If you select the option to redirect to an error page, you must provide the URL for the error page in the next field. Options include none (no notification), Log Only (generate an entry in the error log), and Log and Redirect to Error Page (both options occur). Specify what automatic notification should occur if the submission fails. Select the notification level when an error occurs: Typically, this page would thank the user for their interest and inform them of next steps, such as: "We will contact you within 24 hours". When an AutoForm is successfully posted.Įnter the complete URL for the page that will display after successful submission. The redirect URLs must be complete links starting with HTTP or HTTPS. IF you select the option to redirect to an error page, you must then provide the URL for the error page. Optionally, select a notification option that will execute if the submission is not successful. In the following three fields, specify the URL for a redirect page that will display after the user successfully submits the form (required). In Autotask PSA each entity must be associated with a Company.Ĭonfigure Default Behavior After Submission Select each entity type for which the new form will collect data.Ĭompany is already selected and read only because it is required in Autotask PSA. Select each entity you would like on the AutoForm Click New to open the New AutoForm window. To open the page, use the path(s) in the Security and navigation section above. Creating a new AutoFormĪutoForm creation requires an Administrator security level. We recommend that you add this format information to the date field labels. IMPORTANT The date fields in AutoForms Designer only support the mm/dd/yyyy format. The optional AutoForms notifications can automatically notify specified resources when new data is collected. Once generated, AutoForms can capture and create the following: Your company can create any number of forms, built for general data collection or specific purposes.
#Autoform user code#
You can then incorporate the HTML code into the web site and replace the "Contact Us" or "More Information" form. You control which fields to include and whether or not they are required.Īnyone with HTML programming experience can format the forms to match your corporate web site.
![autoform user autoform user](https://img.yumpu.com/15677385/1/500x640/damage-parameter-calculation-amp-transfer-from-autoform-to-ls-dyna.jpg)
The AutoForms Designer Wizard generates the components of a form used to collect and move new leads from a Web page directly into Autotask PSA.ĪutoForms can add information to existing companies, or capture new lead information. NAVIGATION > Admin > Automation > AutoForms & LiveLinks > AutoForms Designer About AutoForms Designer
![autoform user autoform user](https://content1.jdmagicbox.com/comp/mumbai/y7/022pxx22.xx22.120320181833.w2y7/catalogue/autoform-car-n-style-andheri-east-mumbai-car-accessory-dealers-kyzpmtwnoj.jpg)
The result of that callback will be the input type that is rendered in your form.įor example, the field Fields.DescriptionPlaintextUnlimited returns :textarea from its input_type function, so autoform will render a textarea using Security level with permission to configure Autotask PSA Add-Ons
![autoform user autoform user](https://h-hmetals.com/wp-content/uploads/2017/03/Hemming-Brake-Press-1030x579.jpg)
If you use one of these Fields in your schema, and that field has an input_type/0 callback. This module can be used in conjuction with. If you are using the custom_render_autoform function and one of the schemas you pass in is an association of the changeset's schema, it will be rendered within an inputs_for call, so your changes and any errors will be correctly rendered in the form. If you don't want the associations to be rendered in your form, you can add them to your exclude list (see options above). :belongs_to associations are rendered as a select element. :many_to_many associations are rendered as checkboxes.
#Autoform user update#
![autoform user autoform user](https://stampingsimulation.com/wp-content/uploads/2016/09/autoform-simulation-software-company.png)
Custom_render_autoform(conn, action, [ : A list of tuples which contain your Ecto schemas and the options for the form.