Fill in forms
Define forms that you wish to complete together with your participant.

In this Node you create a form to gather information from your participant and/or for your records.


Let's look at the technical implementation in Idiligo.

In the section Phase 2: Implementation (in Idiligo) you have copied the code with the three dots (...) into your script:

Now replace the three dots (...) with the following code:

<node id="Fill_in_forms" type="Form">
<name>Fill in forms</name>
<title>Details about the customer</title>
<text>Complete the following</text>
<fields>
    <field name="company name" text="Company name" />
    <field name="family name" text="Last name" />
    <field name="birth names" text="First name" />
</fields>
</node>

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="company name" text="Company name" />
        <field name="family name" text="Last name" />
        <field name="birth names" text="First name" />
    </fields>
    </node>
</nodes>
</flow>

After copying it, do the following:

1. Make sure the node id is unique. Give it a name / number or combination of both. (here: Fill_in_forms).

2. You can give the node a descriptive name. (here: Fill in forms).

3. Change the title, it will visible on top of the screen. (here: Details about the customer)

4. Change the text, it´s the subtitle and visible. (here: Complete the following)

5. Change the fields: The field name is the name of the database field. The text is the description appearing on the screen. 

6. Press the 'Save' Button.

Now check the script by running it...click 'Start new session'.


Advanced: Drop Down

Instead of a field with an open question, you can create a drop down field with multiple options. Add the following code somewhere between <fields> and </fields>.


Let's look at the technical implementation in Idiligo.

Complete your script with the following code:

<field name="gender" text="mister or miss">
    <options>
        <option value=" "><text> </text></option>
        <option value="mister"><text>mister</text></option>
        <option value="miss"><text>miss</text></option>
    </options>
</field>

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="company name" text="Company name" />
        <field name="gender" text="mister or miss">
            <options>
                <option value=" "><text> </text></option>
                <option value="mister"><text>mister</text></option>
                <option value="miss"><text>miss</text></option>
            </options>
        </field>
        <field name="family name" text="Last name" />
        <field name="birth names" text="First name" />
    </fields>
    </node>
</nodes>
</flow>


Advanced: System field names

The Idiligo system has system field names, which can be used in forms. Those system field names can be used by adding the parameter linkedField="...".


Let's look at the technical implementation in Idiligo.

Complete your script with the following code:

linkedField="relation:Company Name"

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="company name" text="Company name" linkedField="relation:Company Name" />
        <field name="gender" text="mister or miss">
            <options>
                <option value=" "><text> </text></option>
                <option value="mister"><text>mister</text></option>
                <option value="miss"><text>miss</text></option>
            </options>
        </field>
        <field name="family name" text="Last name" />
        <field name="birth names" text="First name" />
    </fields>
    </node>
</nodes>
</flow>

For a complete overview of all available system field names see below.


Advanced: Height and width of a field

The height and the width of a field on the screen are predefined. But if you want to adjust them just add the parameters rows=" " and cols=" ".


Let's look at the technical implementation in Idiligo.

Complete your script with the following code:

rows="2" cols="60"

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="company name" text="Company name" linkedField="relation:Company Name" rows="2" cols="60" />
        <field name="gender" text="mister or miss">
            <options>
                <option value=" "><text> </text></option>
                <option value="mister"><text>mister</text></option>
                <option value="miss"><text>miss</text></option>
            </options>
        </field>
        <field name="family name" text="Last name" />
        <field name="birth names" text="First name" />
    </fields>
    </node>
</nodes>
</flow>


Advanced: Mandatory fields

You can make fields mandatory by adding mandatory="true". A mandatory field must be filled in before you can go to the next step.


Let's look at the technical implementation in Idiligo.

Complete your script with the following code:

 mandatory="true"

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="company name" text="Company name" linkedField="relation:Company Name" rows="2" cols="60" mandatory="true" />
        <field name="gender" text="mister or miss">
            <options>
                <option value=" "><text> </text></option>
                <option value="mister"><text>mister</text></option>
                <option value="miss"><text>miss</text></option>
            </options>
        </field>
        <field name="family name" text="Last name" />
        <field name="birth names" text="First name" />
    </fields>
    </node>
</nodes>
</flow>


Advanced: Additional line of text between or above fields

A separate text line can be made by adding the field type rowWithtext.


Let's look at the technical implementation in Idiligo.

Complete your script with the following code:

<field name="header" text="Your details" type="rowWithText"> 
</field>

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="header" text="Your details" type="rowWithText"> 
        </field>
        <field name="company name" text="Company name" linkedField="relation:Company Name" rows="2" cols="60" mandatory="true" />
        <field name="gender" text="mister or miss">
            <options>
                <option value=" "><text> </text></option>
                <option value="mister"><text>mister</text></option>
                <option value="miss"><text>miss</text></option>
            </options>
        </field>
        <field name="family name" text="Last name" />
        <field name="birth names" text="First name" />
    </fields>
    </node>
</nodes>
</flow>


Advanced: The appearance of the text
  • Bold: place the text between **
  • Italic: place the text between *
  • Line break: add 7 ^^^^^^^
  • Tab: use >
  • Picture: use ![description](link of the picture)
  • Link: use [description](link)

Let's look at the technical implementation in Idiligo.

That´s how it looks in Idiligo.

Code
1234

Description
My first script
Flow XML
<flow>
<nodes>
    <node id="Fill_in_forms" type="Form">
    <name>Fill in forms</name>
    <title>Details about the customer</title>
    <text>Complete the following</text>
    <fields>
        <field name="header" text="Your details" type="rowWithText">
        </field>
        <field name="Logo" text="![lounger](https://www.idiligo.com/wp-content/uploads/2018/11/idiligo_logo_white_small.png)" />
        <field name="company name" text=">Company name" linkedField="relation:Company Name" rows="2" cols="60" mandatory="true" />
        <field name="gender" text="mister or miss">
            <options>
                <option value=" "><text> </text></option>
                <option value="mister"><text>mister</text></option>
                <option value="miss"><text>miss</text></option>
            </options>
        </field>
        <field name="family name" text="**Last** name" />
        <field name="birth names" text="*First* name" />
        <field name="participant" text="Name of ^^^^^^^the participant:" linkedField="contact:Full Name" />
    </fields>
    </node>
</nodes>
</flow>