SmartFormer Gold Documentation
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SmartFormer Gold Documentation

Purpose

SmartFormer Gold is the Joomla form builder developed for professional purposes mostly. Developers will find hundreds of abilities to create and customize the forms fast and in an extremely convenient way.

SmartFormer Gold provides the usable and intuitive interface. Prompt drag and drop feature, drop down menus, hot keys will create the impression you deal with your favorite desktop application.

Large complex forms are especially convenient to be created with Smart Former Gold.

 

System Requirements

Smart Former Gold is provided for Joomla 1.5.x and higher. So that to guarantee the correct work of the component, special technical requirements should be met. They are:

  • Joomla! version 1.5.x or higher
  • MySQL DB 4.1.x or higher
  • PHP 4.3.x or higher
  • GD library 1.8 (+True Type & Free Type) library or later

 

Supported Browsers

  • Mozilla Firefox v2.0 or higher
  • Internet Explorer v7.0 or higher
  • Google Chrome 1.0 or higher
  • Opera 9.5 or higher
  • Safari 3.0 or higher

 

Default Updating - Automated

Regular updates are provided for Smart Former Gold. The update can be accomplished either automatically or manually.

Auto-update feature will check the new releases and set the updates each time they are available and you are online.

 

Manual Updating

If you prefer updating your Smart Former Gold manually – you can check the change log on IToris forum and decide if you need the changes or not.

In case you need them – press Update button to download the updates.

manual updating

 

Set Update Preferences

To set the preference of updating please click on Settings button.

set_update_preferences


You will see three Updating Options:

  • Update component automatically
  • Ask for update when new version is available
  • Do not update automatically. I will do it manually

updating_options


Please select the one you need and save the changes.

 

SmartFormer Gold Settings

Apart from updating options there are several other settings available for SmartFormer Gold.

 

Admins who have access to SmartFormer Gold

All super administrators will have access to the component. Yet you can limit the access of administrators. In the box you will see all available administrators of the site. Please select the ones who will have access to SmartFormer Gold and save the changes.

 

CSV Export Options

To provide the correct export of submitted data to the .csv file please check the settings. Select your charset and the correct separators (they differ depending on your charset, language and location).


incorrect Incorrect settings can cause the problems with export to .csv files (the data can be mixed or not readable). If you face the problems – please try to change the settings. If the problems still appear – please contact Support Department of IToris.

 

Language settings

There are plenty of languages available for SmartFormer Gold. Please select the one you need in Language settings and save the changes. The interface of SmartFormer Gold will be translated to the selected language automatically.

 

Installation

  • Install it via standard Joomla means (Joomla admin area -> Extensions -> Extension Manager -> Install).
  • Upload the extension archive as a package file.

 

 

Work with SmartFormer Gold - Form Manager

To start working with Smart Former Gold please open it in administration area of your website (Components-> SmartFormer Gold-> Form Manager).


form_manager_start


You will see the list of all your available forms. You can create a new form by clicking New button, edit and manage the existing ones.


form_manager_new

 

Buttons

n the top of the page you will have a number of buttons to manage your forms. If you need an action to be applied to several forms, please select them (by checking the checkboxes near them) and press a button.
  • Publish/Unpublish buttons – please use them to activate/deactivate your forms. Select the forms that need the action by checking the checkboxes near them. Then press the button
  • Backup button – you can backup your forms to transfer them to another site. Backup is also useful when you re-install the component or transfer the site.
  • Clone button – if you need to create a form similar to the existing one, you can clone the existing form and edit its copy.
  • Delete button – deletes the selected form(s)
  • New button – press it to create a new form.

There are also buttons for SmartFormer Gold management:

  • Update button – checks the new versions of SmartFormer Gold and updates the component if the new versions are available.
  • Settings button – press it to manage the settings of SmartFormer Gold

 

List of Forms

The list of forms contains the following columns:

  1. Form name – the title of the form. Clicking on it will open up the form for editing.
  2. Description – the description of the form
  3. Records – this column displays
  • Is the form bound to database or not
  1. If the form has ‘no db’ – it means it is not bound to the database. So the submitted data will not be saved and will not be available in admin area.
  2. If the form has ‘-‘ or a number, it is bound to a database.
  • Has the form ever been submitted successfully? If yes – how many times
  1. If the form has ‘-‘, it has not been submitted yet
  2. If the form has a number – it is the number of submissions

E.g. Img. 3 displays two forms. “Contact Us” form is bound to the database and has not been submitted by user yet. Form “Login Form” is not bound to the database.

