Payment

The Payment tool is a 16 or 15 digit numeric field that allows a user to enter a customer’s credit card number manually into a mobile form. The numeric digits are visible on the screen while the user enters them; however, once the user moves to a new field, each of the first 12 numeric digits (or 10 digits for AMEX cards) is replaced with an "X" to ensure that the full credit card number remains hidden. When the form is submitted, the full credit card number remains hidden from everyone - except to users who have permission to edit the submitted form via either the 'View Data' or the 'Dispatch' tab. The credit card number also remains hidden when the form is converted to PDF, is sent to an email address via PDF, or is printed.

Integrating With ProPay

ProPay Help 1

ProPay Help 234

ProPay Help 56

ProPay Help Email

Properties

Caption text: The caption is used in most cases to ask the question. In others it may be a column heading. This is a required field. Please keep in mind that captions will wrap when form elements do not fit within the width of the screen. It is important to consider how your captions will be displayed. Captions on a larger screen might look perfect, but on a smaller device, they may be forced to wrap several times. In this situation, a smaller captions should be used.

Hint: Provides additional information to the mobile form user on how a question (i.e., Caption text) should be answered. The Hint font size is smaller than the Caption font size.

Additional HTML styling can be applied on hints and captions.

Data name: Because this is a required field, doForms will default the Data name to match the Caption or Label. If these are blank, doForms will generate a generic Data name name with a sequential number (such as "untitled10"). Since it is used throughout the system, it is recommended that you enter a descriptive Data name that is easily identifiable. Nondescript Data names are difficult to find and select at a later time (e.g., when performing a calculation).

Read only: These settings allow you to control which users can enter data into or edit this field. The settings are as follows:

  • View data edit: Restricts a web portal user from editing this field when editing a submitted form through the 'View data' tab

  • View data new: Restricts a web portal user from entering data into this field when filling out a new form through the 'View data' tab.

  • Dispatch edit: Restricts a web portal user from editing this field when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Restricts a web portal user from entering data into this field when filling out a new dispatch through the 'Dispatch' tab.

  • Mobile: Restricts a mobile user from entering data into this field when filling out a form.

  • Web App: Restricts a web app user from entering data into this field when filling out a form.

  • Form Links: Restricts a web portal user from editing this field when editing a form that was sent using a form link

Required: These settings allow you to control which users are required to enter data into this field. The settings are as follows:

  • View data edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'View data' tab

  • View data new: Requires a web portal user to enter data into this field when filling out a new form through the 'View data' tab.

  • Dispatch edit: Requires a web portal user to enter data into this field if editing and saving a submitted form through the 'Dispatch' tab.

  • Dispatch new: Requires a web portal user to enter data into this field when filling out a new dispatch through the 'Dispatch' tab.

  • Mobile: Requires a mobile user to enter data into this field when filling out a form.

  • Web App: Requires a web app user to enter data into this field when filling out a form.

  • Form Links: Restricts a user from submitting a form link without answering this this field.

Hide: These settings allow you to hide the form field from users in specific situations. The settings are as follows:

  • View data edit: Hides this field from a web portal user when editing a submitted form through the 'View data' tab

  • View data new: Hides this field from a web portal user when filling out a new form through the 'View data' tab.

  • Dispatch edit: Hides this field from a web portal user when editing a submitted form through the 'Dispatch' tab.

  • Dispatch new: Hides this field from a web portal user when filling out a new dispatch through the 'Dispatch' tab.

  • Mobile: Hides this field from a mobile user when filling out a form.

  • Web App: Hides this field from a web app user when fillin out a form.

  • In PDF and Print: Hides this field when the form is converted to PDF or printed.

  • Form Links: Hides this field on forms that are sent as form links.

Appearance: doForms allows you to set a default set of appearance parameters. This eliminates the need for you to have to set colors and other parameters each time you add an element to your form. You can however override the default settings for any tool by simply picking the Custom option. You can also edit the default by clicking on the edit defaults option.

Justification: Allows you to apply text justification settings to certain elements of the tool. Choose the appropriate radio button for the Caption, Hint, and/or Answer fields as follows:

  • L: Left-justifies the text.

  • C: Center-justifies the text.

  • R: Right-justifies the text.

Remove Space: This parameter is used to remove the space just before and just after the tool. By removing space two elements can be made to appear linked or as a single element.

Actions

Only display this question if
This is a very powerful option as it allows you to hide form elements, only exposing them if the answer to a question in your form meets the criteria you have set. Being able to hide fields unless they are needed makes form more user friendly. For example, if you have a Choose One question with the answers Yes and No, then you can say "Only display this form element if" the answer to the Choose One is "equal" to "Yes." You can combine criteria with other criteria, thus creating complex criteria for showing/hiding form elements.