Smart Form

Smart Form enables you to build a form for multi purposes. From getting feedback, submitting a request, alternative way of member utilising points, to getting a payment.


On this page:


Setting up a Form


1. Access Smart Form interface via 'Playbook' > 'Smart Form' > 'Create'

Screenshot 2021-06-18 at 3.40.24 PM

2. Once within the 'Create' interface, under the 'Type' selection, kept it as :
- Standard (only member can do submission) or
- Anonymous (any parties can do submission) 

Then after, the only mandatory field will just be the 'Name' of the form, and hit 'Save' after.

Screenshot 2021-06-18 at 3.52.09 PM
3. You will be redirected back to the previous interface, an empty form with a valid url is created.

Screenshot 2021-06-18 at 4.32.36 PM


Setting up the Submission Fields


1. Click on the 'Edit' icon on the newly created form

Screenshot 2021-06-18 at 4.32.36 PM-1

2. Once within the Form, scroll to the bottom and there will be a new 'Create' section. Click on
    create to proceed.

Screenshot 2021-06-18 at 6.14.06 PM
3. In the Submission Field interface, you'll be able to set the 'Type', 'Name', 'Selection' .... etc. 

Screenshot 2021-06-18 at 6.27.48 PM
*Regex ( Algorithm to check the value submitted can only be of certain pattern. )
*Sorting ( The placement order of the fields at the frontend UI. )

4. Once done, hit 'Save' and you will see the new field been successfully created.

Screenshot 2021-06-18 at 6.55.31 PM

Likewise, if you need to make any amendment, can just click on the 'Edit' icon, the minus icon beside is the 'Delete' function.


Additional Settings

Screenshot 2021-06-18 at 7.10.30 PM

  • Report Email Addresses : Submission notification triggered to email inserted.
    ( Multiple email example: test1@eber.co,test2@eber.co ) 
  • Thank You Message : Text displaying at page after submission. 
  • Thank You Url : Redirection url that user are routed to after submission.
  • Issue Rewards : Rewards that user get after submission.
  • Point Use / Payment Required : Points / Payment required to complete the submission
    ( Can be set as both required )
  • Total Free Submissions :
    (a) Exception handling to cater for payment required form to omit charges incurred for the first X number of submission. 
    (b) If submission requires no charges, the value keyed will be recognised as the submission limit instead. 

Submission Limit Reached Message : Error message to be display after submission limit is reached.
Screenshot 2021-06-18 at 7.39.51 PM


Viewing Submissions


1. At the main interface of Smart Form, click on the 'Eye' icon to access the submission interface.

Screenshot 2021-06-18 at 7.51.38 PM

2. Once within the submission interface, you can do an export. Or likewise click on the 'Eye' icon to view the individual submission directly.

Screenshot 2021-06-18 at 8.03.49 PM