Abcsubmit User Manual - Documentation

2020
AbcSubmit User Manual
HOW TO USE ABCSUBMIT FORM BUILDER

AbcSubmit user manual product version: 2, revision 1 Table of contents
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Table of Contents
How to read this manual..............................................................................................................................9
1. Create and setup your user account ......................................................................................................10
[FAQ] When I navigate to AbcSubmit.com builder, no login screen appears. ...............................10
[FAQ] Why is “Sign up with Email” the recommended method?..................................................11
1.1. Setup your profile preferences (Timezone) ....................................................................................11
1.2. Setup your email notifications preferences....................................................................................12
2. Designing your form...............................................................................................................................14
2.1. Design from scratch, or use a form template?...............................................................................14
2.1.1. Designing your form from scratch............................................................................................14
2.1.2. Designing your form from a template .....................................................................................14
2.2. Form editing ....................................................................................................................................15
2.2.1. Insert a new field in form by using the Drag and Drop method..............................................16
2.2.2. Insert a new field in form by clicking on a field from form fields list ......................................16
2.2.3. Remove (delete) a form field ...................................................................................................17
2.2.4. Duplicate (clone) a form field...................................................................................................17
2.2.5. Insert a new form page ............................................................................................................18
2.2.6. Remove a form page ................................................................................................................18
2.2.7. Merge the contents of two form pages into a single form page.............................................19
2.2.8. Modify the size / margins / padding of your form page .........................................................20
A) Drag the ruler handles in order to quick-adjust the width of your form pages ........................20
B) Open “Page Setup” ....................................................................................................................20
[FAQ] What is a “Thank you page”, and how to use it?.................................................................21
[FAQ] What is a “Payment error” page, and how to use it?..........................................................21
[FAQ] How can I add a header and footer to all the pages of my form?.......................................21
[FAQ] I want to add a textbox to my header or footer, but it doesn’t work. Why?.....................21
2.3. Edit form fields ................................................................................................................................22
2.3.1. Short text (form field) (aka. Textbox).......................................................................................26
2.3.2. Long text (form field) (aka. Textarea).......................................................................................28
2.3.3. Single choice (form field) (aka. Radio)......................................................................................29

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[FAQ] How can I arrange the choices of a Single Choice field on multiple columns? ...................29
2.3.4. Multi choice (form field) (aka. Checkbox) ................................................................................30
2.3.4.1. Design recommendations (avoid using these characters in choice text).........................30
[FAQ] How can I arrange the choices of a Multi Choice field on multiple columns? ....................30
[TIP] Check the................................................................................................................................30
2.3.5. Dropdown (form field)..............................................................................................................31
[FAQ] How can I create a Dropdown with dynamic choices?........................................................31
2.3.6. Date (form field) .......................................................................................................................32
[FAQ] How to set default date field with the date of tomorrow? .................................................32
[FAQ] How to enforce date intervals of the Date field? ................................................................33
2.3.7. Time (form field).......................................................................................................................34
[FAQ] How to enforce time interval selection for the Time field? ................................................34
2.3.8. Text (form field)........................................................................................................................35
2.3.9. Name (form field) .....................................................................................................................36
2.3.10. Signature (form field) .............................................................................................................37
[FAQ] How to change the color and the line width of the user signature?...................................37
[FAQ] How to enforce stronger signatures? ..................................................................................37
2.3.11. Address (form field)................................................................................................................39
2.3.12. Map (form field)......................................................................................................................40
[FAQ] How to change the address of the map?.............................................................................40
[FAQ] How to customize the map appearance?............................................................................41
2.3.13. Email (form field)....................................................................................................................42
[FAQ] Does the email field checks if an email exists for real?......................................................42
2.3.14. Phone number (form field).....................................................................................................43
[FAQ] Does the phone field checks if the phone number is valid for real?..................................43
2.3.15. Website (form field)................................................................................................................44
[FAQ] Does the website field checks if the website link exists for real?......................................44
2.3.16. File upload (form field)...........................................................................................................45
[FAQ] What kind of files can I receive with the file upload field? .................................................45
[FAQ] Are uploaded files scanned with an antivirus software?....................................................46
[FAQ] What is the maximum file size a user can upload via a File upload field? ..........................46
2.3.17. Picture (form field)..................................................................................................................47
[FAQ] How can I change (add) a picture? ......................................................................................47

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[2.3.17.1] Upload a picture from my computer ............................................................................47
[2.3.17.1] Reuse a previously uploaded picture............................................................................48
[2.3.17.1] Use a picture straight from the internet, without storing it to your storage..............48
[2.3.17.1] Use a picture provided by a Stock Photo partner ........................................................49
[2.3.17.2] Adjust your picture........................................................................................................50
[2.3.17.2] Downscale the picture ...........................................................................................50
[2.3.17.2] Crop the picture......................................................................................................50
2.3.18. Video (form field)....................................................................................................................51
[FAQ] How to change / set a video?...............................................................................................51
2.3.19. Photo camera (form field)......................................................................................................52
[FAQ] How to set Photo camera picture resolution.......................................................................52
[FAQ] How to set the camera used by the phone which will take pictures?.................................52
2.3.20. Shopping cart (form field) ......................................................................................................53
2.3.21. Payment processor (form field)..............................................................................................54
2.3.22. Product (form field) ................................................................................................................55
2.3.23. Survey (form field) (aka. Likert Scale).....................................................................................56
[FAQ] How to show the answers on top of the Survey field instead of next to each question?..56
2.3.24. Net promoter (form field) (aka. Net Promoter Score) ...........................................................57
[FAQ] Net promoter field values are from 1 to 10. Can I change this?.........................................57
2.3.25. Rating star (form field) ...........................................................................................................58
[FAQ] Star rating field values are from 1 to 5. Can I change this?.................................................58
2.3.26. Terms of service (form field) (aka. TOS).................................................................................59
[FAQ] How do I show the agreement text inside of a popup?......................................................59
[FAQ] No link is displayed inside Terms of service field.................................................................59
2.3.27. Social media (form field) ........................................................................................................60
[FAQ] How to enable or disable a social network? .......................................................................60
[FAQ] How to customize the picture that appears in my shared post on a social network? .......61
2.3.28. Code (form field).....................................................................................................................62
[FAQ] Where do I edit the code of the “Code” field?.....................................................................62
[FAQ] How to add Custom CSS to my form?..................................................................................63
2.3.29. Button (form field)..................................................................................................................64
[TIP] The Button field is designed only for special cases ..............................................................64
2.3.30. BigData dropdown (form field) ..............................................................................................65

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[FAQ] How to configure the BigData dropdown?..........................................................................65
[FAQ] What to write in “Filter condition”?....................................................................................67
2.3.31. BigData row viewer (form field).............................................................................................68
[FAQ] Can I prefill fields from multiple BigData collections? ........................................................69
[FAQ] What happens when no row is found in collection?...........................................................69
[FAQ] What happens when filter matches multiple rows?...........................................................69
2.3.32. Current user (form field).........................................................................................................70
[FAQ] How this field can help me?.................................................................................................70
[TIP] Works only when form setting “............................................................................................70
2.3.33. Hidden short text (form field) ................................................................................................71
[TIP] When to use this field............................................................................................................71
2.3.34. Hidden long text (form field)..................................................................................................72
[TIP] When to use this field............................................................................................................72
2.5. Form Settings...................................................................................................................................73
[FAQ] How do I access the Form settings?.....................................................................................73
2.5.1. General – General form settings...............................................................................................73
2.5.1.1. Form name.........................................................................................................................73
2.5.1.2. This form is a template .....................................................................................................74
2.5.2. Seo & Analytics – Search engine optimization (SEO) settings..................................................74
2.5.2.1. Form title ...........................................................................................................................74
2.5.2.2. Form keywords..................................................................................................................74
2.5.2.3. Form description ...............................................................................................................74
2.5.2.4. Google Analytics code.......................................................................................................74
2.5.3. Notifications – Configure form email notifications..................................................................75
2.5.3.1. Default email address .......................................................................................................75
2.5.3.2. Send email payment notifications....................................................................................75
2.5.3.3. Payment notification email address.................................................................................75
2.5.4. Results – Configure the data received by your form................................................................75
2.5.4.1. Accept only these max number of form results...............................................................75
2.5.4.2. Accept form results only during this timetable................................................................76
2.5.4.3. Unique form results based on IP address.........................................................................76
2.5.4.4. Discard unpaid form results..............................................................................................76
2.5.4.5. Default action after submit...............................................................................................76

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2.5.4.6. Allow later form results editing by original sender .........................................................76
2.5.5. Security – Adjust security settings for your form.....................................................................77
2.5.5.1. Enable CAPTCHA................................................................................................................77
2.5.5.2. Protect this form with a password....................................................................................77
2.5.5.3. Require authentication for this form................................................................................77
2.5.5.4. Share this form with the following users or groups from my company ..........................77
2.5.5.5. Allow form results only from these countries..................................................................78
2.5.5.6. Forbid form results from these countries.........................................................................78
3. Collect Payments with your form...........................................................................................................79
3.1. Setup currency you want to be used by the Payments system ......................................................79
3.2. Configure and enable at least one Payment Processor..................................................................80
[FAQ] How do you know which payment processors are enabled / default? ..............................81
3.2.1. Paypal (payment processor).....................................................................................................82
[FAQ] How to create a live app on Paypal? ...................................................................................83
3.2.2. Paypal Checkout (payment processor).....................................................................................84
3.2.3. Stripe (payment processor) ......................................................................................................86
3.2.4. Square (payment processor) ....................................................................................................88
3.2.5. Braintree (payment processor) ................................................................................................90
3.2.6. Cash on Delivery (payment processor) ....................................................................................92
[FAQ] I want to use the Product and Shopping Cart form fields, but I don’t want to use a
Payment processor on my form. Is this possible?..........................................................................94
3.2.7. EuPlatesc.ro (payment processor)............................................................................................95
3.2.8. BitPay (payment processor) .....................................................................................................97
3.3. Configure your Payments Cart (optional) (for discounts, taxes, shipping, etc.) .........................100
[FAQ] How to add a fixed value discount ....................................................................................100
[FAQ] How to add a 15% discount (for all products added in the cart).......................................101
[FAQ] How to add a fixed value Tax or percentual value Tax .....................................................102
[FAQ] How to add a shipping cost?..............................................................................................103
4. Integrate your form with 3rd
party platforms......................................................................................105
[FAQ] Are integrations executed real time after submit button is pressed?..............................105
4.1. Configure and enable your integration(s).....................................................................................105
4.1.1. Zapier (form integration)........................................................................................................106
4.1.2. Google Sheets (form integration)...........................................................................................108

