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You also have the ability to configure custom options for the client or user to fill in on the form. For more information see Configuring Configure the User Options. |
To get started please Access the New Order Form Settings and perform the steps to Create a New Order Form.
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Once you have created a new order form, follow the steps below to configure the basic form information:
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Form Header
The Form Header appears at the top of the order form and may display your company name along with additional information. By default, the system will populate a new form with this header Company Name - Order Form.
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Your clients will see this text when they click on the Question Icon 
next to the Form Header. The text may also be marked as HTML code if needed.
Terms and Conditions URL
Another part of the basic configuration involves entering a Terms and Conditions URL for the client to accept your companies terms and conditions before submittng the form. This is an optional configuration setting and not required by default.
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If it is not ticked, the client will receive an error on the order form:
Show Help in Tooltips
The Show Help in Tooltips option, when enabled, places a help icon (question mark) to the right of the form option name. When the client clicks on the Help Icon they see additional information about that option, which will either be default text or text you have specifically entered as a help message for that option. This option is enabled by default.
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Please remember to keep help messages short when this option is disabled. |
Log Selected Option
When configuring a new order form, you are able to add customized options for the client to select on the form. There is no limit to the number of options and the Log Selected Option ensures that each selection made on the order form is viewable within the order instructions. It is disabled by default in the form configuration.
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For more information about creating the actual options that will be logged in the order instructions, please see Configuring Configure the User Options. |