Configuring basic variable text within the Form Builder | FB_014

The basic tutorials on the Form Builder have covered dealing with the entire form. For example, we are providing a text box where the entire contents of that text box is controlled by one of our form fields. But what if we want to only change part of the text within a text field.

In this example, we'll cover this functionality by showing you how to configure basic variable text in the Form Builder. Our example will result in a text field which contains static text of "My name is", followed by variable text which is entered by the user on the form.

  1. 1. Create a product

    In my example, I'm going to begin this process on a new product for clarity. You can of course complete this on a template you have already been working on.

    Create a product
  2. 2. Click on MegaEdit config

    Click on MegaEdit config
  3. 3. Click on Scripts

    Click on Scripts
  4. 4. Ensure the Refactored Form Builder script is activated on the Product and save

    Ensure the Refactored Form Builder script is activated on the Product and save
  5. 5. Launch the MegaEdit product

    Once launched, we will leave this product for now and conduct some configuration of the Form Builder script.

    Launch the MegaEdit product
  6. 6. Click on MegaEdit config

    Click on MegaEdit config
  7. 7. Click on Scripts

    Click on Scripts
  8. 8. Click to configure the Form Builder script instance on this particular Product

    Click to configure the Form Builder script instance on this particular Product
  9. 9. Script configuration

    We have two options when configuring the Form Builder script. We can do it on a product by product basic (on the current screen), or, we can configure the script globally. This means any script alterations will apply to all products using the script.

    Script configuration
  10. 10. Navigate to MegaEdit Scripts

    Navigate to MegaEdit Scripts
  11. 11. Click on Global Config

    This will take us to the global configuration of the Form Builder script.

    Click on Global Config
  12. 12. See full configuration options

    Clicking Edit instead of Global Config will take you to a screen showing full details of the script.

    See full configuration options
  13. 13. Form Builder Script

    This is a very useful screen, detailing all the possible configuration options within the script. In addition, this script contains a vast array of notes, giving you insight into what the different elements do and how they are populated.

    Form Builder Script
  14. 14. textVariableHandlingCustom

    Enables the variable handling of form builder if set to true. If set to false, it will use the same functionality as the batch mode.

    We will configure this on a per product basis

    textVariableHandlingCustom
  15. 15. textVariablePrefix and textVariablePostfix

    Controls the string of text that precedes and follows our variable name. This allows us to easily define where a variable is to be used on our product.

    So, for example, if the prefix and postfix are "[++" and "++]" respectively, and the variable name is "Variable", our complete text string entered onto our template in order to use this variable is "[++Variable++].

    textVariablePrefix and textVariablePostfix
  16. 16. textVariableLookup

    This is how we can define our custom variables. In the script editor, you will see a range of informative text showing how this is configured and populated.

    For our example, I'm going to copy this content as a template for our custom variable and paste it into the global configuration of our Form Builder script.

    textVariableLookup
  17. 17. Paste selected text into text area

    Paste selected text into text area
  18. 18. Specify a variable name

    This is the name of the variable and will form part of the text you input into your template to utilise the variable. This field can be admin only and does not have to be displayed to your end users.

    Specify a variable name
  19. 19. Define a label

    This is the name that is associated with the variable and will be used as the label on the form shown to the end user.

    Define a label
  20. 20. Specify any predefined values

    This does not have to be filled in, however if you would like the variable to show some predefined text, it can be specified here.

    This can be static text, or you can utilise existing user data. For example, inputting "LoadUserData: FirstName,LastName" will populate the field with the name of the logged in user (if it has been defined on their account).

    Available fields are listed in the script editor and include names, address fields and email.

    Specify any predefined values
  21. 21. Define the input type

    This allows you to define the type of input this variable should be. For example "TextField" will provide a single line text input, and "DatePicker" will provide a calendar selection tool.

    Available inputs are TextField, TextArea, DatePicker and TimePicker.

    Define the input type
  22. 22. Optionally enter a placeholder

    This is temporary text that is displayed in the form field in the event no other text is present. It serves as example text only.

    Optionally enter a placeholder
  23. 23. Prefix and Suffix

    Allows you to optionally define if any text should precede or follow the variable value. In our example, we'll input "--" so we can demonstrate this for clarity. This could be used for spacing, consistent static text and more.

    One other use case is to automatically input a line break using /n. We'll cover this in more detail on another tutorial.

    Prefix and Suffix
  24. 24. Enter optional help text

    If required, enter text to appear on a tool tip to assist your end users.

    Enter optional help text
  25. 25. Format the script config

    If you try to save the script config in a non valid JSON format, the save will fail and issue a warning.

    Make sure to amend the script into a suitable format, such as that seen here.

    Format the script config
  26. 26. Click on Save and Continue Edit

    Click on Save and Continue Edit
  27. 27. Reload the MegaEdit product and add a text field

    Reload the MegaEdit product and add a text field
  28. 28. Click on Custom Tab

    We'll begin with some of the basic configuration options within the Form Builder

    Click on Custom Tab
  29. 29. Enter a name for the field

    Enter a name for the field
  30. 30. Enter the advanced configuration options for this field

    Enter the advanced configuration options for this field
  31. 31. Select Variable text

    In order to use our defined variables, select Variable Text from the dropdown.

    Select Variable text
  32. 32. Any correctly defined variables will be displayed underneath the text cache input field.

    Any correctly defined variables will be displayed underneath the text cache input field.
  33. 33. Fill in the Field text cache field

    This can be a combination of static text and variables. Make sure to include the variable prefix and suffix in order for it to register as a variable within the Form Builder.

    As you enter text in here it will appear on the canvas.

    Fill in the Field text cache field
  34. 34. Once a variable is entered into the Field text cache area, it will also become available in the main form

    We can see in our example that the placeholder we specified is shown. No name has been automatically populated as the account used for this demo has no name assigned.

    Once a variable is entered into the Field text cache area, it will also become available in the main form
  35. 35. Typing into the form will populate the field on the canvas, including the prefix and suffix (if one has been specified)

    Typing into the form will populate the field on the canvas, including the prefix and suffix (if one has been specified)