New User Guides!

Help Files / User Guides

Review the new and improved user guides including instructions on setting up the Dynamic Forms module, explanation of features,  product information, and more!

 

User Guide (PDF)

 

Demonstrations

View Dynamic Forms Demonstrations

 

Trial Version

Dynamic Forms 2.7 Trial

 

License Agreement

Standard Version

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About Dynamic Forms

In this day and age,  knowing as much detailed information as possible about your customer, prospect or web site user is essential.

 

Thankfully, the new 'Dynamics Forms' module from Data Springs, makes it easier than ever to segment your data collection efforts. It's loaded with dynamic options such as easy-to use question set-ups, a variety of instant re-direct options based on their input, and the ability to quickly view the data for analysis.  

 

Whether you use the information for marketing, sales, communications, scheduling, information requests, surveys, or to simply better understand their needs, the possibilities for creating powerfully effective forms are now easy and endless. 




















































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Module Features

Dynamic Forms allows you to easily create custom forms for your web site. Creating new forms is easy, and you can add as many forms as you would like to your site. Check out all of the many features below.

 

What's new in V2.7?

  • Drag Drop Feature -from the main form page (not manage questions/settings) you will now be able to:
    • Drag and drop existing fields throughout the form to change the sort order of the current field
    • Drag and drop existing fields to the recycle bin, which will temporarily delete the field until you either restore the field from a new recycle bin area, or you empty the recycle bin
    • Drag and drop existing fields to the new / clone field icon, this option will copy the current field (including field properties, options, and settings) and create a copy of that field for the form
    • Drag and drop new field icons (there are now new field icons right above the current form) where you can drag each form field either onto the form, or to the new / clone field icon to create the field. If the field is dropped onto the form itself it will be added based on the sort order of where it was dropped
    • View Screenshot (create new field from drag / drop ability)
    • View Screenshot (move current field from drag / drop ability)
  • New Recycle Bin -now when deleting form fields, form completion events, and form question events, the fields will be added to the recycle bin. The form fields will not be displayed within the form configuration except the recycle bin
    • From within the recycle bin menu item you will be able to select form fields, events, and question events that you would like to 'restore'. This feature is useful in case you accidentally deleted an object or would like to restore an object you previously used.
    • From within this page you can also empty the recycle bin. This feature works similar to the DNN® Core recycle bin, only specific to each form instances objects
    • View Screenshot (undelete objects in recycle bin or purge recycle bin)
  • Initial Binding Feature / updating SQL events assistance -new features have now been added within module configuration that allow you to 'bind' fields either all of the time, or based on a querystring variable.
    • This new feature will allow you to retrieve all form fields values initially upon form load from a SQL statement. From within the SQL statement you will simply retrieve table columns that represent the form fields short field names
    • The binding feature can optionally be executed based on a querystring variable
    • New 'assistance' features have been added to the Dynamic SQL Events section of the form completion events configuration section. These assistance areas provide templates for users wanting to use Dynamic Forms for more workflow and for building more applications using Dynamic Forms. For example, inserting data into a custom table, editing records, deleting records, and maintaining records. With these assistance / wizards you can easily build more complex and dynamic applications using Dynamic Forms  - view screenshot
  • Advanced Field Wizard - the advanced field wizard allows you to maintain specific actions against a number of fields within the module instance
    • Example: Each form field can now be maintained as a 'group' setting. Within the advanced field wizard you can now select 'Required Field' and select 15 fields on the form at one time. This advanced wizard is much quicker as you would not need to go in and edit each individual field to set the required field property
    • Other examples would include setting multiple fields at a time to be hidden until completion event, help text, default values, example text, or other properties such as passing the field via a querystring or any other property
    • view screenshot
  • New / Update Image Properties
    • New image property attributes allow image fields to be relative or fixed thumbnails
    • New image property attributes allow fields to automatically be displayed via a preview option. The preview option can be displayed automatically (after the user selects the file when choosing browse, or based on a link or image button next to the image / browse field)
  • Updated Debugging / PayPal Debugging
    • Now easily enable your form within debug mode. Debug mode will easily allow you to determine if key features are enabled and working (such as details for each Dynamic Completion Events, client events, etc...)  - view screenshot
    • Updated release information to post debug information for PayPal IPN responses
    • You can now view each PayPal IPN post received from PayPal under Admin, Event Viewer. You will need to first enable 'Debug Info' from within the Event Viewer module menu before these events appear

What's new in V2.6?

