure 10: Registering the Dynamic Frms (step 2/2) Enter the requested infrmatin and click Register/Submit License t cmplete the prcedure. Page: 16 / 202

17 4 DYNAMIC FORMS INTERFACE This sectin f the dcument will describe the ptins available within the Dynamic Frms interface. Figure 11: Optins within the Dynamic Frms Interface The fllwing ptins are available: Dynamic Frms Quick Menu this is the quick menu twards the mst imprtant functinalities within the Dynamic Frms menu: - the ptin fr managing the dynamic fields - the ptin fr managing the mdule cnfiguratin - the ptin fr managing the cmpletin events - the ptin fr managing the questin events Quick Help the part f the interface cntaining helpful infrmatin and instructins n hw t use the Dynamic Frms mdule: User Guide click this ptin t pen the user guide Demnstratins/Tutrials click this ptin t view the page with the demnstratins and tutrials Cmmunity Frums click this ptin t visit the cmmunity frums Enable Debug Mde click this ptin t enable the debug mde which will display debug infrmatin (feedback n errrs) which yu can use in rder t eliminate bugs ptential prblems Drag Drp Menu this part f the interface is used fr creating cpies i.e. clnes f the existing fields (see sectin ) Quick Add (Drag/Drp) this part f the interface is used fr adding new dynamic fields by chsing the desired icn fr the field and using the simple drag and drp methd (see sectin 4.3) Field Label this field is used fr setting the label f the new dynamic questin i.e. the name f the field and shuld be used in cmbinatin with the Quick Add functinality Recycle bin this part f the interface is used fr deleting the desired dynamic fields by simply dragging them t the recycle bin (see sectin 6.3) Page: 17 / 202

18 4.1 Creating the cpies f the existing fields In rder t quickly create a cpy i.e. a clne f the existing fields directly frm within the interface, click n this icn next t the desired field and mve it ver t the Drag Drp Menu icn Figure 12: Clning an existing field (step 1/2) Once yu release the icn n the drag drp menu icn, the screen will be refreshed cntaining the newly created clne f the field. Figure 13: Clning an existing field (step 2/2) Page: 18 / 202

19 Use the edit icn next t the field t further adjust the field if necessary. 4.2 Viewing field inf In rder t view quick infrmatin abut the frm field, place yur muse ver the inf icn t the desired field. next Figure 14: Viewing the field inf The clud-like blue layer will be displayed cntaining infrmatin abut the type f the field as well as the shrt name fr the field. Additinal enabled features will als be displayed, such as if the field is required r if advanced features are enabled t initially hide the field r pass the field value via a querystring r sessin variable. Page: 19 / 202

20 4.3 Using the Quick Add functinality The Quick Add functinality is a simple new way t add new dynamic fields directly frm the interface. Figure 15: Selecting the desired icn/dynamic field In rder t quickly add a new dynamic field, click n ne f the shrtcut icns and then drag&drp within the desired lcatin in the frm. Please nte that the lcatin where yu release the icn will determine the srt rder f the new dynamic field. Figure 16: Releasing the new field Once yu release the icn, the new field will be added t the frm. Page: 20 / 202

21 Figure 17: The new field successfully added t the frm Once the new field has been added, yu can place the muse pinter ver it until yu see the edit field icn. Click n this icn and yu will be able t set the name f the field. Nte: yu can als specify the field label befre yu drag and drp the icn nt the frm. Yu can specify this in the Field Label area abve the new field icns (tp left hand side and belw the quick drag drp menu) see sectin 4.4. Figure 18: Setting the new name fr the field Fr all ther adjustments f the field use this icn available parameters fr the field. The fllwing icns are available within the interface which will pen the usual edit page with all Figure 19: Available icns fr adding new dynamic fields - the ptin fr adding a new textbx Page: 21 / 202

22 - the ptin fr adding a new checkbx field - the ptin fr adding a new cmb bx - the ptin fr adding a new radi buttn field - the ptin fr adding a new checkbx list field - the ptin fr adding a new listbx field - the ptin fr adding a new text/html field - the ptin fr creating a new hidden field - the ptin fr creating an HR ruler - the ptin fr creating a new label field - the ptin fr creating a new HTML input buttn field - the ptin fr creating a new date field - the ptin fr creating a new image field - the ptin fr creating a new file attachment field - the ptin fr creating a new CAPTCHA field - the ptin fr creating a new rich text bx field - the ptin fr creating a new DNN cuntry field - the ptin fr creating a new DNN regin field - the ptin fr adding a new gridview field - the ptin fr adding a new Rating (AJAX) field - the ptin fr adding a new Data Grid field - the DNN Text Suggest field (this functinality suggests the text as the user types recgnizing the wrd/field frm the database and based n the SQL query t the database see sectin 7.16) Page: 22 / 202

23 4.4 Setting the field name using the Field Label functinality The purpse f the Field Label functinality is t allw yu t quickly and easily set the name f the new field by entering its name int the Field Label input field. Fr example, if yu want t add a Last Name field t yur frm, enter the Last Name text int the Field Label input field and then drag and drp the desired field icn nt the frm. Figure 20: Setting the field name (step 1/2) Once yu release the field, the page will be refreshed cntaining the new field which is already prperly named. Figure 21: Setting the field name (step 2/2) Page: 23 / 202

24 4.5 Mving dynamic questins t the Recycle Bin The Recycle Bin functinality is used the same way as yur Windws Recycle bin. The purpse f this functinality is t allw yu t remve the items frm yur dynamic frm as simply as pssible, but still ffer a pssibility t restre them at any time (nte: unless remved frm the recycle bin altgether). In rder t mve the desired item t the recycle bin, click n this icn next t the item and mve it twards the recycle bin icn. Figure 22: Mving a dynamic questin t a recycle bin The desired item will be remved frm the dynamic frm and placed int the recycle bin. The items in the recycle bin can be restred r permanently deleted. In rder t access the cntents f the recycle bin, chse the Recycle Bin ptin frm the Advanced Features menu (see sectin 6.3). Page: 24 / 202

25 5 DYNAMIC FORMS MAIN MENU This sectin f the dcument will describe the ptins available in the Dynamic Frms main menu ptins. In rder t start using the main menu, click n the arrw next t the title Dynamic Frms. Figure 23: Opening the main menu The fllwing ptins are available inside this screen: Imprt Cntent ptin fr imprting cntent (see sectin 9) Exprt Cntent ptin fr exprting cntent (see sectin 10.1) Settings ptin fr managing settings (see sectin 11) Delete ptin fr deleting a mdule (see sectin 12) Mve ptin fr placing the mdule in the desired part f the page: Mve T ScialMediaPane Mve T RightPane T Fter_LeftPane T Fter_BttmPane T LeftPane Page: 25 / 202

26 T BttmPane T Fter_RightPane Cntrl Panel the ptin fr accessing the cntrl panel (see sectin 7 Advanced Features ptin fr managing the advanced mdule features (see sectin 6) Questin Wizard the wizard fr creating the mst cmmn set f questins fast (e.g. first name, last name, , etc.) see sectin 6.1 Advanced Wizard the ptin t apply settings t multiple fields with ne step (see sectin 6.2) Recycle Bin the ptin fr accessing and managing the recycle bin with the deleted items (see sectin 6.3) View Frm Results the ptin fr viewing the frm results (see sectin 9) Enable Debug Mde the ptin fr enabling the debug mde which will give yu feedback abut the pssible errrs with the mdule s yu culd slve the ptential issues mre easily Dynamic Frms License the ptin fr registering yur cpy f the Dynamic Frms mdule (see sectin 3.1) Resurces this submenu cntains the fllwing ptins: Clear frm cache User Guide Cmmunity Frums Demnstratins/Tutrials Page: 26 / 202

27 6 MANAGING THE ADVANCED MODULE FEATURES In rder t start managing the advanced mdule features, chse ne f the available ptins frm the Advanced Features menu. Figure 24: Managing the advanced features The fllwing ptins are available within the Advanced Features menu: Questin Wizard the ptin fr using the questin wizard, a prgram designed t help yu create the mst cmmn questins as quickly as pssible (see sectin 6.1) Advanced Wizard the ptin fr using the advanced wizard (see sectin 6.2) Recycle Bin the ptin fr using the recycle bin (see sectin 6.3) View Frm Results the ptin fr viewing the frm results (see sectin 9) Enable Debug Mde the ptin fr enabling the debug mde which will give yu feedback abut the pssible errrs with the mdule s yu culd slve the ptential issues mre easily Dynamic Frms License see sectin 3.1 Page: 27 / 202

28 6.1 Using the Questin Wizard The Questin Wizard is a very useful and practical tl which can help yu create a dynamic frm in a matter f secnds. The purpse f the wizard is t help yu quickly create the mst cmmnly used questins in a frm (e.g. First name Last name ). After using the wizard t create the mst cmmn questins, yu can cntinue t custmize the frm further by incrprating ther elements/questins accrding t yur preference. In rder t start using the Questin Wizard, chse the Questin Wizard ptin frm the Advanced Features menu. Figure 25: Chsing the "Questin Wizard" ptin The fllwing screen will be displayed. Figure 26: Chsing the desired questins The fllwing ptins are available: Standard Fields Wizard see sectin Page: 28 / 202

29 SQL Creatin Wizard see sectin Existing Mdules Wizard see sectin Using Standard Fields Wizard In rder t use the Standard fields wizard, chse that ptin within the menu. Figure 27: Using the Standard Fields Wizard The questins are divided in 3 categries which are: Standard Questin this part f the screen cntains mst widely used questins in a frm; just select the questins yu wish t include in t yur frm by selecting the checkbx next t the desired questin Other Cmmn Questins this part f the screen cntains ther questins that are cmmnly used within a frm; select the nes yu wish t include in yur frm Existing Questins this part f the screen cntains questins that are already created within the frm. Yu can quickly clne these questins and the wizard will create new questins frm the existing fields and their prperties Page: 29 / 202

30 Once yu select the questins yu wish t include in yur frm, click n the Run Wizard link. The frm will be generated Using the SQL Creatin Wizard In rder t use the SQL creatin wizard, chse that ptin within the menu. Figure 28: Using the SQL Creatin Wizard Specify the desired query within the SQL Query field and click Execute Query/Return Clumns. Page: 30 / 202

31 6.1.3 Using the Existing Mdules Wizard The Dynamic Frms als allw yu t clne the questins frm an existing instance. In rder t clne an existing instance, chse Existing Mdules Wizard. Figure 29: Using the existing mdule wizard The fllwing ptins are available: Prtal Prtal - select the DtNetNuke prtal that yu wuld like t imprt Dynamic Frms fields. Nte: This field / ptin will nly appear fr hst users. Mdule instance - select the mdule instance that yu wuld like t imprt existing fields frm; after selecting the mdule instance yu will be able t select which fields yu want t imprt. Generate/Imprt Fields - select the fields frm the selected mdule instance that yu wuld like t imprt int the current mdule instance. After setting the desired parameters, click Run Wizard. 6.2 Using the Advanced Wizard The Advanced Wizard is a tl designed t help yu manage and maintain prperties fr multiple fields as simply as pssible. Fr example, yu can use this wizard t make multiple fields in yur frm mandatry, by simply selecting thse fields and applying the apprpriate Questin Actin Type (in this case Required Field ). Then use the wizard again t specify the required field text, required field errr message, r any f the ther actins frm within the Questin Actin Type pull dwn menu. In rder t start using the Advanced Wizard, chse that ptin frm the Advanced Features menu. Page: 31 / 202

32 Figure 30: Chsing the Advanced Wizard ptin The fllwing screen will be displayed. Figure 31: Using the "Advanced Wizard" The fllwing ptins and parameters are available: Standard Questins select the questin yu wish t apply the rest f the ptins t Questin Actin Type - chse the questin actin type frm this pull dwn menu Fr example: chse the Hide questin frm these rles in case yu wish t prevent the questin frm being displayed t specific rles n yur system The fllwing ptins are available within the pull dwn menu: Help Text Default Value Example Text Client Side Event Hide Questin frm these rles Page: 32 / 202

33 Hide frm annymus users Hide until frced visible by questin event Pass values f this questin t querystring variable Retrieve values frm querystring variable fr this questin Pass values f this questin t sessin variable Retrieve values frm sessin variable fr this questin Pass values f this questin t ckie variable Retrieve values frm ckie variable fr this questin D nt display the field results within the field results mdule D nt save results t the database Label class Field class Clumn span Rw span Field width Add field t same rw as previus questin Display label and field in the same clumn Shw help text as ppup text Pp up text width Text bx max length Required field Required field errr text Required field errr message Enable regular expressin Regular expressin Regular expressin errr message Use SQL ptins fr field SQL query fr field ptins Actin this part f the screen will display the available actin based n the chice made within the Questin Actin Type pull dwn menu (e.g. in case yu chse t hide the questin frm specific rles, this part f the screen will list all available rles s yu culd select thse yu wish t hide the questin fr) Run Wizard click n this link t start the wizard and execute the assciated actin Page: 33 / 202

34 6.3 Using the Recycle Bin The Recycle Bin ptin functinality is used the same way as yur Windws recycle bin. It is a strage fr unwanted files which yu can decide t restre r permanently delete at any time. In rder t start managing the recycle bin, chse ptin Recycle Bin frm the Advanced Features menu. Figure 32: Chsing the "Recycle Bin" ptin The fllwing screen will be displayed. Figure 33: The cntents f the Recycle Bin Page: 34 / 202

35 The items inside the Recycle bin are rganized in the fllwing categries: Frm Questins Cmpletin Events Questin Events The fllwing ptins are available: Restre Objects/Exit select the items yu wish t restre and click n this link t restre them and leave the recycle bin (see sectin 6.3.1) Empty Recycle Bin/Exit click n this link t permanently delete all items inside the recycle bin Exit click n this link t exit the recycle bin Restring an Object In rder t restre an bject frm the recycle bin, i.e. undelete it, select the desired bject and click Restre Objects/Exit link. Figure 34: Restring an bject frm the recycle bin The selected bject will be restred. Page: 35 / 202

36 6.4 Emptying the Recycle Bin In rder t empty the recycle bin i.e. permanently delete the bjects within the recycle bin, click Empty Recycle Bin/Exit link. Figure 35: Emptying the Recycle Bin This will empty the recycle bin i.e. all f the bjects will be permanently deleted. Page: 36 / 202

37 7 USING THE CONTROL PANEL In rder t start using the ptin available inside the cntrl panel, chse that ptin frm the main menu. Figure 36: Accessing the cntrl panel The fllwing page will be displayed. Figure 37: The cntrl panel ptins The fllwing ptins are available: Manage Questins ptin fr managing the dynamic questins (see sectin 7.1) Mdule Cnfiguratin ptin fr managing mdule settings, general cnfiguratin, frm layut, validatin settings, payment gateway, and ther general features (see sectin 7.32) Frm Cmpletin Events ptin fr managing the frm cmpletin events (see sectin 7.47) Questin Events ptin fr managing questin events (see sectin ) Page: 37 / 202

38 7.1 Managing Questins/Settings In rder t start managing questins and settings, chse ptin Cntrl Panel frm the main menu. The page fr managing the questins will is displayed by default but yu can always access it by clicking the Manage Questins link. Figure 38: Chsing ptin "Manage Questins " The fllwing ptins are available inside the Dynamic Questin pull dwn menu: New Dynamic Field ptin fr creating a new dynamic field (see sectin 7.2) Editing Existing Dynamic Field in rder t edit an existing field, chse the desired field frm this pull dwn menu (see sectin 7.30) Deleting a Dynamic Field in rder t delete a field, select the desired field frm this list and click n the Delete link in the screen displayed next (see sectin 7.31) Page: 38 / 202

39 7.2 Creating a new questin In rder t create a new questin, chse ptin New Dynamic Field frm the pull dwn menu. The screen fr setting questin parameters will be displayed. Figure 39: Creating a new questin The fllwing parameters are available inside this screen: Dynamic Questin input field fr entering the questin as displayed inside the frm n the website (e.g. First name ) Clne Questin this is a useful feature if yu are creating a questin which clsely resembles the ne that has already been created; if that is the case, just chse the questin yu have already made frm this pull dwn menu and the fields will be ppulated with its value; yu can then prceed nwards t mdifying the cntents accrding t the requirements fr the new questin Questin enter the questin which will be displayed in the frm (e.g. First name ). Yu can include HTML within yur questin hwever this is nt recmmended. Shrt Name set the shrt name fr the questin (e.g. firstname ); this infrmatin will be used fr creating events triggered based n user respnses t this questin i.e. custmizing messages sent t the users (see sectin ). Imprtant: Yu shuld always include a shrt field name fr yur frm fields and that shrt field name shuld be unique between all ther fields n the frm. Help Text input field fr entering help text which will be displayed t the user nce he places the muse ver the questin mark Srt Order set the desired srt rder fr the questin, if yu change the srt rder yu shuld see ntes belw the srt rder field that display where in the display the field will appear. Page: 39 / 202

40 Questin Type use these ptins t set the desired type f questin i.e. frm element TextBx Radi Buttns Hidden Field Hrizntal Rule (Separatr) Captcha image (Security Cde) DNN Regin GridView/Survey DNN Text Suggest Singleline textbx (Shrt) Singleline textbx (Lng) Multiline textbx Checkbx Text/HTML Listbx Image Rich Text Editr Label Rating Cmb bx CheckBx Grup Date File Attachment/ Uplad DNN Cuntry HTML Buttn Data Grid After setting the desired parameters, click n the "Update Field link and the new questin will be created. Page: 40 / 202

41 7.3 Setting the Advanced Field Optins In rder t start setting advanced ptins fr the field, click n the + symbl next t Advanced Field Optins label. Figure 40: Managing Advanced Field Optins (screensht 1/2) The fllwing parameters are available inside the first part f the screen: Default Value enter default value fr this field DtNetNuke User Default this represents the DtNetNuke user prfile fields. Yu can chse fr this field t represent any DtNetNuke standard r extended prfile field and the field will default the prfile field attribute. Fr example: if yu default the field t First Name then when the user navigates t the page their first name will autmatically be defaulted int the frm field. Example Text enter the text yu want t be displayed as an example Read Only Field If a read nly field is checked the user will nt be able t change the cntents within the field; the field s value wuld either be set t the default value r a value returned frm the query string/sessin variables. Client Side Event client side events are JavaScript / AJAX events which can be executed n fcus fr a field (see sectin 7.3.1) Hide/shw fields by rle use this pull dwn menu t select if yu wuld like t hide r shw the fields by security rles within the frm Hide / shw field frm these rles select the rles yu wish t hide r shw this field fr Page: 41 / 202