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4.1.3. Google Drive (form integration).............................................................................................110
4.1.4. Dropbox (form integration)....................................................................................................113
4.1.5. MailChimp (form integration) ................................................................................................115
4.1.6. HubSpot CRM (form integration) ...........................................................................................118
4.1.7. BigData (form integration)......................................................................................................121
4.1.8. ActiveCampaign (form integration)........................................................................................123
4.1.9. Zendesk (form integration).....................................................................................................130
4.1.10. Google Calendar (form integration).....................................................................................136
4.1.11. Trello (form integration).......................................................................................................140
4.1.12. Jira (form integration)...........................................................................................................147
4.1.13. ClickSend (form integration).................................................................................................153
4.1.14. Slack (form integration)........................................................................................................155
4.1.15. WebHooks (form integration) ..............................................................................................158
5. Workflows automation.........................................................................................................................159
5.1. Configure your form workflow .....................................................................................................160
[FAQ] How to insert a new workflow node between two existing nodes..................................160
[FAQ] How to remove a workflow node......................................................................................161
[FAQ] How to link (connect) two workflow nodes ......................................................................161
[FAQ] Save button don’t work (is disabled). What can I do?......................................................162
[FAQ] What does “Revert” button do? ........................................................................................162
5.1.1. Start (workflow node).............................................................................................................163
5.1.2. Notification (workflow node).................................................................................................164
[FAQ] How to send notification email to default form email address........................................164
[FAQ] How to send notification email to a user of my company?..............................................165
[FAQ] How to send notification email to a group of users of my company?..............................166
[FAQ] How to send notification email back to the user which filled the form or a form field? 167
[FAQ] How to edit or select a notification email message?........................................................168
5.1.3. Timer (workflow node) ...........................................................................................................172
[FAQ] Why do I need to pause the workflow? ............................................................................172
5.1.4. Condition (workflow node).....................................................................................................173
5.1.5. Approval (workflow node)......................................................................................................174
[FAQ] How to require approval from default form email address?............................................175
[FAQ] How to require an approval from a user of my company.................................................175

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[FAQ] How to require an approval from a group of my company ..............................................176
[FAQ] How to edit the approval email notification message......................................................177
[FAQ] How to edit the timeout of the “No Action” approval branch? .......................................177
[FAQ] How many approvals can I add inside a workflow? .........................................................177
5.1.6. Entry point (workflow node) (aka. Label)...............................................................................178
[FAQ] How to modify the maximum number of cycles of an Entry point?.................................179
5.1.7. Go to (workflow node) (aka. Jump) ........................................................................................180
5.1.8. Request edit (workflow node)................................................................................................181
[FAQ] How to request a form result editing from default form email address?........................181
[FAQ] How to request a form result editing from a user of my company? ................................181
[FAQ] How to request a form result editing from a group of users of my company?................181
[FAQ] How to request a form result editing from user which filled the form, or a form field?..181
[FAQ] How to edit or select the Request edit email notification message?...............................181
5.1.9. BigData update (workflow node) ...........................................................................................182
5.1.10. Human task (workflow node)...............................................................................................183
[FAQ] I want to generate a Human Task dynamic form with a set of fields which are not
available in original form .............................................................................................................184
5.1.11. Stop (workflow node) ...........................................................................................................185
6. Company management (time to scale, baby)......................................................................................186
6.1. Create your company....................................................................................................................186
6.2. Manage your company default permissions ................................................................................187
6.3. Company groups............................................................................................................................189
6.3.1. Create new group...................................................................................................................189
6.3.1. Add or Remove existing users to a group..............................................................................192
6.3.2. Edit permissions of an existing group....................................................................................194
6.3.3. Modify a group name or email address / alias ......................................................................196
6.4. Invite users to join your company ................................................................................................197
6.5. Company users ..............................................................................................................................199
6.5.1. Edit user permissions .............................................................................................................200
[FAQ] How user permissions are computed?..............................................................................201
6.5.2. Make user member of company group(s).............................................................................202
6.5.3. Enable or Disable user............................................................................................................203
7. BigData collections...............................................................................................................................204

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7.1. Create new BigData collection......................................................................................................204
[FAQ] What types of data are supported by a BigData collection? ............................................206
7.2. Import data into a BigData collection...........................................................................................207
7.3. Query and Edit your BigData collection........................................................................................212
[FAQ] What filters can I use to query the collection? .................................................................213
7.4. Add or edit indexes to your collection..........................................................................................214
7.5. Update a BigData collection from your form Workflow...............................................................216
7.6. Update BigData collection using BigData integration..................................................................216
[FAQ] How can I find out the REST API endpoint where I can fetch / query my BigData
collection?.....................................................................................................................................216
8. Publish or share your form (release your form to public)....................................................................218
[FAQ] I want to send the link of the form to a friend..................................................................218
[FAQ] I want to share my form via a social network (Facebook, Twitter, LinkedIn)...................219
[FAQ] I want to embed my form into an existing page of my website.......................................220
[FAQ] I want to insert a HTML link in my website, which points to my form.............................220
[FAQ] I want to add a button on a screen edge of my website, which opens a lightbox with my
form when is clicked.....................................................................................................................222
[FAQ] I want to display my form on a website automatically, inside a lightbox, each time the site
is displayed, or after a specific amount of time, or when the user attempts to close my website.
......................................................................................................................................................224
[FAQ] I want to make my form accessible from a custom link, like myform.abcsubmit.com or
www.myform.com .......................................................................................................................226
[FAQ] I’m using AbcSubmit Wordpress integration. How do I publish my form in a post of my
Wordpress blog?...........................................................................................................................227
[FAQ] I’m using AbcSubmit via Weebly website builder. How do I publish my form in my Weebly
website?........................................................................................................................................227
9. Access your form results ......................................................................................................................228
10. Access your form uploaded files.........................................................................................................229

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How to read this manual
Depending on what you want to achieve, here are some guidelines regarding the order of the chapters
you need to read:
I want to … Steps:
Create an account on AbcSubmit • Read Create and setup your user account, and don’t forget
to setup your profile preferences and your email notification
preferences.
Create, embed and collect data
with a form
• Design your form
• Publish form
• Access form results
Setup payments for my form • After you designed your form,
• Collect payments with your form
Automate a process in my company
via a form workflow
• Configure Company
• Design a form (if you don’t have one)
• Setup Workflows automation (for forms you want to
automate)
Connect my form to other third-
party platforms like Google Drive,
MailChimp, or Zapier
• Design your form
• Integrate your form with third party platforms
Read more about a specific form
field
• Read desired field documentation from chapters 2.3.x
Try searching the Table of contents first, where you can easily find a specific item you are searching.

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1. Create and setup your user account
Welcome. In this chapter you will learn how to properly create and setup your account on
AbcSubmit.com platform.
1. Navigate to Abcsubmit.com builder:
https://www.abcsubmit.com/edit/
2. In the login screen that appears, click the tab “Create Account”:
3. Click on “Sign up with Email” (recommended method, and you will see why a little bit later)
4. Fill in your user details:
a. First name and Last name (If your account represents a company, fill in the First name
the name of the company, and in the Last name the text “Company”)
b. Email address (Choose your email address carefully, here all your form results messages
will arrive by default).
c. Password (the password must contain at least 6 characters, but we recommend you to
setup a stronger password which contains in the same time: lowercase letters,
uppercase letters, digits, and at least 1-2 special characters like &, {, $, etc.)
d. Confirm password (input the same password again, in order to be sure you wrote it
correctly).
5. Read or Terms of Use and our Privacy Policy (and select the agreement checkbox).
6. Click on “Create My Account”
[FAQ] When I navigate to AbcSubmit.com builder, no login screen appears.
Short answer: This means that you previously created an account, and that your credentials
were saved in your browser.
Technical answer: Each time you log in, we generate an access key called JWT (JavaScript Web
Token). Further requests to our website are accompanied by this JWT key. Your JWT key is saved

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in AbcSubmit website data (LocalStorage). To completely remove all your authentication details,
clear the Website Data associated with AbcSubmit from your browser.
[FAQ] Why is “Sign up with Email” the recommended method?
• Some integrations (like Zapier for example) will require an account with password.
• You won’t be able to reset your account password by yourself (because when you login with a
social media platform, your password is stored on their database).
• For security reasons (which are outside the scope of this document), beware that It’s not good
to keep all your eggs in a single basket.
1.1. Setup your profile preferences (Timezone)
According to your Timezone, all dates from emails and exported form results will be displayed properly.
1. Under your My Account section, click button “Manage Profile”
2. Your user profile preferences window appears:

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3. Select your Timezone
4. Optional step: Please tell us more about yourself, in order to tailor your experience on
AbcSubmit better according to your needs
5. Click on “Save changes” button.
1.2. Setup your email notifications preferences
1. Under your “My Account” section, click button “Manage Email preferences”:

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2. Email preferences window appears:
3. Select the type of emails you want to receive form AbcSubmit
4. Click on button “Save changes”

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2. Designing your form
After you’ve successfully created an account, it’s time to create your first form on
AbcSubmit.com form builder.
2.1. Design from scratch, or use a form template?
2.1.1. Designing your form from scratch
1. Navigate to New section
2. Click on “Blank Form”.
Form editing screen will appear, and you are ready to start adding fields to your form.
2.1.2. Designing your form from a template
1. Navigate to New section
2. Search for a form template you wish to create (by typing what
you’re searching in the field “Search for form templates”).
3. Click on the found result.
Form editing screen will appear, and you are ready to modify or add fields
in your newly created form.

