Entering Basic Information

This page has been provided to aid in entering basic information that is required on the new order form. For more detailed information about each option, please see New Order Form Settings.

When you create a new order form for use by clients and/or inhouse users, you will first need to enter the basic information for the form. This includes headers, help text, and additional types of information.

Add a New Form

To get started please Access the New Order Form Settings and perform the steps to Add a New Order Form.

Once you have added a new order form, follow the steps below to configure the basic form information: 

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.

However, this may be changed to whatever text you desired by clicking on the field and typing the information. For example, you might want the client's name includeded on the form for easy identification when assigning the form to that client.

In the example below, Acme is the name of the client and the form header has been changed to Acme Service Order Form.

Besides entering or changing the Form Header, you also may add descriptive text within the Header Information section to appear beside this information on the form. Default text is provided, but may be changed when needed.

For example, you might want to customize this message to include the client's name or add another type of tailored message with further instructions. The text may also be marked as HTML when applicable. 

To change the descriptive text for the header, click on this field and then type the desired text. If the text is HTML code, tick the checkbox next to the option titled Text above is HTML code.

Additionally, you may also enter Help Text to appear on the header of the form to assist client's with this process. This information may be entered in the text box for the Header Help Link option.

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. 

To enter the URL for your companies terms and conditions, click on this field and type the full URL including http:// or https://.

When you entere a Terms and Conditions URL, an additional option will appear for providing a Terms and Conditions Message to the client. Click and type to enter text such as instructions or other information. The text may be marked as HTML code if needed.

Show Help in Tooltips

The Show Help in Tooltips option, when enabled, places a help icon (question marke) 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.

When the Show Help in Tooltips option is disabled (unticked), all entered help messages will be printed next to each field. To disable this option, click on the checkbox to the right of the option name. It will not have a checkmark and blue background when 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.

To enable this option, tick the checkbox and it will have a checkmark with a blue background to show that it has been enabled.