42 Figure 41: Managing Advanced Field Optins (screensht 2/2) The fllwing parameters are available inside the secnd part f the screen Hide frm annymus users check this checkbx if yu want t hide this questin frm annymus users Hide until frced visible by questin event Check this bx if yu wuld like t have the questin nt display until it shuld be based n a questin event. Fr example, maybe yu wuld like the questin What versin f DtNetNuke are yu running n? but yu dn t want it t be displayed unless they check a previus questin called D yu currently run n DtNetNuke?. This is the nly area f Questin Events that is handled utside f the questin events area, all ther questin event details are fund in sectin Retrieve values frm query string variable fr this questin This will retrieve values passed frm the querystring within the URL and insert them int the textbx. The querystring value passed must be the Shrt Field Name fr the field. Fr example: e. If the fields First Name/Last Name which was setup with the shrt field names f myfirstname/mylastname the values wuld be Jhn De immediately after navigating t that page. Pass values f this questin t query string variable Once the frm as been cmpleted Dynamic Frms can ptinally pass values t the url the user is directed t. Fr example e Retrieve values frm sessin variable fr this questin Similar t Querystring Variables yu can accept sessin variables and default the fields based n the sessin variable. Pass values f this questin t sessin variable similar t passing querystring variables Dynamic Frms can als set sessin variables. These sessin variables can later be used by ther mdules n the site fr varius purpses Retrieve values frm ckie variable fr this questin select this ptin t retrieve values frm the ckie variable (if available) fr this field. Ckie values passed must represent the questin shrtfieldname Pass values f this questin t ckie variable select this ptin t pass the values f this questin t the ckie variable Page: 42 / 202

43 D nt display field results within the view results mdule select this ptin if yu want t hide the results f this field frm the view results sectin f Dynamic Frms (nte: this setting will skip this field when viewing frm results r exprting results t Excel) D nt save field results t the database select this ptin if yu d nt wish t save the result f the field t the database; ften yu might want t prcess data but dn t want the data ever stred within the database DynamicFrms_QuestinRespnse table. Fr example: if yu are prcessing credit cards and cllecting sensitive data such as the credit card number; yu might nt want t save that data t the database nce it has been prcessed. Encrypt / decrypt field results select this ptin if yu want t encrypt the frm results then decrypt them within the view results sectin After setting the desired parameters, click n the "Update Field buttn t save the changes Setting up client side events In rder t setup a client side event fr the desired dynamic questin yu need t click n the + symbl next t the Advanced Field Optins. Figure 42: Setting up client side events Enter the desired AJAX r JS cde which will be applied t this dynamic questin inside the Client side event text area. Client Side Events can utilize the fllwing tkens: $(FieldShrtFieldName) Represents the value f the field $(FieldShrtFieldName_FieldID) Represents the HTML Element ID f the field $(FieldShrtFieldName_#FieldID) Adds a # in frnt f the HTML Element ID which is used in sme jquery scripts. $(SubmitButtn_Field) Represents the HTML Element fr the Submit Buttn $(SubmitButtn_FieldID) Represents the HTML Field ID fr the Submit Buttn Nte: fr further infrmatin and examples, see sectin Page: 43 / 202

44 Page: 44 / 202

45 7.4 Setting up Questin Lk and Feel In rder t adjust the layut f the desired questin click n the + symbl next t the Questin Lk/ Feel label Figure 43: Setting up Questin Lk and Feel The fllwing parameters are available inside this screen: Override label cell style class? - enter a style class if yu wuld like t verride the standard class Override field style class? - enter a style class if yu wuld like t verride the standard class Clumn Span (Default is 1) use this input field t specify the desired value fr he clumn span. This feature can be useful if yu are using larger fields such as Rich Text Editrs r Multi Line Textbx fields and yu are als using multiple clumns f fields (adding fields t the same rw as previus questin) within yur frm, and the frm width is expanding mre than yu wuld like between clumns. Rw Span (Default is 1) - use this input field t specify the desired value fr the rw span. Similar t clumn span, this feature can be useful if yu are using larger fields such as Rich Text Editrs r Multi Line Textbx fields and yu are als using multiple clumns f fields (adding fields t the same rw as previus questin) within yur frm, and the frm width is expanding mre than yu wuld like between rws within the frm. Field Width - select the desired length fr this field Add field t same rw as previus questin? select this checkbx if yu want t add fields t the same rw as the previus questin Add field t same cell as previus questin? select this checkbx if yu want t add fields t the same cell as the previus questin Display label and field in same clumn (Override general setting) - select if yu wuld like t verride the default setting and frce the field t be n the same clumn as the questin label Page: 45 / 202

46 Hide Field Label select this checkbx in case yu wish t hide the field label Shw help text as pp up text select this checkbx t shw the help text within a pp up Nte: Yu can setup settings fr the pp up (bubble up) help text within the stylesheet area (see sectin ). The default settings are: #hintbx{ /*CSS fr pp up help bx */ psitin:abslute; tp: 0; backgrund-clr: lightyellw; width: 150px; /*Default width f pp up help.*/ padding: 3px; brder:1px slid black; fnt:nrmal 11px Verdana; line-height:18px; z-index:100; brder-right: 3px slid black; brder-bttm: 3px slid black; visibility: hidden; } see sectin fr examples f the pp up help text Pp up text width use this field t specify the desired width fr the pp up text (value shuld be entered in pixels ) Page: 46 / 202

47 7.4.1 Example f the help pp up text This sectin give an example f the help pp up text. Figure 44: Help pp up example 2 Page: 47 / 202

48 7.5 Setting up Questin Header Fter In rder t setup the questin header r fter click n the + symbl next t the Questin Header/Fter label inside the screen fr creating a new questin. Figure 45: Chsing ptin "Questin Header/Fter The fllwing screen will be displayed. Figure 46: Setting up questin header r fter The fllwing parameters are available inside this screen: Header text area fr defining the questin header Fter text area fr defining the questin fter Page: 48 / 202

49 7.6 Managing Questin Validatin In rder t start managing the questin validatin ptins click n the + symbl next t the Questin Validatin label, inside the screen fr creating a new questin. Figure 47: Chsing ptin "Questin Validatin" The fllwing screen will be displayed. Page: 49 / 202

50 Figure 48: Managing questin validatin The fllwing parameters are available inside this screen: Textbx Max Length define the maximum field length (in the number f characters) Required Field select this checkbx if the questin is suppsed t be a required field Required Field Text this is the text that the user will be presented with if they d nt fill in the required field. This text will either be displayed immediately if client side validatin is turned n under general settings, r after the submit buttn is clicked (if server side validatin is turned n under general settings) Required Field Errr (i.e. *) field fr entering the text which will be displayed in case the user frgt t supply infrmatin fr this field because it is required Use Regular Expressin select if yu wuld like t use regular expressin validatin fr this field. Regular expressin validatins can be fund n varius web sites (try any search n the web fr example regular expressin validatrs). Regular expressins can frce the user t enter data int a crrect frmat. Fr example, maybe yu want t frce the user t enter in 5 numbers exactly, r maybe xxx-xxx-xxx etc There are literally hundreds f regular expressins yu can select frm, if yu need help finding a specific expressin please pst a thread t the Data Springs Prduct Frum and a supprt representative will be happy t respnd. Page: 50 / 202

51 Regular Expressin - enter in the expressin fr this validatin, there are a few examples belw: Find the whle wrd yes within the textbx. Yu culd frce the user t type in yes within the textbx as a validatin cnstraint befre they submit the frm. Expressin: \yes\b Validate phne number is entered as ###-###-#### Expressin: \(?\d{3}[-.]\)??\d{3}[-.]\d{4} Scial Security Number Expressin: \d{3}-\d{2}-\d{4} Address Validatin Expressin: ([a-za-z]{2,3}) (aer cp inf museum name))$ Regular Expressin Validatin Text the field fr entering the regular expressin validatin text fr the field; please nte that this is nt the regular expressin itself, but the errr text that the user will receive in case the validatin was false Regular Expressin Errr Message this is the message the user will receive if they d nt enter the crrect frmatted expressin int the field. Fr example ( Yu must enter a valid U.S. phne number ). The validatin text and validatin errr message can either be the same, r yu culd have the errr message next t the field as an * and the validatin text wuld nly appear in the errr summary at the tp r bttm f the page. Enable Cmpare Validatr select this checkbx in rder t enable the cmpare validatr ptin Cmpare Field use this pull dwn menu t chse the field which will be used fr cmparisn Cmpare Validatin Text field fr entering the cmpare validatin text Cmpare Validatin Errr - field fr entering the cmpare validatin errr text Enable custm SQL Validatin script fr this specific field select this ptin if yu wuld like t enable a custm SQL Validatin Script fr this specific vield; validatin via SQL shuld ALWAYS use stred prcedures t prevent SQL Injectin when referencing fields Validatin SQL Query (shuld return ne clumn called IsValid) - enter a SQL query t perfrm custm validatin fr this field.; the SQL query shuld return ne clumn called IsValid; If the clumn returns 0 r False then the validatin errr message will be thrwn, anything else and the user can cntinue; validatin via SQL shuld ALWAYS use stred prcedures t prevent SQL Injectin when referencing fields. Ntes: Yu can return an additinal clumn called ValidatinErrr that can be referenced within the Validatin Errr Message with the tken $(ValidatinErrr) Yu can reference a tken within the validatin errr message called $(SQLScript) which will display the SQL query that was used during the validatin. SQL Validatin Queries can reference the fllwing tkens: $(DSParam1), $(DSParam2), $(DSParam3) These can be querystring parameters that are parsed specifically fr SQL Injectins. The querystring parameters wuld need t be DSParam1, DSParam2, r DSParam3. $(DSSessin1), $(DSSessin2), $(DSSessin3) These can be sessin value parameters Page: 51 / 202

52 $(PrtalID), $(MduleID), $(TabID), $(PrtalAlias), $(UniqueCmpletinID), $(CurrentURL), $(URLReferrer), $(UserD), {bjectqualifier}, {databaseowner}, $(IPAddress), $(CurrentLanguage) These are all reserved tkens that can be parsed within yur SQL Validatin query. Fr example, if yu want t use the users current userid within the query, simply reference $(UserID). $(ShrtFieldName) - All shrt field names fr fields can be referenced. Fr example, if yu asked a user t enter their birth date yu culd then reference that within the query by using the shrt field name such as $(BirthDate). Validatin Errr Message - enter a message the user will receive if the validatin is perfrmed via custm SQL Validatin Tips: Yu can reference the tken $(SQLScript) within yur validatin errr message and this will return the exact query that was used and referenced within yur query. Tips: Yu can reference the tken $(ValidatinErrr) within the errr message and this will return the data if yu return an additinal called ValidatinErrr. This new tken was added within the 3.4 release and allws yu t return a specific and mre detailed errr message frm the SQL Validatin. After setting the desired parameters, click n the "Update Field link t save the changes. 7.7 Creating a Textbx The purpse f the textbx element is t allw the user t input text infrmatin t be used by the prgram. In rder t start creating textbx element, chse ptin TextBx nce inside the screen fr creating a dynamic questin. Page: 52 / 202

53 Figure 49: Creating a textbx element The fllwing parameters are available inside this screen: Questin input field fr setting the questin that will be displayed in frnt f the textbx (e.g. First Name ) Shrt Name Questin Type chse ptin TextBx and then yu have the fllwing subtypes Singleline textbx (Shrt) see sectin 7.8 Singleline textbx (Lng) see sectin 7.9 Multiline textbx see sectin Creating a Singleline textbx (Shrt) In rder t create a shrt singleline textbx, chse ptin Singleline textbx (Shrt). This is a shrter textbx that can be used fr user s first name, last name, username, etc. Page: 53 / 202

54 Figure 50: Creating a singline textbx (Shrt) After setting the desired parameters, click n the Update Field in rder t cmplete the prcedure f creating a Singleline Textbx (Shrt). The fllwing screensht demnstrates the shrter singleline textbx as seen by the end user. Figure 51: Example f the Singleline Textbx (Shrt) 7.9 Creating a Singleline textbx (Lng) In rder t create a lng singleline textbx, chse ptin Singleline textbx (Lng). This is a lnger textbx that can be used fr acquiring lnger text frm the user, such as address. Page: 54 / 202

55 Figure 52: Creating a singline textbx (Lng) After setting the desired parameters, click n the Update Field in rder t cmplete the prcedure f creating a Singleline Textbx (Lng). The fllwing screensht demnstrates the shrter singleline textbx as seen by the end user. Nte: Including the text DSPASSWORD within the shrt fieldname f Dynamic Frms textbx fields, will autmatically make that field a passwrd field with *****. Page: 55 / 202

56 Figure 53: Example f the Singleline Textbx (Lng) Page: 56 / 202

57 7.10 Creating a Multiline textbx This element shuld be used in case yu want a lnger feedback frm users, fr example, give them the pprtunity t pst any additinal cmments. In rder t create a multiline textbx, chse ptin Multiline textbx. Figure 54: Creating a Multiline textbx After setting the desired parameters, click n the Update Field link in rder t cmplete the prcedure f creating a multiline textbx. The fllwing screensht demnstrates the multiline textbx as seen by the end user. Page: 57 / 202

58 7.11 Creating a Radi Buttn (Optins) Radi buttn element is used if yu want t have a fixed set f chices where nly ne f the ptins in the set can be selected at a time. In rder t start creating radi buttns, chse ptin Radi Buttn nce inside the screen fr creating a dynamic questin. Figure 55: Creating a radi buttn (step 1/3) Once yu chse the Radi Buttns ptin, the screen will be refreshed cntaining ptins fr setting the desired rientatin fr the ptins (vertical r hrizntal) as well as defining the ptins fr radi buttns. Page: 58 / 202

59 Figure 56: Creating a radi buttn (step 2/3) The prcedure fr defining the ptins is discussed belw. Page: 59 / 202

60 Figure 57: Creating a radi buttn (step 3/3) The fllwing parameters are available inside this screen: Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins use this ptin in rder t autmatically insert ptins frm the database, if yu already have them defined s that yu wuldn t have t d it manually (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it - buttns fr setting the desired srt rder fr the ptins; select the desired ptin and click n the up r dwn arrw t mve the ptin either t the tp r t the bttm - buttns fr setting the desired srt rder fr the ptins; select the desired ptin and click n the up r dwn arrw t mve the ptin up r dwn ne psitin Update Optin Text use this field t update the ptin text Update Optin Value use this field t update the ptin value Mve ptin pull dwn menu fr changing the ptin lcatin Page: 60 / 202

61 Example fr using radi buttns One example f using the radi buttns fr registratin frm can be asking the user t prvide infrmatin abut his perating system. Figure 58: Example f using radi buttns The parameters wuld be defined like this: Questin enter the Operating System as a label fr the radi buttns set, i.e. infrming the user f the requested infrmatin Questin type chse Radi buttn Questin Optins chse Enter Optins After setting these parameters, enter the name f the first ptin inside the input field e.g. Windws XP and click n this icn. The ptin will be added t the list f ptins. Yu can repeat this prcedure fr as many ptins as yu like: Windws 2000 Windws 98, etc Nte: use the up and dwn arrws t set the desired srt rder, icn t delete the ptin. t update the ptin and the After setting the desired ptins and radi buttns, yu can click n the + symbl next t the Advanced Field Optins in rder t set the default value i.e. the radi buttn that will be selected by default in yur registratin frm. Page: 61 / 202

62 Figure 59: Setting radi buttn advanced ptins Select the radi buttn yu want yur users t see as selected by default and click n the Update Field in rder t cmplete the prcedure f creating a set f radi buttns. The fllwing screensht demnstrates the created radi buttns set as seen by the user n yur website. Figure 60: Example f the radi buttns set as seen by the end user 7.12 Creating a Hrizntal Rule (separatr) The Hrizntal Rule (Separatr) is used when yu wish t divide lgical sectins within yur frm. Fr example if yu want t divide persnal infrmatin (first name, last name, etc.) frm infrmatin related t user accunt (username, passwrd, etc.). In rder t create a hrizntal rule, chse ptin New Dynamic Field and select ptin Hrizntal Rule (Separatr). Page: 62 / 202

63 Figure 61: Creating a hrizntal rule The screen will be refreshed and the fllwing hrizntal rule parameters will be available: HR Ruler Width field fr setting the HR ruler width in pixels (e.g. 450) HR Rule Thickness - field fr setting the HR ruler thickness in pixels (e.g. 2) After setting the desired values, click n the "Update Field link and the hrizntal rule will be created. Page: 63 / 202

64 Figure 62: Example f the created hrizntal rule Page: 64 / 202

65 7.13 Captcha Image (Security Cde) The Captcha Image element is used as an additinal measure f security when making sure the persn replying t the questins in the frm is human. This is dne by frcing the users t repeat the characters displayed in the autmatically created randm set f characters (nte: see fr further infrmatin). In rder t create a Captcha Image element, chse the Captcha Image (Security Cde) ptin. Figure 63: Creating the Captcha image The page will be refreshed cntaining further ptins fr the Captcha element i.e. the pull dwn menu fr chsing the desired Captcha type: Standard DNN Captcha Field see sectin Advanced DataSprings Captcha Field see sectin Page: 65 / 202

66 Setting up a standard DNN Captcha Field In rder t setup a standard Captcha Field, chse that ptin frm the Captcha Field Type pull dwn menu and click n the Update Field link. The screensht belw demnstrates the Captcha image element as seen by yur users. Page: 66 / 202

67 Figure 64: Example f the created Captcha image Setting up an advanced Datasprings Captcha Field In rder t setup an advanced Datasprigs Captcha Field, chse that ptin frm the Captcha Field Type pull dwn menu. Page: 67 / 202

68 Figure 65: Setting up an advanced Datasprings Captcha Field The fllwing ptins are available: Captcha Text Style - select the desired CAPTCHA text style frm this pull dwn menu Enable Captcha Refresh select this ptin if yu wuld like t enable the CAPTCHA refresh icn/feature within the Captcha cntrl; this will allw the users t refresh the Captcha image i.e. change the image if they cannt make ut the cntents Enable Captcha Sund - select this ptin if yu wuld like t enable the CAPTCHA sund icn/feature within the Captcha cntrl which will allw yur users t hear the read ut f the letters and numbers within the image Captcha Cntrl Height use this input field t determine the height f the Captcha image in pixels Captcha Cntrl Width use this input field t determine the width f the Captcha image in pixels Page: 68 / 202

69 Imprtant nte: The Advanced Data Springs Captcha cntrl uses a 3rd party captcha cntrl with specific setup instructins. If yu chse the Advanced Captcha field type yu need t setup yur DtNetNuke Prtal with these additinal steps: 1. Make a backup f yur web.cnfig file. 2. Within yur DtNetNuke installatin web.cnfig file, yu need t add this line t yur "httphandlers" sectin f the web.cnfig. The line shuld be place (r can be placed) directly abve the line which refers t the cre DtNetNuke Captcha field <!-- This is fr CAPTCHA supprt --> <add verb="*" path="lanapcaptcha.aspx" type="lanap.btdetect.captchahandler, Lanap.BtDetect"/> Nte: Fr IIS7 installs, yu need t add this cnfig setting in the <handlers> sectin. <add name="lanapcaptcha" verb="*" path="lanapcaptcha.aspx" type="lanap.btdetect.captchahandler, Lanap.BtDetect"/> After implementing this step yur Advanced Captcha cntrl shuld be cnfigured and ready t wrk within Dynamic Registratin r Dynamic Frms. Yu can review updates t these prcedures here: Creating a DNN regin The purpse f the DNN Regin field is t allw yu t request infrmatin abut the regin the user resides in. In rder t start creating DNN Regin field, chse that ptin nce inside the screen fr creating a new dynamic field. Page: 69 / 202

70 Figure 66: Creating a regin The rest f the prcedure fr creating the regin is identical t creating the textbx. Figure 67: Example f the regin element Page: 70 / 202

71 7.15 Creating a GridView / Survey The purpse f the GridView/Survey field is t allw yu t create surveys. In rder t start creating GridView/Survey field, chse that ptin nce inside the screen fr creating a new dynamic field. Figure 68: Creating a grid view/survey field The fllwing ptins and parameters are available: Represents Grid Clumn select this ptin if yu wuld like the clumn t be represented as a grid view initial clumn (see the screensht belw) Page: 71 / 202