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2.2. Form editing
Form editing screen presentation:
(1) List of form fields;
(2) Form name;
(3) Save status;
(4) Current user button;
(5) Publish button;
(6) Preview button;
(7) Page list toolbar;
(8) Insert page button;

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2.2.1. Insert a new field in form by using the Drag and Drop method
Drag a field from list of form fields, and drop it in current form page:
During the drag and drop phase, you have the opportunity to insert dragged field in Header or Footer.
While you drag a form field, a drop indicator (blue thick line) is visible inside the page under your mouse
pointer, allowing you to see exactly where the field will be inserted.
2.2.2. Insert a new field in form by clicking on a field from form fields list
An alternate method of inserting a new form field, is by clicking on a field from the form fields list. The
field will be inserted inside current active form page.

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2.2.3. Remove (delete) a form field
1. Click on desired field you wish to remove
2. Click on “Delete field” button
2.2.4. Duplicate (clone) a form field
1. Click on desired field you wish to duplicate
2. Click on “Duplicate field” button

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2.2.5. Insert a new form page
1. Click on the sign from the page list toolbar
2. Click on “Form page” menu option that appears
Note: An alternate method of inserting a new form page is by clicking on the “Insert Page” button
which appears right after the page you wish to insert a new one:
2.2.6. Remove a form page
Note: This operation is available only when your form contains more than a single page.
Warning: When you delete a form page, you delete the page together with all it’s contained fields. If
your form already gathered responses, all collected data of deleted fields will be lost.
1. Click on sign on the desired page you want to delete -- from the page list toolbar
2. Click on “Delete” menu option that appears

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2.2.7. Merge the contents of two form pages into a single form page
Click on the button “Merge Pages” located between the pages you wish to merge
Before merge After merge

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2.2.8. Modify the size / margins / padding of your form page
A) Drag the ruler handles in order to quick-adjust the width of your form pages, or their padding:
OR
B) Open “Page Setup” ( ), and adjust all the form dimensions from there.

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[FAQ] What is a “Thank you page”, and how to use it?
A “Thank you page” is a special form page, which is displayed only after the user clicks on
submit form button.
On a Thank you page you can add only fields which are not fillable (images, text, videos, etc.).
There can be only one Thank you page per form.
In order to find out how to add a Thank you page, see chapter 2.2.5.
[FAQ] What is a “Payment error” page, and how to use it?
A “Payment error page” is a special form page, which is displayed if and only if:
- You enabled payments on your form
- A payment error occurs
On a Payment error page you can add only fields which are not fillable (images, text, videos,
etc.).
There can be only one Payment error page per form.
In order to find out how to add a Payment error page, see chapter 2.2.5.
[FAQ] How can I add a header and footer to all the pages of my form?
There is no special button which enables or disables the header or footer of the form.
Adding fields in header or footer is possible only by dragging a field inside the form page.
In order to insert fields in header or footer, see 2.2.1 – Insert a new field in form by using Drag
and Drop method
[FAQ] I want to add a textbox to my header or footer, but it doesn’t work. Why?
Form Header and Footer containers are special, and cannot contain fields which are fillable.

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2.3. Edit form fields
When you click on a form field, the builder interface looks like this:
• The “Edit” tab is selected
• Selected field properties are visible inside the Edit tab
• The page containing selected field is selected (Active page)
• In the bottom page navigation toolbar, the active page is displayed as selected.
You can edit only one field at a time.

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Below you can find the description of all the elements located in the Field properties section of the
editor
Textual description Visual appearance in Field properties
section
Comments
Field
Field name Set the field name.
Field name is used in Conditions,
Workflows, Integrations and Email
notifications send by the platform.
Always set the field name when you
add the field, and NEVER modify the
field name on a later phase (especially
after you receive form results).
Must be unique across form (even
across the name of the form pages).
Must start with a letter
Illegal characters:
“.”, “{“, “}”, “`”, “[“, “]”, “-“
Sample good values:
- Email of user
- Date of birth
Sample illegal values:
- Email.of.user (contains “.”)
- [Birth Date] (contains “[“ and “]”,
and it don’t start with a letter)
Delete field If you click this button, your field is
deleted
Duplicate (clone)
field
If you click this button, a copy of your
field is inserted below selected field
Appearance
Used font and font
size
Sets the font and font size of clicked
selected field component (if you
clicked on the field label, sets label
font / font size. If you clicked on the
field input, sets input font / font size)
Font style settings Sets Bold, Italic or Underline font style
of clicked selected field component

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Text alignment Sets the alignment of text (Left, Right,
Center) of clicked selected field
component
Text color Sets the text color of clicked selected
field component
Background color Sets the background color of the field
input
Border color Sets the color of the border of field
input
Border width Sets the width of the border of field
input
Border radius Sets rounded corners of field input
Border style
(pattern)
Sets the style of the line of the border
of field input
Label placement Choose where the label of the field
should be displayed:
- On top of the input
- On the left side of the input
- On the right side of the input
Validation
Required field Click this if you want to always require
a value for this field
Unique field Click this if you want the value of the
field to be always unique (case
sensitivity ignored, empty field values
ignored)
Field data format Sets a required data pattern for this
field (empty values are ignored)
Field minimum data
length (chars)
Minimum allowed field data number
of characters
Field maximum data
length (chars)
Maximum allowed field data number
of characters
Field minimum value Minimum value of field data
Field maximum
value
Maximum value of field data
Custom error text Specify a custom error message that
will override ALL field errors.

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For example:
Comment is required, and must
contain between 10 and 30 characters.

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2.3.1. Short text (form field) (aka. Textbox)
Use a Short Text form field in order to collect from users single-line texts of various lengths.
Data represented by a Short Text field can be:
- Short user notes
- Numbers
- Any kind of text user writes in a single line
- Serial numbers
- Coupon codes
- Short comments
- Any other kind of data not described in the table below:
There are some use-cases when Short Text field is not recommended:
Are you using short text field
for:
Use this form field
instead
Explanation
Asking for an email address Use Email Email form field has better email address
validation
Asking for a link Use Website Website form field has better data
validation suitable for links
Asking for a phone number Use Phone number Phone number form field actually
validates if a phone number is valid for a
country, and has additional checks for
phone number validation
Asking for a person name Use Name Name form field comes with special
name validation support
Asking for someone address Use Address Address form field comes with special
address validation support

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Asking for a calendar’s Date? Use Date Date form field comes with special date
validation features
Asking for a specific Time? Use Time Time form field comes with special time
validation features
Require a password Unless the product is hosted on premise, collecting passwords
via forms is forbidden by our Terms of Use policy

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2.3.2. Long text (form field) (aka. Textarea)
Use a Long Text form field in order to collect from users multiple-lines of text of various lengths.
Data represented by a Long Text field can be:
- Long user notes, where you expect multiple lines (paragraphs) of text
- Detailed comment or description of something
There are some use-cases when Long Text field is not recommended:
Are you using Long Text field
for:
Use this form field instead Explanation
Asking for a number Use Short Text Numbers are written on a
single line
Asking for a text which should
not contain multiple lines or
paragraphs
Use Short Text Short Text field does not allow
multiple lines of text

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2.3.3. Single choice (form field) (aka. Radio)
Use a Single Choice form field in order to make the users to select a single choice from a list of available
choices.
Basically, a Single Choice field can be used instead of a Dropdown, and vice-versa, with difference that
the Single Choice occupies more space in form (but it’s easier to choose from).
Tips and tricks:
- You can sort the choices of the Single Choice with the help of the mouse (Drag them from their
left side up and down)
[FAQ] How can I arrange the choices of a Single Choice field on multiple columns?
1. Click on the Single Choice field
2. Click on the button corresponding with the number of desired columns (Two, Three, or Four):

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2.3.4. Multi choice (form field) (aka. Checkbox)
Use a Multi choice form field in order to allow the users to select more than one choice from a list of
choices, in the same time.
Tips and tricks:
- You can sort the choices of the Multi Choice with the help of the mouse (Drag them from their
left side up and down)
2.3.4.1. Design recommendations (avoid using these characters in choice text)
Because the choices of a Multi Choice field can be accessed via Conditional Logic, it is
recommended to avoid using the characters: “.”, “{“, “}”, “`” in the text of the choices.
[FAQ] How can I arrange the choices of a Multi Choice field on multiple columns?
1. Click on the Multi Choice field
2. Click on the button corresponding with the number of desired columns (Two, Three, or Four):
[TIP] Check the Terms of Service field (click here) if you intend to make user agree with some conditions
you specify (an agreement).

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2.3.5. Dropdown (form field)
Use the Dropdown form field in order to make the users to select a single choice from a list of available
choices.
Basically, the Dropdown field is a perfect replacement of a Single Choice field, in case the number of
choices is too big (20 for example)
Tips and tricks:
- You can sort the choices of the dropdown with the help of the mouse (Drag them from their left
side up and down)
[FAQ] How can I create a Dropdown with dynamic choices?
Use the BigData Dropdown instead.

