👉 Forms / Surveys -> Score Values, and UI Enhancements 📝 ✅
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Score values, and UI enhancements for forms and surveys:
- Scores must be custom fields further usable everywhere in the system
- They must be able to hold multiple data types, numeric, monetary, or units as chosen
- Score field values must be definable and displayed as text fields instead of form input values... with formatting options to highlight the score/result of a calculation.
- The result must be passed on as payment input dynamically for collecting payment (if the score result is a positive currency value)
- Score value must be enabled for use in products, estimates, and invoices
- Invoices and Estimates must hold the 'Score' type custom fields and allow handing of the values from forms/surveys into the Invoices and Estimates so when we collect payment an invoice is created with the payment value for example.
- This needs templates to be dynamically updated and generate a new estimate/invoice every time a score field is updated.
- Add form payment in surveys -> (supposedly coming out in late Q1)
- Header images in surveys must be made a part of the slide to keep the image relevant to the slide.. currently, it's not possible to do that when using logic
- Can the images be made large on radio buttons - they are small and not aesthetically presented. Also, the radio button text isn't formattable and appears on a slate grey background as text in white which doesn't look great and needs customisation badly.
- Instead, can we have a response option to display every choice as a nice button or an image instead of checkboxes, dropdowns, radio buttons, etc.
- Response format must be separated by OR - to allow a customer to choose option 1, option 2, option 3... or even No Option. Sample below.
Option 1 (different rooms as checkboxes)
OR
Option 2 (No additional areas)
- Response format must allow dynamic text box for the 'Other' option in Single/Multi-dropdown, Checkboxes, and Radio buttons. So when the 'Other' option is chosen a text box pops out dynamically for capturing customer input.
- Add both positive and negative conditions in the form's conditional logic. Use case - need to validate whether it is a mobile number entered in the phone field (beginning with 07 for example) and if it has 10 digits. However, this is not possible currently.
- Extend Brand Boards to Forms/Surveys.
- Need to be able to use sliders, buttons, and images for various choices and increase +/- for numerical fields instead of typing.
- Need text, date, currency, phone, and email fields to appear richer with icons and other formatting options in forms and surveys. Here is a sample: https://torontoairporttransportation.com/book-online/
- The date field must be enhanced as it’s quite basic and needs to have a time field for customers to choose a time slot - it will be great if these fields when used, can block that slot on a calendar.
- Formatting options for the field options don't exist - there are limited options currently and we need to be using CSS most of the time.
- Checkboxes and radio buttons are not properly aligned to the corresponding text for eg when the T&Cs field is added.
- Dropdown UI is very basic and doesn't offer customisation options
- Forms & Surveys -> LOOKUP / List Validation
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