Edit Form List View

This screen allows you to layout the display of data from multiple submitted forms. This is one of the most powerful features of the system.

You can update the way this Page's displays of data from multiple Submitted Forms, and optionally link this Page to a Form Item View Page that will display an individual submitted form using the ^^reference_code^^ system field.

All available submitted form fields for display within View

All the available fields that can be displayed are listed, sandwiched between the double-caret (^^) which are used by the system to identify where to replace the fields with data when displaying the Page. Simply copy any of the fields (be sure to include the double-carets) into the Layout area.

System Fields

System Fields are fields that are available to include in your layout that are automatically created for all Submitted Form data.

Form Fields

Form Fields are fields where created on the Custom Form that the Custom Form List View Page is associated with (through it's Page Properties).

Comment Fields

There are several system fields which allow you to display information about Comments that have be added to Submitted Forms. These fields can be used to setup a forum that shows the number of replies and newest reply for various topics.

Use the following URL format to link directly to the newest Comment on the Form Item View Page:

/pages/example?r=^^reference_code^^#software_comment_^^newest_comment_id^^ where example is the name of the Form Item View Page.

Hints

Hints provide a quick way of cutting and pasting common layout values into your layout area.

Display layout of submitted form data fields within View

The Form List View Layout area, or "layout" is where you place your available fields to be replaced by the actual data fields from the Submitted Forms. The layout area represents a single submitted form's data. Think of this area as a row in a spreadsheet, or table. It will be output over and over until all the Submitted Forms are displayed.

Linking to a Form Item View Page

Most of the time, you will not only want to display the Submitted Form data in a List, but also allow your site visitors to "drill into" the actual Submitted Form data and view additional fields that are not added to the layout itself. The Form Item View Page will do this for you. But you will need to create a link and pass the reference code of each specific Submitted Form data. To do this, include the following URL format within your layout and the system will dynamically insert a link to each Submitted Form's data when the Page is displayed:

/pages/example?r=^^reference_code^^ where example is the name of the Form Item View Page that is setup to display the same Custom Form.

Displaying Conditional Information

You can display information within the layout area based on a value being available to display. For example, you may want to hide the label of the field if it is not present the Submitted Form data. Use the following format to output different content depending on whether there is a value or not:

[[There is a value: ^^example^^ || There is not a value]]

Link to File Upload Field Data

If you have created a Custom Form with File Upload fields on it, you will need to dynamically link to them through the layout. To do this, use the following URL format:

/files/^^example^^ , where example is a form field that contains the name of the File uploaded.

Displaying Date/Time Values

You want to format your date and time values in different ways for spacing or affect. The system allows you to use virtually any format you desire. To customize the date and time values for the available time and date fields, use the following format within your layout:

Format:
^^field_name^^%%format%%

format can either be a PHP date format or "relative" for a relative time (e.g. "2 minutes ago", "2 minutes from now").

Examples:
^^submitted_date_and_time^^%%l, F j, Y \a\t g:i A%%
^^submitted_date_and_time^^%%relative%%

NOTE: For "relative" date/time formatting, once the date goes beyond one month, the full date and/or time is displayed.

Sort order of submitted form data within View

You can sort the order in which the Submitted Form data (rows) are output.

NOTE: "Random" sort order is only available for the first sort order option but is useful if you want the rows of Submitted Form data to be displayed in a random order each time the Page is displayed.

Limit the amount of data within each View Page

You can limit the nuber of Submitted Forms (data rows) are displayed on the page. If you don't set the Maximum Number of Results Per Page, then the system will output pagination navigation automatically.

Define what submitted form data can be displayed by the View

You can add filters that define exactly which Submitted Forms (data rows) are displayed on the Page.

TIP: If you wish to further filter a Form List View to only allow a Submitter to view their own Submitted Form data, add an E-Mail Address Field to your Custom Form and then add a Filter where the "Submitter" "is equal to" the "Viewer". This will allow you to place the Form List View Page into a Folder that many Users can view, but any Submitted Form data from other Users will be hidden for them.

Search & Browse

Allow Visitor to search data

Enable Search:

Check this to add a search box to the Form List View Page. Search will allow the Visitor to enter a keyword and the system will search all (filtered) Form List View data for the keyword and display the resulting Submitted Form data (rows) that contain that keyword.

NOTE: The keyword search will search all system and custom form fields, not just fields that appear in the display layout above.

Enable Advanced Search:

Check this to allow the Visitor to search specific fields. A toggle button (i.e. +/-) will appear that allows the Visitor to expand or collapse the advanced search. The Visitor may use the keyword search and advanced search at the same time. You may define the fields that are available in the layout below.

The results will only be filtered for the advanced search fields that the Visitor completes. If a Visitor leaves a field blank, then that field will be ignored.

In general, fields will appear as they are defined in the Custom Form Field properties. For example, if a field has a text box type, then it will appear as a text box in the advanced search. There are some exceptions to this. For example, a text area field will appear in the advanced search as a text box, because the Visitor will not need a full text area to enter a search term.

If a default/blank option does not exist for pick lists and radio button sets, a default/blank option will be added to the top of the lists. This allows a Visitor to leave the default option selected in order to ignore a field if he/she does not want to filter that field.

