Difference between revisions of "ProDon:Web Form Customization Configuration"

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After clicking on the [[Image:Button_add_plus.png]] or [[Image:Button_Edit.png]] button of the "Edit/View web forms" window, this window opens.<br>  
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After clicking on the [[Image:Button add plus.png]] or [[Image:Button Edit.png]] button of the "Edit/View web forms" window, this window opens.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to assign a characteristic to the customization.&nbsp; To choose an existing characteristic, click on the drop-down list. The&nbsp;[[Image:Button_Selection_3_dots.png]] button allows you to add a new charcteristic. To learn how to create a new characteristic by clicking on the&nbsp;[[Image:Button_Selection_3_dots.png]] button, click here.<br>  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to assign a characteristic to the customization.&nbsp; To choose an existing characteristic, click on the drop-down list. The&nbsp;[[Image:Button Selection 3 dots.png]] button allows you to add a new charcteristic. To learn how to create a new characteristic by clicking on the&nbsp;[[Image:Button Selection 3 dots.png]] button, click here.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The [[Image:Button_Edit.png]] button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the&nbsp;[[Image:Button_Edit.png]] button, see the "Add/Edit characteristic" section of the "Characteristic Management" document.<br>  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The [[Image:Button Edit.png]] button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the&nbsp;[[Image:Button Edit.png]] button, see the "Add/Edit characteristic" section of the "Characteristic Management" document.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to add the customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list.<span style="color: rgb(255, 0, 0);" /><br>  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> Allows you to add the customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list.<br>  
  
 
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<span style="color: rgb(255, 0, 0);">'''A&nbsp;:'''</span> Permet d'afficher la personnalisation dans le formulaire en fonction de la réponse à une autre personnalisation. Choisir, à l'aide de la flèche déroulante, en fonction de quelle personnalisation celle-ci apparaîtra ou non. Dans cet exemple, le champ s'affichera si la case de la personnalisation choisie ici est cochée. Pour savoir comment remplir la section activation, voir les '''lettres <span style="color: rgb(255, 0, 0);">B</span>, <span style="color: rgb(255, 0, 0);">C</span>, <span style="color: rgb(255, 0, 0);">D</span> et '''<span style="color: rgb(255, 0, 0);">'''E'''</span> de la [[#Activation|deuxième image]] de la section «&nbsp;[[ProDon:Configuration des personnalisations d'un formulaire Web#Personnalisation_de_type_num.C3.A9rique|Personnalisation de type numérique]]&nbsp;».  
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<span style="color: rgb(255, 0, 0);">'''A:'''</span> Allows you to display the customization on the form, based on the response to another customization. Select, using the drop-down arrow, from which customization it will show or not. In this example, the field will be displayed if the checkbox of the customization selected here is checked. To learn how to fill out the activation section, see '''points <span style="color: rgb(255, 0, 0);">B</span>, <span style="color: rgb(255, 0, 0);">C</span>, <span style="color: rgb(255, 0, 0);">D</span> and '''<span style="color: rgb(255, 0, 0);">'''E'''</span> of the second image of the "Numeric Type Customization" section.  
  
 
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<span style="color: rgb(255, 0, 0);">'''B&nbsp;:'''</span> L'onglet «&nbsp;Note&nbsp;» permet d'ajouter une note sous la personnalisation dans le formulaire. Pour savoir comment ajouter une note à partir de cet onglet, consulter la section «&nbsp;[[ProDon:Création d'un formulaire Web#Onglet_.C2.AB.C2.A0Notes.C2.A0.C2.BB|Onglet « Notes »]]&nbsp;» du document «&nbsp;[[ProDon:Création d'un formulaire Web|Création d'un formulaire Web]]&nbsp;».  
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<span style="color: rgb(255, 0, 0);">'''B:'''</span> The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Notes" Tab" section of the "Creating a Web Form" document.  
  
 
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<span style="color: rgb(255, 0, 0);">'''C&nbsp;:'''</span> Après avoir complété tous les onglets, cliquer sur le bouton «&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer la modification&nbsp;».  
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<span style="color: rgb(255, 0, 0);">'''C:'''</span> After completing all the tabs, click on the "[[Image:Button_Check_mark_Confirm.png]] Confirm edit" button.  
  