72 Initially Selected Clumn - select this ptin fr the ptin yu wish t be initially selected within the gridview (see screensht belw) Hide Grid Header select this ptin in case yu wuld like t hide the grid view cntrl header (see screensht belw) Grid/Survey Inner Cntrl Type - select the type f inner cntrl that the survey / grid view will cntain; this can either be a radi buttn fr single selectin implementatin r a check bx t allw the user t select multiple items Nte: see sectin 7.18 fr further infrmatin since the prcedure fr adding ptins t the survey are identical t creating cmb bx ptins. Page: 72 / 202

73 7.16 Creating a DNN Text Suggest Field The DNN Text Suggest Field allws yu t create a field which will dynamically ffer text suggestins t the users as they type. S while they type, they will see the suggestins allwing them t quickly make the selectin and mve frward. This is dne by linking a SQL query t a list f items t help the user pick an ptin. Fr example, typing "Micr" culd prduce suggestins such as Micrbitics, Micrmanagement, Micrscpe, etc. This is a great alternative t ffering ptins in a cmb bx. In rder t create a DNN text suggest field, chse ptin DNN Text Suggest Field inside the screen fr creating a new dynamic questin. Figure 69: Creating a DNN Text Suggest Field The fllwing parameters are available: Minimum Character Lkup - select the minimum characters the user shuld type befre the DNN Text Suggest starts checking the cntent against the lkup query Maximum Suggested Rws specify the maximum number f rws that shuld be returned at a time Lkup Delay specify the delay (in millisecnds) the user shuld wait while typing befre the lkup ccurs (e.g.: 300 wuld be fr 3 secnds) Lkup SQL - enter the Lkup SQL r stred prcedure SQL t return the selected list f items fr the query. The query shuld return tw clumns, ne called ID and anther clumn called Name. The ID clumn shuld be unique and typically wuld be an integer. The Name clumn shuld return the text ptin. After setting the desired parameters, click Update Field t save the changes and cmplete the prcedure f creating the DNN text suggest field. Page: 73 / 202

74 Figure 70: DNN Text Suggest Field DNN Text Suggest Field - Example 1 This example will explain hw yu can use the DNN Text Suggest field t help the user by displaying all usernames frm the database which begin by letters the user is typing inside the field as they type. T create such field yu will need t use the fllwing SQL lkup: select userid as ID, username as Name frm users rder by username Figure 71: DNN Text Suggest Field - Example 1 As demnstrated in the screensht, if the user types "dav", it shuld ppulate a drp dwn cmbbx with every username beginning with letters "dav". Page: 74 / 202

75 DNN Text Suggest Field - Example 2 This example will explain hw yu can use the DNN Text Suggest field t help the user by displaying the user rles frm database which begin by letters the user is typing inside the field as they type. T create such field yu will need t use the fllwing SQL lkup: select rleid as ID, rlename as Name frm rles rder by rlename Figure 72: DNN Text Suggest Field - Example 2 As demnstrated in the screensht, if the user types "premium", it shuld ppulate a drp dwn cmbbx with every rle name beginning with "premium". Page: 75 / 202

76 7.17 Creating a Text/HTML The purpse f the Text/HTML field is t allw creating additinal elements in yur registratin frm, i.e. divide the frm in sectins by using varius HTML elements r add additinal text explaining the users what the specific part f the registratin frm is asking frm them. In rder t start creating Text/HTML field, chse that ptin nce inside the screen fr creating a new dynamic field. Figure 73: Creating Text/HTML element The page will be refreshed displaying further ptins fr this element. Figure 74: Creating a text/html element The fllwing parameters are available inside this screen: Basic Text Bx use this ptin if yu want t define the news as text nly Page: 76 / 202

77 Rich Text Editr use this ptin if yu want t be able t use rich frmatting ptins (HTML, images, text frmatting, etc.) Paragraph use this pull dwn menu t apply the desired style (heading) t the selected text Fnt pull dwn menu fr chsing the desired fnt Size pull dwn menu fr chsing the fnt size Clr pull dwn menu fr chsing the fnt clr - bld - italic - underline - strikethrugh - superscript - subscript - remve all frmatting - justify left - justify center - justify right - justify full - bulleted list - numbered list - indent - utdent - cut - cpy - paste - delete - und - red Symbls pull dwn menu fr inserting special characters - insert hrizntal line - insert date - insert time - create link Page: 77 / 202

78 - remve link - insert image frm gallery - insert table - preview - select all - use this ptin if yu are pasting the text frm Wrd s that all unnecessary Wrd frmatting wuld be remved Parsed Field Values The fllwing tkens can be replaced within HTML Field Types $(ShrtFieldName) Any field that has been already stred in viewstate r rendered shuld be able t be rendered with the value based n using the shrt field name wrapped within the tken. $(DSParam1), $(DSParam2), $(DSParam3) Querystring parameters DSParam1, DSParam2, and DSParam3. $(DSSessin1), $(DSSessin2), $(DSSessin3) Sessin parameters DSSessin1, DSSessin2, and DESessin3 $(PrtalID), $(MduleID), $(TabID), $(PrtalAlias) - Prtal / Mdule /.TabID f the current mdule instance $(UniqueCmpletinID) Current unique identifier fr the frm submissin $(CurrentURL) Current URL that the frm is lcated n $(URLReferrer) Referring URL frm within the HTTP Cntext $(UserID) The UserID f the current user r -1 fr annymus $(IPAddress) The IP Address f the user $(CurrentLanguage) The currently selected language fr sessin within DtNetNuke Creating a Cmb Bx In rder t create a cmb bx element, chse ptin Cmb Bx inside the screen fr creating a new dynamic questin. Figure 75: Creating a cmb bx (step 1/2) The page will be refreshed and further ptins fr setting up a cmb bx will be available. Page: 78 / 202

79 Figure 76: Creating a cmb bx (step 2/2) The fllwing parameters are available inside this screen: Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins ptin fr autmating prcess f acquiring ptins by extracting them frm the database (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it - buttn fr updating the ptin - buttns fr setting the desired srt rder fr the ptins; select the desired ptin and click n the up r dwn arrw t mve the ptin either t the tp r t the bttm - buttns fr setting the desired srt rder fr the ptins; select the desired ptin and click n the up r dwn arrw t mve the ptin up r dwn ne psitin Example fr SQL Driven Optins Nte: this ptin is meant fr advanced users. The SQL Driven Optins can be used in rder t simplify the prcess f creating ptins if yu already have that infrmatin inside the database (e.g. list f states). In rder t use this functinality, chse SQL Driven Optins and enter the query inside the text area. Page: 79 / 202

80 Figure 77: Using SQL Driven Optins Nte: nly tw clumns can be returned fr the query and thse clumn names must be QuestinOptin and QuestinOptinValue (i.e. select Text as QuestinOptin, Value as QuestinOptinValue frm Lists where ListName= 'Regin'). Figure 78: Using SQL Driven ptins Page: 80 / 202

81 After entering the query, click n the Test SQL ptin in rder t see the results f the query, i.e. whether it is btaining desired results. The page will be refreshed and the ptins fill be filled in. Nte: The fllwing tkens will be replaced at runtime within the SQL Optins $(ShrtFieldName) Any field that has been already stred in viewstate r rendered shuld be able t be rendered with the value based n using the shrt field name wrapped within the tken. $(DSParam1), $(DSParam2), $(DSParam3) Querystring parameters DSParam1, DSParam2, and DSParam3. $(DSSessin1), $(DSSessin2), $(DSSessin3) Sessin parameters DSSessin1, DSSessin2, and DESessin3 $(PrtalID), $(MduleID), $(TabID), $(PrtalAlias) - Prtal / Mdule /.TabID f the current mdule instance $(UniqueCmpletinID) Current unique identifier fr the frm submissin $(CurrentURL) Current URL that the frm is lcated n $(CurrentDmain) Current dmain that the frm is lcated n $(URLReferrer) Referring URL frm within the HTTP Cntext $(UserID) The UserID f the current user r -1 fr annymus $(IPAddress) The IP Address f the user $(CurrentLanguage) The currently selected language fr sessin within DtNetNuke. $(ApplicatinPath) The applicatin path frm the HTTP Cntext $(RAWURL) The RAW URL frm the HTTP Cntext {bjectqualifier} This will be replaced with the bject qualifier f yur DtNetNuke site if yu have ne defined within the web.cnfig. {databaseowner} This will be replaced with the database wner (r db.) as defined within yur database cnnectin settings fr DtNetnuke within yur web.cnfig file. The last step is setting the desired default value fr the pull dwn menu inside the part f the screen with Advanced Field Optins. After setting the desired parameters, click n the Update Field buttn and the prcedure f creating cmb bx by using SQL Driven Optins will be cmpleted. Nte: this was ne example fr using SQL Driven Optins. Advanced users can use this feature t retrieve and link fields which have ptins t a query instead f having t enter thse values manually. Page: 81 / 202

82 Example fr using cmb bx One example f using the cmb bx fr registratin frm can be asking the user t prvide infrmatin abut the preferred search engine, where yu can have multiple predefined answers the user will chse frm (e.g. Ggle ). Figure 79: Example f using cmb bx The parameters wuld be defined like this: Questin enter What is yur favrite search engine? as a label fr cmb bx, i.e. infrming the user f the requested infrmatin Questin type chse Cmb Bx Questin Optins chse Enter Optins After setting these parameters, enter the name f the first ptin inside the input field e.g. Ggle and click n this icn. The ptin will be added t the list f ptins. Yu can repeat this prcedure fr as many ptins as yu like: Yah Ggle, etc Nte: use the up and dwn arrws t set the desired srt rder and the icn t delete the ptin. Page: 82 / 202

83 7.19 Creating a Checkbx In rder t start creating a checkbx element, chse ptin Checkbx inside the screen fr creating a new dynamic questin. Figure 80: Creating a checkbx After yu chse the CheckBx ptin, the screen will be refreshed cntaining checkbx-specific ptins: Display label n checkbx field select this ptin if yu wish t display the label n the checkbx field itself (Nte: if yu d this yu might want t hide the actual questin label in the Questin Lk / Feel sectin). Align field label n checkbx chse the desired alignment fr the label n the checkbx field After setting the desired parameters, click n the Update Field in rder t cmplete the prcedure f creating a Checkbx. Ntes: use the Default Value in rder t determine if the checkbx will be selected by default r nt The fllwing screensht demnstrates the checkbx element as seen by the end user. Page: 83 / 202

84 Figure 81: Example f the checkbx as seen by the end user 7.20 Creating a Checkbx Grup Checkbx grup can be used when yu want t acquire several answers frm users by letting them select frm the checkbxes. The user can select nne, ne r several checkbxes simultaneusly. In rder t start creating a checkbx grup element, chse ptin Checkbx grup inside the screen fr creating a new dynamic questin. The page will be refreshed with further ptins yu can set fr this element. Page: 84 / 202

85 Figure 82: Creating a checkbx grup The fllwing parameters are available inside this screen: Enter Optins chse this ptin if yu want t enter the ptins manually SQL Driven Optins use this ptin in rder t autmatically insert ptins frm the database, if yu already have them defined s that yu wuldn t have t d it manually (see sectin ) - buttn fr adding the ptin nce yu ve entered the ptin name in the input field - buttn fr deleting the ptin; chse the desired ptin in the list f ptins and click n this buttn in rder t delete it - buttns fr setting the desired srt rder fr the ptins; select the desired ptin and click n the up r dwn arrw t mve the ptin either t the tp r t the bttm - buttns fr setting the desired srt rder fr the ptins; select the desired ptin and click n the up r dwn arrw t mve the ptin up r dwn ne psitin Display Check All use this pull dwn menu t decide if yu wish t display the check all and if s the lcatin f the feature i.e. abve r belw the check bx list Display Check All enter the desired text fr the Check all feature. i.e. Select All Nte: If n text is specified then the mdule will render a lcalized variable fr this setting Rw Numbers Rw numbers is a feature used t select the number f items t display per rw. The rw numbers prperty wrks directly with the hrizntal/vertical alignment prperty. Fr example, althugh the alignment might be setup fr hrizntal d yu want it t display 2 acrss befre starting a new rw? If s select 2 fr the rw numbers prperty. Page: 85 / 202

86 Example fr using checkbx grup One example f using the checkbx grup fr registratin frm can be asking the user t prvide infrmatin abut yur prducts, where yu can have multiple predefined answers as checkbxes (e.g. Which prducts d yu like?, and then yu can list f all yur prducts as checkbxes/answers). Figure 83: Example f using cmb bx The parameters wuld be defined like this: Questin enter Which prducts d yu like? as a label fr checkbx grup, i.e. infrming the user f the requested infrmatin Questin type chse Checkbx grup Questin Optins chse Enter Optins After setting these parameters, enter the name f the first ptin inside the input field e.g. Image Flash Rtatr and click n this icn. The ptin will be added t the list f ptins. Yu can repeat this prcedure fr as many ptins as yu like: Nte: Opt In Dynamic Registratin use the up and dwn arrws t set the desired srt rder and the icn t delete the ptin. after setting the desired ptins fr the checkbx grup, yu can click n the + symbl next t the Advanced Field Optins in rder t set the default value i.e. checkbx that will be selected by default in yur registratin frm; yu can select mre than ne checkbx t be checked by default Page: 86 / 202

87 7.21 Creating a Listbx In rder t start creating a listbx element, chse ptin Listbx inside the screen fr creating a new dynamic questin. Figure 84: Creating a listbx After chsing the listbx ptin, click n the Update Field link and chse the newly created element frm the pull dwn again. The rest f the prcedure fr creating listbx ptins is identical t creating radi buttns (see sectin 7.11). The screensht belw illustrates a created listbx as seen in the frnt end. Figure 85: Example f the created listbx Page: 87 / 202

88 7.22 Creating an Image Element The purpse f the Image element is t allw users t uplad images. In rder t start creating an image element, chse ptin Image inside the screen fr creating a new dynamic questin. The screen will be refreshed cntaining further image specific parameters. Figure 86: Creating an image element The fllwing parameters are available inside this screen: Image Type chse the desired image type frm this pull dwn menu Thumbnail Type Save Full Image Only select this ptin if yu want t display the full image upladed by the user Save Thumbnail Only select this ptin if yu want t display a thumbnail image f the image upladed by the user Save Thumbnail and Full Image Link select this ptin if yu want t display a thumbnail f the image upladed by the user with a link fr pening a full image Relative - if yu chse t have it created based n relative parameters, the thumbnail will be created based n width and height f the image the user is uplading Fixed - if yu chse t have it created as fixed, the thumbnail image will always be generated based n the thumbnail width and height Thumbnail Height set the desired height fr the thumbnail image (in pixels, e.g. 100) Thumbnail Width set the desired width fr the thumbnail image (in pixels, e.g. 100) Preview Image Enabled select this checkbx if yu want t allw yur users t see the preview f the image Page: 88 / 202

89 Image Preview Type use this pull dwn menu t specify the methd fr enabling the image preview; yu can select either t have a link buttn appear, an image, r autmatically as sn as the user selects the file Image Name Type use this pull dwn menu t specify the methd fr naming the images; this can either be a unique name, a friendly name which is the name f the file with a date and time stamp, r the exact filename f the file Alternate Uplad Path Please specify an alternate prtal uplad directry fr this image. By default all files will be upladed under a directry called DynamicFrms_Images within yur prtal rt directry (usually /prtals/0/dynamicfrms_images/). Image File Save Type use this pull dwn menu t specify the methd fr naming the file i.e. saving it in the database, this can either be just the name f the file r it can be the full HTTP path t the file. After setting the desired parameters, click n the Update Field link in rder t save the changes. The screensht belw demnstrates the image element as seen by the end users. Figure 87: Image element as seen by the end users Page: 89 / 202

90 7.23 Creating a Rich Text Editr The purpse f the Rich Text Editr ptin is t allw yur users t use the text editr in the frnt end. In rder t start creating the rich text editr element, chse ptin Rich Text Editr inside the screen fr creating a new dynamic questin. Figure 88: Adding the rich text editr element After selecting the Rich Text Editr radi buttn, click n the Update Field link in rder t save the changes and cmplete the prcedure f adding the Rich Text Editr. The screensht belw demnstrates the added rich text editr as seen by the end users. Figure 89: The "Rich Text Editr" as seen in the frnt end Page: 90 / 202

91 7.24 Creating a Label The purpse f this field is t allw yu t create an independent label within the frm. In rder t create a label field, chse that ptin frm the Questin type part f the screen while creating a new field. Figure 90: Creating a label After selecting the Label ptin, click the Update Field link and the label will be added. The screensht belw demnstrates a label field. Figure 91: Example f the label field Page: 91 / 202

92 7.25 Creating a rating The purpse f this field is t allw yu t create a rating field which will allw yur visitrs t give a rating n the desired subject by chsing the desired amunt f stars. In rder t create a label field, chse that ptin frm the Questin type part f the screen while creating a new field. Figure 92: Creating a rating The fllwing ptins and parameters are available: Max Rating - select the maximum rating that the mdule shuld allw fr the field Current Rating - select the rating that the mdule shuld initially display fr the field Align rating chse the desired alignment fr the rating; this setting can either be hrizntal r vertical Rating Directin - select the desired directin fr the rating cntrl; this setting can either be left t right tp t bttm, r right t left bttm t tp The screensht belw demnstrates a rating field. Page: 92 / 202

93 Figure 93: Example f the rating field Page: 93 / 202

94 7.26 Creating a Date The Date field is used fr acquiring a date frm the user, either by asking them t select ne frm the pull dwn menus r by entering it manually (nte: depending n the selected type f date further discussed belw). In rder t start creating a date, chse ptin Date while creating a new dynamic field. Figure 94: Creating a "Date" dynamic field (step 2/2) The page will be refreshed with further ptins fr selecting the date type (frmat). The fllwing ptins are available: Date Display Type the fllwing ptins are available inside the Date Display Type pull dwn menu: Textbx w/calendar see sectin Mnth and Day see sectin Mnth and Year see sectin Mnth, Day, Year (Textbx) see sectin Starting Years - please specify the number f years t g back, fr example a -90 wuld start the years fr the date field t start 90 years ag Nte :the starting years prperty is nly valid fr date field types that use a years drpdwnlist Ending Years - please specify the number f years frm nw t add t the years drpdwnlist, fr example a -5 wuld start the years fr the date field t stp 5 years ag. Nte: the starting years prprety is nly valid fr date field types that use a years drpdwnlist After setting the desired parameters, click the Update field link in rder t cmplete the prcedure f creating a Date dynamic field. Page: 94 / 202

95 Textbx with Calendar The fllwing screenshts demnstrates the Textbx and Calendar date type as seen by the end users. The user will be able t either enter the date manually r chse ne frm the calendar by clicking n the Select Date link. Figure 95: Textbx with Calendar Figure 96: Chsing the date frm the calendar Page: 95 / 202

96 Mnth and Day The fllwing screenshts demnstrates the Mnth and Day date type as seen by the end users. The user will be able t enter the date by using the mnth and day pull dwn menus. Figure 97: Mnth and Day example Mnth and Year The fllwing screenshts demnstrates the Mnth and Year date type as seen by the end users. The user will be able t enter the date by using the mnth and year pull dwn menus. Figure 98: Mnth and Year example Page: 96 / 202