  1. Active – shows if the form is available from the front end or not.
  2. Actions – what can be done to the form. By default there are two actions available:
  • Clone – creates the copy of the existing form. The copy will be saved lower.
  • Backup – creates the backups the form(s), which can be saved locally and installed on another site having Smart Former Gold.
If you install the plug-ins for Smart Former Gold, there will be additional options available here depending on the plug-in.
  • Direct URL to the form – the direct URL of the form can be used to bind it to menu item, to view the form from the front-end, etc. If you need to check how your new form works, but you do not want your users to see it yet, please open it with the direct URL and check. Before opening, please make sure your form is active, otherwise it will not be available from the front-end.

 

Working Area

When you open Smart Former Gold and press New button to create a new form, there is the main working area for creation the forms.

working_area


The area with cells will be used to drag elements to it. It can be enlarged by adding elements closer to the borders (will be stretched wider and longer).


Above the area there go the pages of the form. If you need a one-page form, please create it on Page 1 (selected by defaults). If you need a multi-page form, please add the elements to Page 1, then switch to Page 2 and continue adding the elements.


There are 10 pages available by defaults (you can leaf them through using left and right arrows. To add more pages please leaf till the end of the area and click add new button. By clicking it you may add as many pages as you need.


All elements available to create the forms go on the left of the main working area. When the mouse is over the element, its name will be shown as the hint. To add an element please put the mouse over it, press the left button and, holding it, drag the selected element to the working area.

 

HTML Elements

html_elements


Select the element you need and drag it on the working area.

To move the element select it and drag to the new place.

To delete the element select it and press “Delete” button on your keyboard.


You can also move/delete the group of elements together. To do it please select the elements by drawing the border round them with your mouse.


Each element has properties. When the element is active (after you dropped it or when you click on it) – the box with properties appears.


The properties depend on the element. Some of them are special ones and should be used by advanced users only, while the rest can easily be used to modify your elements on the form.

The most important properties, that are available for each element, are SFG Alias and Name. Please try to add them to all your elements of the form.


add_to_the-form


SFG Aliasis the title of your element that you will see in admin area when you view the submitted forms. It will also be displayed in e-mail templates. Please add some clear name here. Your name can contain several words, numbers, underlining and special characters.

Name is used to bind the element to the database. When user enters some data to the element (field), the data should be added to the database in most cases, so that you can see it in admin area. That is why it is crucial to add Names to your elements.

Please add one work (underlining can be used), alphanumeric only.


Elements’ properties are divided into 4 tabs:

  • Common
  • Attributes
  • Styles
  • Events

 

Common Properties of HTML Elements

  • ‘SFG Alias’ – will be used in reports and email templates. Please always add this property to see the data, entered by your users, in correct format.
  • Font settings – three settings are used to set the font – ‘Font family’ (font type), ’Font size’, ’Color’. To set the color please click the square near the property.

properties

 

color


You will see the large Color Selector, where you can either choose the color or set its number. It will also contain the previously selected colors at the right.

  • Border settings – include ‘Border width’, ’Border color’ and ’Border style’ (solid border, dotted border, etc.). The logic of color selection is the same as with the fonts’ colors.
  • Background settings – include ‘Background color’ and ’Background image’. The image should be previously loaded to Joomla Media Manager. All images loaded to it will be available for selection. To select please click the icon near the property:

click_the_icon


You will see the list of available images: By clicking on any of them you will select it.


avalible_images


  • ‘Class’ – used for setting the CSS class
  • ‘ID’ – the id will be used in JS code’s insertions.
  • ‘Name’ – will be used for DB correlations. Please add it if you need the element to be saved in DB.
  • ‘Value’ – if you add some text here – it will be displayed as the default text.
  • ‘Required’ – if the element is required or not
  • ‘Validation’ – checks the type of information entered (e.g. if the selected validation is email, it should be of This e-mail address is being protected from spambots. You need JavaScript enabled to view it format)
  • ‘Equal-to’ – used when you create elements like “re-type your…”. Please select the original element that the current element should be equal to.
  • ‘Dir’ – the direction of text (left to right or right to left)
  • ‘Disabled’ – the element can not be edited
  • ‘Maxlength’ – maximum quantity of symbols for entering
  • ‘Title’ – will be displayed as a hint when mouse is over the element
  • Padding group – allows managing the text entered in the element.

incorrect If you select an element and see no window with the properties – check the checkbox in menu Options -> Show Properties

 

Check Box

There can be a single check box, and there can also be a group of check boxes. If you have a group, and want it to be treated as a group (i.e. one option out of several ones is selected) please add the same Name attribute to all your check boxes. The name should contain [] at the end.

