Advanced form configuration (mapping)
Last updated: 2019-01-23
Post view count: 1494
If you create a task, you can select the mapping type, so if we want to give a user a possibility to select a category, project, or a group in the form, then you should write as follows:
{{categories}}
{{projects}}
{{subprojects}}
{{groups}}
Below you can see how to create a drop down list box for a category:
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We can also write categories manually. To do so, fill in the list by putting in following lines '|' sign, eg.
*1 | first category
*2 | second category
You can see it below:
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* 1 i 2 - here you should write down ID of the category you want to add to the drop down list. To copy the ID, just select Settings > Account settings > Categories > Tasks' categories > select a category. You will see the ID in the URL address and it looks similar to the one below:
https://YOURACCOUNT.sugester.com/app/categories/13204/edit
If you want to create a client, email or task in Sugester, after a client fills out the form - use the mapping feature.
Mapping kind - email
If you want to receive an email with results, after your client fills out a form, set mapping to email. In form settings unfold More options and click on Mapping window. Select Email type.
You will see a window The mailbox in the system to which the message should be sent - here you can select a mailbox which will receive form results.
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Do Sugestera przyjdzie mail z wynikami formularza. Tytuł maila będzie zaciągał się z pierwszego okna z formularza, który klient uzupełniał:
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After you open an email you will see a questions from the form and client's answers:
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The respond to the email will go directly to the email address given by a client in a form.
Note: While creating a form, please remember to set in one field (where a client will leave email address) Submission field as Email.
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Mapping kind - task
If you want the system to create a task after a client fills out a form - use mapping to task feature.
In the Mapping type select Task.
You will see a task in Unassigned folder.
Note: In the task's title you will see the information a client wrote down in the form's first title.
In the task's content you will see form's fields with a data written by a client
While creating a form you can decide which fields will match particular information in the task. To do that, after adding a field in the form, in the Field properties window you should assign the right Submission field.
You can use the following submission fields:
Title - information from this field in the form will be displayed as task's title
Content - information from this field in the form will be displayed as task's content
Priority - defined from 1 to 6, where 6 is the highest priority. In a task a number will be defined as a star (colours from white to red)
Category - information from this field in the form will be saved in the Category field in the task
Tags - information from this field in the form will be saved as tags in the task
Assigned to - always for the select field, you can select users from your company. After selecting a user in the form, a task in Sugester will be assigned to this user and show up in his/her inbox.
Client - after filling the form field with client's email address, a task will be automatically assigned to this client in Sugester (if a client already exists in the system)
Mapping kind - client
If you want to create a client after someone fills a form, in Mapping type select Client.If a sensitive data should be hidden in client's profile, mark the Sensitive data checkbox
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Additionally, you can decide what kind of information from the form will be saved in client's profile.
All you have to do, is to assign the right submission fields.
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If you add to your form an Email field, and you want the system to check if an address is correct, select Validation to Email.
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With this feature the system will check if an email address is correct. If an address is not correct, a client will see a note:
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Note: If you want to add to a form field that don't exist in client's profile, first you have to add them as Custom fields.
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