97 Mnth, day, year textbx The fllwing screenshts demnstrates the Mnth, day, year date type as seen by the end users. With this date type the user enters the date manually. Figure 99: Mnth, day, year textbx example Page: 97 / 202

98 7.27 Creating a File Attachment/Uplad The purpse f the File Attachment/Uplad element is t allw yur users t uplad files via frm. In rder t start creating a file attachment element, chse ptin File Attachment/Uplad inside the screen fr creating a new dynamic questin. Figure 100: Creating a File Attachment/Uplad element The fllwing ptins are available: Filename Type use this pull dwn menu t specify the methd fr string the name f the file, this can either be a unique name, a friendly name which is the name f the file with a date and time stamp, r the exact filename f the file Alternate File Uplad Map Path please select an alternate map path fr the files that are upladed with this specific field Page: 98 / 202

99 Nte: If n alternate map path is selected the default map path is the prtals hme directry (typically \prtals\0\) Alternate Uplad Flder - Please specify an alternate prtal uplad directry. By default all files will be upladed under a directry called DynamicFrms_Uplads within yur prtal rt directry (usually /prtals/0/dynamicfrms_uplads/). File Save Type - specify hw yu wuld like the filename t be saved in the database, this can either be just the name f the file r it can be the full HTTP path t the file Alternate Allwable Extensins (cmma separated) use this field t specify alternate extensins fr this file uplad (i.e. CSV,PDF,XLS) Nte: If n extensins are selected the mdule will use the allwable extensins defined under hst, hst settings. Invalid Extensins Errr Message - please enter the message the user will receive if they fail t select allwed type extensin Maximum File Size (in KB) - please enter a maximum file size fr this uplad. Keep in mind that the file size is als based n the allwable file size settings setup in yur web.cnfig file. File uplad field type - select the field type fr this file uplad. Field types fr file uplad can currently include bth a standard file uplad and als the Telerik Async Uplad field if yu want t allw fr AJAX prcessing and multiple file uplads Initial file uplad cunt (Telerik nly) - select the initial cunt f file uplad fields that will be allwed fr this field. This prperty is setup nly when using the Telerik Async File Uplad ptin and will display the initial file uplad cunt when the frm renders. Maximum file uplads (Telerik nly) - select the maximum number f files allwed fr this file uplad field. This prperty is setup nly when using the Telerik Async File Uplad ptin and will display an additinal file uplad field after each file is upladed until the max cunt is reached. This screensht demnstrates the File Attachment/Uplad element as seen by the end users. Figure 101: File Attachment/Uplad element as seen by the end users 7.28 Creating a DNN Cuntry Element The purpse f the DNN Cuntry element is t allw simple and quick setup f the pull dwn menu with the list f cuntries and add it t yur dynamic frm. In rder t start creating the cuntry element, chse ptin Cuntry inside the screen fr creating a new dynamic questin and click n the Update Field link. Page: 99 / 202

100 Figure 102: Creating a Cuntry The screensht belw demnstrates the cuntry pull dwn menu as seen by the end users. Figure 103: Example f the cuntry element Page: 100 / 202

101 7.29 Creating a Data Grid field This ptin is used fr creating a data grid field. In rder t create this field, chse Data Grid when creating a new frm item. Figure 104: Creating a data grid field The fllwing Data Grid specific parameters are available: Hide Data Grid Header - select this ptin if yu wuld like t hide the header fr a data grid field (nte the absence f the header fr the first questin Related Wrk Experience and the prminent header fr the Educatin ) Page: 101 / 202

102 Wrap Header select this ptin if yu wuld like t wrap the header fr the data grid field. This feature will autmatically wrap the text within the clumn/cell header if its larger than the cell width. Hide brder - select this ptin if yu wuld like t hide the brder that the data grid nrmally displays (nte the brder arund the Related Wrk Experience field and the absence f brder fr the Educatin field) Nte: see sectin 7.18 fr further infrmatin n creating and managing ptins since the prcedure is identical t creating a cmb bx. Page: 102 / 202

103 7.30 Editing a questin In rder t edit a questin chse the Manage Questins/Settings ptin frm the main menu and select the desired questin frm the pull dwn menu. Figure 105: Editing a questin The screen with the parameters set fr the chsen questin will be displayed where yu can make the desired changes and click n the Update Field in rder t save them. Nte: see sectin 7.2 fr further infrmatin abut the questin parameters. Page: 103 / 202

104 7.31 Deleting a questin In rder t delete a questin, chse the desired questin frm the Dynamic Questin pull dwn menu and click n the Delete link. Figure 106: Deleting a questin Once yu click n the Delete link, the selected questin will be deleted. Page: 104 / 202

105 7.32 Managing Mdule Cnfiguratin In rder t start managing general settings chse the Mdule Cnfiguratin ptin. Figure 107: Managing general settings Cmmn Settings, Layut, Questin Order, Stylesheet The fllwing ptins are available inside this screen: General Settings see sectin 7.33 Layut see sectin 7.34 Frmatting - see sectin 7.35 Validatin Cnfiguratin see sectin 7.36 Payment Gateway see sectin 7.37 View Results Optins see sectin 7.45 Advanced Cding Optins - see sectin 7.46 Page: 105 / 202

106 7.33 Managing General Settings In rder t start managing general settings click n the + symbl next t the General Settings label. Figure 108: Managing General Settings The fllwing parameters are available inside this screen: Select the summary field the summary field is the field yu wuld like t be displayed within the frm results grid. Enable debug mde - this setting will put the dynamic frms mdule in debug mde until the setting is disabled. Nte: When this setting is enabled the user-facing administratin interface t enable/disable debug mde will nt functin as the mdule will always be in debug mde at this time. Align Link Buttns align the save/submit/cmplete link buttn twards the left r right f the mdule. Align Questin Labels align the questin labels twards the left f the label cell r right f label cell. Label Vertical Alignment align the label vertically within the field rws either tp, within the middle f the cell, r twards the bttm f the cell. Field Vertical Alignment - align the field vertically within the field rws. Optins include either tp, middle, r bttm f the cell. Page: 106 / 202

107 Label Cell Width depending n hw lng yur field labels are yu might want t expand the width f the label cell. Fr example if yu have a field label f: Please prvide yur first name. yu might want t have a larger width then if yur field label is First Name:. Hide Help Icns select this checkbx in case yu wish t hide the help icns Only allw frm submissin nce per user select this checkbx if yu wish t prevent the users frm using the frm mre than nce. Nte: Yu can specify the message the user receives if they navigate back t the page t submit the frm again in the Layut / System Messages Sectin Limit frm submissins t a specific number Enter a number here t allw the submissins f the frm t be limited t a specific number. Yu can leave this setting t be blank if yu wuld like t disable this feature. Nte: Yu can specify the message the user receives if they navigate back t the page t submit the frm again in the Layut / System Messages Sectin Frce fields labels and fields n same clumn? select this checkbx if yu wish t frce the fields labels and fields t appear n the same clumn Enter key frces frm submissin - select this checkbx if yu wuld like the frm t be submitted if the user clicks the Enter key n the page Set fcus t first field n frm? - select this ptin if yu wuld like the frm t set the fcus t the first field after lading Pass unique cmpletinid? select this checkbx if yu wish t pass alng a unique cmpletinid sessin variable. This variable can then be picked up by 3rd party mdules r ther Data Springs mdules such as Tailred Text/HTML t retrieve frm results Display message t user after initial save? check this checkbx if yu want t display the message t the user after initial save Link text t cntinue - link text displayed if yu select t display a message after the frm is submitted. I.e. Thanks fr submitting the frm. Click Here t cntinue Default Shrt Field Length input field fr setting default shrt textbx length i.e. maximum allwed number f characters Default Lng Field Length - input field fr setting default lng textbx length i.e. maximum allwed number f characters Questin Suffix enter the suffix that will be appended t each questin Check blacklist fr invalid respnses select this checkbx if yu want t enable checking blacklist fr invalid respnses Disable Wrd Wrap Field Label select this checkbx if yu want t wrd wrap the field label Redirect Page After Save chse the page user shuld be redirected t after clicking n save Disable the in-line editr specify this feature if yu wish t disable the in-line label and prperty editr. The in-line editr is the pencil icn that allws yu t change field labels, questin header/fter, frm header/fter and ther changes directly n the user-facing frm directly withut needing t g int the manage questins / settings area. T disable this feature yu can check this bx. Disable the Drag and Drp admin feature - select this checkbx if yu wish t disable the drag and drp features within the administratin user-facing frm Disable the help sectin f the admin menu - select this checkbx if yu wish t hide the help sectin f the administratin user-facing frm Disable field quick stats inf select this ptin t disable the quick stats field icn next t each field when in edit mde Page: 107 / 202

108 Disable frm quick edit - the Quick Edit feature is a user-facing administratin feature which can manage many frm fields directly n the frm. This feature is useful hwever there is a perfrmance hit when enabled. Disable editing results select this ptin t disable the editing frm results feature within the mdule. The editing results is a tken that can be used within events and als within the mdule View Results sectin. D nt save results t the database - select if yu wuld like t nt save the results t the default Dynamic Frms database tables. This setting can be defined per individual field but enabling this feature here will be specific t all fields within this mdule. Opt Out f the Datasprings Repsitry (Glbal Setting) The Data Springs glbal repsitry is a cllectin f questins, cmpletin events, and frm cnfiguratins that allw yu t share the fields yu setup with thers in the Data Springs cmmunity. N private infrmatin is ever given ut r any specific details related t yur specific instance such as SQL, database passwrds etc... All fields are apprved by Data Springs staff befre being published within the repsitry. If yu wuld like t pt ut f sharing these fields please check this bx. This will pt yu ut sharing fr fr all bjects setup n yur entire DNN installatin hwever yu will still be able t utilize searching and using ther bjects within the repsitry. Lg each cmpletin event within the event lg select if yu wuld like t lg the details f each cmpletin event int the event lg. Frm here yu can review the event lg by navigating t Admin, Event Viewer. Nte: Yu will need t enable DEBUG INFO which appears as purple within the Event Lg befre these event lgs will appear. Yu can d this by navigating t Admin, Event Viewer, and click Add Lg Setting within the mdule menu. Yu will then Add Debug Inf and check the enabled checkbx. Wrap each field within an HTML DIV tag - select if yu wuld like t wrap each frm field / field cnfiguratin within its wn individual DIV HTML element. This setting can be helpful if yu are wanting t utilize CSS and jquery t manipulate the lcatin f the field and wuld like t wrk with DIV s instead f simply TABLES and TABLE TAGS etc The screensht belw demnstrates the layut f the frm when the labels and the fields have nt been frced n the same clumn. Page: 108 / 202

109 Figure 109: Nrmal layut f the fields and labels In rder t frce the fields and labels n the same clumn, select the Frce fields labels and fields n same clumn?: checkbx within the General Settings page. Yu may als enable this feature n the field level. The screensht belw demnstrates the layut f the frm in case the fields labels and fields have been frced t appear n the same clumn. Page: 109 / 202

110 Figure 110: Example f the frm in case the fields and labels are frced n same clumn Page: 110 / 202

111 7.34 Managing Layut In rder t start managing the layut, click n the + symbl next t that label. Figure 111: Chsing ptin Header/fter/System Messages The fllwing ptins will becme available. Dynamic Panels/Sectins/Tabs/Divs see sectin Header/Fter/System Messages see sectin Dynamic Questins Srt Order see sectin Page: 111 / 202

112 Managing the Dynamic Panels/Sectins/Tabs/Divs Figure 112: Managing the Dynamic Panels/Sectins/Tabs/Divs The fllwing parameters are available: Enable Dynamic Panels Feature In rder t enable this feature, yu must select the DNN jquery Panel(DNN 6+ Only) ptin. Dynamic Frm Panel this will allw yu t select and edit an existing Dynamic Frm Panel r create a new Dynamic Frm Panel. Panel Name this must be a unique name and will represent the name f the panel. The name f the Panel will be display n the frnt end f the frm. Panel Srt Order the srt rder allws a sequential line up f the panels. Basically it s a stacking rder frm lwest Srt Order number t Highest. Include ruler under title this will place a Hrizntal Rule belw the name f the panel. Example: Name f Panel Initially expanded usually yu will enable this fr a panel if it has the lwest Srt Order, upn page lad if enabled, the panel will be expanded, except fr sme cases, yu may want mre than ne Panel initially expanded which is permissible Panel alternate CSS class - If yu prvide any text like MyCSSClass then the default Panel class will be verridden with the name f the class MyCSSClass. Hwever fr styles t actually verride the defaults, yu must have an assciated CSS class name added int the Dynamic Frms Stylesheet(under Mdule Cnfiguratin -> Frmatting -> Stylesheet). Page: 112 / 202

113 Hide/shw panel by rle If yu want t shw a panel t Users with the Administratr Rle, yu can d s by checking the assciated checkbx r vice versa if yu d like t hide a panel frm Users with the Administratr Rle Hide/shw panel frm these rles this wrks in cmbinatin with the feature abve this Hide/shw panel by Rle. This sectin allws yu t select which rles t hide r shw the panels t by checking the checkbxes. Hide Panel frm annymus users Hide until frced visible by questin event this means that initially the Panel will be hidden until yu cnfigure a Questin Event t unhide the Dynamic Frm Panel. Very similar t Hiding a Questin until frce visible by questin event fr questin types. Page: 113 / 202

114 Header/Fter/System Messages In rder t start setting up the header, fter and system messages, click n the plus sign next t that label. Figure 113: Managing the system messages The fllwing ptins are available: Header select this ptin in rder t define the intrductry text fr yur frm (nte: displayed as a header abve the frm) Fter select this ptin if yu want t enter any additinal infrmatin fr the user after they have cmpleted the frm (nte: displayed as fter belw the frm) Display After Submit Message ptin fr defining a message that will be displayed t the user after filling the frm and submitting infrmatin (e.g thank yu fr submitting infrmatin ) BlackList Failed Message ptin fr defining a message which will be displayed t a user psting an unacceptable respnse within the frm (e.g. This kind f respnse is cnsidered unacceptable ) see sectin fr further infrmatin n creating blacklist respnses Single Submissin Ntice use this ptin t define the message displayed t the user in case they have tried t submit the frm mre than nce (nte: this ptin is used in case yu wish t allw the users t submit the frm nce nly; fr this t wrk yu shuld als select the Only allw frm submissin nce per user ptin within the settings page - see sectin 7.33) Validatin Errr Message - use this ptin t define the message displayed t the user in case there has been a validatin errr Page: 114 / 202

115 Display After Save Message use this ptin t define a message displayed after saving the message. Limit Frm Submissins Message use this ptin t define a message displayed after the user has submitted the frm mre times than are allwed within the mdule cnfiguratin settings. The limited frm submissins messages ges hand in hand with setting Limit frm submissins t a specific number setting. After setting the desired parameters, click n the "Update Message link in rder t save the changes Setting the Dynamic Questins Srt Order In rder t set the desired srt rder fr the dynamic questins, chse ptin Dynamic Questins Srt Order after clicking n the Mdule Cnfiguratin ptin. Figure 114: Setting the Dynamic Questins Srt Order (step 1/2) The fllwing screen will be displayed. Figure 115: Setting the Dynamic Questins Srt Order (step 2/2) Page: 115 / 202

116 Select the desired questin and use the up and dwn arrws t set the desired srt rder. Once yu set the desired srt rder, click n Update Questin Order link t save the changes. Nte: With v2.3 Questin Srt rder is nw dne via ASP.NET AJAX / JavaScript. This helps with imprved perfrmance and quicker srting as n pstback ccurs t the server until yu click Update Questin Order Frmatting (Stylesheet, Frm Lcalizatin) In rder t start using the frmatting ptins, click plus next t the Frmatting ptin. Figure 116: Frmatting (Stylesheet, Frm Lcalizatin) The fllwing parameters are available: Style sheet see sectin Cntent lcalizatin see sectin Page: 116 / 202

117 Mdifying the Style Sheet In rder t mdify the style sheet, chse ptin Style Sheet frm the Frmatting menu. The fllwing parameters are available inside this screen: Use Standard DtNetNuke Style Sheet leave this ptin if yu want t use the standard style sheet Use Custm Dynamic Frms Style Sheet chse this ptin in rder t enable the text area cntaining style sheet tags where yu can mdify the desired parameters After setting the desired parameters, click n the "Update Style Sheet t save the changes. Nte: After updating the style sheet and exiting the settings area, yu MUST refresh the brwser befre the new style sheet settings will take effect. Yu can refresh the page by hitting F5 within the brwser. Page: 117 / 202

118 Managing Cntent Lcalizatin The cntent lcalizatin feature allws yu t setup different frm headers/fters/submit buttn text r buttn depending n the language the user has tied t their accunt r chsen n the site frm the list f available languages Figure 117: Managing Cntent Lcalizatin The fllwing ptins are available inside this screen: Frm Lcalizatin ptin fr lcalizing the frm i.e. displaying the elements f the frm in different languages based n the end user chice f language (see sectin ) Questin Lcalizatin ptin fr lcalizing the questins i.e. displaying the questins in different languages based n the end user chice f language (see sectin ) Page: 118 / 202

119 Managing Frm Lcalizatin The purpse f the Frm Lcalizatin ptin is t allw yu t define frm elements in different languages based n the end user chice f language. In rder t start lcalizing the frm, click n the + symbl next t the Frm Lcalizatin label. Nte: T enable languages fr yur prtal please refer t the DtNetNuke User Guide. Yu can install language packs under Admin, Languages. Once yu have enabled additinal language packs within yur prtal thse languages will be available frm the drpdwnlist belw. Figure 118: Managing frm lcalizatin The fllwing parameters are available inside this screen: Language chse the language this frm will be related t; i.e. nce the user chses the desired language, the cntent lcalizatin cnnected t that language will be displayed Cntinue Text enter the text that will serve as a Cntinue text System Header / Fter/ Message select the desired ptin frm the pull dwn menu t define header, fter r message displayed after the frm has been submitted in the desired language Use Submit Linkbuttn select this ptin if yu want t use the standard submit buttn r link Use Custm Image Submit Buttn select this ptin in case yu wish t uplad a custm submit image Submit Text enter the text which will be displayed within the standard submit buttn (nte: in case yu have chsen use submit linkbuttn ptin) Page: 119 / 202

120 Submit Image select the custm image by using the File Lcatin and File Name pull dwn menus r uplad the new file by clicking n the Uplad New File link After setting the desired parameters, click n the "Update Frm Lcalizatin link Managing Questin Lcalizatin The purpse f the Questin Lcalizatin ptin is t allw yu t define questins in different languages based n the end user chice f language. In rder t start lcalizing the questins, click n the + symbl next t the Questin Lcalizatin label. The fllwing screen will be displayed. Figure 119: Managing Questin Lcalizatin The fllwing parameters are available inside this screen: Dynamic Field chse the dynamic questin yu wish t define a different language fr Lcalizatin Language chse the language this questin will be cnnected t Field Label enter the questin label in the desired language Help Lcal enter the help text in the desired language Example Text Lcal enter the example text in the desired language Required Field Text enter Required field text in the desired language Required Validatin Text enter the required validatin text in the desired language Regular Expressin enter the help text in the desired language Regular Expressin Text enter the regular expressin text in the desired language Questin Header/Fter Lcalizatin click n the + symbl next t this label t define questin header and/r fter Tip: If yu want t lcalize ptins fr cmb bx, radi buttns, checkbx grups, r listbx s yu will need the ptins t be included within a table and use the SQL Optins ptin when setting up the ptins. Yu wuld need t create a clumn within the table t reference the values fr a language. Here is an example: Select Text as QuestinOptin, Text as QuestinOptinValue frm YurTable where Language = '$(CurrentLanguage)' The parameter t pull the users current language is $(CurrentLanguage). This example abve demnstrates pulling ptins frm a table called YurTable with tw clumns; One clumn called Text and anther clumn called Language. Fr mre infrmatin n this tpic please refer t the Data Springs Prduct Frums. Page: 120 / 202

