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Stepper form

 
 
A deposit form can be created to allow depositing and editing of data from the web.
 
The form can be displayed in different ways, by using a default form or by using a stepper form (the latter one is explained in this chapter).
 
The stepper form can be applied in a horizontal way or in a vertical way.
 
An example of a vertical deposit stepper form is shown in the picture below.
 
 
And a horizontal deposit stepper form looks like:
 
The following links are based on a Form template but are similar to Stepper form templates.
- For instruction movie on how to create and use a deposit form, see Online deposit of data.
- To see how to create a dynamic deposit form based on certain criteria, see How to: Dynamic deposit form.
 
 
The designer section of the templates management will be opened when a new stepper form template is created or when one needs to be edited.
 
 
Items can be placed on the template. Hover the mouse on top of any of the numbers below to see detailed information.
 
 
Stepper form
 
 
Stepper form
 
 
 
 
All information for this page can be found above this line. Simply hover the mouse on top of any of the numbers to see the information. Top
 
1
1.
 
List of all fields in the selected table of selected database. Rights are respected.
 
See Field properties in stepper form.
 
2
2.
 
Available static items are: Captcha, Separator and Static HTML.
 
3
3.
 
Default HTML blocks provided, to be dragged onto the template.
 
Available blocks are: cards, citations, contact, footers, gallery, header, pricing, product, publications, sliders, team.
 
 
For details see HTML blocks.
 
4
4.
 
Default containers provided, to be dragged onto the form.
 
Available containers are: Expansion panel, Horizontal splitter, Layout, Section, Splitter, Tab page, and Vertical splitter.
 
5

Template area

5. Template area
Area where the fields, static items, HTML blocks and containers can be dragged onto.
 
6

Search

6. Search
 
Search for a given field or item. Click on the X icon to display the full list of fields and items again.
 
Full size
 
This movie is based on a display template however the same applies to the form template.
 
7

Save

7. Save
 
Save all changes made to the current template.
 
8

Preview

8. Preview
 
Go to the preview to see how the current form looks in the end.
 
Click on the close icon to go back to the designer window.
 
Full size
 
This movie is based on a display template however the same applies to the form template.
 
9

User

profile

9. User profile
 
Select from:
 
  • Go back to site: Will open the actual website.
     
  • User profile: Place to update the details of the user. The look is managed by the curator of the website and is explain in sub chapter User profile.
     
  • Change password: Allows the user to change the password by giving first the current password and then 2 times the new password.


     
  • Help: The BioloMICS manual will be opened.
     
  • About: Information about the application, web service and database version.
     
  • Logout: Log out from the website. The login screen will appear after logging out.
 
 
 
 
 
 
1

Create new

form

1. Create new form
To create a new form template, go to the template management and click on Add new template.
 
Provide the requested information:
 
  • Select Stepper form as the template type.
  • Enter a name for the new template.
  • Select the database.
  • Select the table in the database.
  • Add a description for this template (optional).
 
See Add item for the next step to take.
 
2

Add item

2. Add item
To add an item to the stepper from template, take it from the left and drag it to the template area.
 
Full size
 
This movie is based on a display template however the same applies to the form template.
 
3

Remove item

3. Remove item
To remove an item from the stepper form template, hover the mouse on top of it and click on the bin icon.
 
Full size
 
This movie is based on a display template however the same applies to the form template.
 
4

Move item

4. Move item
 
To move an item up or down, hover the mouse on top of it an click on the icons up or down.
 
Full size
 
This movie is based on a display template however the same applies to the form template.
 
5

Properties

5. Properties
Click on a given item in the template area to see the properties panel on the right.

     Full size
 
 
  • Global options: Settings for the current template. For details see Global options Stepper form.
     
     
  • General options: Settings for each field type adapted (not available for all items).
     
  • General options for each field type, see Field properties in Stepper form.
     
  • General options for Containers.
     
  • There are no general options for Static items. See Static items for details on how to use them.
     
  • There are no general options for HTML blocks.

     
  • Field details: Metadata from the field: Field name, field code, field type, table name, database name, (target table and target database), and the creation date.
     
    Note that this tab is hidden when a static item or container is selected.
     
  • Trigger options: Possibility to activate a trigger on a given field by selecting the corresponding System query and Form action templates.

                        For more information, see also How to: Dynamic deposit form. Note that the instructions are for the Form template but can also be used for the Stepper form template.
     
     
 
 

The contents of Stepper form

Field properties in stepper form
Global options Stepper form
(c) BioAware, 2024