'''NOTE&nbsp;:''' S'il s'agit d'un ajout, le nom du bouton sera <br>«&nbsp;[[Image:Bouton Crochet ajouter confirmer.png]] Confirmer l'ajout&nbsp;» et un bouton «&nbsp;[[Image:Bouton Ajouter.png]] Confirmer et ajouter&nbsp;» sera disponible. Ce bouton permet de confirmer l'ajout en cours, puis d'ajouter une nouvelle personnalisation par la suite.  
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'''NOTE:''' If it is an addition, the name of the button would be "[[Image:Button_Check_mark_Confirm.png]] Confirm addition" and a "[[Image:Button_add_plus.png]] Confirm and add" button will become available. This button allows you to confirm the addition in progress, and to then add a new customization.<br>  
 
 
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Revision as of 22:37, 6 August 2013

Template:Header ProDon

Introduction

The Online Donation Module allows donors to make donations directly through the Web.


In order for the donors to make donations, a website must first be created and configured. The creation on an online donation website includes the configuration of the home page, as well as the creation of different Web forms. Each Web form is attached to a donation occasion, which ensures that Internet users can register online to the fundraising activities of an organization, or make a donation online directly.


Moreover, when an Internet user makes a donation or registers to an activity through a Web form, ProDon automatically adds him or her to the database during the import.


It is also possible to obtain very precise pieces of information from the clients by creating customizations.


Customization Configuration

To configure customizations, first go to the "Web form management".

To do so, click on the "Configuration" menu, then select the "Web forms" option.

Web Form Customization Configuration 001.png


After clicking on "Web forms", this window opens.

Web Form Customization Configuration 002.png

Double-click on the line of the form for which the customizations must be added.


Customization Configuration

There are 3 sections for customizations: the Personal information section, the Transaction information section and the Commitment information section.

The following examples have been created in the "Transaction information section", but the same types of customizations are also available in the 2 other sections.

When creating a customization, it is necessary to have previously created characteristics, or to create some from the customization addition window.

After double-clicking on the line of the Web form for which customizations must be added, this window opens, go to the "Customizations" tab.

Web Form Customization Configuration 003.png

A: The "Personal information section" tab allows you to add customizations related to clients.

B: The "Transaction information section" tab allows you to add customizations related to transactions.

C: The "Commitment information section" tab allows you add customizations related to commitments.

D: This is the list of customizations of the "Transaction information section".

E: The Button add plus.png button allows you to create a new customization to add it to the list at D.

F: The Button Edit.png button allows you to modify a customization in the list at D. To do so, select the customization to modify at D, then click on the Button Edit.png button.

G: The Button Minus remove delete.png button allows you to delete a customization from the list at D. To do so, select the customization to delete at D, then cliek on the Button Minus remove delete.png button.

H: The Bouton efface.png button allows you to delete all the customizations at D.


Adding a Customization

The options of the customization addition or modification window change according to the chosen type of characteristic. There are 7 types of characteristics::

  • Text
  • Date and time
  • Checkbox
  • Option list
  • Predefined option list
  • Text long
  • Numeric


After clicking on the Button add plus.png button, this window opens.

Web Form Customization Configuration 004.png

Click on the Button add plus.png button to add a characteristic to the customization.


Web Form Customization Configuration 005.png

A: This is the list of transactional characteristics that already exist in the "Characteristic management".

NOTE: The characteristics that have already been added to the modifying form appear in this list.

B: After selecting a characteristic at A, click on the "Button Check mark Confirm.png Confirm selection" button, to add the characteristic to the customization.

C: It is possible to create a new characteristic by clicking on the "Button add plus.png New" button. To learn how to configure the new characteristic, see the "Characteristic management" document.



Text Type Customization

A text type customization has no predefined format. It is presented in the form of a text and can contain a maximum of 250 alphanumeric characters.

However, it is possible to assign a specific format to certain types of field: email, province, postal code, country or phone number. To learn how to configure the format of these fields, see points A to E of the "Validation and activation" tab.

To view an example of a text type customization, see point A of the "Customization Example 1" section.

After clicking on the Button add plus.png or Button Edit.png button of the "Edit/View Web forms" window, the following window opens.

Web Form Customization Configuration 006.png

A: Allows you to assign a characteristic to the customization. To select an existing characteristic, click on the drop-down list. The Button add plus.png button allows you to add a new characteristic. To learn how to create a new characteristic by clicking on the Button Selection 3 dots.png button, click here.

B: The Button Edit.png button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the Button Edit.png button, see the "Add/Edit characteristic" section of the "Characteristic management" document.

C: Allows you to add the customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or create a new one to add to the drop-down list.

D: Allows you to add the customization to a group of English customizations. Select, using the drop-down arrow, an existing group title or to create a new one to add to the drop-down list. To view an example of group title, see point A of the "Customization Example 3" section.