121 After setting the desired parameters, click n the "Update Questin Lcalizatin link t save the changes. Yu can repeat this prcedure fr all questins inside the frm. The screensht belw demnstrate the prcedure f chsing a different language. Figure 120: Chsing a desired language The screensht belw demnstrates the frm with the lcalized questins. Figure 121: Lcalized questins Page: 121 / 202

122 7.36 Managing Validatin Cnfiguratin Dynamic Frms allws yu t manage varius ptins related t the way the respnses frm yur users are being validated. In rder t start cnfiguring the validatin methds, click n the + symbl next t the Validatin Cnfiguratin label (after clicking n Mdule Cnfiguratin within the Settings page). Figure 122: Chsing ptin "Validatin Cnfiguratin" The fllwing parameters are available: General Frm Validatin see sectin Blacklist Respnses The idea f a black list is that any values prvided within this list will be validated against upn frm submissin. Fr instance if I created a black list respnse f Inapprpriate. Upn frm submissin the Blacklist will be checked, if any f the fields cntain a Blacklisted item the frm will NOT submit(execute frm submissin). Here are the steps t enabling the Blacklist. Step 1: G t Mdule Cnfiguratin -> General Settings and make sure that the Check Blacklist fr invalid respnses checkbx is checked Step 2: G t Mdule Cnfiguratin -> Validatin Cnfiguratin -> Blacklist Respnses and add values in this sectin t represent values yu dn t want submitted t the data base. Step 3: G t Mdule Cnfiguratin -> Layut (Panels / Tabs, Header / Fter / System Messages, Srt Order) -> Header / Fter / System Messages -> Select the Blacklist Failed Message item frm the System Layut / Messages Cmb Bx. Page: 122 / 202

123 Managing the General Frm Validatin In rder t start managing the general frm validatin, chse that ptin frm the Validatin Cnfiguratin menu (see abve). The fllwing page will be displayed. Figure 123: Managing Validatin Cnfiguratin Tips: Please review the fllwing blg pst related t differences between ASP.NET/Client Side Validatin and Server Side Validatin: Frms-/-Registratin-and-Validatin-.aspx The fllwing parameters are available within this screen: Enable Client Side Validatin select this checkbx t enable the client side validatin (Questin: the validatin will be perfrmed via JS/Ajax?) (nte: this feature will enable ASP.NET Client Side Validatin cntrls; these include regular expressin validatins, cmpare validatins, and standard validatin fr fields which will display a * - r expressin text - directly next t the field. ASP.NET errr message lcatin - select the lcatin f the errr messages which appear next t the ASP.NET Client Side validatin cntrls (these are usually displayed as * next r belw the field) Enable Server Validatin select this checkbx t enable the server side validatin. Server side validatin functins separate frm client side validatin and des nt use ASP.NET validatin cntrls. Server side validatin is required fr certain field types such Page: 123 / 202

124 as checkbx, Captcha, Cuntry, Regin, Image, File Uplad, and multi selectin field types such as Check Bx Lists. Display * next t field label - select this ptin if yu wuld like an asterisk (*) t appear t the right f each field label Hide Validatin Summary select this checkbx if yu wish t hide the validatin summary. The validatin summary is a bulleted list f invalid frm fields and is separate frm an text that appears directly next t fields. This summary (when visible) is either at the tp r bttm f the frm depending n the validatin summary lcatin setting. Validatin Summary Lcatin use this pull dwn menu t set the desired lcatin f the validatin summary (e.g. Tp ) Display validatin summary message select this ptin t display the validatin summary message. The validatin summary message can be defined in the Header / Fter / System Messages are. The setting t mdify this message is Validatin Errr Message within the drpdwnlist (see sectin 7.34) Use custm CSS stlylesheet class fr invalid validatin fields select this checkbx in case yu wish t use custm CSS Stylesheet class fr invalid validatin fields. This feature will change the CSS class fr fields that have been flagged as invalid during the validatin prcess. (server validatin nly) Nte: The CSS class fr these invalid frm fields will be set t: DynamicFrms_FieldErrr Example:.DynamicFrms_FieldErrr { backgrund-clr: red; } The CSS class can be setup within the styles sheet sectin f mdule cnfiguratin (see sectin ) Figure 124: Example f the CSS setting applied t a field Frce user t tp r bttm f frm after invalid validatin chse the desired lcatin fr frcing the user after a respnse has been marked as invalid (server validatin nly) Set fcus n first validatin errr field select this ptin if yu wish the page t jump t the lcatin f the first sptted errr in user respnse i.e. mve t that exact lcatin within the page (server validatin nly) Enable custm SQL Validatin script select this ptin yu wuld like t enable a custm SQL Validatin Script (nte: validatin via SQL shuld always use stred prcedures t prevent SQL Injectin when referencing fields) Validatin SQL Query (shuld return ne clumn called IsValid) - enter an SQL query t perfrm custm validatin fr this field; the SQL query shuld return ne clumn called IsValid; If the clumn returns 0 r False then the validatin errr message will be thrwn, Page: 124 / 202

125 anything else and the user can cntinue; validatin via SQL shuld always use stred prcedures t prevent SQL Injectin when referencing fields Tips: Yu can return an additinal clumn called ValidatinErrr that can be referenced within the Validatin Errr Message with the tken $(ValidatinErrr) SQL Validatin Queries can reference the fllwing tkens: $(DSParam1), $(DSParam2), $(DSParam3) These can be querystring parameters that are parsed specifically fr SQL Injectins. The querystring parameters wuld need t be DSParam1, DSParam2, r DSParam3. $(DSSessin1), $(DSSessin2), $(DSSessin3) These can be sessin value parameters $(PrtalID), $(MduleID), $(TabID), $(PrtalAlias), $(UniqueCmpletinID), $(CurrentURL), $(URLReferrer), $(UserD), {bjectqualifier}, {databaseowner}, $(IPAddress), $(CurrentLanguage) These are all reserved tkens that can be parsed within yur SQL Validatin query. Fr example, if yu want t use the users current userid within the query, simply reference $(UserID). $(ShrtFieldName) - all shrt field names fr fields can be referenced. Fr example, if yu asked a user t enter their birth date yu culd then reference that within the query by using the shrt field name such as $(BirthDate) Validatin Errr Message enter the text which will be displayed t the user in case a validatin errr ccurred Managing Blacklist Respnses Dynamic Frms allws yu t create a 'blacklist' f unacceptable values r respnses. After the user submits such a respnse, he will be ntified that the respnse was inapprpriate and the respnse will nt be saved. In rder t enable the Blacklist feature yu must enable the setting Check blacklist fr invalid respnses under Mdule Cnfiguratin (see sectin 7.32). Figure 125: Managing black list respnses The fllwing ptins are available inside this screen: - ptin fr creating a new blacklist respnse (see sectin ) - ptin fr editing a blacklist respnse (see sectin ) - ptin fr deleting a blacklist respnse (see sectin ) Page: 125 / 202

126 Creating a Blacklist respnse In rder t create a blacklist respnse, enter the desired respnse int the input field and click n the add icn. Figure 126: Creating a blacklist respnse The new blacklist respnse will be created. Figure 127: Blacklist respnse created Frm this pint n, this respnse will be treated as unacceptable and users psting such a respnse will be ntified f this fact. Figure 128: Example f the message displayed t the user psting blacklist respnse Nte: the errr message seen in the screensht can be set under the Layut Settings sectin. Page: 126 / 202

127 Editing a blacklist respnse In rder t edit a blacklist respnse, click n the edit icn next t the desired respnse. Figure 129: Editing a blacklist respnse Change the respnse and click n the Update Settings in rder t save the changes. Page: 127 / 202

128 Deleting a blacklist respnse In rder t delete a blacklist respnse, click n the delete icn next t the desired respnse. Figure 130: Deleting a blacklist respnse Once yu click n the delete icn, the selected blacklist respnse will be deleted. Page: 128 / 202

129 7.37 Setting up the Payment Gateway The Payment Gateway feature is a few enhancement added within the 2.6 release f Dynamic Frms. This feature will allw yu t prcess payments using Dynamic Frms, ffering the ability t use the mdule as a ecmmerce slutin and single-frm payment slutin. Within the current versin the mdule supprts the fllwing payment methds: Authrizenet Gateway see sectin 7.38 Authrize.NET ARB (Recurring Billing) please cnsult this blg pst fr detailed instructins n setting up this payment gateway PayPal Gateway - see sectin 7.39 PayFlw Pr see sectin 7.40 Verifi see sectin 7.41 Ideal Payment Gateway please cnsult this blg pst fr detailed instructins n setting up this payment gateway US/Using-Datasprings-Dynamic-Frms-t-make-iDeal-payments.aspx IPPay see sectin 7.42 RealEx see sectin 7.43 The payment gateway feature (when enabled) will prcess payments after frm validatin but befre any frm cmpletin events. This will allw yu t validate the frm fields befre prcessing a payment, but nly prcess any cmpletin events such as adding the user t a rle, sending ut an , r any ther prcessing takes place. T view a demnstratin f Dynamic Frms being used as a payment gateway yu can visit this Dynamic Frms w/ Authrizenet Tutrial. In rder t start setting up the payment gateway, chse ptin Payment Gateway after clicking n Mdule Cnfiguratin. Page: 129 / 202

130 Figure 131: Setting up the payment gateway The fllwing parameters are available: Enable Payment Gateway chse Yes t enable the payment gateway r N t disable it Nte: Yu can create a field with a shrt field name called EnablePGateway t allw the user t chse fr this feature t be enabled r nt enabled. Fr this setting t perate crrectly, yu must still enable the gateway within this setting The field ptin value shuld be True t enable the gateway r False t nt enable the gateway. Payment Gateway pull dwn menu fr chsing the desired payment gateway Nte: Yu can create a field with a shrt field name called PGateway t allw the user t chse if they want t pay via which Gateway. Fr example, this culd include a drpdwnlist fr Authrizenet (credit cards) r PayPal and allw the user t chse which payment gateway they wuld like t use. The field ptin value shuld be Authrizenet r PayPal when being cnfigured. Test Mde select this checkbx t try the payment gateway functinality in test mde. Test mde is a feature allwed by Authrizenet which (even in prductin mde) will frce the transactin t functin within a testing envirnment and nt actually prcess the transactin as a live transactin. This can be useful fr testing as any respnses yu receive will be live, even if the transactin itself is nt. Fr example, the system culd return Invalid Credit Card Number even in test mde. Page: 130 / 202

131 Calculatin Ttal (ptinal) This field can perfrm an ptinal calculatin and then later be referenced as the parameter $(Calc_TtalField) within the Authrize net r PayPal additinal parameters. Examples: 10 * $(PrductPrice) (5.00 * $(PrductQuantity)) Nte: Yu can add the querystring parameter &Debug=True t the URL (if friendly URLS /Debug/True/Default.aspx instead f /Default.aspx) in rder t debug the field calculatin that is being executed. Yu must be a prtal administratr t use this feature. Nte: New features have been added t 2.5 t als calculate checkbxlists and listbx multi selectin fields. T use these yu need t use parameters $(CalculateList:ShrtFieldName). T set values within the checkbx grup/listbx fields yu need t set each list items value t be VALUE01_Price. Yu can have up t 20 items with values in it. Fr example VALUE01_19.99, VALUE02_9.99, VALUE03_29.99, VALUE04_19.99, VALUE05_9.99). By using this feature yu can create ttal fields such as 'Check all items yu want t purchase' r 'Check all add-n's yu want t add' and Dynamic Frms will ttal all f the checked r selected items fr yu with this tken. Authrizenet Gateway fr further infrmatin n hw t setup the authrizenet gateway, see sectin 7.38 PayPal Gateway - fr further infrmatin n hw t setup the authrizenet gateway, see sectin Setting up Authrizenet Gateway In rder t start setting up the Authrizenet Gateway, chse ptin Mdule Cnfiguratin frm the Settings page, click n Payment Gateway and then n Authrizenet Gateway. Figure 132: Setting up Authrizenet gateway The fllwing parameters are available: Authrizenet Lgin use this field t enter yur authrizenet username.yu receive this within Authrizenet by lgging int the accunt settings and generating a transactin key (als knwn as API Transactin key r verificatin key) Gateway URL Select the authrizenet gateway t use. The standard gateway (and mst cmmnly used) is https://secure.authrize.net/gateway/transact.dll and the Develper Page: 131 / 202

132 Test Gateway is https://test.authrize.net/gateway/transact.dll. The develper test gateway shuld nly be used if yu are a develper and d nt actually have a live Authrizenet accunt. Additinal parameters - These additinal parameters are passed. Within the Authrizenet sectin yu will ntice tw listbx's. One that includes Authrizenet Tkens and anther that includes Dynamic Tkens that are available frm Dynamic Frms fields. The additinal parameters can pass as many (r as few) parameters t Authrizenet fr prcessing. This 'advanced methd' allws the mst flexibility fr yur implementatin. Examples: Tips: Nte: There are a few parameters that MUST be included r else Authrizenet will simply nt wrk. At a minimum the credit card number, expiratin date, methd type (i.e. credit card), and amunt MUST be set. Items such as currency and all f the billing cntact inf are ptinal. Setting these parameters fllws a very generic and standard methd. These shuld be &AuthrizenetTken=SmeValue Nte: Selecting a tken frm the Authrizenet tken listbx r Dynamic Fields listbx will autmatically mve that tken ver t the additinal parameters textbx in the standard frmat f &AuthrizenetTken= T specify the first name, last name, , credit card number, credit card expire date, and the amunt, the additinal parameters wuld be: &x_first_name=$(fname)&x_last_name=$(lname)&x_ =$( )&x_methd ='CC'&x_amunt=20.00&x_card_num=$(CardNum)&x_exp_date=$(ExpDate) This example just displays using the calculatin field fr the amunt: &x_first_name=$(fname)&x_last_name=$(lname)&x_ =$( )&x_methd ='CC'&x_amunt=$(Calc_TtalField)&x_card_num=$(CardNum)&x_exp_date=$(E xpdate) This example makes the billing reccurring and changes the system frm credit cards t checks, als cllects the users zip cde, passes the IP Address alng t Authrizenet, and als cllets the users drivers license number. &x_first_name=$(fname)&x_last_name=$(lname)&x_ =$( )&x_methd ='ECHECK'&x_amunt=$(Calc_TtalField)&x_bank_name=$(BankName)&x_bank _acct_type=$(accttype)&x_bank_aba_cde=$(bankabacde)&x_bank_acct_nu m=$(bankaccuntnumber)&x_recurring_billing="true" &x_drivers_license_num=$(antherfield)&x_ip_address=$(ipaddress) Authrizenet Tkens This is the full list f available Authrizenet tkens that can be passed infrmatin fr this transactin Field Tkens This is the full list f available Dynamic Tkens that can be parsed. This list is based n the shrt field names f dynamic fields and ther internal tkens such as prtal ID, UserID, IP Address, and thers. Dn't frget that Authrizenet requires SSL t be setup n yur site fr the system t perate in a prductin r live envirnment. If yu are curius what is happening behind the scenes, yu can add the &Debug=True t yur URL when prcessing payments t determine the exact pst that mdule is sending t Authrizenet. Yu must be a site administratr r hst user t review this. During an Authrize.net Transactin, tw sessin variable are created called AuthNetAuthCde AND AuthNetTransactinID. These represent the authrize.net cde Page: 132 / 202

133 and transactin ID that are returned frm Authrize.net. These can be replaced within events by referencing. $(AuthNetAuthCde) and $(AuthNetTransactinID) When setting up and using the Authrize.net ARB setup/cnfiguratin, please reference $(AuthARBSubscriptinID) t retrieve the subscriptin ID frm within and SQL cmpletin events. T can review a live demnstratin f Dynamic Frms with Authrizenet frm the fllwing tutrial/demnstratin: Dynamic Frms w/ Authrizenet Tutrial 7.39 Setting up PayPal Gateway In rder t start setting up the PayPal Gateway, chse ptin Mdule Cnfiguratin frm the Settings page, click n Payment Gateway and then n PayPal Gateway. The fllwing screen will be displayed. Figure 133: Setting up PayPal Gateway The fllwing parameters and ptins are available inside this screen: PayPal Lgin ( ) enter the address cnnected t yur PayPal accunt PayPal Payment Type chse the payment type between the fllwing: Purchase the Purchase payment type represents single instance purchases within this frm/payment; yu will want t add additinal parameters fr the amunt f the purchase and the cntact inf fr the user. Fr a full list f variables that affect Purchases r Buy Nw payments click here. Nte: This payment type represents the x_click PayPal payment cmd variable Subscriptin the subscriptin payment type represents a recurring purchases subscriptins. Yu will want t add additinal parameters fr the subscriptin rate, billing cycle, and billing unit. These parameters represent A3, P3, and T3 PayPal Page: 133 / 202

134 variables. Fr example: $10.00 (rate), every 3 (units) mnths (billing cycle). Fr a full list f available variables that affect subscriptin payments click here. Nte: This payment type represents _xclick-subscriptins PayPal payment cmd variable Shpping Cart select this ptin if yu wish the PayPal t wrk with the shpping cart Dnatin select this ptin if yu want t allw PayPal dnatin type f payment PayPal URL (test r standard) chse if yu wuld like the payment t be prcessed by the standard PayPal gateway r the sandbx gateway PayPal.cm (Prductin) chse this t use PayPal live gateway Sanbx.PayPal (test) chse this t use PayPal test gateway Nte: The PayPal Sandbx gateway requires yu t setup a separate PayPal accunt at During testing and setup f the PayPal Payment Gateway within Dynamic Frms, it is highly suggested t setup a SandBx envirnment fr testing f yur frm payments. Additinal Parameters (Required, shuld include n spaces) use this field t enter the additinal parameters fr this PayPal transactin; this includes passing dynamic tkens fr each ptinal PayPal tken such as the users first and last name, the amunt, the item name, etc. PayPal Tkens: PayPal tkens represent variables that yu can pass t PayPal fr the transactin. Within the additinal parameters these tkens shuld be references as &PayPalVariable= Dynamic tkens represent the shrt field names fr the Dynamic Fields that yu have setup within Dynamic Frms. These fields shuld be referenced as $(ShrtFieldName) Example: Let s assume that yu wanted t accept payments and yu wanted the user t enter the amunt that they wanted t pay in a field yu setup with a shrt field name f MyAmunt. Additinally, standard cntact fields are setup such as name and address, set the currency t be USD, and disable shipping within this purchase. The additinal parameters wuld lk smething like this: &amunt=$(myamunt)&currency_cde=usd&item_name=yurprductn ame&n_shipping=1&first_name=$(fname)&last_name=$(lname) & =$( ) Example 2: Let s assume that yu wanted t accept a subscriptin recurring payment fr 10 dllars every 1 mnth. Additinally, standard cntact fields are setup such as name and address. The additinal parameters wuld lk smething like this: &a3=10.00&p3=1&t3=m&n_nte=1&currency_cde=usd&item_name=y urprductname&n_shipping=1&first_name=$(fname)&last_name=$(l Name) & =$( ) The fllwing variables can als be fund at: https://www.paypal.cm/integratincenter/ic_std-variable-reference.html The fllwing tkens are required as additinal parameters fr single purchases: Amunt Item_name The fllwing tkens are required as additinal parameters fr subscriptin purchases: Page: 134 / 202

