YAPI Document Content and Format Editing Guide

This article serves as a sister guide to the Adding, Editing, and Deleting in YAPI Documents article. Whereas the original article serves to introduce the substantial written content for YAPI DOcument, the following article will expand on ancillary content used to expand upon document creation. 

Table of Contents

How to Open the Form Builder

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  1. To access the Form Builder, open the YAPi Dashboard.

  2. Click the Setup and Manage icon 2019-09-03_11-44-13.png at the top of the YAPI Dashboard and click the Manage Documents and Templates option from the dropdown.

  3. When prompted for a password, the password by default should be set as "password" all lower case. 

  4. Within the Manage Documents and Templates window, click on the iPad Forms tab. 

  5. Look and click on the document you wish to edit, then click on the Edit button on the right-hand side of the Manage Documents and Templates window.

Adding Content

At the bottom of the Form Builder window is an Add button. Clicking on the Add button will introduce a drop-down window that will give a list of questions to introduce into the form. 

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With the Question type added, double-clicking the row will open up a window associated with the question type with its own field and options. 

The following Question types are useful options to choose from to supplement the content added to the YAPI document.  

Filler

This component adds empty space for a better aesthetic layout. The only available option is to set the height, in pixels, of the Filler object.

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Separator

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A separator is a horizontal line across your form.  It helps organize your form. 

The only options for this component are Color and Height (in pixels). To change the color of the separator, double-click the color box. 

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Images

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The Image field allows you to add an image to your form.

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1.png Image URL Insert the URL to your image.

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Action Script

 

Insert any Javascript to be performed when the image is loaded. By default, leave this field empty.

3.png Logo Click this button to insert the image you have set as your logo.
4.png Destination Determines if the field will appear on the iPad, online, or on both.
5.png Width Defines the width of the image, in pixels.

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Height

 

 

Defines the height of the image, in pixels.

NOTE: The default height is 0px (zero). If you do not change this, the image will not appear.

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X-offset

 

Defines the horizontal positioning of the image, in pixels. This value sets the left-most margin as zero ("0").
8.png Show Loads the defined image in your default browser.

 

Web Popup

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This is used to add a hyperlink on your form that links and opens a webpage or a local HTML file. Type the text that will be displayed on your form in the Title field then the URL in the Location field.  You also need to specify the source of the link by selecting Local or Internet from the Location radio group.

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NOTE: Make sure to include the complete URL. This will include the HTTP:// or HTTPS://

Page Break

Adding this field will divide your form into pages, but it is only designed to work on iPad forms.  This page break will not reflect on the online version of the form.

NOTE: Do NOT use the Page Break with a Scrollable Single-Page form.  This will break your form by adding a Save button instead of Next and Back buttons on the page that will prevent you from moving between pages and causes you to close your form.

 Page Break Online

Adding this field will divide your form into pages but only for online forms. This page break will not reflect on the IPad version of the form.

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