E: Allows you to give a French name to the customization.

F: Allows you to give an English name to the customization.

G: Allows you to specify a maximum nuber of characters. In this example, donors will not be able to enter a name containing more than 100 characters in the "First and last name" field.

H: Allows you to specify the size of the box.

NOTE: The size of the box corresponding to the maximum number of characters is automatically entered after filling out the field at G. Nonetheless, it is possible to modify it, if desired.

I: Allows you to display the field in read-only on the form. The field will be visible, but donors will not be able to modify it.

J: Allows you to make the field compulsory. When donors will complete the form, he or she will not be able to save the form as long as the field is not filled. To view an example of required field, see point B of the "Customization Example 3" section.

K: Allows you to display the field at the bottom of the page. To view an example of field at the bottom of the page, see point A of the "Customization Example 2" section.

L: Allows you to display the field below the payment section. To view an example of field below the payment section, see point C of the "Customization Example 3" section.

Web Form Customization Configuration 007.png

A: Allows you to specify if the text type characteristic is an email address. If this checkbox is checked and the donor does not enter a valid email address in the field, he or she will not be able to save the form.

NOTE: If the email address is not valid, a warning window will show. To view this warning window, see the "Text Type Field Warning Window for an Email" section.

B: Allows you to specify if the text type characteristic is a province. If the checkbox is checked, a drop-down list containing all the provinces available in ProDon will appear on the form, rather than a text field. To view an example of text type customization for provinces, see point B of the "Customization Example 2" section.

C: Allows you to specify if the text type characteristic is a postal code. If the checkbox is checked and the donor does not enter a valid postal code in this field, he or she will not be able to save the form.

NOTE: If the postal code is not valid, a warning window will show. To view this warning window, see the "Text Type Warning Window for a Postal Code" section.

D: Allows you to specify if the text type characteristic is a country. If the checkbox is checked, a "Country" tab will be added in this window. To learn how to configure a text type customization for countries, click here.

E: Allows you to specify if the text type characteristic is a phone number. If the checkbox is checked and the donor does not enter a valid phone number in the field, he or she will not be able to save the form.

NOTE: If the phone number is not valid, a warning window will show. To view this warning window, see the "Text Type Warning Window for a Phone Number" section.

F: Allows you to display the customization on the form, based on the answer of another customization. Select, using the drop-down arrow, depending on the customization, it will show or not. In this example, the field will always be visible. To learn how to fill out the activation section, see points B, C, D and E of the second image of the "Numeric Type Customization" section.

G: The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Note" Tab" section of the "Creating a Web Form" document.

H: After completing all tabs, click on the "Button Check mark Confirm.png Confirm edit" button.

NOTE: If it is an addition, the name of the button will be "Button Check mark Confirm.png Confirm addition" and a "Button Check mark Confirm.png Confirm and add" button will be available. This button allows you to confirm the addition in progress, and to then add a new customization.


Option List for Countries

It is possible to create an option list containing the countries available in ProDon with a text type customization.

To view an example of text type customization for countries, see point C of the "Customization Example 2" section.

After clicking on the Button add plus.png or Button Edit.png button of the "Edit/View a web form", this window opens.

Web Form Customization Configuration 008.png

A: Allows you to assign a characteristic to the customization. To select an existing characteristic, click on the drop-down list. The Button add plus.png button allows you to add a new characteristic. To learn how to create a new characteristic by clicking on the Button Selection 3 dots.png button, click here.

B: The Button Edit.png button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the Button Edit.png button, see the "Add/Edit characteristic" section of the "Characteristic management" document.

C: Allows you to add a customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list. <span style="color: rgb(255, 0, 0);" />

D: Allows you to add the customization to a group of English customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list. To view an example of group title, see point A of the "Customization Example 3" section.

E: Allows you to give a French name to the customization.

F: Allows you to give an English name to the customization.

G: Allows you to specify the maximum number of characters. In this example, since these are predefined options, the number of characters of the longest predefined option is entered by default and it is not possible to modify it.

H: Allows you to display the field in read-only on teh form. The field will be visible, but donors will not be able to modify it.

I: Allows you to make the field compulsory. When donors will complete the form, he or she will not be able to save the form as long as the field is not filled out. To view an example of required field, see point B of the "Customization Example 3" section.

J: Allows you to display the field at the bottom of the page. To view an example of field at the bottom of teh page, see point A of the "Customization Example 2" section.

K: Allows you to display the field below the payment section. To view an example of field below the payment section, see point C of the "Customization Example 3" section.


