Working with the grid:

How do I use the grid?
What do the icons next to each item do?
How do I search?
The garbage can on the grid...what does it do? How do I "undelete" content?
The "Pencil" is how you go to the populated form to edit content.
The "Add" button is how you load a new content to the site.

Working with the management form:

Name
Text above the form
Text below the form
Text after the form is submitted
Fields
Field Name
Field Label
Type
Order
Required
Enabled
Add
Text for the submit button
Data
Width of inputs
Emails
Email
Name
Add
Navigations
Style

Scroll down to review grid and form details.

GRID: How do I use the grid?
The Form grid is very user friendly. A search box is found at the top of the grid which will let you search by name. There is also a pagination tool at the bottom of the grid which lets you browse through the forms.

Of course, a new formis loaded by clicking the "ADD" button in the upper right portion of the grid.



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GRID: What do the icons next to each form do?
Icons (next to each title)
  • "Enable/Disable:" rarely used, but the green light may be clicked to turn the icon to a red light which disables the form from displaying on the site
  • "Edit" (the pencil): the most commonly used icon...used to edit any portion of your form
  • "Trash can:" clicking this icon will delete the form from the website's database


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GRID: How do I search?
"Name" search text box: you can use this search box by:
  • typing in a name
  • copying in a name

...or

You may use the pagination buttons at the bottom of the grid.



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GRID: The garbage can on the grid...what does it do?

The "trash can" does what you'd think...it deletes the form next to the trash can you click upon.

If you or your staff have deleted something by mistake please contact 1up! to help restore the form.



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GRID: The pencil icon is how you go to the populated form to edit a form.

Click the pencil and go into the populated form with your content. The changes you make will overwrite your original content and save to the database.



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GRID: Loading forms with the "ADD" button

For a new form use the "ADD" button on the upper right of the form management grid.



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And now let's discuss the elements of the form administration form.

FORMS: Name
This text field in the upper left of the form allows you to enter the form name by either pasting text or typing text into the form.



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FORMS: Text above the form
This text area allows you to enter text that will display at the top of the form.  The text should explain the form and how it's used.  This text can be pasted or typed.

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FORMS: Text below the form
This text area allows you to enter text that will display below the form.  This text can be any disclaimers or legal information you wish to include.  This text can be pasted or typed.


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FORMS: Text after the form is submitted
This text area allows you to enter text that will display after the form is submitted.  This text can be a "thank you" message and a link to the homepage.  This text can be pasted or typed.


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And now let's discuss the form fields.

FORMS: Fields
This area shows the fields that have been added to the form.  Click the edit pencil to edit a field.  Click the trashcan to delete a field.  To add a new field, use the following fields.

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FORMS: Name
This text field allows you to enter the field name by either pasting text or typing text into the field.


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FORMS: Label
This text field allows you to enter the field label by either pasting or typing the text into the field.  The field label displays on the public side of the website and is how your readers will know what the field is for.


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FORMS: Type
This drop down menu lets you specify the type of field to be used.  Here is an explantion of the field types:
  • Text field - a simple text box usually reserved for one or a few words.  The "Name" field is a text box.
  • Text area - a larger area for the end-user to insert a paragraph or more.  The "Text above the form" field is a text area.
  • Radio button list - a field which allows for a single selection from multiple options all shown at once.
  • Downdown menu - a field which allows for a single selection from multiple options shown in an expandable listing.  The "Type" field is a dropdown menu.
  • Checkbox list - a field which allows for multiple selections from multiple options all shown at once.
  • File upload - a field which allows the end-user to upload and submit a file.
  • Header - a field which serves as a textual header above the fields below it.
  • Separator - a field which inserts a horizontal line above the fields below it.



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FORMS: Order 
This is the order for the field.  By default, the fields will display in the order they were added.  But this field allows you to specify a unique order.

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FORMS: Required
This checkbox allows you to specify the field as a required field.  This means the form cannot be submitted without the field being completed.


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FORMS: Enabled
This button allows you to enable or disable the field.  If disabled, the field will not display on the public side of the website.

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FORMS: ADD
This button adds the field to the form and saves any changes made.

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FORMS: Text for the submit button
This field allows you to specify the text that will display on the submit button. This is the button which the end-user will click to send the form to you.

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FORMS: Data
This dropdown menu allows you to specify what happens to the data the end-user submits.
  • Email - The form data will be emailed to the form recipient(s).
  • Database - The form data will be store in the site's database and accessible from the Form grid.
  • Email and Database - The form data will be emailed to the form recipient(s) and stored in the site's database.


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FORMS: Width of inputs
This field allows you to specify the field widths for the form (in pixels).

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And now let's discuss how to add the form recipients.

FORMS: Emails
This area shows the recipients that have been applied to the form. These are the emails which will receive the form submissions. Click the edit pencil to make changes to a recipient or click the trashcan to delete the recipient. Use the following fields to add a recipient.


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FORMS: Email
This field allows you to specify recipient's email address.

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FORMS: Name
This field allows you to specify recipient's name.

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FORMS: ADD
This button adds the recipient to the form and saves any changes made.

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FORMS: Navigations
This field allows you to add a link to the form to any of your site's navigaiton menus. Select the desired menu from the dropdown menu. To add the link to the form as main, top level, menu item, select the "Add as a top-level item" checkbox. To add the link to the form as a dropdown selection, click the desired top-level menu item to add it to.

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FORMS: Style
This expandable area allows you to specify appearance settings for the form.

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FORMS: Completion Bar
All good things must come to an end...

Once you have finished loading all your content you'll come to the bar of buttons at the bottom of the form. Or rather, the completion buttons are attached to the browser window and not built into the form itself. This makes it easy at any point in your loading process to upload the ad.

Enabled: toggles the form between enabled and disabled.

Not Deleted: toggles the form between deleted and not.

BACK TO TOP: jumps the site administrator back to the top of the Byline administration form.

FINISH: this uploads your bylines into the website.

COPY: this copies the form and creates a duplicate form found on the Form grid.

DELETE: this deletes the form.

CANCEL: this will jump the site administrator back to the byline management grid and cancel (and delete) any content that was being entered into the site.



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