E.g. “elementsname[]”

 

Button (type 1)

incorrectThis button will provide the rectangular edges (standard for Joomla style). Please try to use this button in the majority of cases. The rest of buttons have very special usage, so unwarranted usage of them can cause problems of forms’ correct working.


Here is the list of properties available for the button. The same properties will be available for image (in case image is used as button) and link element:


On click action – what should be done if the button is clicked. The first-level options are the following (depending on the selection the new sub-options will be available):

  • Do nothing
  • Submit the form
Save data (if you want entered data to be saved in DB)
After submit (what should be done after the form is submitted)
  1. Open next page
  2. Open previous page
  3. Open selected page
  4. Stay at current page
  5. Redirect to URL
Email to admin (should the results be emailed to admin)
  1. admin-email (enter the email address(es) here. Several addresses should be comma-separated)
  2. admin-email-template (select the template of the emails)
Email to user (should the results be emailed to the user)
  1. user-email-addr-field (select the field in which the users will add email address)
  2. user-email-template (select the template of the emails)
  • Show calendar
Date input field
Date format
  1. mm/dd/y
  2. mm/dd/yy
  3. dd/mm/y
  4. dd/mm/yy
  5. y-mm-dd
  • Show preview
  • Run custom JS line

Custom JS line

 

Button (type 2)

This button will provide the rounded edges. The rest of attributes of this type of button are the same as with the previous button element.

 

Reset Button

Please use it if you need the entered data on the form to be set default without the page’s overloading

 

Submit Button

Please use it if you need the entered data on the form to be submitted.

incorrectThis button will submit the form without validation. If you need the validation to work – please use Button (type 1) or Button (type 2).

incorrectReset and Submit buttons are special cases of a normal button, containing only the attributes that can be applied to these buttons only. Any regular button can be used as reset button or submit button depending on the attributes and properties.

 

Select Box

Please add the options for your select box in the following format:

* value | option

E.g.


0 | == Please select ==

1 | US

2 | UK

3 | Italia

4 | Sweden

5 | Spain


0|” will NOT be participated in selection. If you set ‘Required’ check box, the item having

0” value can not be selected (so you can add any attraction phrase like “please select” here”).

* “ will be used for the default item to be displayed.

 

Value is what will be displayed in emails and when you view the submitted data. That is why if you do not want "1", "2", "3" etc. to be echoed - please set the same value and option, e.g. "blueberry | blueberry".

 

List Box

The same logic of options is used here as with the Select box. List box allows multiple selections.

In case you need the ability to select several items – please enter the following in the name field of the List box – yourname[ ]

list_box

 

Static Text

WYSIWYG can be used for text creation here. To open the WYSIWYG editor please click the icon in Static Text properties:


static_text_properties

You will see the WYSIWYG editor where you can manage Static Text:


wysiwyg

 

Link

Link element has the same on-click actions as Button element has.

If the on-click action is set – it will behave like a regular link. If the on-click action is set – please add javascript:// to its href field.


link

 

Here you can use WYSIWYG:


wysiwyg

 

DIV element

Div element can be used the way you use

tag in your HTML code. Please add custom HTML code to the element.

Div can also be created via WYSIWYG:


wysiwyg

 

Image

Image can be used as a simple picture (e.g. you want to add a beautiful background to your form, or add a photo, etc.). It can also be used as a button or link (clicking on it will direct users to other pages or open up other websites).

 

CAPTCHA Image

The following elements are available for CAPTCHA:

  • CAPTCHA type – please select one of the three types available. They differ with the images
  • displayed
  • CAPTCHA length – please select the quantity of symbols in your CAPTCHA
  • CAPTCHA symbols – please enter the allowed symbols for CAPTCHA (you can avoid
  • some confusing ones, e.g. 0 and O, etc.)
  • CAPTCHA field – please select an edit box in which the users will enter the symbols from

 

Snippets

There are groups of elements that are usually used together. You can add these elements one by one, or can select the group in the Snippets. Please click the Snippets icon at the top of the HTML Elements’ list to see the available snippets.


smippets

 

Snippets are added to the form the same way as the rest of elements. You can change the properties of any element in the snippet.