Expand by Default:

Check this if you want the advanced search area to be expanded when the Visitor first visits this Page, in order to draw attention to it. This prevents the Visitor from having to click the toggle to expand the advanced search. If you check this, the expand by default setting for the browse feature will be disabled because both areas cannot be expanded at the same time.

Layout of fields in advanced search

Layout:

Use this rich-text editor in order to define the layout for the advanced search fields. You will want to include a label for each field and then copy a field from the lists above and paste into the layout. You can use a table in order to align multiple fields. You will also want to include a submit button, and optionally a clear button, which you can also copy from the lists above.

You may add additional properties to any field. The available properties appear below. "name" is the only required property.

class

Use this to add a CSS class to a field.

Example: {{name: 'example', class: 'example'}}

help

Set this property to "false" to hide format instructions for date fields and etc. The available values are "true" and "false". Help is set to "true", by default. Do not wrap value in quotes.

Example: {{name: 'example', help: false}}

label

Use this to set the label for submit and clear buttons. By default, the submit button label is set to "Search" and the clear button label is set to "Clear".

Example: {{name: 'submit_button', label: 'Submit'}}

name

Use this to set the name for the field that you want the Visitor to be able to search. This is the only required property.

Example: {{name: 'example'}}

operator

Use this property to customize the filter for a field. The available operators appear below. "contains" is the default.

  • contains
  • does not contain
  • is equal to
  • is not equal to
  • is less than
  • is less than or equal to
  • is greater than
  • is greater than or equal to

For example, if your Form List View is showing a list of apartments and you want Visitors to be able to enter a square footage range that they are interested in, you could enter the following in your layout.

From {{name: 'square_footage', operator: 'is greater than or equal to'}} to {{name: 'square_footage', operator: 'is less than or equal to'}} sq. ft.

size

Use this to set the size of a field. This property only applies to fields that appear as text boxes and pick lists. For text boxes, the size affects the width of the field. For pick lists, the size affects the height. If this property is not set, then it will use the size value from the Custom Form Field property. Do not wrap value in quotes.

Example: {{name: 'example', size: 40}}

Allow Visitor to browse data

Enable Browse:

Check this to display a pick list that will allow Visitors to browse data by Custom Form Fields. The pick list will contain a list of Custom Form Fields that you may select below. Once the Visitor selects a Custom Form Field, a list of available browse filters will appear in columns in a table in alphabetical order. The browse filters that appear are all of the unique values that exist in Submitted Forms for that field. The Visitor can then click on a browse filter in order to filter the Submitted Form results that appear on this Page.

The label for the fields in the pick list comes from the label for the corresponding Custom Form Field. If a colon appears on the end of the label, then it is removed.

The order of the fields in the pick list is defined by the order for the fields in the Custom Form. You will have to reorder the fields in the Custom Form to affect their order in the pick list.

A field will not appear in the pick list if there are no browse filters for that field (i.e. no values appear in Submitted Forms for that field).

Only values for a field that exist in Submitted Forms will appear as browse filters. For example, if there is an option in a pick list field that has not been selected for any Submitted Forms, then it will not appear as a browse filter.

Although you may enable both browse and search, the Visitor must choose between browsing and searching at any given time. The Visitor may not combine browsing with searching.

Expand by Default:

Select a browse field that you want to be selected by default when a Visitor first visits this Page, in order to draw attention to it. This will expand the browse area by default. You may leave this pick list unselected if you do not want the browse feature to be expanded by default. Please be aware that you must also check the corresponding field in the "Select fields" area down below. Also, a value must exist for the selected field in at least one Submitted Form (i.e. the field cannot be left blank in all Submitted Forms if you want this feature to work).

NOTE: If you select an option for this field, the expand by default setting for the advanced search feature will be disabled because both areas cannot be expanded at the same time.

TIP: You also can create a link to this page, using query string parameters, in order to set a browse field and filter by default:

/pages/[page name]?[page id]_browse_field_id=[field id]&[page id]_browse_filter=[filter]

Replace [page name] with the Page name. Replace [page id] with the Page id. You can get the Page id, by editing the page properties and looking in the address bar. Replace [field id] with the Custom Form Field id. You can get the Custom Form Field id by editing the field in the Custom Form and then looking in the address bar. Replace [filter] with the browse filter value.

Select Fields:

Check the fields that you want to include in the browse pick list.

The columns field allows you to set the maximum number of columns that you want the browse filters to appear in. If the browse filters tend to be long, then you might want fewer columns, however if the browse filters are short, then you might want more columns. Please be aware that the value you enter for this field is the maximum number of columns, so fewer columns might appear in some situations.

Check the shortcut check box if you want the browse filters for that field to link directly to the Submitted Form on the Form Item View Page instead of refreshing this Form List View Page and showing the result. The shortcut will only be used if there is only one result for the browse filter. You must set a Form Item View on the Edit Page Properties screen for this Form List View Page in order for the shortcut to work.

Text area fields with rich-text editor enabled and information fields will not appear in the list, because they are not valid browse fields.

Show all results before Visitor filters results by browsing or searching

Show Results by Default:

If you want Submitted Forms to appear in a list on this Page before the Visitor browses or searches, then check this check box. If you leave this field unchecked, then the Visitor will receive a message when they first visit the Page that instructs the Visitor to first browse or search. Once the Visitor browses or searches, then results will appear.