Difference between revisions of "ProDon:Frequently Asked Questions (FAQ) - Form designer"
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Check the box '''“This form contains sensitive data”''' (e.g., medical information) to apply appropriate security measures. | Check the box '''“This form contains sensitive data”''' (e.g., medical information) to apply appropriate security measures. | ||
| + | == Themes == | ||
| + | '''<u>How to access the form designer to modify themes?</u>''' | ||
| + | * Open an existing form, create a new one, or duplicate an existing form. | ||
| + | * Activate the form in '''test mode''' and click '''“Activate and synchronize”'''. | ||
| + | '''<u>How to add or modify a theme?</u>''' | ||
| + | * Go to the '''“Form Configuration”''' tab. | ||
| + | * Click the '''gear icon''' to access theme management. | ||
| + | * Click the '''“+”''' button to add a theme. | ||
| + | * Choose '''“New”''' to create a theme or '''“Duplicate”''' to copy an existing one. | ||
| + | '''<u>How to modify an existing theme?</u>''' | ||
| + | |||
| + | Click the '''“Modify”''' button, then configure the visual elements of the theme: | ||
| + | * Colors | ||
| + | * Fonts | ||
| + | * Layout | ||
| + | * Etc. | ||
| + | '''<u>What elements can be customized in a theme?</u>''' | ||
| + | |||
| + | Main options include: | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |Palette | ||
| + | |Fonts | ||
| + | |Progress bars | ||
| + | |- | ||
| + | |Layout | ||
| + | |Section uniformity | ||
| + | |Titles | ||
| + | |- | ||
| + | |Background color | ||
| + | |Borders | ||
| + | |Buttons | ||
| + | |- | ||
| + | |Links | ||
| + | |Total amount | ||
| + | |Field corner radius | ||
| + | |} | ||
| + | |||
| + | '''<u>Can the form title be hidden?</u>''' | ||
| + | |||
| + | Yes. | ||
| + | |||
| + | If the form includes a banner, it is recommended to '''hide the title''' to avoid visual duplication. | ||
| + | |||
| + | '''<u>How to customize buttons and fields?</u>''' | ||
| + | |||
| + | You can: | ||
| + | * Change the '''colors''' of buttons and links. | ||
| + | * Set the '''corner radius''' (rounded edges) for buttons and text fields. | ||
| + | * Customize the '''active field borders''' (visible when typing). | ||
| + | '''<u>How to save and publish the theme?</u>''' | ||
| + | |||
| + | Once modifications are complete: | ||
| + | * Click '''“Save”'''. | ||
| + | * Then, '''publish the form''' so the changes are visible online. | ||
{{Footer_ProDon_Version|}} | {{Footer_ProDon_Version|}} | ||
Revision as of 09:39, 20 October 2025
| Frequently Asked Questions (FAQ) - Form designer |
Donor Address Options
What is the purpose of modifying donor address options in the form designer?
This feature allows you to customize the address fields in a web form to better meet the needs of donors and your organization.
How to access the address options?
In the form designer:
- Select the “Address” field.
- Click the edit icon.
- Access the address options to customize which fields are visible.
Which address fields can be modified or hidden?
You can choose to show or hide the following fields:
- Address
- Country
Can some fields be made mandatory?
Yes.
Each field can be set as:
- Mandatory
- Visible
This lets you control how much information you request from donors.
How to save changes to the address options?
Once the changes are made:
- Click “Save” at the top of the form (disk icon).
- Synchronize the form to production so it becomes accessible to donors.
Do changes affect already published forms?
Yes.
Any changes made to the address options will be reflected in the active form after synchronization.
Can I test the changes before publishing?
It is recommended to use the “Test” version of the form to preview the changes before going live.
General form options
How to access the general form options?
Go to the “Form Configuration” tab, then click on “General Options”.
How to set the form display and expiration dates?
- Click the calendar icon to choose the display date.
- Do the same to set the expiration date.
How to make the form appear on the homepage?
Check the box “Display on homepage” so the form is visible when users arrive on the site.
Is it possible to send a confirmation email to users?
Yes.
Check the box “Send confirmation email” so donors receive a message after completing their transaction.
How to manage the client's language in the form?
Two options are available:
- Based on the completed form
- Ask the client (the client chooses their language)
What CAPTCHA security level is recommended?
It is recommended to select “Moderate” for a good balance between security and user-friendliness.
Other available levels:
- Very Low
- Low
- Moderate (recommended)
- High
- Very High (not recommended)
Can the LogiZone be hidden?
Yes.
Check the box “Hide LogiZone”.
Can statistics be collected on confirmation emails?
Yes, but this requires the PubliCourriel module.
Check the box “Collect statistics on confirmation emails” to activate this feature.
What to do if the form contains sensitive data?
Check the box “This form contains sensitive data” (e.g., medical information) to apply appropriate security measures.
Themes
How to access the form designer to modify themes?
- Open an existing form, create a new one, or duplicate an existing form.
- Activate the form in test mode and click “Activate and synchronize”.
How to add or modify a theme?
- Go to the “Form Configuration” tab.
- Click the gear icon to access theme management.
- Click the “+” button to add a theme.
- Choose “New” to create a theme or “Duplicate” to copy an existing one.
How to modify an existing theme?
Click the “Modify” button, then configure the visual elements of the theme:
- Colors
- Fonts
- Layout
- Etc.
What elements can be customized in a theme?
Main options include:
| Palette | Fonts | Progress bars |
| Layout | Section uniformity | Titles |
| Background color | Borders | Buttons |
| Links | Total amount | Field corner radius |
Can the form title be hidden?
Yes.
If the form includes a banner, it is recommended to hide the title to avoid visual duplication.
How to customize buttons and fields?
You can:
- Change the colors of buttons and links.
- Set the corner radius (rounded edges) for buttons and text fields.
- Customize the active field borders (visible when typing).
How to save and publish the theme?
Once modifications are complete:
- Click “Save”.
- Then, publish the form so the changes are visible online.
Document name: ProDon:Frequently Asked Questions (FAQ) - Form designer
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