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2.3.6. Date (form field)
Use the Date form field in order to collect calendar dates with your form, based on the date format and
limitations you specify.
[FAQ] How to set default date field with the date of tomorrow?
1. Click on the Date field
2. Input value +1D in the default value setting of the Date field:
D stands for “Day”. Other supported units are:
Unit Description
D Day
W Week
M Month
Y Year
For example, if you wish the default date to be today + 2 weeks + 3 days, you can specify
+2W3D.
The same thing goes with the dates in the past, by replacing the + sign with – sign (-2W3D)

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[FAQ] How to enforce date intervals of the Date field?
1. Click on the Date field
2. Adjust the “Min value” and “Max value” settings of the Date field:
Here are some sample values which will help you to figure out how it works:
Min value Max value Explanation
today tomorrow Enforce date interval selection between today and tomorrow
-2W +1M Enforce date interval selection between two weeks ago and next one
month
+3M15D +1Y Enforce date interval selection between 3 months and 15 days in the
future and 1 year in the future.
Of course, you can limit date interval selection only in the past or only in the future, it is not
mandatory to enforce both min value and max value at the same time.
Supported units are:
Unit Description
D Day
W Week
M Month
Y Year

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2.3.7. Time (form field)
Use the Time form field in order to allow users of your form to input hour/minute time values, based on
the time format and limitations you specify.
[FAQ] How to enforce time interval selection for the Time field?
1. Click on the Time field
2. Adjust “Min value” and “Max value” of the time field:
Sample values which can be used in both “Min value” and “Max value” can be:
Sample value Description
now Current time
+5M Current time + 5 minutes
+2H30M Current time + 2 hours and 30 minutes
-12H8M Current time - 12 hours and 8 minutes

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2.3.8. Text (form field)
Use the Text field in order to design a block of text which supports font and color formatting. Suitable
for scenarios when you want to describe something, a contract, an explanation, a long note, etc.
Text field appearance during form editing phase

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2.3.9. Name (form field)
Use the Name form field if you want to collect person names in your form.
There are no frequently asked questions for this field. Ask a question on our contact and support form,
and we will add your answer in this manual.

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2.3.10. Signature (form field)
Use a Signature form field if you want to collect electronic signatures of your form visitors (images
representing signatures). Suitable for contracts, agreements, or any other kind of scenario where user
signature is required.
Users can sign in the Signature field by using their finger, mouse, or a phone / tablet pencil.
[FAQ] How to change the color and the line width of the user signature?
1. Click on the signature field
2. Adjust the “Pen color” and “Pen width” settings:
[FAQ] How to enforce stronger signatures?
A straight line can be considered a signature, but it’s very improbable that it’s a valid signature:
Simple complexity signature Medium complexity signature High complexity signature

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In order to modify the required complexity of the signature field, follow these steps:
1. Click on the signature field
2. Adjust the “Required complexity” setting:

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2.3.11. Address (form field)
Use an Address form field in order to collect geographical addresses (street, number, city, town,
country, address line, etc.)
There are no frequently asked questions for this field. Ask a question on our contact and support form,
and we will add your answer in this manual.

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2.3.12. Map (form field)
In a Map form field you can display a Google Map centered (with a marker) to an address you specify.
Useful for giving directions straight on Google Maps to your users. Useful when you want to show the
location of an event, organization, building, shop, etc.
[FAQ] How to change the address of the map?
1. Click on the address field
2. Click on “Input address”

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[FAQ] How to customize the map appearance?
1. Click on the map field
2. Play with the address settings:

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2.3.13. Email (form field)
Use an email form field in order to collect properly formatted email addresses with your form.
[FAQ] Does the email field checks if an email exists for real?
No, the email field checks to see only if the provided email address is written using correct format. It
does not make network checks to see if the address really exists.

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2.3.14. Phone number (form field)
Use a phone number form field in order to collect VALID phone numbers with your form.
[FAQ] Does the phone field checks if the phone number is valid for real?
Yes. We can validate for sure the following things about a collected phone number:
- Length of the phone number is valid (depending on selected country and network)
- First digits of the phone number are valid (it knows all the prefixes of all the phone operators in
the world)

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2.3.15. Website (form field)
Use a Website form field in order to collect properly formatted links to websites or website pages with
your form.
[FAQ] Does the website field checks if the website link exists for real?
No. The website field only checks if the provided link is properly formatted

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2.3.16. File upload (form field)
Use a file upload form field in order to collect files (documents, videos, pictures, archives, etc.) with the
help of your form.
Users can upload either a single file, or multiple files at once.
[FAQ] What kind of files can I receive with the file upload field?
You can receive the following type of files:
File type Allowed file extensions
Pictures "tiff", "jpeg", "jpg", "bmp", "raw", "pdf", "tga", "ani", "ico", "png", "svg", "oxps",
"gif"
Documents "doc", "docx", "odt", "pdf", "rtf", "tex", "wks", "wps", "wpd", "txt", "xls", "xlsx",
"ppt", "pptx"
Video "avi", "flv", "wmv", "mov", "mp4", "mkv", "mpg", "mp4", "mpeg"
Audio "wav", "mp3", "wma", "vorbis", "aac", "flac"
Archives "zip", "rar", "arj", "tar", "gz"
Text files "txt", "ini"
Any file type Any file which does not have extension: 'exe', 'dll', 'com', 'bat', 'cmd',
'sh', 'bash', 'php', 'js', 'msi', 'vb', 'vbs', 'ws', 'wsf', 'scf', 'scr', 'pif', 'lnk'
In order to change the allowed file type that the File upload accepts:
1. Click on the File upload field
2. Change the setting “Allow file types”:

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[FAQ] Are uploaded files scanned with an antivirus software?
No. Uploaded files are not scanned with an anti virus software. Please scan all collected files
with an antivirus before you open them.
[FAQ] What is the maximum file size a user can upload via a File upload field?
Files larger than 128 MB might cause problems while uploading.

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2.3.17. Picture (form field)
The picture field displays an image in your form. Useful if you want to show your logo in header, or if
you simply want to display a picture in one of your form pages.
[FAQ] How can I change (add) a picture?
1. Click on the picture field
2. Click on “Upload a picture” (or “Select a picture”)
A window will appear. Depending on how you want to upload / select the picture, the following
options are available:
[2.3.17.1] Upload a picture from my computer
1. Click on “Upload” tab
2. Click on “Browse file” button
3. After a successful file upload, Adjust your picture

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[2.3.17.1] Reuse a previously uploaded picture
1. Click on “My Files” tab
2. Click on the picture you want to reuse
3. Click on “Adjust photo”, in order to Adjust your picture
[2.3.17.1] Use a picture straight from the internet, without storing it to your storage
1. Click on “Input URL” tab
2. Paste the link to the picture
3. Adjust your picture

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[2.3.17.1] Use a picture provided by a Stock Photo partner
1. Click on Stock Photos tab
2. Fill in the “Search for” textbox with a description of what you’re searching
3. Select stock photo provider (from “Using” dropdown)
4. Click “Search” button
5. Click on the picture you want to use
6. Click on “Add to My Files” button
7. Adjust your picture

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[2.3.17.2] Adjust your picture
Depending on the file size of selected picture, you might want to perform the following operations:
[2.3.17.2] Downscale the picture, in order to reduce it’s resolution (resulting in faster loading time)
[2.3.17.2] Crop the picture, in order to highlight only a region of the picture to be displayed, and further
reduce picture size (resulting in faster loading time):
After you are satisfied with both picture size and selected region to be displayed, click on
button.

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2.3.18. Video (form field)
The video form field can be placed in one of your form pages in order to display a clip from YouTube
straight in your form.
[FAQ] How to change / set a video?
1. Click on Video field
2. Click on Select video
3. Paste the video URL (copied from YouTube) in the field “Video URL”
4. Click Ok

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2.3.19. Photo camera (form field)
Photo camera form field allows the users of your form to upload selfies or pictures made with the help
of their laptop, phone or tablet video camera.
[FAQ] How to set Photo camera picture resolution
1. Click on Photo Camera field
2. Adjust “Resolution” setting:
[FAQ] How to set the camera used by the phone which will take pictures?
1. Click on Photo Camera field
2. Adjust “Facing mode” setting:
Select “User” to use front camera (selfie camera)
Select “Environment” to use back camera (regular photo camera)

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2.3.20. Shopping cart (form field)
In case you intend to sell products via your form, the Shopping cart field allows the visitor of your form
to inspect what products he ordered, total amount of order, and remove products from the list.
NOTE: This field is needed in case you want to collect payments with your form.

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2.3.21. Payment processor (form field)
In case you intend to sell products via your form and you wish to support more than one payment
gateway, this field allows the user to choose the payment gateway that will charge the form order.

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2.3.22. Product (form field)
In case you intend to sell products with your form, use the Product field in order to add a sellable item.
Product fields are automatically displayed in your Shopping Cart field, and can have multiple choices
(color, size, etc). You can assign a photo to each product you add in your form.

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2.3.23. Survey (form field) (aka. Likert Scale)
A Survey (Likert scale) is a rating scale, often found on survey forms, that measures how people feel
about something.
You can easily setup your questions and answers in a visual way.
Used to collect degrees of satisfaction related to the services of a company for example, or opinions
about a product you offer.
[FAQ] How to show the answers on top of the Survey field instead of next to each question?
1. Click on Survey field
2. Click on “Inline choices”

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2.3.24. Net promoter (form field) (aka. Net Promoter Score)
Use the Net promoter form field in order to collect ratings from 1 to 10 from your form users, related
to a question you ask.
[FAQ] Net promoter field values are from 1 to 10. Can I change this?
At this point, no. Net promoter field is used to calculate Net promoter score, and it depends on values
from 1 to 10.
You should add a feature request if you need a Net promoter field with values other than 1..10.

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2.3.25. Rating star (form field)
Use the Rating star form field in order to collect ratings from 1 to 5 from your form users, related to a
question you ask.
[FAQ] Star rating field values are from 1 to 5. Can I change this?
At this point, no. You should add a feature request if you need a star rating field with values other than
1..5.

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2.3.26. Terms of service (form field) (aka. TOS)
The terms of service form field acts like a required checkbox where you can insert a link pointing to a
document containing some terms you want the user to agree (an agreement).
Alternate, you can display inline the terms of service document, inside a popup which will open if the
user clicks on the link from the TOS field.
[FAQ] How do I show the agreement text inside of a popup?
1. Click on the Terms of service field
2. Select “Open popup” in “Link click action” field:
3. Click on “Edit popup text”, and write the agreement there. Markdown is supported.
Now when the link of the Terms of Service field is clicked, a popup will be displayed instead of
redirecting user to a specified link.
[FAQ] No link is displayed inside Terms of service field
1. Click on Terms of service field
2. Ensure that the link text is surrounded by underscore characters:

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2.3.27. Social media (form field)
Adds sharing buttons pointing to common social networks in your form, which will help you to collect
even more form results via social networks.
[FAQ] How to enable or disable a social network?
1. Click on Social Media field
2. Click on “Configure networks” button:
3. A window will appear. Check (to enable) or uncheck (to disable) desired social network.
4. Fill social media network configuration (in case of enabling social network), then click on
button.