  • General Enhancements
    • Optionally retrieve / push values of form field to a cookie variable
    • Optionally setup fields to not save data to the database. This is useful for form fields that you do not want to save the data such as when you might process a credit card with the Authorizenet payment gateway etc
    • Optionally setup fields to not be displayed within the view results area
    • New Custom SQL Script Validation - Ever wanted to parse the users information they entered for validation? Maybe confirm that they entered a valid code or check a custom database table to see if they should continue? Well now you can! - Please review user guide for safety and proper procedures of enabling this feature
    • Clear Results Feature - This new feature will allow you to optionally enable a 'Reset' or 'Clear Form' link or image button to the form. The form field will be directly next to the submit or save link/image button
    • New 'Quick create template links' for Dynamic Email Events. The quick create ability will auto generate default templates with all form field labels / results
  • PayPal Payment Gateway - Dynamic Forms will now support PayPal including PayPal's Instant Payment Notification (IPN) for all completion events within Dynamic Forms. You can now setup your completion events as you would normally (for emails, adding the user to a security role, executing a SQL script etc...) only now you can link each of the completion events to a PayPal status event within the IPN.

This means you can setup completion events for the following IPN status codes (for single instance PayPal purchases or PayPal Subscriptions):

    • Success Redirects / Cancel Redirects
    • Completed Purchases
    • Pending Purchases
    • Subscription Sign Up
    • Subscription Payment
    • Subscription Payment Failed
    • Subscription Cancellation
    • Subscription End Of Terms
    • Payment Failed
    • Payment Denied
    • Refunded

 

What's new in V2.5?

  • Dynamic Payment Gateway - This feature will allow you to process payments using Dynamic Forms, offering the ability to use the module as a ecommerce solution and single-form payment solution without another 3rd party shopping cart or payment processing module - View Demonstration
    • New feature to integrate with Authorizenet payment gateway (other payment gateways to follow in the future) allowing you the ability to process payments through Dynamic Forms
    • Build interactive form payments by utilizing client side calculation fields to create a "Total Price"
    • Dynamic Events will process only after payment is complete, offering ability to then process completion events such as emails, add users to DNN Roles, process any SQL Events/HTTP Form Posts, etc…
    • Processed payments can be from credit card or ECheck
    • Calculation total fields can calculate a total or calculate items within a Check Box Groups and ListBox’s for a total price - View Demonstration
    • Gateway can be used in ‘Test Mode’, or ‘Developer Mode’
  • New form layout features 
    • New feature to set column span on fields (useful for multi column field rows and more) 
    • New feature to set row span on fields (useful for multi column field rows and more)
    • New control panel to manage all module features in one single module including a form wizard, quick menu, and in-line field editing - View Screenshot
  • New Client Events feature  
    • A JavaScript file is used for advanced settings as an option to enable any client side script you would like rendered when the form is rendered. A default file is included for scripts to calculate checkbox groups, create pop up help text, create pop up alerts for require fields, and other useful functions.
    • Example client side events can include features to hide/show html, hide/show the form submission ability, pre-populate fields, calculate checkbox fields, etc, You can review the following demonstration for more detailed tutorial on setting up some client side events - View Demonstration
  • General Enhancements
    • Quickly set sort order of fields, while setting sort order a pop up will notify you where that form field will fit within the form
    • In-Line Editing - You will now be able to maintain the form header/footer, and the questions label and so forth with in-line editing. This means that you will be able to click on the label and change the label directly on the user-facing page without having to go into the administration area (similar to how the DotNetNuke text module works in 4.5.x or higher
    • New validation enhancements. Now if the user errors on a required field it can either throw them to the top of the form, the bottom of the form, set the focus on the first field that error’s, etc... Additionally (and this is great!) you can specify a style sheet class for fields that have thrown the validation error. So you could potentially change the style sheet class to have a red background and it would highlight the fields that the user missed with the red background etc... ). - View Demonstration
    • Easier field maintenance: Short field names will now be used with HTML field types, fields labels longer than 40 characters will be truncated within the manage questions dropdownlist.
    • Ability for hidden field and textbox fields to be SQL driven (currently only field types such as dropdownlist, checkbox groups, radio buttons, listbox, and other related fields allow for SQL driven question values)
    • Option to enable quick pop up help text when the user is focused on the current field
  • Completion Event Enhancements
    •  HTTP Post Completion Event Type
      • A new completion event type is being created to handle HTTP Posts, with this new event you will be able to complete an HTTP Post to any URL
      • Post form results or certain parts of form results to another form.
      • As with other completion events, you will be able to fire the event for each
    • Updated Email Event Type
      • Allow emails to include attachment (previously you could upload file attachments from the file upload field type but this new feature allows you to choose a separate file that can be sent that the administrator can setup)
      • Set advanced email properties such as CC, BCC, and email priority
  • Updated Question Events
    • New ‘Disable Field’ question event, with the ability to disable any field based on a fields response , this feature includes updated CSS stylesheet properties to change the fields look and feel when its disabled  - View Demonstration
    • New feature to allow for HTML Field types to easily parse field results and include tokenized results (i.e. $(FirstName) – Your total comes too etc...