 

Options of the working area

To make the work with the form convenient, you can select the options for working area. The options can be managed from Options menu on Smart Former Gold. The following options are available:


options_fo_the_working_area


Stick Effect – the following elements that you add to your form, will “stick” to the previous ones, so that to help you aligning them. You will seethe vertical and horizontal lines between the previous elements and the new one.


stick_effect


You can switch the effect on and off from the Options menu.

Bind to Grid – if you activate this effect, you will move your elements vertically and horizontally cell by cell (each movement is one cell).

Show Grid – displays or takes away cells

Show Elements List – displays the list of all elements that are currently available on the form

Show Properties – displays the properties of the selected element

Increase Grid/Decrease Grid – makes the cells larger or smaller.

 

Working with Database

If your form transmits data to some other place (a payment gateway), or works with the existing data, that does not need saving (Login form) – you do not need to create a new database table for it.


If the data, that users enter in your form, should be saved, you need to create a new database table, where this data will be kept, and bind the table to you form.


Your submit button should have “save-data” option enabled. Please click the button and check the “save-data” checkbox.

 

Create a new DB table and bind your form to it

Please bind the form to DB only when the form is ready. If you add new fields to your form after that – they should be added to the table as well, otherwise the data entered in these new fields will not be saved.


To bind the form and DB table please open the form, then select Tools ->DataBase Designer. The table will be automatically generated to the filed of your form


database


In the right area you will see the list of your form’s fields. Here you can change their properties (only if you know what you do!!!). In the majority of cases you will need to add the name of this newly created table and press Commit button.


If you add new fields to the form, which has already been bound to the DB table, there are two possible variants:

  1. Press Generate automatically button to re-generate the table, so that it contains new fields as well. The add the name of the table and press Commit button
  2. OR press “Add field” button. A new field will appear at the bottom of the table. Please select its name and set properties for it. Then press Commit button

After that save your form and close it. Then find it in the list of forms. Now it should have “-” in the Records column. If your form has “no db” here – it is not bound to DB. If your form has a digit here – it is bound to the DB and has been submitted already.


records

 

Bind your form to an existing DB table (advanced users only!!!)

If you need the data from your form to be written to an existing DB table, you can select the table from the left (all available tables in you DB). When the table is selected (you will see all its fields in the middle) press Associate table with the form button. After that you can associate the form’s field with the table’s fields.

 

What to do, if you can not associate your form with DB

If you follow the instructions, but the form is not associated with the DB, and shows “no db” in the Records column, please check the following:

  • Your submit button has “save-data” option in its properties enabled. Please open the form, click your submit button and check the properties.
  • All fields of your form have unique “name” attribute, and it contains only letters, numbers and “_”

To check it please open your form, click the first field and make sure it has name and it is correct. Then select another, etc. It changes have been made – re-bind the form to the DB and re-save it.

  • Make sure you commit the DB changes after any changes and save the form after that.
  • If it does not help – please contact our Support department

 

Email Notifications

Smart Former Gold allows to send email notifications to different users

Create email templates

Email templates are the skeletons of your emails. They will contain the subject, the email of the “author” (administrator’s email or support email, etc.), the text of the email and dynamic variables, that will be substituted with the data, entered to the forms.


To create/edit email templates please open your form and select Tools -> Email Templates from Smart Former Gold’s menu:


email_template


On the left you will see the list of available templates. To edit one of the existing ones please click it.


The mail part contains the full text and data of the selected email template. There is the header, where you can select, if the email should be HTML or plain text. You can add the alias of the template, Subject, From information, CC and BCC here as well.


The area for text is the WYSIWYG. Please add the text of email here. Then add the dynamic variables from the drop down “Insert Fields”. This drop down contains all elements of your form. When you add an element as variable, in the real email user will see the data, which has been entered in this filed, instead of the variable.


E.g. You text is Dear {user_name}

Where {user_name} is the name of the field from you form, where users add their name. Then in the real email a user will see Dear John Smith


To create a new template please select New Document icon in the WYSIWYG. Create the template and save it by pressing Save icons in the WYSIWYG. All templates that have been edited should be saved as well.


new_document

save

 

Bind form to email template

To send the emails when the form is submitted you will need to bind the form to the created email templates. To do it please open your form and select the submit button. You will see its properties


blind_form_to_email_template


If you want to send notifications to administrator – please check “email-to-admin” check box. There will appear additional fields “admin-email”, where you should enter the email address of administrator (to which the notifications should be sent) and “admin-email-template”, where you select the name of template according to which the email should be formed.