Web Form Customization Configuration 009.png

A: Allows you to specify if the text type characteristic is a country. If the checkbox is checked, the "Country" tab will be added in this window.

B: Allows you to display the customization on the form, based on the response to another customization. Select, using the drop-down arrow, the customization from which customization this one will show or not. In this example, the field will be displayed based on the response to the customization chosen here. To learn how to complete the activation section, see points B, C, D and E of the second image of the "Numeric Type Customization" section.

Web Form Customization Configuration 010.png

A: This is the list of the countries available in ProDon. Check the ones that have to be among the options available to donors when they fill out the form.

B: The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Notes" Tab" section of the "Creating a Web Form" document.

C: After completing all tabs, click on the "Button Check mark Confirm.png Confirm edit" button.

NOTE: If this is an addition, the name of the button is "Button Check mark Confirm.png Confirm addition" and a "Button add plus.png Confirm and add" button will become available. Ths button allows you to confirm the addition in progress, and to then add a new customization.



Date Type Customization

A date and time type characteristic may contain only a date, a time, or both.

CAUTION: Only the characteristics having only a date can be used in a Web form. It is not possible to use a date and time characteristic nor a time characterisic. Il n'est pas possible d'utiliser une caractéristique date et heure ou une caractéristique heure.

In a Web form, it is possible to enter the date manually or to choose the date using a calendar.

To view an example of date type customization, see point B of the "Customization Example 1" section.

After clicking on the Button add plus.png or Button Edit.png button of the "Edit/View Web forms" window, this window opens.

Web Form Customization Configuration 011.png

A: Allows you to assign a characteristic to the customization. To select an existing characteristic, click on the drop-down list. The Button add plus.png button allows you to add a new characteristic. To learn how to create a new characteristic by clicking on the Button Selection 3 dots.png button, click here.

B: The Button Edit.png button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the Button Edit.png button, see the "Add/Edit characteristic" section of the "Characteristic management" document.

C: Allows you to add a customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list. <span style="color: rgb(255, 0, 0);" />

D: Allows you to add a customization to a group of English customizations. Select, using the drop-down arrow, an existing group title to add it to the drop-down list. To view an example of group title, see point A of the "Customization Example 3" section.

E: Allows you to give a French name to the customization.

F: Allows you to give an English name to the customization.

G: Allows you to specify a maximum number of characters. In this example, since a date always has the same number of characters, the number of characters is entered automatically and it is not possible to modify it.

H: Allows you to display the field in read-only on the form. The field will be visible, but donors will not be able to modify it.

I: Allows you to make the field compulsory. When donors will complete the form, they will not be able to save the form as long as the field is not filled out. To view an example of required field, see point B of the "Customization Example 3" section.

J: Allows you to display the field at the bottom of the page. To view an example of field at the bottom of the page, see point A of the "Customization Example 2" section.

K: Allows you to display the field below the payment section. To view an example of field below the payment section, see point C of the "Customization Example 3" section.


Web Form Customization Configuration 012.png

A: Allows you to display the customization on the form based on a response to another customization. Select, using the drop-down list, the characteristic from which this customization will show or not. In this example, the field is always visible. To learn how to fill out the activation section, see points B, C, D and E of the second image of the "Numeric Type Customization" section.

B: The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Notes" Tab" section of the "Creating a Web Form" document.

C: After completing all the tabs, click on the "Button Check mark Confirm.png Confirm edit" button.

NOTE: If it is an addition, the name of the button would be "Button Check mark Confirm.png Confirm addition" and a "Button add plus.png Confirm and add" button will become available. This button allows you to confirm the addition in progress, and to then add a new customization.



Checkbox Type Customization

A checkbox type characteristic present itself in the form of checkbox or radio buttons.

To view an example of checkbox for a checkbox type of customization, see point C of the "Customization Example 1" section.

To view an example of radio buttons for a checkbox type of customization, see point D of the "Customization Example 1" section.

After clicking on the Button add plus.png or Button Edit.png button of the "Edit/View Web forms" window, this window opens.

Web Form Customization Configuration 013.png

A: Allows you to assign a characteristic to the customization. To select an existing characteristis, click on the drop-down list. The Button Selection 3 dots.png button allows you to add a new characteristic. To learn how to create a new characteristic by clickng on the Button Selection 3 dots.png button, click here.

B: The Button Edit.png button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the Button Edit.png button, see the "Add/Edit Characteristic" section of the "Characteristic management" document.

