Advanced Web Form Features - Unlocking Powerful Capabilities

Advanced Web Form Features - Unlocking Powerful Capabilities

Overview

iVendNext’s Web Forms go beyond basic data collection—they offer advanced features that enable dynamic workflows, intelligent automation, and seamless integrations. This guide explores these powerful capabilities to help you build sophisticated forms that enhance productivity and user experience.





1. Dynamic Field Control

Conditional Logic & Field Dependencies

Show/hide fields based on user input to create smart, adaptive forms:


// Example: Display "Additional Feedback" only if rating is 3  

frappe.ui.form.on("Feedback", {  

    "rating": function(frm) {  

        frm.toggle_display("additional_feedback", frm.doc.rating <= 3);  

    }  

});  


Use Cases:
✔ Show follow-up questions for negative feedback
✔ Display warranty fields for product-related feedback
✔ Hide irrelevant sections based on user type


Dynamic Default Values

Auto-populate fields using:


  • Session data (logged-in user details)

  • URL parameters (e.g., ?product_id=123)

  • Linked documents (via Dynamic Link fields)




2. Enhanced Field Types

Specialized Input Options

Field Type

Best For

Example

Geolocation

Service visits, delivery feedback

Capture customer coordinates

Signature

Approvals, contracts

E-signature for validation

Table Multi-Select

Multi-item feedback

Rate multiple products at once

QR Code Scanner

Inventory checks, event attendance

Scan asset IDs directly


File & Image Uploads

  • Restrict file types (PDF, PNG, etc.)

  • Set maximum upload size

  • Auto-attach to linked documents




3. Automation & Workflow Integration

Auto-Assign Actions

Trigger workflows when forms are submitted:


  1. Create Tasks for support teams on low ratings

  2. Update CRM Records with new feedback

  3. Send Alerts via email/SMS for urgent responses


# Example: Auto-create support ticket for poor ratings  

def on_submit(doc, method):  

    if doc.rating <= 2:  

        frappe.get_doc({  

            "doctype": "Support Ticket",  

            "subject": f"Negative Feedback: {doc.name}",  

            "priority": "High"  

        }).insert()  


Real-Time API Integrations

  • Push data to Google Sheets for analysis

  • Sync with CRM systems like Salesforce

  • Trigger Zapier workflows for 500+ app connections




4. Advanced Security & Compliance

Data Protection Features

  • Role-based access: Restrict form visibility

  • Encrypted fields: For sensitive data (e.g., medical info)

  • GDPR compliance: Add consent checkboxes


Submission Controls

  • Limit responses per user/IP address

  • Set form expiration dates

  • Enable CAPTCHA to prevent spam




5. Custom Styling & Branding

CSS Overrides

/* Add company colors & fonts */  

.web-form-container {  

    font-family: "Arial";  

    background-color: #f9f9f9;  

}  


.rating-widget {  

    color: #FFD700; /* Gold stars */  

}  


White-Label Options

  • Remove "Powered by iVendNext"

  • Add custom logos

  • Match your brand’s color scheme




6. Performance Optimization

Best Practices for Speed

  • Lazy load non-critical fields

  • Minify custom JavaScript/CSS

  • Cache frequently accessed forms


Analytics Integration

Track user behavior with:


  • Google Analytics event tracking

  • Heatmaps (via Hotjar)

  • A/B testing tools like Optimizely




Conclusion

Mastering these advanced features transforms iVendNext Web Forms into powerful business tools that:
✅ Reduce manual work through automation
✅ Improve data quality with dynamic controls
✅ Enhance UX with personalized flows




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