Blocks and Pages¶

Advanced Forms includes a suite of Blocks (functional components) and internal Pages to manage, view, and process forms.

Form Entry Blocks¶

These blocks are used on public-facing or internal pages where users fill out forms.

Form Pack Entry Editor (Modern)¶

• Framework: Vue 3 (Obsidian).
• Purpose: The primary block for users to complete a Form Pack.
• Key Features:
  • Multi-Step Navigation: Sidebar or stepper to move between forms in the pack.
  • Draft Management: Automatically handles "Save & Exit" and draft resumption.
  • Voice Input: (Experimental) Integrates with OpenAI to allow filling form fields via voice dictation.
  • Person Action Token: Supports the p={token} query parameter for anonymous access.

Form Entry (Legacy)¶

• Framework: ASCX (Web Forms).
• Purpose: The basic block for filling out a single Form Type.
• Configuration:
  • View Mode: Standard or Full.
  • Person Param: Can accept PersonId to allow an admin to fill out a form on behalf of someone else.

Form Pack Entry (Legacy)¶

• Framework: ASCX.
• Purpose: Legacy block for starting a form pack entry. Mostly superseded by the Editor but still useful for simple "Start" buttons.

Form Management Blocks¶

These blocks are for administrators to build and configure forms.

Form Type Detail¶

• Purpose: The main builder interface for single forms.
• Features:
  • Drag-and-drop element management.
  • Conditional Logic Builder.
  • Preview mode.
  • Export/Import (JSON) for moving forms between environments.
  • Security settings (View/Edit/Interact).

Form Pack Detail¶

• Purpose: The builder interface for Form Packs.
• Features:
  • Add/Remove Form Types to the pack.
  • Configure Pack Options (pre-screening questions).
  • Set runtime instructions and confirmation messages.

Entry Viewing Blocks¶

These blocks display submitted data.

Form Entry List (Modern)¶

• Purpose: A grid view of all submissions for a specific form.
• Features:
  • Custom Columns: Configure which form fields appear as columns in the grid.
  • Filtering: Filter by Date Range, Status (Draft/Submitted), or Person.
  • Export: Export grid data to Excel.

Form Entry Detail¶

• Purpose: View a single submitted form entry in read-only mode.
• Features: Shows all answers, including hidden fields and file download links.

Form Pack Entry Detail¶

• Purpose: View a complete Form Pack submission.
• Features: Shows the status of all child forms within the pack and the overall progress.

Analytics Blocks¶

Form Entry Visualizer (Modern)¶

• Purpose: Visual analytics for form responses.
• Features:
  • Graphs: Bar charts and pie charts for multiple-choice questions.
  • Stats: Response counts and percentages.
  • Text Analysis: Lists text responses for open-ended questions.

Utility Blocks¶

My Workflows with Advanced Forms¶

• Purpose: A dashboard block for users to see workflows assigned to them.
• Use Case: Staff members logging in to see "Pending Applications" they need to review.
• Features: Filters by workflow category, configurable Lava template.

Share Forms / Share Form Packs¶

• Purpose: Export and Import tool.
• Features:
  • Export definitions to JSON.
  • Import definitions from JSON.
  • Handles dependency resolution (e.g., ensuring Defined Types exist).

Internal Pages¶

The plugin installs several internal pages automatically to handle routing:

• Form Packs: The main list of form packs.
• Forms: The main list of form types.
• Form Entry Detail: Page route for viewing a single entry.
• Forms (Person Profile): A tab added to the Person Profile page (Person/{PersonId}/Forms) allowing staff to see all forms submitted by that person.