To edit an order form, select the "advanced" option from the Manage Order Forms section:
This brings us to the Advanced edit screen. The Advanced section of the Order Form will allow a user to completely customize each step, add rules to fields, select default values, and reorder steps and actions.
At any time, we can add Javascript to each page of the Order Form by clicking "edit" in the top left for an individual page. We can also create new pages from scratch without the help of the wizard here.
Back on the main page, selecting "hidden fields" in the top left hand corner allows us to view and edit all of the fields that are not client viewable:
To add a rule to a particular step, simply select "add rule" for the specific step, and select and configure a rule:
Required: makes field mandatory
Maximum Length: sets a maximum length for the field
Minimum Length: sets a minimum length for the field - useful for password fields if you do not have the Order Form set to autogenerate password
Range Length: allows you to set a minimum AND maximum length for the field.
Regex: A Regular Expression is a set of characters and syntactic elements you can use to match patterns of text. For example, if you wanted to ensure that a phone number was entered and formatted, you would configure the field as: /^(1(-| )?)?([0-9]{3})(-| )?([0-9]{3})(-| )?([0-9]{4})$/ (for US telephone numbers with or without the 1)
Email Address: requires the entry be formatted as an e-mail address, ie name@domain.xxx
Letters Only: allows a-z A-Z only
Alphanumeric: allows a-z A-Z 0-9 only
Numeric: allows any numeric value
No Punctuation: disallows ()./*^?#!@$%+=,"'><~[]{} - allows spaces
Non Zero: allows any non zero integer
ABA Routing Number: requires a valid 9 digit ABA routing number is entered.
Credit Card Number: requires that a valid credit card number is entered
Non-free Email Address: disallows Email addresses from common free e-mail addresses, such as yahoo, hotmail, and gmail.
Selecting Save will add the rule, and we can proceed.
We can also add elements to our order forms
Check Box:
Country:
File Input:
Header:
Link:
Order Summary:
Password Input:
Radio Button Group:
Select Box:
Signature:
Spacer:
State/Province:
Static:
Text Input:
Text Area:
Group Begin:
Group End: