Forms Item: Button
Important
Information and features vary according to the roles to which you belong and the permissions associated with those roles. For more information, contact your module manager or your campus support team.
Buttons let a form completer trigger an action while filling out a form. A button can move the completer to another tab, save progress, submit the form, or initiate workflow actions. In J1 Web Forms, button behavior is defined through rules that determine what happens when the completer clicks the button.
This topic explains how to add and configure buttons in J1 Web Forms, including navigation and submit buttons, and highlights differences from Campus Portal Forms.
Some options available in Campus Portal Forms are handled differently or are not available in J1 Web Forms.
Campus Portal Forms | J1 Web Forms |
|---|---|
Definition | |
Grid | Unavailable in J1 Web. |
Grid Function | Unavailable in J1 Web. |
Settings | |
Input control CSS classes | Unavailable at this time. |
Rules | |
Alert: Show Message | Unavailable at this time. |
Email: Cancel | Associate with a workflow that includes an automation plan with an email interaction and rules that would prohibit from sending. |
Email: Send | Associate with a workflow that includes an automation plan with a send email interaction. |
Form: Print | Unavailable at this time. Workaround: Reviewer can print a copy of the submission PDF. |
Form: Quit | Unavailable at this time. |
Form: Save | Unavailable at this time. |
Grid: Add | Grids aren't available in J1 Web. |
Payment: Clear Profile | Payment options aren't available in J1 Web. |
Payment: Override Balance | Payment options aren't available in J1 Web. |
Payment: Use Profile | Payment options aren't available in J1 Web. |
Workflow: Add to track queue | J1 Workflow: Add Workflow for Submission |
Workflow: Remove from track queue | J1 Workflow: Remove Workflow for Submission |
Workflow: Set track | N/A |
Look Up | |
Look Up DataSource | Unavailable in J1 Web. |
Execute on Load, Trigger after set, Preserve user input | Unavailable in J1 Web. |
How To
Access the Connect, Forms, Manage Forms page.
Find the form you're updating and from the Actions menu, select Edit form.
From the Build step, select the tab where you want to add the button.
Click Add Item. The New Item pop-up window appears.
Enter an identifier for the button in the Unique ID field.
From the Type drop-down, select Button.
Select the appropriate label display option:
Display on the form:
Screen reader only:
In the Text field, enter the label you want to use for the button (e.g., 'Submit').
If you are adding this button to a group, enter the name in the Group field. Each item in the group must use the same group name.
Select the Settings tab.
The item is automatically aligned to the left of the form page. Use the Alignment options to move it to the center or right.
Use the Width and Height fields to control the button's size.
Select the checkboxes of where the button should appear: Mobile, Tablet, Desktop.
Select the Rules tab to define what happens when the form completer clicks the button.
Click Add.
In the first drop-down, select If answer value is and in the corresponding effect field, enter *.
Note
Buttons do not collect values, so the answer value should always be *.
In the second drop-down, select the action you want to occur when the form completer clicks the button.
If needed, click Add to add another rule.
Else if answer value is executes the action if the answer value matches.
Else executes the action if no previous conditions were met.
And executes the action in addition to the previous action.
Click Update.
Access the Connect, Manage Forms page.
Find the form you're updating and select Edit form.
From the Build step, select the tab you want to add navigation buttons to.
Click Add Item. The New Item pop-up window appears.
Enter an identifier for the button in the Unique ID field.
From the Type drop-down list, select Button.
In the Text field, enter and format the label you want to use to describe the button. For example, Submit.
If you are grouping fields, enter the group name in the Group field. Each item being included in the group must have the same group name in this field.
Select the Settings tab.
The button is automatically aligned to the left of the form page. Use the Alignment options to move it to the center or right.
Use the Width and Height fields to control the button's size.
Select the checkboxes of where the button should appear: Mobile, Tablet, Desktop.
Select the Rules tab to define what happens when the button is clicked.
Click Add .
In the first drop-down, select If answer value is and in the corresponding effect field, enter *.
Note
Because buttons don't allow form completers to choose a value, this field should always be *.
In the second drop-down, select Form: Submit.
To associate the submission with a workflow:
Click Add.
In the first drop-down, select And.
From the second drop-down, select J1 Workflow: Add Workflow for Submission.
Click Update.