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SmartForms has a number of applications for forms administration, design and testing and providing access to forms for end-users. 


SmartForms Administration Console is an application for managing forms, configuration settings, submitted data, etc.

  • For web platforms where Smartforms plugins are available the application will be included into your website administration control panel/dashboard during installation of client software.
  • For other web platforms it can be accessed through Smartforms account.




The following applications don't require deployment:

Visual Designer is an application for designing and building forms. You launch it from SmartForms Administration Console or Form Test Display applications.

Preview Form is an application for previewing forms. You launch it from SmartForms Administration Console or Visual Designer applications.



The following applications are available for any web platform:

Form Test Display is an application through which to access and test a form. 

Form Display is an application through which end-users access and submit a form. 


The following applications can be deployed by the website Administrator for web platforms where Smartforms plugins or SDKs are available:

Forms Admin is an application that allows access to the SmartForms Administration Console other than through the website administration control panel/dashboard.  

Form Data List is an application that displays form submitted data in highly configurable lists.  


How to deploy SmartForms applications

How to deploy the SmartForms applications on your website depends on the platform your website is built on. SmartForms can be deployed on any platform, see Smartforms Plugins - SDKs - Embeds. We will be adding instructions as the new environments get released.

Liferay

In Liferay the SmartForms Administration Console application is automatically installed in the portal control panel. 

The following applications come as portlets and can be added to a portal page by selecting an application from "SmartForms" category:

PortletDescription

Form Test Display

Configuration can be done by a person who has "Administrator" or "SmartFormsAdmin" roles assigned. These roles allow extra functionality: quick access to the SmartForms Administration Console and Visual Designer. No special roles are required to perform testing. See Form Test Display to learn how to configure it.

Form Display

Configuration can be done by a person who has "Administrator" or "SmartFormsAdmin" roles, after that it can be available to anyone. See Form Display to learn how to configure it.

Form Data List

Configuration can be done by a person who has "Administrator" or "SmartFormsAdmin" roles. See Form Data List to learn how to configure it.

Forms Admin

No configuration is required. Users who need access to this application must be assigned "SmartFormsAdmin" role.

WordPress

Use one of the three provided shortcodes in any of your posts or pages. These shortcodes are as follows:

ShortcodeDescriptionOptional Parameters
[smartforms_viewer]

This shortcode embeds a Form Display on the page so that it may be completed by visitors.

The first time you deploy it, you will be presented with an interface to choose which form you want to show. It will remember this choice for further visitors.

  • test (true/false) - If set to true, the Form Display will instead be a Form Test Display
  • initiator (any value) - When embedding multiple Form Displays on a single WordPress post or page, you will need to give each shortcode a unique initiator. For example, [smartform_viewer initiator=hello] .
[smartforms_datalist]

This embeds a Form Data List on the page so that you can view submitted form data for any form campaign.

The first time you deployed it, you will be presented with an interface to configure which form's submissions to show, and the way you would like to present them.

  • initiator (any value) - When embedding multiple Form Data Lists on a single WordPress post or page, you will need to give each shortcode a unique initiator. For example, [smartforms_datalist initiator=hello] .
[smartforms_admin]
The embeds the SmartForms Administration Console on the page. This is usually not needed, as this facility is always available from the WordPress Dashboard → SmartForms .


React

For custom integrations refer to smartforms.js

You can generate basic embeds from inside Smartforms forr the following applications:

ApplicationInstructions

Form Test Display

To generate the scriplet in SmartForms Control Administration, go to Manage Form screen for your form, proceed to Deployments tab and in the Embeds section click on Add Embed for Form Test Display link.

Form Display

To generate the scriplet in SmartForms Control Administration, go to Manage Form screen for your form, proceed to Deployments tab and in the Embeds section click on Add Embed for Form Display link.

For saved embeds click on Instructions link and select 'Any React.js website', then follow the instructions in the highlighted area.

Vue.js

For custom integrations refer to smartforms.js.

You can generate basic embeds from inside Smartforms forr the following applications:

ApplicationInstructions

Form Test Display

To generate the scriplet in SmartForms Control Administration, go to Manage Form screen for your form, proceed to Deployments tab and in the Embeds section click on Add Embed for Form Test Display link.

Form Display

To generate the scriplet in SmartForms Control Administration, go to Manage Form screen for your form, proceed to Deployments tab and in the Embeds section click on Add Embed for Form Display link.

For saved embeds click on Instructions link and select 'Any vue.js website', then follow the instructions in the highlighted area.

Other web platforms

For web platform where SmarForms plugins are not available yet, use embeds - code scriplets that SmartForms will generate for you, just copy and paste them  into a page.

The following applications can be added to a page as embeds

ApplicationInstructions

Form Test Display

To generate the scriplet in SmartForms Control Administration, go to Manage Form screen for your form, proceed to Deploy to Website tab. Select "Any HTML / Javascript website" and then "Form Test Display" in the "Select Application Type" drop-down list. Copy the displayed code and then paste it into HTML code of your website's page.

Form Display

To generate the scriplet in SmartForms Control Administration, go to Manage Form screen for your form, proceed to Deploy to Website tab. Select "Any HTML / Javascript website" and then "Form Display" in the "Select Application Type" drop-down list. Copy the displayed code and then paste it into HTML code of your website's page.



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