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[FAQ] How to customize the picture that appears in my shared post on a social network?
1. Click on Social Media field
2. Click on “Share Picture” button, which will allow you to upload or customize the shared post
picture
For more info regarding how to upload a picture, consult the “How can I change (add) a picture”
tutorial.

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2.3.28. Code (form field)
Code field has numerous use cases:
• Add custom CSS to your form
• Create a dynamic widget inside your form by using html / css / and a subset of javascript
• Fetch dynamic data from REST endpoints, and display it as a table for example in your form
• Provides an easy to use template language (like Handlebars) which models the data received
from remote REST api endpoints
• Allows interaction with shopping cart via JavaScript, used for advanced shopping scenarios
• Allows interaction with form submission process, adding custom verifications before submitting
form
• Add custom HTML to your form (with some restrictions like IFRAME element for example)
[FAQ] Where do I edit the code of the “Code” field?
1. Click on the Code field
2. Click on “Edit code”
3. Write or edit the code in the window that appears:

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4. Click on button to save and close the “Edit code” window.
[FAQ] How to add Custom CSS to my form?
1. Edit the code
2. Insert a <style> block with “isolation” attribute set to “global”:
<style isolation="global">
/** write here your custom global CSS **/
</style>

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2.3.29. Button (form field)
You can place a Button on your form in order to redirect the user to a custom link, or execute a form
command like “Reset” for example.
[TIP] The Button field is designed only for special cases
• If you want to add a Reset form button on a page of type Thank You or on a page of type
Payment error
• If you want to add a button which will redirect user to a link you specify
The form editor automatically places your form buttons on each page (Next, Previous, Submit,
Reset, etc.).

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2.3.30. BigData dropdown (form field)
Add a dropdown with dynamic choices in your form, with data fetched from a BigData collection, based
on a lookup filter you specify.
[FAQ] How to configure the BigData dropdown?
1. Ensure you have at least one BigData collection created, configured and populated
2. Click to select the BigData dropdown field
3. Click on “Configure BigData query”
4. A window will appear:

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5. In field “Collection”, select the BigData collection from which the dropdown choices will be
populated
6. In section “Field”, select the field of selected BigData collection which contains the text of the
choices of the dropdown:
NOTE: ONLY FIELDS OF TYPE (string), (picture) and (color) CAN BE SELECTED.
7. Optional step: you can specify a filter when selecting rows from your BigData collection. In this
example, we wanted to select all the emails from BigData collection “employees”, which have
“enabled” (other collection field) set to true. In this case, we used filter:
8. Click on button. Window will close, and the dropdown will contain the data from
your big data collection according to your specified filter.

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[FAQ] What to write in “Filter condition”?
The syntax of the filter text is the same with the syntax used to filter a BigData collection.

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2.3.31. BigData row viewer (form field)
Prefill your form fields with data from a BigData collection, based on a dynamic or static lookup
condition (computed from other form fields).
BigData row viewer is used for solving problems like this
Basically, the BigData row viewer is a special group of readonly fields, which are auto-filled with data
from a BigData collection.

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[FAQ] Can I prefill fields from multiple BigData collections?
No, a BigData row viewer populate fields from a single BigData collection. If you want to
populate fields from multiple collections, add more BigData row viewers in your form.
[FAQ] What happens when no row is found in collection?
All fields from BigData row viewer will be “empty”.
[FAQ] What happens when filter matches multiple rows?
Only the first found row will be used.

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2.3.32. Current user (form field)
If your form requires authentication, this field is automatically prefilled the email address of current
company user accessing your form.
[FAQ] How this field can help me?
- In workflows, if your process depends on the user which filled your form
- Works great as “filter” field, if you want to auto-fill data related to a user of your company
inside a BigData row viewer.
[TIP] Works only when form setting “Require authentication for this form” is active (click here).

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2.3.33. Hidden short text (form field)
Hidden short text is a special field mostly used if you want to allow your company users to attach
additional data to a form result, via Workflows.
Each Hidden short text is converted dynamically to a Short Text field in a Human Task workflow node.
[TIP] When to use this field
If you want to design a Human task form inside your Workflow which contains some extra fields
invisible to the user which originally filled the form, but visible to a user of your company or to
a user which edits your form result.

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2.3.34. Hidden long text (form field)
Hidden long text is a special field mostly used if you want to allow your company users to attach
additional data to a form result, via Workflows.
Each Hidden long text is converted dynamically to a Long Text field in a Human Task workflow node.
[TIP] When to use this field
If you want to design a Human task form inside your Workflow which contains some extra fields
invisible to the user which originally filled the form, but visible to a user of your company or to
a user which edits your form result.

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2.5. Form Settings
[FAQ] How do I access the Form settings?
The “Settings” section of a Form is available inside the builder menu only after you open a form:
2.5.1. General – General form settings
From this section you can adjust the name of the form, and make your form a template, so that you can
reuse it later when creating new forms.
2.5.1.1. Form name
Allows you to set the name of your form. This can also be achieved during form editing, by
writing in the form name field:

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2.5.1.2. This form is a template
If you check this box, your form will be listed in the Home and New screens so that you can use
it as a personal template for further forms you create.
2.5.2. Seo & Analytics – Search engine optimization (SEO) settings
You can enable Google Analytics on your form, and also optimize your form for search engines.
2.5.2.1. Form title
The <title> content of your form HTML page (used by search engines)
2.5.2.2. Form keywords
The <meta name=keywords> content of your form HTML page (used by search engines)
2.5.2.3. Form description
The <meta name=description> content of your form HTML page (used by search engines)
2.5.2.4. Google Analytics code
Paste here your Google Analytics GA code, in order to monitor the views of your form straight
from Google Analytics dashboard.

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2.5.3. Notifications – Configure form email notifications
From this section you can configure default email addresses used by email notifications generated by
your form results and form payments.
2.5.3.1. Default email address
Each time you receive a new form result, by default, an email is sent to the owner of the form
(you).
This setting allows you to override the default email recipient which is used by the new form
result notification.
2.5.3.2. Send email payment notifications
If you enable payments for your form, each time a payment is completed successfully, an email
notification is sent to the form owner (you).
This setting allows you to activate or deactivate new payment email notification.
2.5.3.3. Payment notification email address
If you enable payments for your form and you enable payment notifications, each time a
payment is completed successfully, an email notification is sent to the form owner (you).
This setting allows you to override the default email recipient which is used by the payment
notification.
2.5.4. Results – Configure the data received by your form
From this section you configure rules regarding the results received by your form (how many results,
who can send results, filters, etc.).
2.5.4.1. Accept only these max number of form results
Sometimes you want your form to a accept only a fixed number of results. Fill this setting with
the fixed number of results your form can accept.

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Leave blank for unlimited number of form results.
2.5.4.2. Accept form results only during this timetable
Sometimes you want to accept form results only during specific days of week and specific day
hours. Configure this setting in order to accept form results only during days and hours of day
you specify.
Excepting configured timetable, your form will be offline, won’t accept form results, and a
warning will be displayed to users visiting your form.
TIP: Configure your timezone in order to make your timetable work as expected.
2.5.4.3. Unique form results based on IP address
Provides you the ability to forbid multiple (duplicate) form results from the same IP address.
2.5.4.4. Discard unpaid form results
If you configure payments on your form, form results corresponding to unsuccessful payments
(or payments which were not completed in 15 minutes) will be automatically removed from
the system.
2.5.4.5. Default action after submit
Choose what happens after the form is submitted:
- Show the Thank you page,
or
- Redirect to a custom link you specify.
2.5.4.6. Allow later form results editing by original sender
This setting applies only to our offline forms app, and is used to grants or forbid the user which
submitted the form result to re-edit it’s submitted data.

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2.5.5. Security – Adjust security settings for your form
From this section you can configure special settings which are restricting the form to be viewed or
submitted under certain conditions.
2.5.5.1. Enable CAPTCHA
CAPTCHA is a technology used to prevent software bots (computer programs) to submit your
form.
This setting allows you to be sure that only humans (real persons) are submitting your form
results.
Unless a special reason for disabling CAPTCHA, it is recommended to leave this setting
enabled.
2.5.5.2. Protect this form with a password
Allows you to specify a password which is required to all users (anonymous and even users
from your company) which are viewing your form.
2.5.5.3. Require authentication for this form
When “Require authentication” is enabled, the form can be viewed and submitted only by you
or the persons specified in “Share this form with the following users or groups from my
company”.
If the user accessing the form is not authenticated on AbcSubmit (as you or as a user of your
company), a login screen will be presented before displaying your form.
If user is not allowed to view your form or authentication fails, an error message is displayed,
and form displaying is aborted.
2.5.5.4. Share this form with the following users or groups from my company
If Require authentication is enabled, from this setting you can choose specific users or groups
from your company which have access to view and submit your form.

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2.5.5.5. Allow form results only from these countries
You can specify a list of countries from which you accept form results.
Country from which a form result is submitted is determined via Geolocation (a technology
which identifies the country of a user based on the user IP address).
2.5.5.6. Forbid form results from these countries
You can specify a list of countries from which you do not accept (reject) form results.
Country from which a form result is submitted is determined via Geolocation (a technology
which identifies the country of a user based on the user IP address).