135 A3 (represents subscriptin rate) P3 (represents billing cycle.) Such as 3 fr every 3rd instance f the setting T3. T3 (represents billing cycle units). This is the units f the regular billing cycle (p3, abve) Acceptable values are: D (days), W (weeks), M (mnths), Y (years). N_nte This must be set t 1 as PayPal des nt supprt allwing a nte t a subscriptin Dynamic Tkens - select the dynamic tkens belw; these tkens shuld be used within the PayPal additinal parameters area. PayPal Last Status - select this field if yu wuld like t represent the status field frm the last PayPal IPN r status Frm Cmpletin Events - this drpdwnlist represents the frm cmpletin events that have been setup fr this frm; within this cnfiguratin area yu can determine which cmpletin events will be executed based n which specific payment status as returned frm PayPal. When the PayPal payment gateway is enabled, n cmpletin events will be fired ff until payment has been cmpleted and are linked t these payment status cdes. Nte: keep in mind that ften these ntificatins frm PayPal can happen multiple times thrughut the users transactin and d nt necessarily reflect when the user is returned t the frm after payment; fr example, if a user cancels their subscriptin mnths frm the initial signup, the PayPal system will send ntificatin back t yur Dynamic Frms mdule and it will then execute the apprpriate cmpletin events t fire ff. PayPal Payment Status - check the status which will enable this cmpletin event t be executed Redirect Successfully Redirect After Cancel Cmpleted (Standard) Pending - Often if the user uses an ECheck ptin Cmpleted (Subscriptin Sign Up) Cmpleted (Subscriptin Payment) Cmpleted (Subscriptin Payment Failed) Cmpleted (Subscriptin End f Terms) Cmpleted (Subscriptin Cancellatin) Failed Denied Refunded T can review a live demnstratin f Dynamic Frms with PayPal frm the fllwing tutrial/demnstratins: Dynamic Frms PayPal Integratin fr Purchase Demnstratin Dynamic Frms PayPal Integratin fr Subscriptin Demnstratin Dynamic Frms PayPal Integratin (ptinally turn payment gateway ff based n shrt field name EnablePGateway ) Dynamic Frms PayPal Integratin (ptinally switch between PayPal and Authrizenet payment gateways based n shrt field name f PaymentGateway ) Trubleshting / Extras: Page: 135 / 202

136 Having prblems with yur cmpletin events firing ff? Please make sure t review this blg pst: Truble-with--Cmpletin-Events-after-PayPal.aspx The fllwing tkens are available within and SQL Events (besides standard tkens) when PayPal is enabled. $(PayPal:txn_id) $(PayPal:receiver_ ) $(PayPal:item_name) $(PayPal:item_number) $(PayPal:quantity) $(PayPal:invice) $(PayPal:custm) $(PayPal:payment_status) $(PayPal:pending_reasn) $(PayPal:payment_date) $(PayPal:payment_fee) $(PayPal:payment_grss) $(PayPal:txn_type) $(PayPal:first_name) $(PayPal:last_name) $(PayPal:address_street) $(PayPal:address_city) $(PayPal:address_state) $(PayPal:address_zip) $(PayPal:address_cuntry) $(PayPal:address_status) $(PayPal:payer_ ) $(PayPal:payer_status) $(PayPal:payer_id) $(PayPal:payer_payment_type) $(PayPal:ntify_versin) $(PayPal:verify_sign) $(PayPal:payer_payment_type) $(PayPal:ntify_versin) $(PayPal:verify_sign) $(PayPal:subscr_date) $(PayPal:perid1) $(PayPal:perid2) $(PayPal:perid3) $(PayPal:amunt1) $(PayPal:amunt2) Page: 136 / 202

137 $(PayPal:amunt3) $(PayPal:recurring) $(PayPal:reattempt) $(PayPal:retry_at) $(PayPal:recur_times) $(PayPal:username) $(PayPal:passwrd) $(PayPal:subscr_id) $(PayPal:respnse) $(PayPal:mem) $(PayPal:tax) $(PayPal:cntact_phne) 7.40 Setting up PayFlw pr In rder t start setting up the PayFlw Pr, chse Mdule Cnfiguratin frm the Settings page. Then click n Payment Gateway and chse PayFlw pr. The fllwing screen will be displayed. Figure 134: Setting up PayFlw pr The fllwing parameters and ptins are available inside this screen: PayFlw Pr User Lgin enter the address cnnected t yur PayFlw Pr PayFlw Pr Passwrd - enter the passwrd cnnected t yur PayFlw Pr PayFlw Pr Partner - enter yur partner infrmatin fr Pay Flw Pr accunt PayFlw Pr Vendr - enter yur vendr infrmatin fr Pay Flw Pr accunt PayFlw Pr Pst URL - specify the parameters that are passed t this payment gateway PayFlw Pr Parameters specify the PayFlw Pr parameters Nte: Yu can use the fllwing tkens with SQL and events t reference transactin ID s that are returned frm Pay Flw Pr. $(PayFlwPrTransactinID) - this will return the PayFlw Pr TransactinID that is returned frm PayFlw Pr. Page: 137 / 202

138 $(PayFlwPrPrfileID) this will return the PayFlw Pr PrfileID that is returned frm PayFlw Pr 7.41 Setting up Verifi In rder t start setting up the Verifi, chse ptin Mdule Cnfiguratin frm the Settings page. Then, click n Payment Gateway and chse Verifi. The fllwing screen will be displayed. Figure 135: Setting up Verifi Gateway The fllwing parameters and ptins are available inside this screen: Verifi User Lgin enter yur Verifi username Verifi Passwrd - enter yur Verifi passwrd Verifi Parameters specify Verifi parameters Verifi Tkens select the desired Verifi tkens Nte: Yu can use the fllwing tkens with SQL and events t reference transactin ID s that are returned frm Verifi payment gateaway. $(VerifiTransID) - this will return the PayFlw Pr TransactinID that is returned frm PayFlw Pr Setting up IPPay In rder t start setting up the IPPay, chse ptin Mdule Cnfiguratin frm the Settings page. Then, click n Payment Gateway and chse t enable the Payment Gateway by selecting Enabled. Nte: The IPPay payment gateway wrks differently than several f the ther payment gateways because specific fields with specific shrt field names have t be setup. Step 1: Enable IPPay - After yu have enabled the payment gateway, yu must create a field (usually a hidden field) that is called PGateway. The PGateway field needs t have a default value f IPPay Step 2: Create specific fields with specific shrt field names as listed belw. Yu will need t reference the IPPay system / user guide (http://www.ippay.cm/index.php?q=integratin_center) fr specifics n any f the ptinal fields belw: IPPAY_TransType IPPAY_TerminalID IPPAY_Origin Page: 138 / 202

139 IPPAY_IndustryType IPPAY_CardNumber IPPAY_CVV2 IPPAY_ExpiratinMnth IPPAY_ExpiratinYear IPPAY_Name IPPAY_Amunt IPPAY_Address IPPAY_City IPPAY_State IPPAY_ZipCde IPPAY_Phne IPPAY_OrderNumber IPPAY_CustmerPO IPPAY_Custmer IPPAY_UserData1 IPPAY_UserData2 IPPAY_UserData3 Tip: Yu can reference IPPay Transactin respnse cdes within events, HTTP Pst events, and SQL Events by referencing the fllwing tkens: $(IPPay_ActinCde) $(IPPay_TransactinID) $(IPPay_ApprvalCde) $(IPPay_RespnseCde) 7.43 Setting up RealEx In rder t start setting up the RealEx, chse ptin Mdule Cnfiguratin frm the Settings page. Then, click n Payment Gateway and chse t enable the Payment Gateway by selecting Enabled. Nte: The RealEx payment gateway wrks differently than several f the ther payment gateways because specific fields with specific shrt field names have t be setup. Step 1: Enable RealEx - After yu have enabled the payment gateway, yu must create a field (usually a hidden field) that is called PGateway. The PGateway field needs t have a default value f Realex Step 2: Create specific fields with specific shrt field names as listed belw. Yu will need t reference the Realex system / user guide fr specifics n any f the ptinal fields belw. Realex_MerchantID Realex_SharedSecret Realex_RebatePasswrd Realex_RefundPasswrd Realex_CreditCardType Realex_CreditCard Page: 139 / 202

140 Realex_CardHlderName Realex_CVNCde Realex_ExpireDate Realex_TransactinAmunt Realex_TransactinCurrency (default is EUR ) Realex_AccuntName (default will be the Prtal Name) Realex_TransactinType (default is auth ) Realex_BillingAddressCuntry Realex_ShippingAddressCuntry Realex_TransactinCmments Realex_TransactinCmments2 Realex_TransactinCustmerNumber Realex_TransactinPrductID Realex_TransactinVariableReference Realex_TransactinAmunt Tip: Yu can reference Realex Transactin respnse cdes within events, HTTP Pst events, and SQL Events by referencing the fllwing tkens: $(RealexAuthCde) $(RealexResultOrderID) $(RealexScre) 7.44 Managing the links In rder t start managing the links, click the + symbl next t the Links label. Page: 140 / 202

141 Figure 136: Managing the links The fllwing parameters are available: Submit link/buttn see sectin Save fr later link/buttn see sectin Clear link/buttn see sectin Page: 141 / 202

142 Setting the Submit Link r Buttn This ptin is used fr chsing whether the submit ptin fr yur frm will be text r image and if it is image, which ne shuld be used. In rder t start setting the link r buttn, chse ptin Submit link/buttn inside the General Settings page. Figure 137: Setting submit link r buttn (step 1/2) The fllwing parameters are available inside this screen: Use Linkbuttn if yu chse this ptin the text link will be displayed belw the frm Use Custm Image Submit Buttn select this radi buttn in case yu wish t use a custm image fr the submit ptin Use HTML Input Buttn - select this radi buttn in case yu wish t use a standard HTML Input Buttn fr the submit ptin Initially hide frm submissin buttn by enabling this feature the submissin link/image buttn will initially be hidden. This feature wrks with the Client Side Events feature t then display the hidden submissin buttns.(fr example, hide the submit buttn until the user clicks the terms and cnditins) View Demnstratin Display submit buttn t the right f the last field - by selecting this feature the submit link, image, r html input buttn will be displayed t the right f the last field (same table rw) instead f at the very bttm f the frm Save Text enter the desired text fr the submit link in case yu have chsen that ptin (e.g. Submit ) Select Custm Submit Image chse the desired image file frm this pull dwn menu after chsing ptin Use Custm Image Submit Buttn After setting the desired parameters, click n the "Update Settings buttn t save the changes. Page: 142 / 202

143 Tips fr Client Side Event w/ Submit Buttn Yu can autmatically hide the submit buttn until yu use a client side event t unhide the submit buttn. View Demnstratin Yu can ptinally mdify the submit buttn text by referencing these tw tkens within a client side event: $(SubmitButtn_Field) this can be used t mdify the value / text f the submit buttn. Utilize this tken t change the text dynamically f the submit buttn. $(SubmitButtn_FieldID) this can be used t reference the submit buttn field ID within a client side event Save fr later Link/Buttn If yu enable the Save fr Later link feature then the mdule will present bth a submit / save buttn and als a linkbuttn next t the submissin icn that allws the user t save the frm data and return later. When using the save fr later feature the mdule will nt make use f required field validatin. Yu can use the $(EditURL) feature within events t the user a hyperlink s that they can return t the frm in the previus state. A few field types are nt currently supprted within the save fr later feature, these include Data Grids, Grid Views, and Images. Figure 138: Save fr later Link/Buttn Page: 143 / 202

144 Clear Link/Buttn This ptin is used fr including a reset i.e. clear buttn within yur frm, which the users can use in rder t start filling it frm the beginning. The clear buttn will appear directly next t the frm submissin buttn and will reset the frm t its initial results when the frm was laded. The frm clear r reset buttn can ptinally be a link buttn, r an image buttn, and yu can specify the clear text fr the link buttn r image belw. The reset buttn can either be setup t use AJAX / Javascript client side cde r can be simply refresh the page. The AJAX methd is faster but is nt available fr frms that utilize features such as server side dynamic questin events. In rder t start defining this buttn, click n the + symbl next t the Clear Link / Buttn label. Figure 139: Defining the Clear Link / Buttn The fllwing parameters and ptins are available inside this screen: Enable Frm Clear / Reset Buttn - select if yu wuld like t enable a clear link r image buttn fr yur frm Clear Buttn Type select the desired type fr the Clear buttn Use Clear Link Buttn select this ptin if yu nly want t use a link Use Custm Image Clear Buttn select this ptin if yu wish t define a custm image fr the clear buttn (nte: yu can set the desired image under Clear/Reset Image ) Clear Buttn Functinality Type - select the clear buttn functinality type fr this frm The javascript type is faster but will nly wrk n frms that d nt use pstback / questin events. Page: 144 / 202

145 Page Refresh (required fr frms using questin events) - the redirect r page refresh page will nt be as fast but is required fr frms that use questin events Clear / Reset Text enter the text fr the link in case yu wish t display the link (e.g. Reset ) Clear warning message - the clear warning message is an ptinal message pp up that can ask the user if they are sure they want t reset the frm Nte: the clear warning message will nt fire if this setting is left blank r if the page refresh ptin is checked (nly the javascript reset feature includes this ptinal pp up message) Clear / Reset Image use these pull dwn menus t select the image in case yu wish t use a custm image fr the reset functin Nte: chse Uplad New File t uplad an image frm yur PC The screenshts belw demnstrate each f the 3 cases. Figure 140: The frm when the reset functin has nt been enabled Page: 145 / 202

146 Figure 141: The frm when the reset functin has been setup as a textual link Page: 146 / 202

147 Figure 142: The frm when the reset functin has been setup as a buttn 7.45 Managing the access rights fr frm results The users with the view (nn-admin rle) rights can als be allwed t view, edit, manage templates, exprt, and purge frm results. In rder t start managing the rights fr accessing these ptins, click Mdule Cnfiguratin and then chse View Results Optins/Security. Figure 143: Managing the View Results Optins The fllwing ptins and parameters are available: View Results Security Rle use this ptin t select the security rle which will be allwed t view results within the mdule; if the feature is disabled nly users with edit rights will be able t view the results Allw nn admins the ability t purge frm results select this ptin t allw the users with view rights t purge the frm results Allw nn admins the ability t exprt frm results select this ptin t allw the users with view rights t exprt the frm results Allw nn admins the ability t manage frm results select this ptin t allw the users with view rights t manage the frm results Allw nn admins the ability t manage frm results template If enabled, any users with view results right will als have the ability manage the results template. Exprt file type - select the exprt file type tha yu wuld like t use. Yu can chse between the CSV/Excel file type and the CSV TEXT file type. Alternate CSV Delimiter use this field t specify alternate CSV Delimiter fr exprting results t Excel within the View Results area f the mdule (see sectin 9). If n delimiter is selected the default delimiter will be a cmma Alternate Exprt Map Path specify an alternate map path fr files that are exprted via the View Results page. Nte: If n alternate map path is selected the default map path is the prtals hme directry (typically \prtals\0\) Page: 147 / 202

148 Alternate Exprt Directry Flder - please select an alternate flder fr files that are exprted via the View Results page Nte: If n alternate flder is selected the default directry is DynamicFrms_Exprts Exprt Excel w/ Shrt Field Names as Clumns - select this ptin if yu want t represent the exprted clumns based n the shrt field name. If this feature is nt enabled the questin label itself will be used instead f the shrt field name Display results directly within user-facing frm display use this ptin t define the lcatin f the results i.e. in the header r fter f the frm; this is useful fr instances f a mdule such as cmments r ratings where yu might want a user t be able t leave feedback that wuld be displayed directly n the user-facing page 7.46 Managing the Advanced Cding Optins In rder t start managing the advanced cding ptins, click n a + symbl next t this label. Figure 144: Managing the advanced cding ptins The fllwing parameters are available: Ajax/Jquery Integratin see sectin Custm Javascript File see sectin Initial SQL rendering/bind see sectin Dynamic Frms Database Prvider (SQL Server/Oracle) see sectin Page: 148 / 202

149 Managing the AJAX/Jquery Integratin In rder t start managing the Ajax/Jquery Integratin, click n this label within the Advanced Cding Optins menu. Figure 145: Managing the Ajax/Jquery Integratin The fllwing parameters are available: Disable Ajax within mdule cnfiguratin - disable AJAX features within the mdule cnfiguratin and cntrl panel administratin area. Frm prcessing submissin AJAX use this ptin t disable AJAX within the frm fr fields and questin events Nte: smetimes sme field types will nt render prperly r save prperly if AJAX is enabled with a cmbinatin f sme fields. Page: 149 / 202

150 Enable EZ Checkbx plug in - select if yu wuld like t enable the EZ Checkbx Plug In. This plug in creates custm lking checkbx fields. Enable frm highlights plug - select if yu wuld like t enable the Frm Highlights Plug In. This plug in creates custm lking fields. Hide AJAX mdal ppup message - select if yu wuld like t hide the AJAX mdal ppup message displayed fr AJAX interactin. This message will nly be displayed if jquery and AJAX are enabled. Alternate mdal ppup message - Select an image name which yu wuld like t use as the alternate mdal ppup image fr the display. By default the prgress image will use the prgress.gif file lcated in the Dynamic Frms flder under /desktpmdules/dynamic frms/. If yu wuld like t enter an alternate image frm that directry enter the name f that file here Managing Custm JavaScript File In rder t start managing the custm JavaScript file, click n this label within the Advanced Cding Optins menu. The fllwing screen will be displayed. Figure 146: Managing the custm JavaScript file The fllwing ptins are available: Initial Javascript use this text area t enter the initial javascript that will be executed when the initial frm lads r when a pst back ccurs. Page: 150 / 202

