The Textbox question type lets people enter a single line of text. For example, people can enter responds to simple questions.
Add a Textbox and Set Up the Definition Properties
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you are working with.
3. Click Add Question. The Add Item window appears.
4. In the Unique ID field, enter an identifier for the textbox.
5. From the Type drop-down pick list, select Textbox.
6. In the Text field, enter and format the label you want to use to describe the textbox field. This will be what form users see.
7. Text is automatically added to the left of the textbox field. Use the Text Position options to move it to the top or right.
8. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.
9. If you are using a collection grid:
a. Select the grid you are associating the textbox with from the Grid drop-down.
b. Select the appropriate Grid Function from the drop-down.
10. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Settings tab.
7. The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.
8. To adjust how wide or high the textbox appears, enter the size you want the textbox in the Width and Height fields. You can use the percentage of 100 or use px, pt values. For example, if you want the textbox to be small, enter 50% or 50px.
9. Use the Font Size field to determine the font size of the text the user enters. TIP: Consider the height and width of your field. If you size them down and use a large font size, text may not appear.
10. Set up the attributes:
a. If you want to require users to select an option from the textbox, select the Required checkbox.
b. If you want the essay to be shown to users, but unavailable to them to select from, select the Read Only checkbox.
c. If you want to make a question/field only visible in the report view or EX FormFlow - Workflow, select the Show Only in Report checkbox.
d. The Hide On Load setting can be used to hide a question on the form until another action takes place. * This setting will soon be discontinued. To show/hide a question, use question Rules options.
e. If you want the essay the user enters to be included in the form report, select the Include in Report Grid checkbox.
11. To have the textbox show a particular text when the form user accesses the form, enter it in the Default Value field. Form users can update what is entered here.
12. If you want to compare what the form user enters in the text field, select the field you are comparing to from the Compare To drop-down.
13. If your textbox includes a value amount mapped to a selected Payment Profile, and you want to double the final balance amount, select the Add Double Value to Final balance check box.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
14. If your textbox includes a value amount mapped to a selected Payment Profile, and you want to multiply the amount by the Fee Amount in the Payment Profile, select the Multiply Balance by Double Value check box. For example, an event participant is registering for an event and they have 3 guests attending with them. There's a fee and when they select the number attending this will multiple the fee of the event by 4.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
15. From the Map to Payment Field drop-down, select the textbox information to be available in the payment portlet.
16. If you are associating the textbox field with information in EXi Events, select the appropriate event field from the Map to EXi Event Field drop-down options. If you are using this drop-down with a multi-part event that allows invitees to select the events they are attending, see Build a Multi-Part Event Registration Form.
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This option is only available to schools with an EXi Events Management license. |
17. In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.
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This option is only available to schools with a CRM Candidate license. |
18. Click Save.
Associate an Action with the Textbox
You can use actions to control if anything happens when the form user enters particular information. For example, if your form users enter a key word such as clubs, then a list of clubs at your campus appears.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
1. Click Manage Forms. The Manage Forms page appears.
2. Click on the form you are working with.
3. Click on the tab you want to work with.
4. Right-click on the question/field and select Properties. The Edit Item window appears.
5. Click the Rules tab.
6. Click Add Step.
7. In the first drop-down, select the If or Else condition.
8. In the second drop-down, enter what user action causes something to happen.
9. In the third drop-down, select the action you want to happen.
10. Sample options include:
a. To show the form user a message, select Alert: Show message. A blank field appears where you can enter text you want shown in a pop-up notification.
b. To show or hide other form options based on what the forum user entered, use the group clear, hide, show, and toggle options. See Working with Grids for more information.
11. To include additional conditions before the action occurs:
a. Click Add Step.
b. Select Else from the first drop-down option.
c. From the second drop-down option, select the action to occur.
12. To have more than one action occur when the form user selects a particular option:
a. Click Add Step.
b. Select And from the first drop-down option.
c. From the second drop-down option, select the action to occur.
13. Repeat steps 6 - 12 to add as many actions and conditions as needed.
14. Click Save.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon 
to the right of the DataSource
drop-down list. The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms.
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form.
8. Click Save DataSource.
Add an Auto Complete to the Textbox
An auto complete suggests options the form user can select from as they enter their response. For example, the form user starts typing their intended field of study. As they start typing English, English Literature, English Writing, English Business Writing options from your database appear.
Users are not limited to the auto-complete options.
Displays a list of courses matching the course code states the user starts entering from the EX database
SELECT RTRIM(CRS_CDE) + ' - ' + RTRIM(SHORT_CRS_TITLE_1), RTRIM(CRS_CDE)
FROMCATALOG_MASTER
WHERE ACTIVE_INACTIVE_ST = 'A'
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click Site Administrators. The Site Administrators page appears.
4. Click Data Sources. The Data Source page appears.
5. Click the Add icon.
6. In the Name field, enter a name for the datasource you want to create.
7. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms.
8. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form.
9. Click Save DataSource.
10. Click Manage Forms. The Manage Forms page appears.
11. Click on the form you are working with.
12. Click on the tab you want to work with.
13. Right-click on the textbox question you are associating the datasource with and select Properties. The Edit Item window appears.
14. Click the Options tab.
15. Select Dynamic Options.
16. From the Options Source drop-down, select the data source you created.
17. Click Save.
Look ups use information the user enters or selects from a question to auto-complete other form questions/fields.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon to the right of the DataSource
drop-down list. Example.
The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms. Example
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form. Sample SQL
Returns a form user's first, middle, and last name, and email address from the Name Master table based on their ID number.
SELECT_FIRST_NAME, MIDDLE_NAME, LAST_NAME, EMAIL_ADDRESS
FROM_NAME_MASTER
WHERE_ID_NUM = @@LookUpValue
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If the column you are selecting from is a char type or nchar, RTRIM() the column values. Not trimming may result in unexpected effects when interacting with the form. |
8. Click Save DataSource.
9. Click Done.
10. Click Manage Forms. The Manage Forms page appears.
11. Click on the form you are working with.
12. Click on the tab you want to work with.
13. Right-click on the textbox, drop-down, or hidden question and select Properties. The Edit Item window appears.
14. Click the Look Up tab.
15. From the Look Up DataSource drop-down, select the datasource you want to use to look up information. The table columns associated with the data source appear with corresponding drop-downs.
16. From the drop-downs, select the Unique IDs of the form questions/fields you want to auto-populate with information from the matching table columns. Example
17. If you want your look up to execute immediately when the form is accessed, select the Execute on load checkbox. By default, the lookup will execute when the value of the question changes.
18. If the questions/fields being populated should trigger the question/field's events, select the Trigger After Set checkbox.
19. If you want to save the text a user manually inputs in a field that utilizes a lookup, select the Preserve user input checkbox. If there is a default value in the field, that would also be preserved. If you use the default value setting and pre-populate the field with @@LastName for example, it considers that user input and the value wouldn't be overwritten if this setting is checked. If this is not selected, the text pre-populated by the lookup will overwrite any text that the user inputs.
20. Click Save.
Map data to...
Map data to...
Next Topic: Question/Field Properties