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3. Collect Payments with your form
In order to collect payments with your form, please consult this checklist:
• Setup the currency in which you want to accept payments
• Configure and enable at least one payment processor (as listed in chapters 3.2.x)
• Add some Product fields in your form (1 product per item you want to sell)
• If you intend to add taxes, discounts or shipping costs, configure your Payments cart
• Add a Shopping cart field in your form (at the end)
• If you enabled and configured more than one payment processor, add a Payment processor field
in your form (at the end)
3.1. Setup currency you want to be used by the Payments system
1. Click on tab Payments
2. Click on Payments Currency button
3. A panel will appear in the right side of your form, listing the available supported currencies.
4. Click to select desired currency
5. Click “Set Default”

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3.2. Configure and enable at least one Payment Processor
[IMPORTANT]: Each time you alter a setting of a payment processor, the payment processor becomes
disabled (until you click again on Enabled switch). Always re-enable a payment processor after you
finish making changes.
1. Click on tab “Payments”.
2. Click on desired payment processor you wish to configure / activate:
3. A panel window will appear in the right side of your form, with the settings for the Payment
processor you chose.
4. Fill in the settings for the payment processor (see chapters 3.2.x corresponding to each
payment processor)
5. After you fill all the settings, do not forget to Enable (and save changes): (BUTTON COLOR
MUST BE BLUE)
6. If you want to set this payment processor as your default payment processor, do not forget to
click on Default switch: (BUTTON COLOR MUST BE BLUE)

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[FAQ] How do you know which payment processors are enabled / default?
After you successfully configure and enable your payment processor, from a single look in the Payments
tab, some visual icons will be painted on top of enabled / default payment processors:
- Payment processor is enabled
- Payment processor is default (and enabled)

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3.2.1. Paypal (payment processor)
Note: You must have a PayPal business account to accept PayPal payments.
Follow these instructions in order to configure Paypal payment processor
1. Click on Payments tab
2. Click on Paypal button
3. Paypal payment processor settings will appear:
4. In your PayPal account, go to Dashboard -> My apps and credentials and copy your client id
and secret from your PayPal app.
If you don’t already have a PayPal application, here are the steps to create and manage your
first PayPal app.
See also our simplified tutorial: [FAQ] How to create a live app on Paypal.
5. Depending on the type of credentials you copied from Paypal (live or sandbox), check Use
sandbox if needed.

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6. Fill in the ClientId and Secret with copied settings from your Paypal account
7. Click on (in order to enable Paypal and save changes)
8. If you want to make Paypal your default payment processor, click on
[FAQ] How to create a live app on Paypal?
To generate PayPal settings which can be used to use it in AbcSubmit, follow these steps inside
your Paypal account:
1. Login into Paypal Dashboard by typing your PayPal business account email and
password.
2. In the REST API apps section, click Create App. The purpose of this app is to generate
your credentials used to configure Paypal on AbcSubmit.
3. Type a name for your app and click Create App. The page shows your sandbox app
information, which includes your credentials. To show your live app information, toggle
to Live.
4. Copy and save the client ID and secret for your sandbox / live app.
5. Review your app details and save your app.

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3.2.2. Paypal Checkout (payment processor)
Follow these instructions in order to configure Paypal Checkout payment processor:
2. Click on Paypal Checkout button
3. Paypal Checkout payment processor settings will appear:
4. In your PayPal account, go to Dashboard -> My apps and credentials and copy your client id
from your PayPal app.
If you don’t already have a PayPal application, here are the steps to create and manage your
first PayPal app.
See also our simplified tutorial: [FAQ] How to create a live app on Paypal.
5. Depending on the type of credentials you copied from Paypal (live or sandbox), check Use
sandbox if needed.
6. Paste in the setting Client Id the client id obtained from your Paypal app

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7. You can enable the pay now checkout flow by checking Pay Now Checkout Flow checkbox.
8. Click on (in order to enable Paypal Checkout and save changes)
9. If you want to make Paypal Checkout your default payment processor, click on

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3.2.3. Stripe (payment processor)
Note: In order to accept payments via Stripe payment processor, you will need a Stripe account. If you
don’t already have a Stripe account, click here to create a new one.
In order to configure your Stripe payment processor, follow these steps:
2. Click on Stripe button
3. Stripe configuration window will appear in the right of your form

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4. In your Stripe account, go to Dashboard -> Developers -> API Keys and copy your secret key
and public key.
5. Fill “Secret Key” and “Public Key” settings with the values copied from your Stripe Dashboard.
6. Optionally, if you enable Zip Code, your clients will be prompted for zip code on checkout.
7. Optionally, if you enable Billing Address, your users have to fill the billing address on checkout.
8. Optionally, if you enable Shipping Address, your clients have to fill the shipping address on
checkout.
9. Optionally, you can customize the call to action button in checkout form, by editing the
“Checkout Button Text” setting field.
10. Click on (in order to enable Stripe and save changes)
11. If you want to make Stripe your default payment processor, click on

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3.2.4. Square (payment processor)
Note: In order to accept payments via Square payment processor, you will need a Square account.
Follow these steps in order to configure your Square payment processor:
2. Click on Square button
3. Square payment processor configuration window will appear in the right side of your form:
4. In your Square account, go to Apps -> My apps -> Manage app and copy your personal token
and location id.
5. Fill the Personal Token and Location Id settings using copied values from your Square account
6. Optionally, you can choose to show a detailed invoice on checkout by activating Detailed
Invoice

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7. Optionally, you can enable shipping address on checkout screen by activating Shipping Address
option
8. Click on (in order to enable Square and save changes)
9. If you want to make Square your default payment processor, click on

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3.2.5. Braintree (payment processor)
Note: In order to accept payments via Braintree payment processor, you will first need a Braintree
account.
In order to configure your Braintree payment processor, please follow these steps:
1. Click on the Payments tab
2. Click on Braintree button
3. Braintree configuration window will appear on the right side of your form:

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4. In your Braintree account, go to Settings -> API Keys and copy your Merchant Id, Public Key
and Private Key.
5. In Braintree configuration window, fill settings Merchant Id, Public Key and Private Key with
values copied from your Braintree account.
6. If you are using Braintree sandbox credentials, enable Use Sandbox option
7. Optional, you can specify your own text for checkout button by adding your text in the
Checkout Button Text setting.
8. Optional, you can provide PayPal checkout for your clients by enabling the option Checkout
With Paypal.
9. Click on (in order to enable Braintree and save changes)
10. If you want to make Braintree your default payment processor, click on

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3.2.6. Cash on Delivery (payment processor)
Sometimes, you want to collect money from your clients right at their doorsteps, when your goods are
delivered to their location.
Cash on delivery (COD), sometimes called collect on delivery, is the sale of goods by mail or carriers
order where payment is made on delivery rather than in advance. If the goods are not paid for, they are
returned to the retailer.
Cash on Delivery payment processor helps you to achieve this method of sale, and also helps you to
collect required information needed to deliver the goods.
In order to configure Cash on Delivery, please follow these steps:
2. Click on Cash on Delivery button:

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3. Cash on Delivery payment processor settings will appear:

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4. Configure the settings of Cash on Delivery payment processor, keeping these things in mind:
a. By choosing “Will be filled by the user”, the field will be required in the checkout screen
b. By choosing “Not needed (hidden)”, the field will not be required or saved in the order
details
c. You can also use a form field to provide the value of a property (field must be present in
form at the time you select it)
5. Click on (in order to enable Cash on Delivery and save changes)
6. If you want to make Cash on Delivery your default payment processor, click on
[FAQ] I want to use the Product and Shopping Cart form fields, but I don’t want to use a Payment
processor on my form. Is this possible?
Yes, it is, with a small trick. Configure, enable and set as default the Cash on Delivery payment
processor. Set all Cash on Delivery payment processor settings to value “Not needed (hidden)”.
Now you can use the Product and Shopping Cart form fields “without” the need of a real payment
gateway.

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3.2.7. EuPlatesc.ro (payment processor)
Note: EuPlatesc.ro is a payment processor located in Romania. In order to use EuPlatesc.ro payment
processor, you will have first to create an account on their website, and during configuration phase ask
them to make some settings on your account.
In order to configure your EuPlatesc.ro payment processor, please follow these steps:
1. Click on the Payments tab
2. Click on “EuPlatesc.ro” button:
3. EuPlatesc payment processor configuration window appears in the right side of your form

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4. Contact Euplatesc.ro, and:
4.1.Ask them to provide your Merchant Id and Key (then fill the integration settings)
4.2.Ask them to set your Success url, Error url, and IPN url to the values copied from
your integration settings.
5. Click on (in order to enable EuPlatesc.ro and save changes)
6. If you want to make EuPlatesc.ro your default payment processor, click on

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3.2.8. BitPay (payment processor)
Note: In order to accept payments via BitPay payment processor, you will need a BitPay Business
account first.
In order to configure BitPay payment processor, please follow these steps:
2. Click on BitPay button
3. BitPay payment processor configuration window will appear:
4. In your BitPay account, go to […] and copy your BitPay token
5. Fill “Your BitPay Token” setting field using value from your BitPay account
6. Choose an action to be performed by BitPay payment processor by selecting an “Action Type”.
From this step, you have two configuration modes:

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6.1. Action Type: Create Invoice
Additional settings are displayed inside the BitPay payment processor window:

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6.2. Action Type: Create Bill
Additional settings are displayed inside the BitPay payment processor window:

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3.3. Configure your Payments Cart (optional) (for discounts, taxes, shipping, etc.)
There are scenarios when you need to add a Discount or Tax to your order (visible inside the Shopping
Cart field).
[FAQ] How to add a fixed value discount
2. Click on Payments Cart button:
3. Payments Cart configuration window will appear in the right side of your form. Click on “Add”,
then click “Discount or Tax”:
4. Edit discount or tax screen will appear:

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5. (1) In the Discount or Tax Title setting, fill the name of your discount (will appear in shopping
cart)
6. (2) In the Discount or Tax Value setting, input the fixed value of your discount (must be
negative).
Currency used for the discount value is the currency of your form.
For setting a discount of … Set Discount or Tax Value to
15 $ -15
15 % -SHOPPING_CART_PRODUCTS_TOTAL() * 0.15
7. (3) Click “Apply”
[FAQ] How to add a 15% discount (for all products added in the cart)
3. Payments Cart configuration window will appear in the right side of your form. Click on “Add”,
then click “Discount or Tax”:

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4. Edit discount or tax screen will appear:
5. (1) In Discount or Tax Title field, input the title of your percentual discount (will appear in
Shopping Cart)
6. (2) In Discount or Tax Value field, input the following text (representing a formula). Please note
the “-“ (minus) sign at the beginning of formula:
- SHOPPING_CART_PRODUCTS_TOTAL() * 0.15
For setting a discount of … Set Discount or Tax Value to
15 $ -15
15 % -SHOPPING_CART_PRODUCTS_TOTAL() * 0.15
[FAQ] How to add a fixed value Tax or percentual value Tax
The difference between a Discount and a Tax is that the Tax value is positive, and Discount
value is negative.