C: Allows you to add the customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list. <span style="color: rgb(255, 0, 0);" />

D: Allows you to add the customization to a group of English customizations. Select, using the drop-down arrow, an existing group or enter a new one to add it to the drop-down list. To view an example of group title, see point A of the "Customization Example 3" section.

E: Allows you to give a French name to the customization.

F: Allows you to give an English name to the customization.

G: Two options are available in this field. The "TrxAnonymous" option allows you to ask if the client wants to keep the transaction anonymous and the "TrxAnnualReceipt" option allows you to ask if the client wants to get a receipt for this transaction.

H: Allows you to specify a maximum number of characters. In this example, since the texts of the checkboxes are already predefined, the number of characters of the longest text ofthe checkboxes is entered by default and it is not possible to modify it.

I: Allows you to display the field in read-only on the form. The field will be visible, but donors will not be able to modify it.

J: Allows you to make the filed compulsory. When donors will complete the form, they will not be able to save as long as the field is not filled out. To view an exampleof required field, see point B of the "Customization Example 3" section.

K: Allows you to display the field at the bottom of the page. To view an example of field at the bottom of the page, see point A of the "Customization Example 2" section.

L: Allows you to choose the checkbox type customization that is going to be displayed in the form of checkbox or radio buttons.

M: Allows you to display the field below the payment section. To view an example of field below the payment section, see point C of the "Customization Example 3" section.


Web Form Customization Configuration 014.png

A: Allows you to display the customization on the form based on the response to another customization.  Select, using teh drop-down arrow, based on the the customization from which it will show or not. in this example, the field is always visible. To learn how to fill out the activation section, see points B, C, D and E of the second image of the "Numeric Type Customization" section.

B: The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Notes" Tab" section of the "Creating a Web Form" document.

C: After completing all the tabs, click on the "Button Check mark Confirm.png Confirm edit" button.

NOTE: If it is an addition, the name of the button will be "Button Check mark Confirm.png Confirm addition" and a "Button add plus.png Confirm and add" button will become available. This button allows you to confirm the addition in progress, and to then add a new characteristic.



Option List/Predefined Option List Type Customization

An option list or predefined option list characteristic is presented in the form of a drop-down list. radio buttons or checkboxes.

The difference between the option list and the predefined option list is the display order. For an option list, the options are displayed in alphabetical order and it is not possible to modify the order, whereas for a predefined option list, it is possible to modify the order.

To view an example of a drop-down list for an option list customization, see point E of the "Customization Example 1" section.

To view an example of radio buttons for an option list customization, see point D of the "Customization Example 2" section.

To view an example of checkbox for an option list customization, see point D of the "Customization Example 3" section.

After clicking on the Button add plus.png or Button Edit.png button of the "Edit/View Web forms" window, this window opens.

Web Form Customization Configuration 015.png

A: Allows you to assign a characteristic to the customization. To select an existing characteristic, click on the drop-down list. The Button Selection 3 dots.png button allows you to add a new characteristic. To learn how to create a new characteristic by clicking on the Button Selection 3 dots.png button, click here.

B: The Button Edit.png button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the Button Edit.png button, see the "Add/Edit a Characteristic" section of the "Characteristic Management" document.

C: Allows you to add the customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list.

D: Allows you to add the customization to a group of English customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list. To view an example of group title, see point A of the "Customization Example 3" section.

E: Allows you to give a French name to the customization.

F: Allows you to give an English name to the customization.

G: Two options are available in this field. The "TrxGLCode" option allows you to associate the transaction to a particular General Ledger code and the "TrxCanvasserCode" option allows you to associate the transaction to a canvasser in particular.

NOTE: The General Ledger code and the canvasser must be specified in the option addition window from the "Options" tab.

H: Allows you to specify a maximum number of characters. In this example, since these are predefined options, the largest number of characters is entered by default and it is not possible to modify it.

I: Allows you to display the field in read-only on the from. The field will be visible, but donors will not be able to modify it.

J: Allows you to make the field compulsory. When donors complete the form, they will not be able to save the form as long as the field is not filled out. To view an example of required field, see point B of the "Customization Example 3" section.

K: Allows you to display the field at the bottom of the page. To view an example of field at the bottom of the page, see point A of the "Customization Example 2" section.

L: Allows you to display the field below the payment section. To view an example of field below the payment section, see point C of the "Customization Example 3" section.

M: Allows you to use a drop-down list of options to display the options. To view an example of drop-down list, see point E of the "Customization Example 1" section.

NOTE: This option does not allow donors to select more than one option.

