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Web forms

Use web forms in Varicent Incentives to create forms and enable them for web review or data submission.

Web form creation begins with selecting the data sources that you want to use and the detail columns that you want to display. Optionally, you can make any of the columns editable for the web user, or they can be displayed for review only.

After you define the data that you want to display in the form, you can then create restrictions that limit the information that is displayed to individual web users. For example, you might want to create a restriction that allows web users to see only their own information.

Note

Please note, web forms cannot be exported as PDFs.

Adding a web form

In Varicent Incentives, a web form is a completely configurable grid. When you create a web form, the content and design of the form is up to you.

  1. In the Composer module, click the component you want to add a web form to.

  2. From the Palette tab, drag the Web Form object into the component.

  3. Type a name for the web form and click Add.

  4. In the canvas, click the web form.

  5. Click Edit to add data to the web form.

Web form sources

In Varicent Incentives, you can use any calculated results or tables, except the Time table, as data sources in your web forms.

When you add data sources, you can select the columns that are editable for the web user, or that are displayed for review only. You can also create restrictions that limit the information that is displayed to individual web users.

Adding sources to web forms

In Varicent Incentives, you can use any calculated results or tables, except the Time table, as data sources in your web forms.

When you add data sources, you can select the columns that are editable for the web user or that are displayed for review only. You can also create restrictions that limit the information that is displayed to individual web users.

  1. Follow the steps to add a web form.

  2. In your web form, drag the Source component onto your web form.

  3. Add one or more Data sources.

  4. On the Restrictions tab, define any Restrictions for the source.

    For example, if you pulled in an ERP data table with a web user table, you can ensure that web users can view only their own results by restricting on the payee ID: web user payee ID = source data payee ID.

  5. On the Select columns tab, drag columns that you want to display on your form to the Add columns pane.

  6. On the Validation rules tab, create any validation rules.

  7. On the Filters tab, add any saved web form filters.

  8. Click Create.

Adding validation rules to editable web form columns

In Varicent Incentives, you can add and assign validation rules to put constraints on the data that can be entered in editable web form columns.

Data can be restricted to a particular numeric, text or date value, or a web form source column.

  1. Follow the steps to add a web form.

  2. In your web form, add a source.

  3. On the Validation rules tab, click Add New.

  4. Select the table and column that is the source of the validation rule.

  5. Select the Operator.

  6. From the Value or Source tabs, complete the input rule.

  7. Click Create.

    Important

    If calculation results are appended to a web form source, the joined calculated results can be used to define the validation rule.

Web form row forms

In Varicent Incentives, you can create row forms in web forms so that web users can add rows to a table (as opposed to simply editing existing rows).

When you add rows to a row form, all fields are editable. If certain fields must be completed, you can add a required flag to particular cells to let web users know that data must be entered in the field before they can submit the row.

Adding row forms

In Varicent Incentives, you can create row forms in web forms so that web users can add rows to a table (as opposed to simply editing existing rows).

When you add rows to a row form, all fields are editable. If certain fields must be completed, you can add a required flag to particular cells to let web users know that data must be entered in the field before they can submit the row.

  1. Follow the steps to add a web form.

  2. In the web form, drag the Row Form component onto the web form.

  3. From the drop-down list, select the destination table. The destination table is the table that the rows will be added to. This table can be a custom or structural table.

  4. Create any validation rules.

  5. Click Create.

The rows are displayed in your web form.

Adding admin form columns

In Varicent Incentives, you can add an admin form column to your web form. After web users submit data through the web form, the admin form displays the data in a column where an administrator can approve or reject the changes.

You must click Administrator approval required in the Web form options window. The admin form is not displayed if results are submitted directly to the database.

  1. In the Composer module, enable the target table for web data edit.

  2. In your web form, drag the Admin Forms component onto the web form.

  3. Select the target table that you enabled for web data edit. Approval or rejection data of the changes on this web form are sent to the table.

  4. Click Create.

Adding JavaScript

In Varicent Incentives, web forms are coded in JavaScript and therefore can be added to using JavaScript.

The codes are displayed before the web form and are enclosed in the <script type="text/javascript"> tag. You can also add in web form cells.

It is important to note that only one script can be used per web form (the script can be as simple or complex as needed).

  1. Follow the steps to add a web form.

  2. In the web form, from the toolbar, click the JavaScript icon.

  3. There are two ways to input JavaScript into the JavaScript window. There is no limit of characters in the text box.

    • Type your JavaScript into the window.

    • Paste the JavaScript .min file into the window.

      Things to note about this option:

      • More than one library can be pasted and/or referenced.

      • This can, however, degrade the performance of the web form.

      • We have already integrated the jQuery library into our web forms for you.

      • There are some libraries that can be leveraged to allow you to export your web forms to PDF. This is not a capability that is currently native to the web form functionality.

  4. Click Done.

Web form options

In Varicent Incentives, you configure web form options and preferences such as export filters and whether data submission requires administrator approval.

You can also specify whether the web form can be displayed on the Sales Portal before the options are set and the number of rows and columns that are displayed to users.

Setting web form options

In Varicent Incentives, you can specify web form options such as filters, export filters, and whether data submission requires administrator approval. You can also specify whether the web form can be displayed on the Sales Portal before the options are set.

  1. Follow the steps to add a web form.

  2. In the web form, from the toolbar, click the Form Options Settings icon icon.

  3. Select the Do not show form until filter applied checkbox to display the filters after the web form is chosen from the menu. The user then must select the filters and click Apply to produce the web form.

    If you do not select the Do not show form until filter applied checkbox, the entire web form is displayed as soon as the form is chosen.

  4. In the Data Submission section, one of the following options for data submission:

    • If you select Administrator approval required, a model administrator must approve the changes through the Composer module before the changes are committed to the database.

    • If you select Direct to database, edits are made directly to the database. Because there is no approval process, use caution when you select this option.

  5. From the Export Filter drop-down list, select the filter that users must apply to view the web form.

  6. Click Done.

Setting web form preferences

In Varicent Incentives, you can specify the default number of rows and columns that are displayed in the editor window of a web form.

  1. Follow the steps to add a web form.

  2. In the web form, from the toolbar, click the Preferences Preferences icon icon.

  3. Select the editor dimensions.

  4. Select the Restrict payee selection when Portal Access Filter present checkbox, if you want the payees available for selection in the Sales Portal to be determined by the Portal Access filter.

  5. Click Done.