Textbox
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.
The Textbox question type lets form completers enter a single line of text. For example, people can enter responses to simple questions. You can use rules to control if any actions should occur when the form completer enters particular information.
Notice
If your form completers enter a key word such as 'clubs', then a list of clubs at your campus appears.
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 you want to add the textbox field to.
Click Add Item. The New Item pop-up window appears.
Enter a Unique ID for the placeholder field.
Select Textbox from the Type drop-down.
Select the appropriate label display option: Display on the form or Screen reader only.
In the Text field, enter and format the label you want to use to describe the textbox field.
Tip
This label is visible to form users.
If you are grouping fields, enter the group name in the Group field.
Note
Each question being included in the group must have the same group name in this field.
Click on the Settings tab.
Use the Alignment options to move it to the center or right.
Enter the Width and Height you want the question to be.
Note
You can use the percentage of 100 or use px, pt values (e.g., enter 50% or 50px to make a question smaller).
Set up the attributes:
Select the Required checkbox if form completers are required to select an option.
Select the Read Only checkbox to make the question visible to form completers but not available to select.
Select the Show Only in Report checkbox to make the picker only visible in the report view.
Display on: Mobile, Tablet, Desktop
From the Compare To drop-down,
Enter a Default Value if you want a specific selection when the user access the essay question.
In the Max Length field, enter XXTT.
From the Validation drop-down,
Click the Options tab.
Select Static Options or Dynamic Options.
Static options are ones you enter on the form. They do not use data sources or vary.
Dynamic options are based on data sources and queries set up to select information from your external database. They can vary according to the form completer, information, etc.
If you selected Static Options, click Add and enter the values you want available to form completers in the Numeric, Value, and Text fields provided. If you want a particular option to be automatically selected, select the Selected checkbox. You can add as many options as you want.
If you selected Dynamic Options, select the Options Source from the drop-down.
Note
The options sources drop-down lists Data Dictionaries data sets that have been classified as Form Options.
Click the Rules tab to define if anything happens when the form completer selects an option from the drop-down.
Click Add.
In the first drop-down, select the If answer value is condition.
Note
Rules must always have an If answer value is condition in the first statement of the sequence. This tells J1 Web Forms to execute the action if the user's answer matches the answer value you specify.
In the field to the right of the drop-down, enter the answer value that will trigger the rule to execute.
In the second drop-down, select the action you want to occur when the condition is met.
If needed, click Add to add another rule.
Else if answer value is tells J1 Web Forms to execute the action if the answer value matches the new answer value you specify when the "If" condition fails.
Else will tell J1 Web Forms to execute the action if no previous conditions were met.
And will tell J1 Web Forms to execute the action in addition to any other action that is set to execute in the previous rule condition.
Click the Look Up tab.
From the Look Up Data Source drop-down, select
Note
The options are Data Dictionaries data sets that have been classified as a Form LookUp.
Configure the attributes:
Execute on Load
Trigger Next Set
Preserve User Input
Click Update.
Access the Core, Campus-wide Definitions, Data Sets page.
From the Queries for drop-down, select Data Dictionaries.
Click Create data set.
From the Classification drop-down, select Form LookUp.
From the Select Modules Allowed Access to Data Set, select the modules you want to be able to access the data set. Anyone in a role with access to a selected module can see and use the data set when working in J1 Web.
From the Type drop-down, select InfoMaker or SQL File.
If you select InfoMaker:
From the PBL drop-down, select the InfoMaker PBL file you want to select a query from.
From the Query drop-down, select the query you want to use to create a data set in J1 Web.
If you select SQL file:
Note
SQL files cannot be edited in J1 Web. Once the file is uploaded, the query fields cannot be changed; however, you can download the query syntax, make changes, and then upload it as a new data set.
Tip
Sample SQL is a name lookup:
select * from J1FormattedNames where ID_NUM = @LookUpValue
Test the query in SQL Server Management Studio before uploading to ensure performance is optimized. A query shouldn’t take more than 4-5 seconds to run. Poorly performing queries will impact J1 Web system performance.
Click Choose File.
Browse your computer or network to find the appropriate SQL file and select it. The system evaluates the file for issues. If none are found, the Create data set button is enabled.
Click Create data set. The Create Data Set window closes, and the data set is listed on the Data Sets page.
Access the Core, Campus-wide Definitions, Data Sets page.
From the Queries for drop-down, select Data Dictionaries.
Click Create data set.
From the Classification drop-down, select Form Options.
From the Select Modules Allowed Access to Data Set, select the modules you want to be able to access the data set. Anyone in a role with access to a selected module can see and use the data set when working in J1 Web.
From the Type drop-down, select InfoMaker or SQL File.
If you select InfoMaker:
From the PBL drop-down, select the InfoMaker PBL file you want to select a query from.
From the Query drop-down, select the query you want to use to create a data set in J1 Web.
If you select SQL file:
Note
SQL files cannot be edited in J1 Web. Once the file is uploaded, the query fields cannot be changed; however, you can download the query syntax, make changes, and then upload it as a new data set.
Tip
Sample SQL returns a list of states from the J1 database:
SELECT RTRIM(VALUE),
DESCRIPTION FROM TD_STATE_VIEW
Test the query in SQL Server Management Studio before uploading to ensure performance is optimized. A query shouldn’t take more than 4-5 seconds to run. Poorly performing queries will impact J1 Web system performance.
Click Choose File.
Browse your computer or network to find the appropriate SQL file and select it. The system evaluates the file for issues. If none are found, the Create data set button is enabled.
Click Create data set. The Create Data Set window closes, and the data set is listed on the Data Sets page.
Note
A look up takes the value supplied by the source question, passes the information back to the database asynchronously, and return values to be assigned to other inputs on the page.
A look up data source can return multiple columns from multiple tables, but the restriction is that a single row is returned from the query. This row is almost always associated with a value provided by the source question. This value can be referenced in the data source query using the parameter “@@LookUpValue”.
Complete the steps to Create a Data Source.
Click Manage Forms.
Click on the form you are working with.
Click on the tab you want to work with.
Click the ellipsis on the textbox, drop-down, or hidden question and select Edit to open the Edit Item pop-up.
Click the Look Up tab.
From the Look Up DataSource drop-down, select the data source you want to use to look up information. The table columns associated with the data source appear with corresponding drop-downs.
From the drop-downs, select the Unique IDs of the form questions/fields you want to auto-populate with information from the matching table columns.
Select the Execute on load checkbox If you want your look up to execute immediately when the form is accessed.
Note
By default, the lookup will execute when the value of the question changes.
Select the Trigger After Set checkbox if the questions/fields being populated should trigger the question/field's events.
Select the Preserve user input checkbox if you want to save the text a user manually inputs in a field that utilizes a lookup.
Note
If there is a default value in the field, that would also be preserved. If you use the default value setting and pre-populate the field with @@LastName, it considers that user input and the value wouldn't be overwritten if this setting is checked. If this is not selected, the text pre-populated by the lookup will overwrite any text that the user inputs.
Click Save changes.