N: Allows you to use radio buttons to display the options. To view an example of radio buttons, see point D of the "Customization Example 2" section.

NOTE: This option does not allow donors to select more than one option.

O: Allows you to use checkboxes to display the options. To view an example of checkboxes, see point D of the "Customization Example 3" section.

NOTE: This option allows donors to select more than one option.

P: Allows you to display the options in a single column. To view an example of options displayed in a single column, see point E of the "Customization Example 2" section.

NOTE: This option is only available if the checkboxes at N or at O are checked.

Q: Allows you to display the options in two columns. To view an example of options displayed in two columns, see point E of the "Customization Example 3" section.

NOTE: This option is only available if the checkboxes at N or at O are checked and if more than one value per record can be selected.


Web Form Customization Configuration 016.png

A: This is the list of options donors can choose from when they will complete the form.

B: Allows you to modify the order of the options at A. To do so, select the option at A, then click on the Button Arrow up.png button to move the option upward, or click on the Button Arrow down.png button to move the option downward.

NOTE: For an option list, these buttons are not available. The options will be placed in alphabetical order.

C: The Button add plus.png button allows you to add a new option to the list at A.

NOTE: After clicking on that button, this window opens.

D: Allows you to modify an option from the list at A. To do so, select the option to modify at A, then click on the Button Edit.png button.

NOTE: After clicking on that button, this window opens.

E: Allows you to remove an option from the list at A. To do so, select the option to modify at A, then click on the Button Edit.png button.

F: Allows you to update the options at A.

NOTE: If a characteristic is used in morethan one form and an option is added, the options will have to be updated in all the forms in which that characteristic is used.

Web Form Customization Configuration 017.png

A: Allows you to display the customizationon the form, based on the response to another customization. Select, using the drop-down arrow, from which customization it will show or not. In this example, the field is always visible. To learn how to fill out the activation section, see points B, C, D and E of the second image of the "Numeric Type Customization" section.

B: The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Notes" Tab" section of the "Creating a Web Form" document.

C: After completing all the tabs, click on the Button Check mark Confirm.png Confirm edit" button.

NOTE: If it is an addition, the name of the button would be "Button Check mark Confirm.png Confirm addition"  button and a "Button add plus.png Confirm and add" button is available. This button allows you to confirm teh addition in progress, and to then add a new customization.



After clicking on the Button add plus.png or Button Edit.png button, this window opens.

Web Form Customization Configuration 018.png

A: This is answer choice visible in the characteristic of ProDon.

B: This is the answer choice donors see on the French Web form.

C: This is the answer choice donors see on the English Web form.

D: If this checkbox is unchecked, the option specified at B will not be visible on the Web form.

E: If this checkbox is unchecked, it is because the option must not be associated with any GL account.

NOTE: The GL account to which the option is associated must be specified at F.

F: This is the GL account with which the response is associated.

NOTE: The checkbox at E must be checked and a value must be selected here so that the GL account is associated.

Text Long Type Customization

A text long type customization has no predefined format. It is presented in the form of a text and may contain a maximum of 500 alphanumeric characters. 

To view an example of text long type customization, see point F of the "Customization Example 1" section.

After clicking on the Button add plus.png or Button Edit.png button of the "Edit/View web forms" window, this window opens.

Web Form Customization Configuration 019.png

A: Allows you to assign a characteristic to the customization.  To choose an existing characteristic, click on the drop-down list. The Button Selection 3 dots.png button allows you to add a new charcteristic. To learn how to create a new characteristic by clicking on the Button Selection 3 dots.png button, click here.

B: The Button Edit.png button allows you to modify the characteristic. To learn how to modify a characteristic after clicking on the Button Edit.png button, see the "Add/Edit characteristic" section of the "Characteristic Management" document.

C: Allows you to add the customization to a group of French customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list.

D: Allows you to add the customization to a group of English customizations. Select, using the drop-down arrow, an existing group title or enter a new one to add it to the drop-down list. To view an example of group title, see point A of the "Customization Example 3" section.

E: Allows you to give a French name to the customization.

F: Allows you to give an English name to the customization.

G: Allows you to specify a maximum number of characters. In this example, the donor cannot enter a name containing more than 200 characters in the "First and last name" field.

H: Allows you to specify the size of the box.

NOTE: The size of the box corresponding to the maximum number of characters is entered automatically after filling out the field at G. However, it is possible to modify it, if desired.

I: Allows you to display the number of remaining characters on the Web form, as the donor fills out the field. To view an example of the number of remaining characters diplayed, see point G of the "Customization Example 1" section.