If you want to send the notifications to users (who submit the form), please check “email-to-user” check box. You will see the additional fields “user-email-addr-field”. As we do not know the user’s email in advance, user enters it when submitting the form, we will select the field here, in which the user will enter his/her email. In this drop down all input boxes from your form will be available. Please select your “email” input box.

You should also select the template for user email notifications. Please select the one you need from “user-email-template” field.

After that please save your form. Now your users and/or administrator will receive email notifications.

 

What to do, if two previous steps are completed, but no email are sent

If you fulfilled the steps, i.e. created the email templates and bound them to submit button, as well as activated the emails’ sending in the buttons’ properties, yet still no emails are being sent, please do the following. Come to the next step only after making sure the previous do not help:

1. Please make sure the emails do not appear on Spam of Junk folders

2. Open Joomla configuration page in admin area of your website (Site ->Global Configuration -> Server)


Try to change the mailer here. If your webserver runs on Windows platform - choose 'SMTP Server'. If on Linux/Unix/Solaris platform - choose 'PHP Mail function' or 'Sendmail'.



email_are_not_send

 

3. If that has no effect check whether Joomla can send emails itself. Register a new user via admin panel, and enter your email address as his/her email. The system should send email to the user's email address. Make sure that you receive it.


If you do not receive it – please describe the problem that you can not send emails from your website to your hosting providers.


4. If you receive it, yet you do not receive the emails from Smart Former Gold – please contact our support department.

 

Make your form available from the front-end

After your form is created, bound to the DB (if needed) and has the email templates enabled and associated with the form (if needed) you can make your form available from the front-end.


First of all, please make sure your form works correctly before your users start working with it. Find your form in the list of forms and check that it is active (published) publish_g If it is not –click the unpublished icon publish_x to make it published.


There is the Direct URL of your form available here. Following it you can open published your form in the front-end directly.


Please fill in and submit your form. Make sure it is displayed correctly, and all settings are available in it.

 

Bind a form to a menu item

Select the form you need to bind to a menu and check its ID. The ID is the last number in the form’s direct URL


bind_a_form_to_a_menuitem

 

Go to Joomla Menus, select the menu you want to include the item to and press New button. Then select Smart Former Gold form the list of menu types:

 

menu_item

 

Add the title, alias, parent item, etc. On the right click parameters (component) and add the ID of your form.


form_id

 

Save the changes. Now your form will be available when clicking the menu item.

 

Insert a form into Joomla’s static page

The form can be inserted to the static page. To do so you should know the form’s ID. On the Form Manager there is the full list of all forms available. Each of them has the direct URL (which allows previewing the form without publishing it). The last number in the URL is the form’s ID.


bind_a_form_to_a_menuitem

 

Please select and open the page in which the form should be inserted. In the place where the form should go please add the following: , where ID is the form’s ID. Save the page.


sfg

 

The form will be added to the static page.

 

Add a form to a module

Module will give the ability to insert the form on any block of the page. To create the module please do the following:

  • Select Extensions -> Module Manager
  • Press New button
  • Find Smart Former Gold in the list and click it
  • Set the module’s properties (standard Joomla functionality) and insert form’s ID, save the module.

module

 

Work with submitted data - View the data

When your form is ready and available from the front end – your users can submit it. All submitted data can be managed.


Please find the form, the submissions of which you need, in the list of forms. It will display a digit in Records column – how many times it has been submitted.


db_records



Please click this digit to see the submissions.


prewiev


You will see the submissions here. Above them there is a filter on the left, using which you can display only the submissions you need. You can also use the filter on the right so see only the selected fields of your form.

 

Export the data

You can export the submitted data to .xls. Please either select the submissions that should be exported (by checking their checkboxes) or export all of them together.


Export All button will export all available submissions to .xls file
Export button will export the selected submissions to .xls file

 

Additional Tools available in SFG

The tools available in SFG are the following:

  • PHP editor (Tools -> PHP editor) you can add your custom php code here.
  • HTML editor (Tools -> HTML editor) – please add your custom HTML here
  • JavaScript editor (Tools -> JavaScript editor)
  • CSS editor (Tools -> CSS editor)
  • Validation Rules – validation can be edited here

 

Uninstalling

The deinstallation of Smart Former Gold is applied through the standard Joomla! Uninstall process.


Please choose Installers -> Components in the admin area of your web site. The Installed Components’ list contains all currently installed components. Please check the one you wish to uninstall and press Uninstall button. The component will be uninstalled.


incorrectThe data of the component will be saved in DB. In you decide to install it anew – all your

data will be available again.