151 Submit/Save Javascript use this text area t enter the javascript that will be executed when the submissin buttn is clicked. Javascript file - enter any custm javascript functins int the javascript file fr this Dynamic Frms instance Examples f Client Side Events The JavaScript file is used fr advanced settings as an ptin t enable any client side script yu wuld like rendered when the frm is rendered. A default file is included fr scripts t calculate checkbx grups, create pp up help text, create pp up alerts fr require fields, and ther useful functins. Yu can add/change any f the client side scripting cde here s that yu can enable additinal client side cde fr yur frm. Please visit the Data Springs Prduct Frums fr additinal tips and tricks fr client side cde. Nte: The custm JavaScript file can be used alng with the Client Side Event feature fr each frm feature (please refer t sectin 7.3, setting up advanced field ptins) Example client side events can include features t hide/shw html, hide/shw the frm submissin ability, pre-ppulate fields, calculate checkbx fields, etc, Yu can review the fllwing demnstratin fr mre detailed tutrial n setting up sme client side events: Dynamic Frms Client Event Demnstratin Dynamic Frms Client Event Demnstratin fr Frm Calculatins Dynamic Frms Client Event Demnstratin w/ Query Client Side Event Blg Pst Demnstratin Tips: We highly recmmend dwnlading and using FireBug fr FireFx when debugging client side events. This free and useful tll can display any exact errr messages that yur JavaScript is generating and assists in testing and debugging. Yu can dwnlad this at Examples: T fill the text f a field based n the text f anther field. This is assuming the shrt field names fr the fields were DisplayName, FirstName, and LastName $(DisplayName) = $(FirstName) + + $(LastName) T calculate check bx grup (View demnstratin). This is assuming the client event is placed n a checkbx grup field with a shrt field name f Prducts and that yu are wanting t display the ttal in an HTML DIV tag called Ttal. Ttal.innerHTML = '<B>Yur ttal cmes t: ' + '$' + CalculateCheckBxListValues($(Prducts_FieldID), $(Prducts_ValueFieldID)) + '</b>' Hide frm submissin buttn unless the user types in YES within a textbx. This is assuming that the shrt field name fr this field is Termsnkeyup and that yu have enabled the feature within the link / submit buttns t Initially hide frm submissin buttn. if ( $(Termsnkeyup).tUpperCase() == 'YES') { shwhtml('savefrm') } else { hidehtml('savefrm') Page: 151 / 202

152 } Hide frm submissin buttn unless the user checks a checkbx (i.e. terms and cnditins). This is assuming the client side event is applied t a checkbx field that has a shrt field name f chkshwhide. if ( $(chkshwhide)) shwhtml('savefrm') else hidehtml('savefrm') Client Side Events are prcessed based n fields nblur events (except where nted belw). Fr textbx fields, yu might want t prcess client side events in situatins besides nblur. Fr these, yu can use the fllwing keywrds within the fields shrt field name. nclick Adds the client side event t the textbx nclick event nfcus Adds the client side event t the textbx nfcus event nkeypress - Adds the client side event t the textbx nkeypress event nkeydwn - Adds the client side event t the textbx nkeydwn event nkeyup Adds the client side event t the textbx nkeyup event Wuld yu like t t enable a client side event that yu d nt see an example f? Please write a pst in the Dynamic Frms Prduct Frums area fr cmmunity invlvement. If we find the request useful we will create an example r tutrial and include the example in the next user guide Nte: Writing and debugging client side events is nt cvered via Data Springs Standard Supprt. Yu can find the ur full supprt plicy at If yu need mre direct assistance r implementatin f yur prjects we d ffer these services via Premium Supprt services. Yu can find mre infrmatin and get an estimate fr yur prject at Page: 152 / 202

153 Setting up the Initial SQL Rendering/Bind The initial SQL rendering/ databind functinality allws yu t build mre interactive frm implementatins. Fr example, a frm that might be able t ffer smething such as an insert, edit, delete type functinality with tables within yur database. As with all SQL functinality, yu shuld always use cautin t avid SQL injectin and we strngly recmmend using a stred prcedure t retrieve yur results. The initial SQL databind wrks similar t single field default value generatin by SQL, hwever it can wrk fr all fields with just this ne query. The query shuld return a single data rw and each clumn within the datarw that wuld like t retrieve shuld match a shrt field name within yur query. Fr example, 'Select DateOfBirth frm YurTable where ID = 1'. If yu had a field n the frm with a shrt field name f DateOfBirth and this table returned a value, it wuld render the value within the frm lad. In rder t start managing the custm Initial SQL rendering/bind, chse ptin Initial SQL Rendering/Bind after clicking n the Mdule Cnfiguratin ptin. Dynamic Frms Initial SQL Rendering Demnstratin Figure 147: Setting up the Initial SQL Rendering/Bind The fllwing ptins and parameters are available: Enable initial SQL data bind select this checkbx t enable the frm t initially render / bind data frm an SQL query; the frm will retrieve data based n the SQL table rendered and each fields shrt field name Page: 153 / 202

154 Only enable when querystring value is present? - enter the querystring parameter yu wuld like t enable the initial SQL database. Fr example: if yu passed a querystring variable such as DBBind and a value f true it wuld enable the SQL binding feature, if it was nt true it wuld nt enable the binding feature. This is useful if yu d nt want t enable binding feature fr initial submissin, hwever maybe yu want t enable the binding feature t update a recrd. This feature nly wrks if yu already have enabled the initial SQL data bind feature. Initial SQL query - select the initial SQL data bind query. The query shuld return a single data rw and each clumn within the data rw shuld be called the shrt field name f the frm field. Tips: Yu can enable Debug Mde t see the exact query that is being rendered upn page lad Each clumn name returned frm the query shuld be unique. If yu return the same clumn name twice the SQL binding feature will nt wrk Initial SQL Binding queries can reference the fllwing tkens: $(DSParam1), $(DSParam2), $(DSParam3) These can be querystring parameters that are parsed specifically fr SQL Injectins. The querystring parameters wuld need t be DSParam1, DSParam2, r DSParam3. $(DSSessin1), $(DSSessin2), $(DSSessin3) These can be sessin value parameters $(PrtalID), $(MduleID), $(TabID), $(PrtalAlias), $(UniqueCmpletinID), $(CurrentURL), $(URLReferrer), $(UserD), {bjectqualifier}, {databaseowner}, $(IPAddress), $(CurrentLanguage) These are all reserved tkens that can be parsed within yur SQL initial bind query. Fr example, if yu want t use the users current userid within the query, simply reference $(UserID). $(ShrtFieldName) - All shrt field names fr fields can be referenced. Fr example, if yu asked a user t enter their birth date yu culd then reference that within the query by using the shrt field name such as $(BirthDate). External DB Cnnectin enter the cde fr establishing the cnnectin t an external database Page: 154 / 202

155 Managing the Database Prvider (SQL Server/Oracle) In rder t start managing the database prvider, click n this label within the Advanced Cding Optins menu. The fllwing screen will be displayed. Figure 148: Managing the Database Prvider (SQL Server/Oracle) The fllwing parameters are available: Database prvider type - select the database prvider type (SQL Server r Oracle) yu wuld like t use fr this frm instance. Database prvider cnnectin string specify the database prvider cnnectin string Oracle External Cnnectin String example: Data Surce=TORCL;User Id=myUsername;Passwrd=myPasswrd; MS SQL Server example: Server=IPOfServer;Database=DBname;User ID=userhere;Passwrd=passhere; After setting the desired parameters, click "Update settings" t save the changes. Page: 155 / 202

156 7.47 Managing Frm Cmpletin Events In rder t start managing frm cmpletin events, chse ptin Manage Questins/Settings frm the main menu and then click n the Frm Cmpletin Events icn. Figure 149: Managing events The fllwing ptins are available inside this screen: New Event see sectin 7.48 Editing an existing event see sectin Deleting an event see sectin Clning an event use this ptin t quickly make an identical cpy f the already created event (see sectin ) Page: 156 / 202

157 7.48 Creating a new event In rder t start creating a new event chse ptin new frm the Select Event pull dwn menu and chse the desired event type. Figure 150: Creating a new event The fllwing are the available event types: URL/Page Redirectin chse this ptin if yu want t redirect the user submitting the frm based n the answers given in the frm (see sectin ) Dynamic SQL Statement the dynamic sql event is fr advanced users wh wish t execute a SQL insert/update statement upn frm submissin. Fr example, if yu wanted t insert frm results int a lg table yu culd execute a statement similar t this: Insert Int MyLgTable(FirstName, LastName, Address) Values($(MyFirstName), $(MyLastName), $(My Address). see sectin Dynamic chse this ptin if yu want t send an either t the administratr r the user submitting the frm based n the answers given in the frm (see sectin ) DtNetNuke Rle the ptin fr assigning a desired rle n the system based n the respnse frm the user (see sectin ) HTTP Pst chse this ptin if yu wish t pst data frm the frm t anther URL (nte: yu can pst parts f the frm r whle frm t any URL yu want i.e. web service such as SalesFrce.cm r virtually any frm yu can pst t) see sectin Create PDF File the ptin fr creating an event which will generate a PDF file see sectin (7.48.6) Page: 157 / 202

158 Example f the URL/Page Redirectin Event URL Page Redirectin event is used fr redirecting the user t a desired page based n the respnse given within the frm. Fr the purpse f this example a website ffering the services fr jb seekers and emplyers is taken. Since there are tw types f users, yu can create a dynamic questin asking the user abut the accunt type i.e. whether he is an emplyer r a jb seeker (chsing ptin radi buttns as a questin type). Then yu culd create URL/Page Redirectin event which will redirect the user t the page apprpriate fr his accunt type. In ther wrds, yu wuld redirect emplyers t the page cntaining infrmatin fr emplyers and jb seekers t their apprpriate page. In rder t start creating URL/Page redirectin event, chse ptin New Event frm the Select Event menu and then select ptin URL/Page Redirectin. Figure 151: Creating URL/Page Redirectin Event The fllwing are the parameters fr defining the URL/Page Redirectin event: Page: 158 / 202

159 Dynamic Field chse the dynamic field yu want t assciate with this event (e.g. accunt type questin asking the users t state if they are emplyers r jb seekers) User Respnse nce yu chse the desired dynamic field, the user respnse field will be refreshed with available ptins fr chsing which user respnse will be assciated t the event (e.g. Jb Seeker ); in this case the event will be applied t all users that chse Jb Seekers as an accunt type Event Actins this is the pull dwn menu fr chsing the page n yur website that the user will visit based n the given respnse (e.g. if the chses Jb Seeker as a respnse, he will be redirected t the page cntaining infrmatin fr Jb Seekers ) After setting these parameters click n the Update Event buttn and the new event will be created. Nte: yu will need t create anther event fr the Emplyer which wuld redirect the users t the page cntaining infrmatin related t emplyers Example f the Dynamic SQL Statement event In rder t start creating the Dynamic SQL Statement event, chse ptin New Event frm the Select Event menu and then select ptin Dynamic SQL Statement ptin. Figure 152: Creating a Dynamic SQL Statement event (step 1/2) The screen will be refreshed cntaining the parameters fr setting up the Dynamic SQL Statement event. Page: 159 / 202

160 Figure 153: Creating a Dynamic SQL Statement event (step 2/2) The fllwing parameters and ptins are available: Dynamic Field - select the dynamic field that this event will based n User Respnse - select the respnse fr this event that will cause the event t initialize Event Actins this part f the screen is used fr defining the event actin and cntains the fllwing parameters: SQL Statement the text area fr entering the SQL statement that will be executed based n the users respnse r after the frm results have been saved Nte: The fllwing tkens will be replaced at runtime within the SQL Optins $(ShrtFieldName) Any field that has been already stred in viewstate r rendered shuld be able t be rendered with the value based n using the shrt field name wrapped within the tken. $(DSParam1), $(DSParam2), $(DSParam3) Querystring parameters DSParam1, DSParam2, and DSParam3. $(DSSessin1), $(DSSessin2), $(DSSessin3) Sessin parameters DSSessin1, DSSessin2, and DESessin3 $(PrtalID), $(MduleID), $(TabID), $(PrtalAlias) - Prtal / Mdule /.TabID f the current mdule instance $(UniqueCmpletinID) Current unique identifier fr the frm submissin $(CurrentURL) Current URL that the frm is lcated n $(CurrentDmain) Current dmain that the frm is lcated n Page: 160 / 202

161 $(URLReferrer) Referring URL frm within the HTTP Cntext $(UserID) The UserID f the current user r -1 fr annymus $(IPAddress) The IP Address f the user $(CurrentLanguage) The currently selected language fr sessin within DtNetNuke. $(ApplicatinPath) The applicatin path frm the HTTP Cntext $(RAWURL) The RAW URL frm the HTTP Cntext {bjectqualifier} This will be replaced with the bject qualifier f yur DtNetNuke site if yu have ne defined within the web.cnfig. {databaseowner} This will be replaced with the database wner (r db.) as defined within yur database cnnectin settings fr DtNetnuke within yur web.cnfig file. SQL Parameters this is a list f SQL parameters which yu can use in yur SQL query (sme parameters are based n shrt field names fr yur questins); t include the desired parameter e.g. First name, yu can either duble click it in the menu r drag and drp it inside the SQL Statement text area Assistance links - The aut generate SQL assistance links help t prvide the functinality and quick assistance with building wrk-flw applicatins using Dynamic Frms. Dynamic Frms currently already saves data int relatinal database tables, and frm thse tables yu can query the results/exprt the results t excel/view the results within the 'View Results' area f the mdule. The assistance has been added t prvide further implementatin assistance fr users wanting t create Insert/Update/Delete implementatins fr a 'flat' table within yur web site. The fllwing assistance links are available: Generate Create Table SQL (One time nly executin) - this shuld be created after yur frm fields have been setup. A SQL script will be created which will generate a table based n the frms instance, and create a clumn within the table based n each frm fields 'shrt field name'. This query shuld nly be executed ne time and shuld be executed under Hst, SQL. Generate Insert SQL Query - this shuld be created and utilized as a SQL Cmpletin Event. Yu might cnsider creating a hidden field t represent 'Submit', 'Edit', 'Delete' functinality as described within the demnstratin #14, and then nly firing the insert statement fr initial frm submissin. Generate Update SQL Query - this shuld be created and utilized as a SQL Cmpletin Event. Yu might cnsider creating a hidden field t represent 'Submit', 'Edit', 'Delete' functinality as described within the demnstratin #14, and then nly firing the update statement fr editing r updating a frm submissin Generate Delete SQL Query - this shuld be created and utilized as a SQL Cmpletin Event. Yu might cnsider creating a hidden field t represent 'Submit', 'Edit', 'Delete' functinality as described within the demnstratin #14, and then nly firing the delete statement fr deleting a frm submissin. External DB Cnnectin use this field in case yu want t cnnect t a database utside f the standard DNN database cnnectin SQL failure redirect URL (ptinal) - this is an ptinal cnfiguratin ptin which yu can enable t autmatically redirect the user t a separate URL if the SQL Event cmes back with a failure r errr. Page: 161 / 202

162 Tip: Yu can reference the respnse frm SQL events within ther events, http pst events, and SQL events. This allws yu t (based n the srt rder f the event) capture the respnse returned frm the SQL query. T d this yu need t reference the event name within the tken. The frmat is $(SQLRespnse_EventName). Nte: As with all SQL Queries, yu shuld always use cautin and test against any pssible SQL Injectin attacks. Althugh Dynamic Frms des guard against SQL injectin rutines, yu shuld always use stred prcedures t guard against SQL Injectin Example f the Dynamic Event URL Page Redirectin event is used fr sending an t the user r t yu as an administratr based n the respnse given within the frm. Fr the purpse f this example a website ffering the services fr jb seekers and emplyers is taken. If this is the case yu may want t create Dynamic event which wuld send an t the user based n the respnse given in the frm. In rder t start creating a Dynamic event, chse ptin New Event frm the Select Event menu and then select ptin Dynamic (nte: the screen is presented with tw screenshts). Figure 154: Creating a dynamic event (screensht 1/2) The fllwing parameters fr defining a dynamic event are available inside this part f the screen: Select Event select ptin New Event Event Name set the name fr this which will help yu differentiate this event and its purpse (e.g. Jb Seeker ) Event Type chse ptin Dynamic Dynamic Field chse the dynamic field this event will be assciated with (e.g. Accunt Type ) User Respnse nce yu chse the desired dynamic field, the user respnse field will be refreshed with available ptins fr chsing which user respnse will be assciated t the event (e.g. Jb Seeker ); in this case the event will be applied t all users that chse Jb Seekers as an accunt type. Nte: New features were added t the 3.0 release t allw the respnse t either be equal t and nw nt equal t (previus versins always were set t nly fire the event when the respnse was equal t. Page: 162 / 202

163 Figure 155: Creating a dynamic event (screensht 2/2) The secnd part f the screen cntains parameters fr defining an message that will be sent t the user: Frm Address enter the frm address fr this event. The frm can either be static, such as r it can be dynamic based n a fields respnse. T base the field n a users respnse yu wuld use the shrt field name in between the parentheses, such as $(YurFrmDynamicField). Nte: If the frm address is blank then the systems administratr address will be used as the frm address T enter the shrt name parameter fr the questin; during the prcedure f creating a dynamic questin requesting address frm the users yu are asked t set a shrt name fr this parameter; in this example it is ; in rder t send this t the user submitting the frm yu need t enter this variable int the T input field (e.g. $( ) where is the shrt name fr the address questin and $() are the symbls telling the applicatin that this is a variable) Nte: alternatively yu can enter yur if yu want t receive an ntificatin nce the user submits the frm Tip: Yu can t all users within a security rle Use tkens such as $(Rle_RleName) and replace the RleName text with the rle name yu wuld like fr users t be ed t. These tkens can be referenced fr the T, CC, and BCC prperties Subject input field fr entering subject Page: 163 / 202

164 Bdy text area fr entering the bdy f the message; this space can als be used fr incrprating respnses fr all previusly created dynamic questins (e.g. if yu have created a questin accunt type and given it a acctype shrt name, then enter $(acctype) inside the bdy f the message t display this infrmatin t the user i.e. jb seeker ) File Attachments: Yu can use the shrt field names fr images and file attachments within the just as yu d with ther parameters within the bdy. Fr example $(MyFileUplad) r $(MyImage). The difference is that the file attachment is nt actually attached, its references as the HTTP reference within the t dwnlad the file. Fr example: Please dwnlad the file here $(MyFileUplad) T include it as a click use html such as this: <a href=$(myfileuplad)>click here t dwnlad this file</a> Tip: If yu want t include the file attachments within the as actual attachments then include the text AttachFiles within the bdy. If this text is included within the it will autmatically be remved by the mdule and the file attachments will be added t the . Nte: New tkens were added in versin 2.5. These tkens reflect several new features added t the mdule. $(ShrtFieldName_FullResults) Fr each frm field, a new tken is available t display bth the field label and the users respnse as ne tken. This tken will nly render results if there is a respnse frm the user $(ShrtFieldName_Text) Yu can nw retrieve text values as tkens fr fields such as Cmb Bx, Radi Buttn, ListBx, and Check Bx Grups. Previusly yu were nly able t retrieve a questin ptin value and nt the text. Fr example if yu specified a questin ptin with the text f Califrnia but a value f CA yu can use $(ShrtFieldName) t retrieve CA and $(ShrtFieldName_Text) t render Califrnia. $(CalculateList_ShrtFieldName) Yu can nw have a frm ttal items frm a checkbx grup r multi-selectin listbx field types. T set values within the checkbx grup/listbx fields yu need t set each list items value t be VALUE01_Price. Yu can have up t 20 items with values in it. Fr example VALUE01_19.99, VALUE02_9.99, VALUE03_29.99, VALUE04_19.99, VALUE05_9.99). By using this feature yu can create ttal fields such as 'Check all items yu want t purchase' r 'Check all add-n's yu want t add' and Dynamic Frms will ttal all f the checked r selected items fr yu with this tken. $(IPAddress) Including the $(IPAddress) tken within the will render the users IP Address $(UniqueCmpletinID) Include the unique cmpletin ID t identify this individual frm submissin $(DateTime) Include the current date and time f the submissin AttachFiles - If yu want t include the file attachments within the as actual attachments then include the text AttachFiles within the bdy. If this text is included within the it will autmatically be remved by the mdule and the file attachments will be added t the . These are fr file attachments using the File Uplad field type. This is nt necessary if yu are setting up an attachment within the advanced cmpletin event settings. After setting these parameters click n the Update Event link in rder t cmplete the prcedure f creating Dynamic event. Page: 164 / 202