J: Allows you to display the field in read-only on the form. The field will be visible, but donors will not be able to modify it.

K: Allows you to make the field compulsory. When donors complete the form, they will not be able to save the from as long as the field is not filled out. To view an example of required field, see point B of the "Customization Example 3" section.

L: Allows you to display the field at the bottom of the page. To view an example of field at the bottom of the page, see point A of the "Customization Example 2" section.

M: Allows you to display the field below the payment section. To view an example of field below the payment section, see point C of the "Customization Example 3" section.

N: Allows you to choose to align teh field with the other customizations or to align the field with the comment. To view an example of text long type customization aligned with the other customizations, see point F of the "Customization Example 2" section. To view an example of text long customization aligned with the comment, see point F of the "Customization Example 3" section.

O: Allows you to determine the number of rows high. 


Web Form Customization Configuration 020.png

A: Allows you to display the customization on the form, based on the response to another customization. Select, using the drop-down arrow, from which customization it will show or not. In this example, the field will be displayed if the checkbox of the customization selected here is checked. To learn how to fill out the activation section, see points B, C, D and E of the second image of the "Numeric Type Customization" section.

B: The "Note" tab allows you to add a note below the customization on the form. To learn how to add a note from this tab, see the "Notes" Tab" section of the "Creating a Web Form" document.

C: After completing all the tabs, click on the "Button Check mark Confirm.png Confirm edit" button.

NOTE: If it is an addition, the name of the button would be "Button Check mark Confirm.png Confirm addition" and a "Button add plus.png Confirm and add" button will become available. This button allows you to confirm the addition in progress, and to then add a new customization.



Numeric Type Customization

Une personnalisation de type numérique peut contenir des chiffres uniquement.

Pour un exemple de personnalisation de type numérique, voir la lettre G de la section « Exemple 2 de personnalisations ».

NOTE : Si un caractère autre que numérique est entré dans le champ, une fenêtre d'avertissement apparaîtra. Pour consulter cette fenêtre d'avertissement, voir la section « Fenêtre d'avertissement pour un champ de type numérique ».

Après avoir cliqué sur le bouton Bouton Ajouter.png ou sur le bouton File:Bouton Modifier.png de la fenêtre « Consultation / modification des formulaires Web », la fenêtre suivante s'ouvre.

Web Form Customization Configuration 021.png

A : Permet d'attribuer une caractéristique à la personnalisation. Pour choisir une caractéristique déjà existante, cliquer sur la liste déroulante. Le bouton File:Bouton....png permet d'ajouter une nouvelle caractéristique. Pour savoir comment crééer une nouvelle caractéristique en cliquant sur le bouton File:Bouton....png, cliquer ici.

B : Le bouton File:Bouton Modifier.png permet de modifier la caractéristique. Pour savoir comment modifier une caractéristique après avoir cliqué sur le bouton File:Bouton Modifier.png, consulter la section « Ajout / modification d'une caractéristique » du document « Gestion des caractéristiques ».

C : Permet d'ajouter la personnalisation à un groupe de personnalisations français. Choisir, à l'aide de la flèche déroulante, un titre de groupe déjà existant ou en inscrire un nouveau afin de l'ajouter à la liste déroulante. Pour un exemple de titre de groupe, voir la lettre A de la section « Exemple 3 de personnalisations ».

D : Permet d'ajouter la personnalisation à un groupe de personnalisations anglais. Choisir, à l'aide de la flèche déroulante, un titre de groupe déjà existant ou en inscrire un nouveau afin de l'ajouter à la liste déroulante.

E : Permet de donner un nom français à la personnalisation.

F : Permet de donner un nom anglais à la personnalisaion.

G : Permet de spécifier un nombre maximum de caractères. Dans cet exemple, le donateur ne pourra pas inscrire un nombre comportant plus de 2 caractères dans le champ « Nombre de personnes qui accompagnent ».

H : Permet de spécifier la longueur de la boîte.

NOTE : La longueur de la boîte correspondant au nombre maximum de caractères s'inscrit automatiquement après avoir rempli le champ en G. Il est cependant possible de la modifier, si désiré.

I : Permet d'afficher le champ en lecture seule dans le formulaire. Le champ sera visible, mais le donateur ne pourra pas le modifier.

J : Permet de rendre le champ obligatoire. Lorsque le donateur complètera le formulaire, il ne pourra pas enregistrer le formulaire tant que le champ ne sera pas rempli. Pour un exemple de champ obligatoire, voir la lettre B de la section « Exemple 3 de personnalisations ».

