AudienceView Connect
AudienceView Documentation

Creating a Form Article

Once you have created a form field entry you must insert the form field into the Body article.

To insert a form field in a Body article, complete the following:

  1. Open the Content Management application from the AudienceView Desktop.
  2. Select the Articles tab.
    The Articles|Search page appears.
  3. Search for and select the Body article that you want to work with. For more information, refer to Content Management - Articles|Search Page and Performing Searches.
    The Articles|Basic page appears.
  4. If you want to require that users log in to submit the form article, select Required from the 'Article Authentication' field.
  5. Select the Text tab.
    The Articles|Text page appears.
  6. Place the cursor in the part of the article where you want to insert the form field.
  7. Click 'Insert Field'.
    Caution
    The 'Insert Field' button only appears once form fields have been created. For more information, refer to Creating a Form Field.
  8. Select the Insert Form Field from the dropdown.
    The Insert Form Field window appears.
  9. Select the field that you want to insert into the article from the 'Article Fields' dropdown.
  10. Select the type of field that you want to insert from the 'Render Style' dropdown:
    • Password: Makes the field a password entry field. All entries are masked.
    • Radio: Makes the field a radio select field.
    • Check Box: Makes the field a check box select field.
    • Time: Makes the field a time field.
    • Days of Week: Makes the field a day of the week field.
    • Color: Makes the field a colour select field.
    • Hidden: Hides the field.
  11. Enter any applicable CSS ID information (with no spaces) in the 'cssID' field.
  12. Enter any applicable CSS styles that you want to apply to the form fields (e.g. background:blue,color:white) in the 'cssStyle' field.
  13. Enter any applicable CSS class information (with no spaces) in the 'cssClass' field.
    For more information, refer to AudienceView Branding Guide.
  14. Click 'Insert Form Field'.
    The field is inserted into the article.
  15. For every form field that you want to insert, repeat the process from Step 7.
  16. Once you have inserted all of the necessary form fields, you have to insert the 'Submit' button so that customers can submit their answers.
  17. Place the cursor at the bottom of the article where you want to insert the 'Submit' button.
  18. Click 'Insert Field'.
  19. Select Insert Submit Button from the dropdown.
    The 'Submit' button is inserted into the article.
  20. Highlight all of the text, form fields and the 'Submit' button.
  21. Click 'Insert Field'.
  22. Select Create Form from the dropdown.
    The form is created around the highlighted portion of the article.
  23. Click 'Apply'.
    A window confirms that the application updated the article.
  24. Click 'OK'.

Before AudienceView Online customers can submit form articles, the necessary permissions must be enabled. For more information, refer to Enabling Online Users to Submit Form Articles.

The information submitted via an article form can be pulled by creating a BI:

  • If customers do not need to be logged into AudienceView Online to complete the form, create an Article BI utilizing the appropriate Article Response fields.
  • If customers must be logged into AudienceView Online to complete the form, create a Customers BI utilizing the appropriate Article Response fields.
  • The Response Create Date criteria (available in the Article BI object as of AudienceView 6.8.11) provides the time and date for each form response submitted. 

For more information, refer to Business Intelligence and Reports - Business Intelligence.