training-form management

  • Accessing Form Management (Editing Order Forms)

    1. Login to ADMIN FastGem
    2. Click on the diamond icon in the top left hand corner of the page. 
    3. Click on the 'Form Management' option at the very top of the list. 

    Note: Before editing a formyou should always use the 'Duplicate' button to create a duplicate of the form, in case you break something by accident. Then, after you are sure your changes have been applied and are working the way you wish them to in front end, you can delete the duplicate form.

  • Adding 'Photo Upload' to an rsForm

    ***YOU MUST BE AN INTERNAL USER WITH ADMIN AND FORM MANAGEMENT PRIVILEDGES TO COMPLETE THE FOLLOWING STEPS

    Note: Before editing a formyou should always use the 'Duplicate' button to create a duplicate of the form, in case you break something by accident. Then, after you are sure your changes have been applied and are working the way you wish them to in front end, you can delete the duplicate form.

     

    Login to ADMIN FastGem in the instance you are editing. 

    Access the form you are adding this feature to.

    Add the following fields: 

    • Hidden Field named ' photo_file_location' (No values needed) 
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    • 'File Upload' field named ' Photo '.  Caption should be: 'Your Photo' . Description: 'This photo will be used to verify your identity to prevent any fraudulent activity.' Once you've filled in this information, click on 'Attributes' tab. 
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    • Attributes should be added as shown in picture below.

     

     

    • Go into "Form Properties" > "Php Scripts" and paste the code below in the "Script called after form has been processed" box.  

     

     

     

     

         

     

     

     

    Code to paste: 

    try{
    list($replace, $with) = RSFormProHelper::getReplacements($SubmissionId);
    $uploadPath = str_replace($replace, $with, '{photo:path}');
    $post['photo_file_location'] = preg_replace("/https:\/\/(.*?).fastgem.net\/tmp\//","",$uploadPath);
    $directoryName = JPATH_ROOT . "/assets/submissions/";
    if(!is_dir($directoryName)){
    //Directory does not exist, so lets create it.
    mkdir($directoryName, 0755);
    }
    rename(JPATH_ROOT . "/tmp/" . $post['photo_file_location'], $directoryName . $post['photo_file_location']);
    }catch(Throwable $t){}
     
     
    Once you've completed these steps, click 'Save & Close'.
     
     
    Go into FastGem > Config > Submission Data and add the following row with field details as listed below:
     
       
     
     
     
     
     
     
     
       
     
     
        
     
     
     
     
    FIELD DETAILS: 
     
     
    Click 'Done' Then, 'Save'.
     
     
     
     
     
     
  • Adding a New Package to FastGem and Order Form

    *You must have Internal User Permissions to access this feature! 

    Added packages appear in the Package Dropdown box in 'Work Orders' when you add a work order to your customer records. 

    Packages also track commission and (when driven by PHP code), will appear on your order form as well. 

     

    1. From your FastGem homescreen, go to Resources>Packages on the menu bar. (Do not click on any extensions of 'Packages'. Click Directly on 'Packages'.) (Depending on your instance customization, the "Packages" menu item may be in a different place for you.)

    2. From the 'Packages' page, click on the 'Add new item' Icon as shown below. 

    3. The way you enter package data here will carry over onto your order form. The 'Label' field should contain the name of the package (e.g. AT&T Entertainment). The 'Description' field will appear on the order form inside of parenthesis, and should contain a brief description. The 'Cost' field should contain the cost of that particular package.

    As an Example, we are adding the AT&T TV package, 'Entertainment', which comes with 65+ channels, and the cost of that package is $59.99/month. So, in the 'Label' field, we will put 'AT&T TV ENTERTAINMENT'. In the 'Description' field, we will type '65+ Channels', and in the 'Cost' field, we will type '59.99'. (No dollar sign will be needed, as FastGem autopopulates the currency symbol for you.)

    In the dropdown box labeled 'Provider' we will select AT&T TV.  (If you do not see the Provider you need, please contact a supervisor or FastGem support). If your order forms are set up for the provider you are adding a package for, you can select 'Yes' in the 'Include on Form' dropdown box, if you'd like for this package to display on your order form as an option.