K : Permet d'afficher le champ dans le bas de la page. Pour un exemple de champ dans le bas de la page, voir la lettre A de la section « Exemple 2 de personnalisations ».

L : Permet d'afficher le champ sous la section paiement.  Pour un exemple de champ sous la section paiement, voir la lettre C de la section « Exemple 3 de personnalisations ».

Web Form Customization Configuration 022.png

A : Permet de spécifier si la caractéristique de type texte est un montant. Si la case est cochée, le format du champ sera monéraire.

B : Permet d'afficher la personnalisation dans le formulaire en fonction de la réponse à une autre personnalisation. Choisir, à l'aide de la flèche déroulante, en fonction de quelle personnalisation celle-ci apparaîtra ou non. Dans cet exemple, le champ s'affichera en fonction de la personnalisation choisie ici et de la réponse spécifiée en C.

C : Permet de choisir en fonction de quelle réponse le champ s'affichera. Dans cet exemple, si le donateur répond « Oui » à la question en B, ce champ s'affichera.

D : Permet d'inscrire une valeur française à importer, si le donateur qui complète le formulaire français répond « Non » à la question en B. Dans cet exemple, si la case « Non » est cochée, la valeur « 0 » sera importée dans ProDon pour ce champ.

E : Permet d'inscrire une valeur anglaise à importer, si le donateur qui complète le formulaire anglais répond « Non » à la question en B.

F : L'onglet « Note » permet d'ajouter une note sous la personnalisation dans le formulaire. Pour savoir comment ajouter une note à partir de cet onglet, consulter la section « Onglet « Notes » » du document « Création d'un formulaire Web ».

G : Après avoir complété tous les onglets, cliquer sur le bouton « Bouton Crochet ajouter confirmer.png Confirmer la modification ».

NOTE : S'il s'agit d'un ajout, le nom du bouton sera
« Bouton Crochet ajouter confirmer.png Confirmer l'ajout » et un bouton « Bouton Ajouter.png Confirmer et ajouter » sera disponible. Ce bouton permet de confirmer l'ajout en cours, puis d'ajouter une nouvelle personnalisation par la suite.



Examples of Customizations

Customization Example 1

Web Form Customization Configuration 023.png

A : Personnalisation de type texte.

B : Personnalisation de type date. Le bouton 15x15px permet d'ouvrir un calendrier afin de sélectionner une date.

C : Case à cocher pour une personnalisation de type case à cocher.

D : Boutons radio pour une personnalisation de type case à cocher.

E : Liste déroulante pour une personnalisations de type liste de choix ou liste de choix prédéfinie.

F : Personnalisation de type texte long.

G : Nombre de caractères restants pour le champ de type texte long.



Customization Example 2

Web Form Customization Configuration 024.png

A : Personnalisation dans le bas de la page.

B : Personnalisation de type texte pour une province.

C : Personnalisation de type texte pour un pays.

D : Boutons radio pour une personnalisation de type liste de choix ou liste de choix prédéfinie.

E :  Choix affichés sur une seule colonne.

F : Personnalisation de type texte long alignée avec les autres personnalisations.

G : Personnalisation de type numérique.



Customization Example 3

Web Form Customization Configuration 025.png

A : Titre de groupe.

B : Une personnalisation obligatoire a un astérix avant le libellé.

C : Personnalisation sous la section paiement.

D : Cases à cocher pour une personnalisation de type liste de choix ou liste de choix prédéfinie.

E : Choix affichés sur deux colonnes.

F : Personnalisation de type texte long alignée avec le commentaire.


Warning Window Examples

Text Type Field Warning Window for an Email

Web Form Customization Configuration 026.png

Cette fenêtre s'ouvre lorsqu'un courriel non-valide est inscrit dans un champ de type texte dont la case « Courriel » est cochée.


Text Type Field Warning Window for a Postal Code

Web Form Customization Configuration 027.png

Cette fenêtre s'ouvre lorsqu'un code postal non-valide est inscrit dans un champ de type texte dont la case « Code postal » est cochée.


Text Type Field Warning Window for a Phone Number

Web Form Customization Configuration 028.png

Cette fenêtre s'ouvre lorsqu'un numéro de téléphone non-valide est inscrit dans un champ de type texte dont la case « Numéro de téléphone » est cochée.


Numeric Type Field Warning Window

Web Form Customization Configuration 029.png

Cette fenêtre s'ouvre lorsqu'un caractère autre que numérique est inscrit dans un champ de type numérique.



Document name: ProDon:Web Form Customization Configuration