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Manager Topics

Form Version Properties

   Journey Manager (JM) Previously known as Transact Manager (TM). |   Platform Developer |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager allows you to create, edit and view properties of a selected form versions. You can use properties to define common reusable form elements. It can be a layout and content of a specific email message that include any required dynamic data, such as user and form details. In some cases, you will need to write a script to make use of these elements. Properties are commonly used for prefilling data of form versions dynamically so you don't need to update a form when data changes.

Form version's properties allow you to overwrite :

When creating a form space, Manager creates a standard set of properties for it with already prefilled default values. You can override these default properties by creating or editing your specific form version properties at an organization or a specific form version level.

To view properties for a form version:

  1. Select Forms > Forms.
  2. Locate a form version and click Edit.
  3. Select the Properties tab.
  4. Click New to create a new property.
  5. Click Edit to modify an existing property.
  6. Click Remove to remove an existing property.
  7. Click Sync Org Properties to synchronize a form version with the organization properties. Manager refreshes all form version properties customized where:
    • The Property Scope is Client.
    • There exists a customized property of the same name for the organization (of the form).
    Note

    Before proceeding with the Sync Org Properties, it’s recommended that you back it up, because the sync is done immediately without requesting any confirmation.

To create a new form version property:

  1. Select Forms > Forms.
  2. Locate a form version and click Edit.
  3. Select the Properties tab and click New.
  4. Provide a property name in the Name field if the property doesn't have any property type, tat is the Property Type dropdown is left blank. Otherwise, the name is populated based on the selected property type below.
  5. Select a desired property type from the Property Type dropdown list, which populate the Name, Data Type, and the Value fields. You can leave the property type blank when no suitable type can be found in the dropdown list. Alternatively, you may also add a new property type and then use it here.
  6. Select a data type from the Data Type dropdown list. The field is populated depending on the property type you select above. However, you have to select an appropriate data type when the property type was left blank.
  7. Provide or update a value in the Value field, which is populated based on the property type you selected. It coan be a file upload field, depending on the property type.
  8. Click Save to update the changes.

To edit a form version property:

  1. Select Forms > Forms.
  2. Locate a form version and click Edit.
  3. Select the Properties tab.
  4. Locate a form version property, for example the Form Description, and click Edit.
  5. Update the property with a new description for your form in the Value field to assist form users in choosing the correct form, the form description is displayed in the list of forms a user can view in the form space, as well as, on the form’s landing page.
  6. Click Save to update the changes.
  7. Check the list of forms in the form space, with the form description that was entered in the form version property:
  8. Then click the form to see the form’s landing page, with the form description that was entered in the form version property, as shown below:

You may want to customize a form version property, for example, the form receipt email message by overriding the default Email Form Receipt Message property, which was initially created for a form space as shown below.

Let's suppose you need to add contact details to the message. You locate the existing message and edit its value preserving the HTML format for the message as shown below.

Now, when a form user submits this form, an email message will include the customer service contact details. However, this override doesn't affect the email receipt messages for any other form.

Note

For information about creating and using custom properties, see properties.

Next, learn how to configure form version attachment rules.

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