Forms

  • Rep Name is not populating in People 'List View' column

    *You must be FastGem Support in order to access the features necessary 

     

    • Login to back end (Admin FastGem) . Click on 'Form Management' in the control panel. (See below)
    • Select the correct order form from the list provided. (As an example, we are using 'Updated Order Form' in our Demo instance) 
    • Look for the field titled 'rep_id' in the bottom 'Hidden Fields' row. 
    • This field should be published (If not, be sure and publish it). 
    • It should also be displayed (as shown above) in PHP CODE. 

     

    **The following steps are very important to follow precisely. If you do not follow EXACTLY as written, you risk causing even more complications to the code on the order form. 

     

    • In a separate tab, login to the back end of an instance where the Rep name is displaying appropriately on the form and repeat the above steps in that instance. You will be using this as a reference to assist you in the upcoming procedure. 
    • Click on the 'edit' button for the 'rep_id' field. 
    • Click on the 'HTML' tab
    • **PAY ATTENTION!
    • Click the 'Code' tab. Then, click 'Close'. DO NOT CLICK SAVE!  
    • Now, reopen the field. The code should contain NO ampersands. Copy the code you see. There should be no ampersands in the code. 
    • **DO NOT CLICK SAVE. JUST CLICK CLOSE. YOU CAN CLOSE THE CURRENT TAB. 

     

    • Open the other tab with the form you are actually editing. Click on 'edit' in the 'rep_namer' field.  Repeat the same steps above (Edit, Code, Close DO NOT SAVE) Then, reopen. 
    • Erase the code and paste what you copied from the working order form into the box. Be sure you remain in the 'Code' tab and press save. 
    • Go test the form to make sure Rep Name is now visible when accessing order form. 
  • Accessing & Using Order Forms Video

  • Accessing Form Management (edit 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. 
  • Adding 'Photo Upload' to an rsForm

    1. Login to ADMIN FastGem in the instance you are editing. 
    2. Access the form you are adding this feature to
    3. Add the following fields: 
    • Hidden Field named ' photo_file_location' (No values needed) 
    •      

     

          

    • '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. 
    •                

     

    • Attributes to 'File Upload' field should be added as shown in picture above.

     

     

    • Go into "Form Properties" > "Php Scripts" and paste the code below in the "Script called after form has been processed" box. Once you've completed these steps, click 'Save & Close'. 

     

           

     

    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){}
     
     
    Go into FastGem > Config > Submission Data and add the following row with field details as listed below. Click 'Done' Then, 'Save' :
     
       
     
            
     
     
     
     
    FIELD DETAILS: 
     
     
     
  • Adding New PHP Provider/Packages to FastGem and/or 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 PROVIDER CONFIGURED INTO FASTGEM, PLEASE PERFORM THE LAST HALF OF THIS ARTICLE'S STEPS FIRST. 

    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 that says 'DirecTV Spanish Packages' and 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 you wish for it to display on the order form to the customer. 

    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.' 

    Now, you have created the portion of your order form that will show the specific packages for this provider. Please view the following steps on adding the new provider name to 'Content Types' before moving on to completing the additional order option process. 

    1. Click on the FastGem 'Diamond' icon in the top left hand corner. 
    2. Click on the 'Confiq' option of the list. 
    3. Click on the 'Content Types' tab in the horizontal tabs menu. 
    4. Scroll down until you see the 'Provider' option and click 'Edit' button to the right of it. 
    5. Scroll to the bottom of the list and click the green 'Plus sign' icon to the right of the last option on the list. Type the Provider Name for the new provider you're adding and click 'Done.' 
    6. Click the 'Save' button to complete this portion of the process. 

    Now that you've added the provider name to your 'content type' options in FastGem, Please view the following steps on adding package details to the new field you've created for your order form. 

    1. In the orange horizontal bar across the top of your screen, click on 'Components', hover over 'FastGem', and click on 'Packages.' 
    2. Click on the 'New' button icon 
    3. Add the Package name and price in the 'Label' and 'Description' fields as you want them to appear on the order form to the customer. 
    4. Click on the dropdown box to the right of the screen labeled 'Provider' and choose the Provider name that you recently added to the order form. Then, click on 'Save &New' at the top of the screen. Repeat this process until you are finished adding packages for this provider. Click 'Save& Close' to finish. 

    NOTE: Packages can also be accessed from FastGem front end for a better visual by going to Resources>Packages. 

    You can then add the package material from there. Be sure and toggle the "Show on Order Form" option to 'Yes' if you're wanting the package you add to be visible on the Order Form.

  • Adding Provider/Package to Service 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 forms to Email

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

     

    *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.'