    You can also set up flat fees, or set holdbacks and a standard commission plan for this package by selecting 'Yes' in the 'Commission Based Package' dropdown, or just leave it as 'No' if you don't wish to set up a commission plan. You can always go back and edit that later if you need to. (Please see help article "Editing Commission Details" for more information on adding commission plans for packages) . 

     

    4. Click 'Save' when you are finished. The package is now available amongst all of the packages. You can now assign this package to a work order. 

     

     

     

     

     

  • Adding New PHP Providers to Order Form

    YOU WILL NEED TO BE LOGGED IN TO BACK END FASTGEM TO PROCEED. 

    *THE EXAMPLE ORDER FORM USED IN THIS DOCUMENTATION MAY APPEAR SLIGHTLY DIFFERENT FROM YOURS, DEPENDING ON WHAT OPTIONS YOU HAVE AVAILABLE ON YOUR FORM. 

     

    IF YOU DO NOT HAVE THE APPLICABLE PROVIDER CONFIGURED INTO FASTGEM, PLEASE SEE THE HELP ARTICLE 'CREATING AND RESTRICTING BY PROVIDER,' AND FOLLOW THE STEPS IN THE 'CREATING NEW PROVIDERS' SECTION BEFORE CONTINUING:

    1. Once you are logged in to ADMIN FastGem, click on 'Form Management' 
    2. Click on the Service Order Form that you are currently needing to add the package details to. 
    3. Scroll to the box for a provider who is already configured correctly on your order form. For example, the box that says 'DirecTV Spanish Packages'. Click the checkbox in the top right hand corner of that box. 
    4. At the top of the screen, click 'Duplicate.' 
    5. Scroll to the bottom of the screen directly above the section titled 'HIDDEN FIELDS' and find the duplicated box. 
    6. Click and drag the box & place it directly below the original box that you copied. 
    7. Click the 'Edit' button at the bottom right of the duplicated box. 
    8. Change the 'Name Field' and 'Caption' field to reflect the proper name of the service provider as entered in FastGem's Provider list (Content Types page). 

    In the 'Items' Field, scroll to the text that says "DirecTV Spanish" and change it to reflect the name of the Name and Caption fields. Then, Click 'Save.' 

     

    For information on adding packages to order forms, once you've configured the applicable provider, please see help article 'Adding a New Package to FastGem and Order Form.' 

     

    Thank you for using FastGem!

     

  • Adding Provider/Package to Order Form for non PHP forms.

    **You will need to be logged in to the ADMIN section of FastGem to proceed. This help topic is created ONLY for forms who do not use PHP code for packages. 

     

    1. From the home screen of back end FastGem, click on 'Form Management'. 
    2. Click on the Service order Form you are currently needing to edit. 
    3. Scroll to the box labeled 'which_services' and click the 'Edit' button in the bottom right hand corner of the box. 
    4. Add the new package name to the list in the field provided. Click Save. 
    5. Scroll to the top of the page & click 'Save.' Then, Click on 'Preview' to see a preview of the changes you made. Click 'Save & Close' when you are finished. 
    6. To add Package options to the order form for a specific provider, please see the training article titled "Adding Package Details to Order Form." 
  • Attaching PDF of Submitted Forms to FG User Emails

    A PDF of submitted forms to FastGem can be e-mailed to instance users. 

     ***YOU MUST BE AN INTERNAL USER WITH ACCESS ADMIN AND ACCESS FORM MANAGEMENT PERMISSIONS IN ORDER TO COMPLETE THE FOLLOWING STEPS.

    *You will need to obtain the HTML layout for the form from Chad or the instance owner (if they have their own HTML layout). In most cases, Chad will paste the code into the form beforehand. 

     

    1.Admin>Form Management

     

    2. Click on the order form you want e-mailed. ('Checkbox Order Form' used as an example for this article)

    3. Click on 'Form Properties.' 

     

    4. Click on 'Admin Emails' in the left margin's menu.