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TO DO WITH MICHEL FRIGON

Create a web form (form hosted on your servers)

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2. Select Form.

3. Click Add.

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The New Form window below will be displayed.

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5. Enter the URL in the Web Form*, being the URL of the page from the web form you want to integrate.

6. Click Refresh the Requery web form. 

If there is more than one form on the page, the Selection of a form windowis displayed. Otherwise, you go directly to point 7.

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7. Select the form to integrate into PUBLITRAC from the drop-down menu. In our example, we chose the form first name action (texthidden), family name next action (texthidden), telephone number id (texthidden), ext nextUrl (texthidden), other-subject login (text). This method allows PUBLITRAC to identify the web page containing the form and to link the good form to your PUBLITRAC database.  

The window Match your fields in the form to the PUBLITRAC fields below is displayed. 

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7 8. Double-click in the column, PUBLITRAC. A drop-down menu will allow you to associate the fields in the form to the PUBLITRAC fields. In this case, we assign the PUBLITRAC Name Activity Sectorfield to the form Name Action field.

89. Name*your web form.

910. Add a Description(optional).

1011. Select one of the following two options under: When the form is submitted:

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Redirect to a URL or to a web script *(For experienced developers) *.The difference with the thank you page option is that you have the choice to direct to a landing page or to a web process that you have developed. An experienced developer should be involved in the execution of this redirection.

1112. If you chose the option Redirect to a URL or to a web script in point 10, enter the URL*of the landing page you want to send to the lead who will have completed the form. For example, the landing page 'We have received your completed form' can be displayed to the user as soon as a form will have been completed and submitted. You can also enter another URL (or copy and paste) which will direct you to a landing page which does not exist in the drop-down menu.

1213. Click Next.

1314. The window below, with the name of the web form at the top left of the page is displayed. In this example, the title of the form is Test Support PTRAC.


1415. Check off the box This form will be used to manage multiple listings from a same computer (if applicable) under Category Web Form. Manage multiple listings is used when multiple users share a same workstation. So, multiple users on an IP address or if you prefer, more than one user on a same computer.

1516. If you want to synchronize the information present in your web form with PUBLITRAC, copy the code appearing under Replace the form tag on your web site with the code belowand paste it into the html (or source code) of your website to replace the current tag of your form. In doing so, the information entered in the web form on your website will be synchronized with the corresponding fields in PUBLITRAC.

1617. Click Save.

 

 

 

 

 

 

 

Modify a web form

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