Sorting and customizing form elements

Although Docxpresso will do its best to create a usable web form out of the data and structure of your original document, quite often you may choose to:

  • reorganize the form elements into logical groups and
  • add additional comments or tips

so it is user for the end user to provide the required data.

Sorting fields and fieldsets

You may change the order of any field or field set just by dragging and dropping them into the position you want them to be shown.

You can do so within the contents of a tab or move the form element to another tab just by dragging it onto other tab header.

Editing form element metadata

By clicking on the wrench button available in every element header bar you may modify the:

  • Label: modifying the label specifically for the web form interface.
  • Tip: adding a specific tip to be shown together with the label. Notice that if empty or equal to the label (default value) it will not be shown.
  • Default value (only form fields): the value that will be assigned to the field if there is no user input.
  • Group Element description (only fieldsets): An additional description of the contents of a fieldset or group of form elements.

Inserting additional comments

Sometimes it may show useful to include additional comments that may include relevant data for the end user.

In order to do so you may click on the insert comement menu entry that is displayed when clicking on the wrench associated with any form or fieldset element. By doing so a pop up will show asking for the following info:

  • Slug: a comment identifier that will only be used within the processing interface.
  • Title: a title for the comment.
  • Comment body: the body of the comment that admits rich text formatting.

After clicking on the "Save changes" button the comment will be inserted just before that form element, although it can be later moved around like any other element by drag & drop.

You may also remove or edit the comments contents by clicking on the wrech button located in the comment’s header bar.

Disabling form elements

You may also disable (or enable previously disabled ones) form elements so they will not be shown up in the end user interface by clicking on the "Disable" (or "Enable") menu entry under the wrench button.

Although there may be multiple reasons to do so the usual scenario for disabling form elements is when they appear repetedly in a document.

In principle, Docxpresso generate an input field for every ocurrence of a field due to the fact that those fields may not necessarily be declared as global in the processing interface so they may take different values depending on the context.

If a field is declared as global and it appears multiple times it may be a wise choice to deactivate from the final user interface that unnecessary repetition. But, please, be careful not to disable all instances of the field or otherwise the end user will not be able to provide the required data.