165 Setting up a HTTP pst cmpletin event The HTTP pst cmpletin event is used in case yu wish t pst data frm the frm t anther URL (nte: yu can pst parts f the frm r whle frm t any URL yu want i.e. web service such as SalesFrce.cm r virtually any frm yu can pst t). In rder t start setting up this type f cmpletin event, select HTTP Pst within the Event Type part f the screen. Figure 156: Setting up a HTTP pst cmpletin event The fllwing ther parameters are available: HTTP Pst URL this is the actual URL which the frm shuld pst an HTTP Pst t HTTP Pst this is the pst which shuld be prcessed; the pst shuld include a starting pst variable fllwed by = and then the pst respnse. Fr example, a HTTP Pst culd be. Myname=Test&MyLastName=Test2&My =Test3 Nte: T review an example f hw t use Dynamic Frms t send an HTTP Pst frm ne Dynamic Frms t anther Dynamic Frms please review this demnstratin here: Respnse t Site Admin yu might want a cnfirmatin that the HTTP Pst returned a result; if s yu can chse t the site administratr the results frm the HTTP Pst. Page: 165 / 202

166 Tip: Yu can reference the respnse frm HTTP Pst events within ther events, http pst events, and SQL events. This allws yu t (based n the srt rder f the event) capture the respnse returned frm the HTTP Frm Pst. T d this yu need t reference the event name within the tken. The frmat is $(PstedRespnse_EventName). After setting the desired parameters, click n the Update Event link in rder t save the changes Setting a DtNetNuke Security Rle based n the respnse The DtNetNuke rle cmpletin event is used in case yu wish t assign a specific rle t the user based n the respnse within the frm. In rder t start setting up this type f cmpletin event, select DtNetNuke Rle within the Event Type part f the screen. Figure 157: Setting up a DtNetNuke cmpletin event The fllwing parameters are available: DNN Rle chse the rle which shuld be assigned t the user Rle Actin Type use this pull dwn menu t specify the type f actin which shuld be perfrmed t the user rle; the fllwing tw ptins are available: Add / Remve chse this ptin t add a rle based n the user respnse, r remve the user frm the rle if the user desn t match the respnse Add chse this ptin t add a rle based n the user respnse Remve chse this ptin t remve the rle frm the user based n the respnse Nte: Prir t versin 3.0 this cmpletin event type always functined in an add/remve actin type. The user wuld be added t the security rle if the respnse matched, and if the criteria did nt match they wuld be remved frm the security rle. The updated enhancement allws yu t Page: 166 / 202

167 setup many cmpletin events fr the same security rle, withut the risk f the user remving the security rle etc Rle Expire Type chse the type f rle expiratin; whether the rle shuld expire in a set number f days (e.g. 20 days frm tday) r n a specific date in mm/dd/yyyy frmat (e.g. 01/01/2015). This field is used in cmbinatin with the field belw where yu shuld enter the specific values accrding t the chice yu have made here (either the number f days r a date). If this field is empty the rle will be added withut an expiratin date. Rle Expire Days/Date set the number f days r the specific date this rle will be assigned fr (e.g, enter 45 days if yu wish t assign the rle fr 45 days; after this perid the user will autmatically be demted). Nte: Yu can leave this field empty if yu never want the rle t expire. Set the desired parameters and click n the Update Event link t save the changes. The screensht belw demnstrates the frm as seen by the end users. Figure 158: Example f assigning the rle based n respnse Page: 167 / 202

168 Creating the PDF file The Create PDF file cmpletin event is used in case yu wish t create a PDF file which will cntain the frm cntents. In rder t start setting up this type f cmpletin event, select Create PDFfile within the Event Type part f the screen. Figure 159: Creating a PDF file cmpletin event Nte: When the Save fr Later feature is enabled (under the Submit/Link Buttns. see sectin ) then an additinal ptin becmes available which allws yu t nly enable the cmpletin event when the save fr later is being implemented. The fllwing page will be displayed. Page: 168 / 202

169 Figure 160: Creating the PDF The fllwing ptins and parameters are available: PDF header/fter the fields fr defining the PDF header and fter areas PDF summary the field fr entering the PDF summary Display Page Numbers select whether r nt yu wish t display the page numbers within the PDF file The bdy f the PDF the field fr defining the bdy f the PDF file, i.e. the field which yu will use t determine which parameters r results shuld be extracted and included in the PDF file Generate Results Template use this ptin t autmatically generate the results template Generate Full Results Template use this ptin t autmatically generate the results template Message Parameters use the message parameters t create a custm set f parameters which shuld be displayed within the PDF file Imprtant nte: PDF cmpletin events can be used as an attached file within cmpletin events. Yu must setup the PDF cmpletin event t have a srt rder that is lwer (i.e 5) then the cmpletin event (i.e. 10). Then within the cmpletin event yu must reference the PDF event as a tken (yu shuld see an additinal tken in the listbx f available tkens). The tkens are $(PDFLink:EventName) and $(PDFAttach:EventName). Yu shuld replace EventName with the name f the actual PDF cmpletin event. Nte: Fr a detailed dem f this functinality please review this link: GridviewPDF/tabid/940/language/en-US/Default.aspx Page: 169 / 202

170 Editing an existing event In rder t edit an existing event, chse the desired event frm the Select Event pull dwn menu. Figure 161: Editing an existing event The page will be refreshed and the parameters set fr the chsen event will be displayed. Change the desired values and click n the Update Event link in rder t save the changes. Page: 170 / 202

171 Deleting an event In rder t delete an event, chse the desired event frm the Select Event pull dwn menu. Figure 162: Deleting an event The page will be refreshed and the ptin Delete Event will be available. Click n this link t delete the chsen event Clning an event In rder t clne an existing event i.e. quickly create an identical cpy f an event, chse the desired event yu wish use as a template frm the Clne Dynamic Event pull dwn menu. Figure 163: Clning an event Page: 171 / 202

172 The page will be refreshed cntaining autmatically ppulated fields frm the event chsen as a template. Yu can enter a different name fr this new event at this pint and click Update t save the changes, i.e. cmplete the prcedure f clning an event Managing Questin Events In rder t start managing questin events, chse ptin Manage Settings/Questins frm the main menu and then click n the Questin Events icn. Figure 164: Managing Questin Events The fllwing parameters are available inside this screen: Questin Event pull dwn menu fr chsing the editing the desired questin event r creating a new ne Event Name input field fr entering the name f the new questin event Is disabled? select this ptin t disable the event; yu can use the same ptin t enable it subsequently Event Type ptins fr chsing the type f the questin event Hide questin based n anther questin s respnse see sectin Set Questin Default/return SQL respnse based n anther questin see sectin Display hidden questin based n anther questin s respnse see sectin Disable questin based n anther questin s respnse see sectin Execute Frm Submissin - see sectin Page: 172 / 202

173 Initiatin / Pstback Questin select the desired pstback questin; it will be the specific respnse t this questin that will affect displaying r hiding anther questin ( Affected Questin ptin) Execute Event fr any respnse select this ptin in case the desired event (hiding r displaying) shuld be executed n matter the respnse given t the pstback questin Initiatin Respnse pull dwn menu fr chsing the initiatin respnse, i.e. the respnse that will trigger the event (shwing r displaying the affected questin) Affected Questin pull dwn menu fr chsing the questin that will be affected by the event; in ther wrds which questin will be displayed r shwn based n the respnse given fr the pstback questin Affected Questin New Value - If yu have previusly selected the ptin t change the value f a field based n the respnse t anther field yu can set the new value here Hiding a questin based n the respnse This type f event is used in case yu want t hide a questin after the user has given certain respnse t a given questin. Fr the purpse f explaining this feature, the example f asking the user abut the type f PC has been taken. The assumptin is that mst f the users filling the frm will have a laptp and that yu want t acquire further infrmatin abut their preferred laptp accessry (either a bag r a backpack). In case the user des wn a laptp, he will select Laptp frm the first questin (which is a pstback questin in ur example). Then this user can mve n and supply infrmatin abut the preferred accessry. Hwever, if the user has a Desktp PC, he will chse the Desktp ptin frm the pull dwn menu (which is initiatin respnse) thus making the questin abut the preferred laptp unnecessary. That questin will be autmatically hidden frm the user (affected questin in ur case). Read belw t find detailed instructins n hw t define this type f an event. Page: 173 / 202

174 Figure 165: Hiding a questin based n the respnse Questin Event chse ptin New Questin Event Event Name enter the name f the event (e.g. Hide accessries ) Event Type chse ptin Hide questin based n anther questin s respnse Initiatin / Pstback Questin select the desired pstback questin; in this case the pstback questin wuld be What kind f a PC d yu have? Initiatin Respnse pull dwn menu fr chsing the initiatin respnse; in ur example the initiatin respnse wuld be Desktp which wuld cause the questin abut the accessries t be hidden Affected Questin pull dwn menu fr chsing the questin that will be affected by the event; in ur example the affected questin wuld be Preferred laptp accessry Page: 174 / 202

175 After setting the desired parameters, click n the "Update Questin Event link and the new event will be created. The screensht belw demnstrates this questin event as seen by the end user. Figure 166: Example f this event as seen by the end user The default value fr the first questin has been set t Laptp. Once the user chses Desktp, the Preferred laptp accessry questin will disappear Setting the questin default r returning an SQL respnse based n the respnse This type f event is used in case yu want t set the default value f anther field based n respnse frm a previus field r return an SQL respnse based n that respnse. Fr example, if the user check s a bx (initiatin r pstback questin) yu might want t set the default value t anther field t be Yes. Page: 175 / 202

176 Figure 167: Setting the questin default based n the respnse Questin Event chse ptin New Questin Event Event Name enter the name f the event Is Disabled? use this ptin if yu wish t temprarily disable this questin event (nte: yu can tggle between disabled r enabled at any time) Event Type chse ptin Set questin default/return SQL respnse based n anther questin s respnse Initiatin / Pstback Questin select the desired pstback questin Execute event fr any respnse select this checkbx in case yu wish t trigger the event whatever the respnse Initiatin Respnse pull dwn menu fr chsing the initiatin respnse; in ur example the initiatin respnse wuld be Yes which wuld cause the affected questin (PDA manufacturer) t be displayed t this user Affected Questin pull dwn menu fr chsing the questin that will be affected by the event Affected Questin New Default Value - if yu selected the ptin t change the value f a field based n anther field yu can set the new value here by using any f the tw fllwing ptins: Enter ptins Enter the new value the field shuld render when the initiatin respnse has been triggered. SQL driven - Enter a query that shuld return a single rw/clumn with the clumn name DefaultValue. Please nte, all queries shuld use stred prcedures t Page: 176 / 202

177 minimize the risk f SQL injectin (especially within questin events if yu are referencing ther field tkens). Pssible implementatins that can utilize this feature might include: Returning a true r false nce a user enters a special cde Have a user take a test f values that check get checked and returns a percentage (such as a having the user take a test and it can return their scre) Having the user enter a cupn cde r prmtinal cde that checks the database fr an available discunt and then returns the percentage discunt. Yu can view a demnstratin f this example here. This example then mdifies via a client side event the final cst f the prduct after the cupn has been applied. Figure 168: Example f setting the questin default based n the respnse Review Demnstratin f Default Value Questin Event Displaying hidden questin based n a respnse This type f event is used in case yu want t display a questin that has been hidden frm the user the user has given certain respnse t a given questin. Page: 177 / 202

178 Fr the purpse f explaining this feature, the example f asking the user abut whether he has a PDA device r nt has been taken. Once the user supplies the answer Yes (initiatin respnse in ur case), the questin abut the PDA manufacturer will be displayed t the user s that he culd chse the manufacturer f his PDA device. Read belw t find detailed instructins n hw t define this type f an event. Figure 169: Displaying hidden questin based n a respnse Questin Event chse ptin New Questin Event Event Name enter the name f the event (e.g. Shw PDA manufacturer ) Event Type chse ptin Display hidden questin based n anther questin s respnse Page: 178 / 202

179 Initiatin / Pstback Questin select the desired pstback questin; in this case the pstback questin wuld be D yu have a PDA? Initiatin Respnse pull dwn menu fr chsing the initiatin respnse; in ur example the initiatin respnse wuld be Yes which wuld cause the affected questin (PDA manufacturer) t be displayed t this user Affected Questin pull dwn menu fr chsing the questin that will be affected by the event; in ur example the affected questin wuld be PDA Manufacturer After setting the desired parameters, click n the "Update Questin Event link and the new event will be created. The screensht belw demnstrates this questin event as seen by the end user. Figure 170: Example f the event questin as seen by the end user The PDA manufacturer questin is hidden until the user answers Yes t the D yu have a PDA questin. Imprtant nte: in rder fr the affected questin (PDA manufacturer) t be hidden until the user supplies the prper initiatin respnse, yu need t select the Hide until frced visible by questin event ptin within the Advanced Field Optins page. Page: 179 / 202

180 Figure 171: Editing Advanced Field Optins Disabling a questin based n anther questin s respnse This type f event is used in case yu want t disable a certain questin based n the respnse fr anther questin. An example fr using this ptin can be a situatin where yu want t differentiate users frm US and thse frm the rest f the wrld. In that case yu culd create a radi buttns element asking the user whether he is a US citizen r nt. Based n the respnse (YES), yu can determine t disable the pull dwn menu fr chsing the cuntry (cntaining all ther cuntries but US). Figure 172: Disabling a questin The screen shts belw demnstrate hiding f the field based n the respnse frm the user. Page: 180 / 202

181 Figure 173: Example f disabling a questin based n the respnse (step 1/2) Once the user selects the Disable web site field, the screen will be refreshed and the Web Site field will be disabled. Figure 174: Example f disabling a questin based n the respnse (step 2/2) Executing the frm submissin This questin event is used fr autmatically submitting the frm upn firing. In case the cnditins are met, the frm will be submitted instantly. In rder t create this questin event, chse ptin New Questin Event Frm the Questin Event menu. Page: 181 / 202

182 Figure 175: Executing the frm submissin Fr the Event Type chse Execute Frm Submissin and then define the rest f the criteria Editing a questin event In rder t edit a questin event, chse the desired questin event frm the pull dwn menu. Figure 176: Editing a questin event The screen will be refreshed cntaining the parameters f the chsen questin event where yu can make the desired changes. Page: 182 / 202

183 Deleting a questin event In rder t delete a questin event, chse the desired questin event frm the pull dwn menu. Figure 177: Deleting the questin event (step 1/2) The fllwing screen will be displayed. Figure 178: Deleting the questin event (step 2/2) Click n the Delete Questin Event link and the selected questin event will be deleted. Page: 183 / 202

184 8 ACCEPTING SILENT HTTP POSTS Dynamic Frms can accept silent psts, if a silent pst is sent the frm will cllect the variables frm the pst and submit the frm (as lng as validatin is valid with all fields passed via the silent pst) In rder t initiate a silent pst t the frm yu shuld pst data via anther applicatin r an HTML Frm Pst with passing the parameter SPst with a value f True Yu shuld pass each frm variable with the frm variable name matching the shrt field name f the Dynamic Frms mdule instance. Fr example, if yu had a field with a shrt field name f FName yu shuld pass that variable via the HTTP Pst with a value Nte: Silent psts will save all f the data frm frm submissin and als enable/fire each and every frm cmpletin event as if the user had submitted the frm. Page: 184 / 202

185 9 VIEWING FORM RESULTS Nte: the users with view (nn-admin rle) rights can als be allwed t view, edit, manage templates, exprt, and purge frm results. Fr further infrmatin abut this functinality, see sectin 7.45 In rder t view the results f yur frm chse ptin View Frm Results frm the Advanced Features submenu. Figure 179: Viewing frm results (step 1/2) The screen cntaining summary infrmatin abut users filling the frm will be displayed. Page: 185 / 202

186 Figure 180: Viewing frm results (step 2/2) The fllwing ptins are available inside this screen: Manage Results Template the ptin fr managing the results template (see sectin 9.2) Exprt All Results t Excel click n this link t exprt all frm results t an excel file (see sectin 9.7) Purge All Results the ptin fr purging the frm results (see sectin 9.1) Page size set the desired number f items per page Filter select the field yu wish t filter the results fr and/r enter the keywrd fr perfrming the search View Results click n this link t view detailed results f the frm (see sectin 9.1) Delete click n this link t delete the frm result (see sectin 9.4) Edit click n this link t edit the frm result (see sectin 9.5) Create Cpy click n this link t create a cpy f the frm result (see sectin 9.6) Exprt all results t Excel ptin fr exprting results t Excel (see sectin 9.7) Page: 186 / 202

187 9.1 Purging the frm results In rder t purge i.e. delete all frm results click the Purge All Results link. Figure 181: Purging frm results Page: 187 / 202

188 9.2 Managing the Results Template In rder t purge i.e. delete all frm results, click the Purge All Results link. Figure 182: Chsing the "Manage Results Template" ptin The fllwing page will be displayed. Figure 183: Available frm results template ptins The fllwing ptins and parameters are available: Standard Template this ptin is selected by default when the standard template is applied; t mdify the template, chse ptin Custm Template Custm Template chse this ptin t begin mdifying the frm results template accrding t yur preferences; the fllwing screen will be displayed Page: 188 / 202

189 Figure 184: Managing the frm results template The fllwing ptins and parameters are available: Generate Results Template use this ptin t autmatically generate the results template Generate Full Results Template use this ptin t autmatically generate the results template Template Parameters use the template parameters t create a custm set f parameters which shuld be displayed within the frm Page: 189 / 202

190 9.3 Viewing a frm result In rder t view a frm result, click n the View Results link next t the desired date. Figure 185: Viewing a frm result (step 1/2) The screen cntaining detailed frm result will be displayed. Figure 186: Viewing a frm result (step 2/2) Nte: see sectin 9.7 fr further infrmatin abut exprting results t an Excel file. Page: 190 / 202

191 9.4 Deleting a frm result In rder t view a frm result, click n the Delete link next t the desired user. Figure 187: Deleting a frm result (step 1/2) Once yu click n the Delete link the fllwing cnfirmatin dialg will be displayed. Figure 188: Deleting a frm result (step 2/2) Click OK and the selected frm submissin will be deleted. Page: 191 / 202

192 9.5 Editing the frm result In rder t edit a frm result, click the Edit link next t the desired result. Figure 189: Deleting a frm result (step 1/2) Once yu click n the Edit link and the frm where yu can edit the results will displayed. 9.6 Creating a cpy f the result In rder t create a cpy f a frm result, click the Create Cpy link next t the desired result. Figure 190: Creating a cpy f the result The cpy f the selected frm result will be created and displayed. Page: 192 / 202

193 9.7 Exprting results t Excel In rder t exprt results t an Excel file, click n the Exprt all results t Excel link. Figure 191: Exprting results t Excel (step 1/3) The fllwing screen will be displayed. Figure 192: Exprting results t Excel (step 2/3) Click n the Save buttn in rder t save the exprted results t yur PC and the fllwing screen will be displayed. Page: 193 / 202

194 Figure 193: Exprting results t Excel (step 3/3) Chse the desired lcatin fr the exprted Excel file and click n the Save buttn in rder t save it t yur PC. This screensht demnstrates the layut f the Excel file with exprted results. Figure 194: Example f the exprted file Page: 194 / 202

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