How to create a new Zeablue Form

Zeablue Forms is available as an addon to Qblue, and the program can be found inside the CRM menu.

To create a new form:

• In the CRM menu, go to Forms
• Click "New form" like the below:

Form header

• On confirm: after someone submits a form entry and the entry appears on Qblue, it can be converted to a new customer, a new lead or a new task
• Button colour code: the submit button foreground colour. It consists of: default colour,hover colour. The colour code can be obtained from websites like this one: https://www.w3schools.com/colors/colors_picker.asp. The colour code begins with a # character.
• Button background colour code: the background colour for the submit button
• Button radius: the index number of making the submit button round. The higher the number, the more round the button is.
• Screen background colour code: the background colour of the form page
• Field 3 title: this field is reserved, leave blank
• Display in iframe: if the form is intended to be embedded onto your website, then toggle this on. Contact your website programmer to embedded the form URL. When this is off, the form will be run as a standalone website page that has a proper page header.
• Use placeholder prompts: ticked means the prompt label texts are embedded inside the input boxes; un-ticked means the prompt label texts are placed outside and on top of the input boxes
• Google reCAPCHA: on means before the user can submit the form, they have to complete a Google security mosaic question
• Published: on means the form is ready to use
  • Publish form URL: this is the website URL (starts with https://) that you can give to your website programmer to be embedded onto the website; or use this URL as a standalone website page for users to submit new entries.
• Tags to be inserted straight after HEAD or BODY: this fields are used for advanced HTML codes, and they are used only for experienced programmers

Form fields

Choose the fields or input boxes for the form.

• Field name: the prompt label text for the input box
• Type: the available types are: Text, Number, Date, Email, Dropdown, Country, MultilineText or SerialNumber
  • Dropdown: to specify a preset list of items, enter them into the "Set default value" field, and separate each value with a comma. For example:
    • Red,Blue,Green
  • SerialNumber: when viewing a form submit entry on Qblue, this input value will be used for the system to validate and check if the serial number exists on the system
  • MultilineText: to set the height of the multiline input box, enter the height value into the "Set default value" field. For example:
    • ;height:120px
    • This means the multiline input box will be set to 120 pixels height
    • Note the semi-comma character must be entered at the start
• Max no. of characters: self-explanatory
• Set default value: it depends on the different input box types (refer to Type above), for text and multiline text, enter the maximum number of characters that the user can enter. The default value is 200 characters.
• Display order: a number represents the order of the input boxes shown on the page
• Mandatory: tick to ensure the user must fill in the input value
• System mapping: choose the system field that relates to the field input. This will be used for the entry conversion when creating a new customer, a new lead or a new task.

Form submissions

When someone submits an entry, the system automatically sends an email to the email address defined in the company profile.

To view the form submissions:

• On the Forms page, click "View" on the same row of a form

• New submission: the number of new submissions for the form. This includes the submissions that have not been converted nor deleted

Convert form entries