 

What's new in V2.3?  

  • New form layout options
    • Allow labels and fields to be displayed in same column
    • Ability to ‘override’ general settings display label/field in same column per field
    • Ability to ‘override’ general settings and setup specific stylesheet classes per label/field
    • Optionally hide field label per field
    • Checkbox field types now allow for text to be displayed directly next to the checkbox
  • Performance – Many new performance enhancements including AJAX enhancements
    • New feature to clone / copy fields when setting up a new field
    • New form wizard to setup common field types
    • JavaScript / AJAX enhancements added to reduce postbacks.
      • Sort order of fields is now handled via client side code for faster performance
      • When setting up a new field the short field name and help text is automatically defaulted after entering the field label
      • New ‘Edit’ icon per field on the form itself for easier field maintenance
      • Sort order is automatically defaulted for each new field setup
  • Question Event Enhancements
    • Previous versions have allowed you to hide/display individual fields based on the response to a field. Now you can specify multiple ‘affected fields’ for each question event.
    • New event types added to disable field based on response to a question (i.e. mark the textbox read only if they check a certain box etc..)
  • Other enhancements
    • New CAPTCHA field type– Now force users to enter security code before submitting form
    • New Rich Text Editor field type
    • Question Events, Content Localization now IPORTABLE

 

What's new in 2.2?

  • Extended layout features including the ability to add multiple questions per row
  • Content Localization - Setup your same form to be unique based upon the users language or language selected on the site.
    • Form content localization -Set the forms header, footer, display after message, submit link or image button based on the language selected or the user's language.
    • Question content localization -Set the questions label, required field text, example text, question header, question footer, and other content areas based upon the users language or language selected on the site.
  • New validation features including compare validators
  • New field types for image and file uploads

What's new in V2.1?

 

General Enhancements

  • Optionally implement question header / footer for each field
  • Additional validation features. Now you have the options to validate checkbox field types, dropdownlists, and regular expression validators for textbox's
  • Optionally choose to implement client side validation (Before user hits submit button) or server side validation (after user hits submit button)
  • New Export to Excel feature to export form results
  • Choose to have submit button be a link button or an image button

 

 

Major Feature Enhancements - Introducing 'Question Events'

 

New feature added - Question Events . Question events provide many interactive events based on a fields response. Similar to the form completion events however question events can be fired off whenever the user answers a form field instead of after form submission.

  • A few examples:

    • Based on a users response to 'Question A' you can hide 'Question B', 'Question C', and 'Question D'.

    • Based on a users response to 'Question A' you can optionally display hidden fields that the user previously did not see. For example 'Question A' might be "Do you own a car?". If the user chooses yes you can display additional fields such as 'What year?', "What make?"

    • Based on a users response to 'Question A' you can optionally set the default value for a question.

  • Setup as many Question Events as you would like throughout your form to make it as dynamic as needed

Whats New in 2.0?

  • New field types, new layouts, new settings
  • Easier ability to order/manage options for radio button fields, dropdownlist, and checkboxlist
  • New DNN Core Integration - If the user is signed in automatically pre-fill their user information on a form field.

Form Fields

  • Setup as many Dynamic Form Fields per forms module

    • Each field/question can be setup as a textbox, dropdownlist, radio buttons, checkbox, checkboxlist, hidden fields, or HTML
    • Select the sort order for each form field and if that field is required
    • Optionally insert help text for each dynamic form field
  • Hide/show form field help text within the fields labels
  • Optionally include a suffix with each field label
  • Set default values for all form fields
  • Optionally add example text that will appear to the right of the field (i.e. (xxx)xxx-xxxx)
  • Select to hide/show form fields based on users roles and authentication
  • Setup redirection pages after form submission
  • Several additional and optional features to maximize your layout forms module including a header and footer for the form

Form Field Events

  • Fire all events based upon users response or after every submission
  • Send emails out to administrator or to the submitter of the form. Include parameters in email based on the form field, form field responses. Example: Dear $(FirstName), Thanks for requesting information on $(DynamicProductField).
  • Redirect user to different page based on their response. Ex: Upon form completion if the user answers 'Yes' to a question they can be redirected to a different page then a submitter who answered 'No' to a question.
  • Execute SQL statements after submission

Other Features

  • Ability to setup master/slave forms by allowing form fields be pre-filled based on querystring or session variables and also pass querystring/session variables after submission.
  • Blacklist Responses - Ability to create a set of blackList responses that should not be allowed during form submission. If the user submits a response that is on the blacklist they will be notified and required to change their submission information.
  • IPORTABLE Support - Import/Export module settings, questions/fields, and other form settings between modules.
  • Easily view form results directly within the module at any time.

 

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