A Sub Form in ClientPoint is a form that is similar to the primary form defined in a One Pass Template. While it is not directly associated with the main template, it is displayed to the user based on their selections within the Form and Tree in the One Pass Template. The Sub Form enables users to interact with additional fields that are conditionally triggered based on specific options chosen in the primary form.
Key Features of Sub Forms
- Dynamic User Interaction: Sub Forms offer the ability to prompt users with additional fields based on their selections. These fields are not shown by default but become visible when specific criteria are met, making the form process more relevant and streamlined.
- Customizable Fields: Like the primary One Pass Template forms, Sub Forms contain various types of input fields, such as text boxes, radio buttons, dropdowns, and checkboxes, allowing users to fill in information that can be dynamically integrated into the final document.
How Sub Forms Work in One Pass Templates
Sub Forms are typically linked to specific actions a user might take in a Checkbox, Radio Button, or Dropdown within the main One Pass template. Once a user selects an option that triggers a Sub Form, the form appears, prompting the user to provide additional information.
For example, in a proposal template, if the user selects a particular product or service in a dropdown, a Sub Form may appear with extra fields related to that product, such as specifications, quantity, or customizations. This ensures that users only fill in the necessary details relevant to their selections, improving accuracy and efficiency.
Creating a Sub Form
To create and implement a Sub Form within your One Pass Template, follow these steps:
Step 1: Setup Sub Form
- Navigate to Settings in the platform.
2. Click on the Sub Forms icon
3. Click Add a Sub Form
4. Name your Sub Form, and add a Unique Identifier (a unique label that will be used to create the relationship between the Sub Form and your selection(s) within your One Pass template.
5. Select the Workspace that contains the One Pass template where you wish to add the Sub Form. You may add Notes to provide helpful information on the Sub Form to your Users.
6. Add Panels to your Sub Form, by dragging in a Single Panel or Double Panel
7. Within the Panels, you may drag in any of the below Form Items:
- Text: This option is an opportunity for your users to fill in text that will be on one line. Think of these as most of the merge tags you provided in the merge document. For example: ^Client^ or ^Company^.
- Textarea: As you know in merge tags, when you use the textarea merge tag, you’ve added a place for your users to fill in text with multiple lines. For example: ^TEXTAREA_IntroParagragph^
- Radio: This gives your users the ability to choose only one option of content, from two or more options in a checkbox feature.
- Dropdown: This gives your users the ability to choose only one option of content, from two or more options in a dropdown feature.
- Checkbox: This gives your users the ability to choose multiple pieces of content, from two or more options in a checkbox feature.
- Text Editor: If any of your documents contain an HTML merge tag (^HTML_Example^), this is something you’d want to drag and drop into your form builder. This option allows your users to use an HTML text box and freely add text in different font styles and colors to their documents.
Associate the Sub Form with a One Pass Template
Once your Sub Form is created, it needs to be associated with the appropriate variable in the One Pass Template:
- In the One Pass Template editor, locate the Form or Tree tab that contains the variable you want to trigger the Sub Form.
- Select the specific field (checkbox, radio button, dropdown, etc.) that will trigger the Sub Form.
- Click Edit and find the field labeled Sub Form Unique Identifier.
- Enter the Unique Identifier for the Sub Form you created earlier.
- Click Submit.
After completing these steps, when a user selects the corresponding option in the One Pass Template, they will be prompted to complete the fields in the Sub Form.
Practical Use Cases for Sub Forms
- Conditional Information Gathering: Use Sub Forms to collect additional details that are only necessary based on a user's initial input. For example, if a user selects a specific product from a dropdown, a Sub Form might appear asking for product specifications or customization details.
- Customized Proposals and Contracts: In proposal or contract templates, different sections can be prompted based on the selected terms, services, or products. This ensures that the document is tailored to the needs of the client, improving personalization and clarity.
- Improved User Experience: By showing or hiding fields dynamically based on user choices, Sub Forms reduce clutter and ensure that users are only presented with relevant information, making the process more intuitive.
Conclusion
Sub Forms are a powerful feature in ClientPoint's One Pass Templates that enhance the flexibility and user experience of document creation. By allowing for conditional fields based on user selections, Sub Forms help create more personalized, relevant, and efficient templates. Whether you're creating a proposal, a contract, or any other type of document, Sub Forms ensure that users only interact with the fields that are applicable to their selections, streamlining the process and minimizing errors.
For further assistance or inquiries, feel free to reach out to support@clientpoint.net.