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Service Form

Table of Contents

 Service Forms #

  • Service Forms serve as a structured way to collect essential data from clients, ensuring clarity and completeness in project specifications.
  • Service Form is likely used to gather information or track data related to services offered by the business.

Manage Forms #

  • On “Manage forms” page, user can add, view, edit and delete forms.

 Add form #

  • To Add a form, click on the “Add Form” button on the “Manage forms” page.

  • It redirect to the ” Create Form” Page

  • The “Create Form” shows the form creation section
  • The left side displays a list of a fields that can be added to a form i. e. Regular Fields and Custom Fields.

Regular Fields:

  1. Business Name
  2. Address
  3. Location
  4. State
  5. Zip Code
  6. Country
  7. city
  8. Working hours
  9. Email
  10. Website URL
  11. Phone Number

Custom Fields:

  1. Textbox
  2. Date
  3. Text area
  4. Checkbox
  5. Radio Button
  6. Dropdown menu
  7. File Upload
  8. Page Break
  • The user can drag and drop these fields from the left side onto the empty space on the right side to design the form.
  • This intuitive drag-and-drop interface simplifies the process of creating forms by allowing users to visually build their forms by choosing the appropriate fields and arranging them as needed.
  • After adding the required fields, click on the “Save” button.

  • When clicking on the “Save” button, a modal dialog box appears.

  • “Form Name” modal dialog box contains two fields.
  1. Form Name : This field is required and asks the  user to provide a name for the new form
  2. Form Information : This field is optional and allows the user to add a brief  description or additional information about the form.
  • Enter the Form name and Form Information, then click on the “Save” button.
  • Upon clicking the “Save” button, a success message “Form has been added” will be displayed.
  • Click on the “Ok” button.

  • After clicking “Ok,” user will be redirected to the “Manage form” page.
  • On the Manage form page, the created form name and date will be displayed in the “Form name” and “Date” columns.
  • The table also contains an “Action” column, from where users can preview, edit, and delete the created form.

Preview Form #

Click on the “Preview” icon  button in the action column to view the created form

Edit Form #

Click on the “Edit” icon button in the action column to edit the created Form

 

Delete Form #

  • Click on the “Delete” icon button in the action column to delete the created form.
  • A confirmation message will display after clicking on the “Delete” icon button; click on the “Yes, delete it!” button. Otherwise, click on the “No, cancel” button.

  • When you click on the “Yes, delete it” button, a success message will display: “Deleted! Your form has been deleted.”
  • Click on the “Ok” button.

  • The Form has been removed from the “Services” table.
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