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In order to add a Tax, follow the same procedure for adding a discount, but input positive values
instead of negative values in “Discount or Tax Value” setting.
For setting a tax of … Set Discount or Tax Value to
15 $ 15
15 % SHOPPING_CART_PRODUCTS_TOTAL() * 0.15
Add packaging cost of 1 $
for each product in
shopping cart
SHOPPING_CART_PRODUCT_QUANTITIES() * 1
[FAQ] How to add a shipping cost?
3. Payments cart window will appear. Click on Add, then click on “Shipping cost”:

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4. Edit Shipping screen will appear:
5. (1) In Shipping Title field, write a short description of the shipping (e.g.: Shipping via airplane)
6. (2) In Shipping Value, write the value of the cost of the shipping:
To add a Shipping tax of: Set Shipping Value to:
Fixed value, 15$ 15
Add 1$ shipping for each product in
your shopping cart:
SHOPPING_CART_PRODUCT_QUANTITIES() * 10

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4. Integrate your form with 3rd party platforms
After the Submit button of your form is pressed, you have the opportunity to communicate your form
results to other platforms / systems which are not managed by AbcSubmit (3rd
party integrations).
[Note]: If you are searching on how to collect payments with your form, consult instead chapter 3 –
Collect Payments with your form.
[FAQ] Are integrations executed real time after submit button is pressed?
Real-time don’t exist in reality, however:
All configured form integrations are scheduled inside a first-in / first-out queue, which
parallelize integration execution on a self-scaling in-cloud amqp worker infrastructure.
Depending on server load, expect delays between 0.1 seconds - 1 minute before your 3rd
party
platform will receive the submitted results of your form.
4.1. Configure and enable your integration(s)
By clicking the “Integrations” tab of the builder, you can see the list with all supported 3rd
party
integrations by AbcSubmit:
In order to integrate your form with a specific platform, click on the button corresponding with the
platform you wish to integrate, and follow specific instructions for that platform by accessing chapters
4.1.x.

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4.1.1. Zapier (form integration)
[Note] You will need a Zapier account in order to configure and enable this form integration.
By integrating your form with Zapier, you gain by far access to the most impressive collection of 3rd
party
platforms.
Basically, Zapier is “an integration of integrations”.
Do you want to integrate your form with an integration which is not implemented by AbcSubmit?
Simple. Integrate your form with Zapier, and from Zapier you can integrate your form with that
integration.
In order to integrate your form with Zapier, follow these steps:
1. Click on Integrations tab
2. Click on Zapier button
Zapier integration configuration window will appear on the right side of your form:
3. Click “Connect AbcSubmit with 1000+ Zapier apps”
A new browser tab is opened, where you are invited to login to Zapier.

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[NOTE] It is important to open the link via step 3 of this tutorial, because the link contains a
special parameter which enables AbcSubmit app on Zapier platform.
4. On Zapier, add AbcSubmit app as initial trigger for your new entry / submission.
Follow instructions offered by Zapier in order to further integrate your submitted form data with
other 3rd
party platforms supported by Zapier.

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4.1.2. Google Sheets (form integration)
In order to save your form results to a Google Spreadsheet, follow these steps:
1. Click on “Integrations” tab
2. Click on “Google Sheets”
3. Google Sheets integration window will appear in the right side of your form:
4. Click on “Connect” button.
5. If you are using multiple Google accounts, a popup window will appear from Google where
you can select the Google Drive account to be used when writing in your Google Sheets file.

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6. Authorize AbcSubmit to create spreadsheets inside your Google Drive storage, by clicking
Allow:
7. Click on “Enabled” switch, in order to enable and save integration settings:
After you successfully configured and enable Google Sheets, your integration will appear as enabled:

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4.1.3. Google Drive (form integration)
In order to upload your form submitted files to your Google Drive storage, follow these steps:
2. Click on Google Drive button:
3. Google Drive integration configuration window will appear in the right side of your form:
4. Click on button “Authenticate” in order to authorize AbcSubmit to upload files to your Google
Drive storage
5. If you are using multiple Google accounts, a popup screen will appear from Google from where
you can select the Google Drive account which will be used to store your form uploaded files

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6. Authorize access of AbcSubmit on your Google Drive storage:
7. After the authentication and authorization is completed on Google, additional settings of your
integration are available:

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[HINT]: By default, your form submitted files will be uploaded in Google Drive folder
“<main_folder>/<subfolder>”, where <subfolder> represents the ID of the submitted form
result.
8. Optionally, modify `Select the Main Folder` field in which your submitted form files will be
uploaded
9. Optionally, modify `Select a Subfolder` field (inside the main folder) where you want to upload
your submitted form files.
10. Click on , in order to save and activate your Google Drive integration.
If all above steps are performed without error, your Google Drive integration button will appear in
“enabled” state:

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4.1.4. Dropbox (form integration)
[TIP]: In order to configure and enable your Dropbox form integration, you will first need a Dropbox
account.
Via DropBox integration, you can save your form uploaded files to your Dropbox storage, in a folder you
specify.
In order to configure your DropBox integration, follow these steps:
2. Click on DropBox button:
3. DropBox form integration configuration window will appear in the right side of your form
4. Click on Authenticate button in order to authorize AbcSubmit to connect to your Dropbox
account.
5. Complete the authentication / authorization process for DropBox in the popup window that
appears.
Authorize AbcSubmit to access (upload) files in your DropBox account.
6. Additional settings will appear in your DropBox integration configuration window:

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[TIP]: By default, your form submitted files are saved inside folder:
<main_folder>/<subfolder>, where <main_folder> is “abcsubmit”, and <subfolder> represents
the ID of the received form result (submission) (e.g. “abcsubmit/86623/”).
7. Optionally, fill the Select the main folder configuration field, where you want your submitted
form files to be stored (this folder will appear in the root of your DropBox storage).
8. Optionally, fill the Select a Subfolder configuration field (inside the main folder) where you
want your submitted form results files to be stored.
9. Click on , in order to save and activate your DropBox integration.
After all configuration steps are completed successfully, your DropBox integration will appear in
“enabled” state inside the “Integrations” panel:

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4.1.5. MailChimp (form integration)
[NOTE]: In order to collect contacts with the help of your AbcSubmit MailChimp integration, you will
first need a MailChimp account.
With the help of MailChimp integration, you can store submitted form contacts straight inside your
MailChimp account, in order to send newsletters later to your collected form contacts.
In order to enable MailChimp integration, please follow these steps:
2. Click on MailChimp button:
3. MailChimp configuration window will appear in the right side of your form:
4. Paste your MailChimp API key in field “API Key”
5. Click “Connect button”
6. A message informing you that MailChimp API key is valid appears after you click Connect (in step
5). Click Ok:

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7. Contents of MailChimp configuration is updated:

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8. Select the list of subscribers from MailChimp where you want your form contacts to be saved,
by choosing a value from dropdown “Subscribers List”
9. Select the field which collects the email address from your form, by choosing a value from
dropdown “Email Address”.
10. Select the field from your form which collects the last name you wish to save into your
MailChimp list, from field “Last Name”.
11. Optional. Map remaining form fields with the fields required by MailChimp (First Name, Street,
City, State, Zip Code, Country Code, Phone, Birth Date)
12. Click on “Enabled” in order to save and activate MailChimp:
After performing all steps of this tutorial, if everything went well, your MailChimp integration will be
displayed as “active” in the Integrations tab:

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4.1.6. HubSpot CRM (form integration)
[Note]: You will need a HubSpot CRM account at the moment you configure HubSpot CRM
integration.
[Note]: HubSpot will require some form fields to be added in your form, providing the necessary
information of the contact you wish to save on their platform.
HubSpot CRM helps you to easy track from a single place, every detail of your business relationships:
• manage your entire sales pipeline
• organize and respond to all your customer support issues.
AbcSubmit helps you to save on HubSpot CRM all contact details collected with your form.
In order to save your form collected contact details to HubSpot CRM, please follow these steps:
2. Click on “HubSpot CRM” button:
3. HubSpot CRM configuration window will appear in the right side of your form:

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4. Click on “Authenticate” button. A new window will appear on your screen, prompting you to
authenticate on HubSpot:
5. If HubSpot prompts you to choose your account to connect your form with, select appropriate
account:
6. Your HubSpot CRM configuration window is updated, containing more settings you can
configure:

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7. Choose the type of action you want your HubSpot CRM integration to perform, by selecting it
from dropdown “Action Type”
After selecting the “Action Type” of the HubSpot CRM integration, additional fields can be
configured.
8. Select the corresponding field on your form which holds the “Contact Email” required by
HubSpot:
9. Optional step: Map the rest of required HubSpot integration fields with the fields on your form
10. Click on “Enabled”, in order to save and activate the configuration of your HubSpot integration:
After all steps of this tutorial are completed successfully, your HubSpot integration will be listed as
“enabled” in your Integrations tab:

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4.1.7. BigData (form integration)
Author of BigData integration: AbcSubmit.
BigData integration helps you to update / insert your form submitted results into a BigData collection.
In order to configure your BigData integration, please follow these steps:
2. Click on “BigData” button:
3. AbcSubmit BigData integration configuration window will appear in the right side of your form:
4. Select an Action (Insert or Upsert) which you want to be performed by your integration
Choose “Insert” action if you want to add a new row in your collection.
Upsert action behaves like this: First we try to insert a new row in collection. If data cannot

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be inserted because of a unique field (data already exists), then row gets updated instead.
5. Select a BigData collection on which your selected actin will be performed
6. Click on button “Map Fields”. A window will open, containing each collection field that you can
map to a field of your form:
7. For each field of collection you want to Insert or Upsert, select a field from your form
8. Click button Apply.
9. Click in order to save and activate your integration.
After all steps are completed, your BigData integration will appear as configured and enabled:

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4.1.8. ActiveCampaign (form integration)
[Note]: You will need an ActiveCampaign account in order to configure and enable this integration.
ActiveCampaign gives you the email marketing, marketing automation, and CRM tools you need to
create great customer experiences.
[Note]: Jose Rebelato from ActiveCampaign offered to help you if you encounter any difficulties
on ActiveCampaign. You can drop him at email, at jrebelato@activecampaign.com.
In order to configure and enable your ActiveCampaign integration, please follow these steps:
2. Click on ActiveCampaign button:
3. ActiveCampaign configuration window will appear in the right side of your form:
4. In your ActiveCampaign account, navigate to Settings -> Developer. Copy from there the Url and
Key.
5. Fill the “Api URL” setting copied from step 4
6. Fill the “Api Key” setting copied from step 4
7. Click on button Authenticate

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ActiveCampaign configuration window will be updated:
8. Select the action you want to perform via your ActiveCampaign integration (click on “Select An
ActiveCampaign Action”).
Please follows steps described below corresponding for selected action:

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8.1. When selected action is “Create/Update a Contact”:
By using this action, you can add or update a contact, it’s details and tags to one of your
ActiveCampaign contact lists:
8.1.1. Select the list where you want your contact details to be saved / updated (from “Select
List” dropdown).
8.1.2. Optionally, you can select a tag which will be associated to your contact (from “Select
Tags” dropdown)
8.1.3. Select the field from the form which contains the email of your contact (from “Contact’s
Email” dropdown).
8.1.4. Optionally, select the field from the form which contains the phone number of your
contact (from “Phone number” dropdown).

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8.1.5. Optionally, select the field from your form which contains the first name of your contact
(from “First Name” dropdown)
8.1.6. Optionally, select the field from your form which contains the last name of your contact
(from “Last Name” dropdown).
8.2. When selected action is “Add a contact to an automation”:
By using this action, you can add a contact from a form field to an automation from your
ActiveCampaign account.
8.2.1. Select the automation in which your contact will be added (from Select Automation)
8.2.2. Select the field of your form containing the email address of your contact which will be
added to your automation (Select The Email Address Of The Contact You Want To Add To
The Automation)

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8.3. When selected action is “Add note to a contact”:
By using this action, you can add a note to an existing ActiveCampaign contact.
8.3.1. Select the field from the form containing the email address of the contact (from “Select
The Email Address Of The Contact You Want To Add A Note” dropdown)
8.3.2. Write the note to be added to your contact (inside “Note To Be Added” field).

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8.4. When selected action is “Create deal”:
By using this option, you can create a new deal in your ActiveCampaign account for a customer
collected with your form:
8.4.1. Select the owner of the deal (from “Select Owner” dropdown) from your ActiveCampaign
account
8.4.2. Select a Pipeline (from “Select Pipeline” dropdown) or a Stage (from “Select State”
dropdown)

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8.4.3. Select the field from your form corresponding to the contact email address (from “Contact
Email” dropdown).
8.4.4. Select the field from your form corresponding to the title of the deal (from “Title”
dropdown).
8.4.5. Select the field from your form corresponding to the value of the deal (from “Value”
dropdown).
8.4.6. Select the field from your form corresponding to the currency of the deal value (from
“Currency” dropdown).
9. Click on in order to save and activate your integration.
After all steps are completed, your ActiveCampaign integration will be displayed as enabled and
configured:

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4.1.9. Zendesk (form integration)
[Note]: In order to successfully configure and enable Zendesk integration, you will need a ZenDesk
account first.
Zendesk is a support ticketing system focused on managing customers and answering the questions
asked by your business customers.
With the help of AbcSubmit Zendesk integration, you can:
- manage and respond to individuals (customers) which asked any questions in your contact / support
forms, by creating new tickets for follow up in ZenDesk
- create companies and users in your ZenDesk account.
In order to configure your Zendesk integration, please follow these steps:
2. Click on Zendesk button:
3. Zendesk integration configuration window will appear on the right side of your form:
4. Input your Zendesk subdomain, by typing it inside your “Account” field (e.g.: “Abcsubmit”)
5. Click on Authenticate button
6. A popup screen might appear (if you are signed out from Zendesk), prompting for your Zendesk
username and password. Click on “Login”.
7. After Zendesk authentication is performed successfully, your Zendesk configuration window
will look like this:

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8. Select the action you want to perform with your Zendesk integration (from “Action Type”
dropdown).
Depending on the action you choose, please follow the corresponding sub-step.
8.1.When “Action Type” is “Create Ticket”:
You can create a new ticket in Zendesk, by providing minimum two settings: Subject and First
Comment / Description. The rest of the fields are optional, and should be filled only if needed:

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8.1.1. Fill the Subject of the ticket (from field “Subject”)
8.1.2. Fill the Description of the ticket (from field “First Comment / Description”)

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8.1.3. Optional step: Fill optional fields (“Assignee”, “Collaborators”, “Collaborator Emails”,
“Group”, “Requester Name”, “Requester Email”, “Should The First Comment Be Public”,
“Tags”, “Status”, “Type”, “Due At”, “Priority”, “Submitter”, “Ticket Form”, “Sharing
Agreements” and “Brand”).
8.2.When action type is “Create / Update User”:
By configuring your Zendesk integration to perform action “Create / Update User”, you have
the ability to add a new user or modify contact details of an existing user from your Zendesk
account. Minimal settings for this type of action are to provide an email and a name for your
user you wish to update:
8.2.1. Fill the Name of the user (you can compose the full name of the user by injecting
multiple form fields)
8.2.2. Select a field from your form which contains the Email of your user (Email setting)

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8.2.3. Optionally, you can fill additional user details field which you need to be saved
(“Details”, “Notes”, “Phone”, “User Tags”, “Role”, “Organization”, “External ID”,
“Verified”).
8.3.When action type is “Create/Update Organization”
Use this action in order to add or update an already existing organization from your Zendesk
account. The minimum required configuration is to provide the name of organization.
8.3.1. Select the field from your form which contains the name of the organization (from
Organization Name dropdown).
8.3.2. Optionally, fill according to your needs the fields you wish to save for your
organization (“Organization Details”, “Organization Notes”, “Organization Tags”,

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“Organization Domain Names”, “Organization External ID”, “Shared Tickets”, “Shared
Comments”).
9. Click on , in order to save and enable your Zendesk integration.
After all steps are completed, your Zendesk integration will appear as configured and enabled:

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4.1.10. Google Calendar (form integration)
With the help of the Google Calendar integration, you can add events to your calendar from Google
each time you receive a new form result.
In order to enable and configure your Google Calendar integration, please follow these steps:
2. Click on button “Google Calendar”:
3. Your integration configuration window for Google Calendar will appear in the right side of your
form:
4. Click on “Authenticate” button.
5. If you are using multiple Google accounts, a popup window will appear from Google where
you can select the Google Calendar account to be used when saving events generated by your
form results.

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6. A popup screen will ask you if you want to allow AbcSubmit to save events in your Google
Calendar account. Click Allow in order to continue:

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7. After you authenticate and authorize AbcSubmit with Google, additional settings will appear in
configuration window of your Google Calendar integration:
8. Select the calendar in which new events will be created by your form (from Select Your
Calendar dropdown)
9. Write a title that will be used for your event (from “Title” field)
10. Select the field of type date which contains the date when your event will be created in your
calendar (from Start Time dropdown)
11. Select the duration of your event, by selecting a value from “End Time” dropdown
12. Write the location where the event will take place (from Location field)
13. Write a description of the event (in Description field)

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14. Click on in order to save and activate your Google Calendar integration
After all configuration steps are performed, your AbcSubmit Google Calendar integration will appear as
configured and enabled:

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4.1.11. Trello (form integration)
[Note]: In order to successfully configure and enable your Trello integration, you will need a Trello
account first.
Trello’s boards, lists, and cards enable you to organize and prioritize your projects in a fun, flexible, and
rewarding way.
With the help of AbcSubmit Trello integration, you can create new tasks straight on your Trello boards,
when a new form results is received by your form.
In order to configure and enable your AbcSubmit Trello integration, please follow these steps:
2. Click on Trello button:
3. Trello integration configuration window will appear on the right side of your form:
4. Click on Authenticate button, in order to start the configuration setup.

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5. A popup will appear from Trello, informing you about the permissions you are about to grant
AbcSubmit on your Trello account. Click “Log in” in order to continue:
6. After you authorize AbcSubmit via Trello, additional settings will appear in your Trello
integration configuration window:

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7. Select the type of action to be performed by your Trello integration (from the Action Type
dropdown). Depending on the type of action you select, please follow corresponding sub-step.
7.1. When Action Type is “Create Card”
When selecting “Create Card” action, each time your form receives a new result, a card is posted
on your Trello list in a board you specify.
7.1.1. From “Select Board” option that appears, select the board from Trello where your card
will be created:
7.1.2. From “Select List” option that appears, select the list of your Trello board where your
card will be created:
7.1.3. Additional settings will appear in your Trello integration configuration window:

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7.1.4. Provide the name of your card, by filling the “Name” setting of your configuration (you
have the opportunity to compose the name of the card by inserting values from your
form fields).
7.1.5. Optional step: Configure the rest of your Trello integration by providing values for the
rest of optional fields (“Description”, “Send All Form Data As Card Description”, “Due
Date”, “Members”, “Labels”, “Attachments”).

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Note: If you want to save all your form data in the description of the card which is
created, check “Send All Form Data As Card Description”.
7.2.When Action Type is “Update Card”
When selecting this type of action, each time you receive a new form result, a card you select
will be updated in your Trello board
7.2.1. Select the board in which your card is located on Trello:
7.2.2. Select the list from your board where your card is located on Trello:
7.2.3. Select the card you want to update:
7.2.4. Additional settings will appear in your Trello configuration window:

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7.2.5. Write the new name of the card in Name setting (write existing card name if you don’t
want to change the name of the card)
7.2.6. Optional step: provide values for the rest of the properties of the card you want to be
updated (“Description”, “Send All Form Data As Card Description”, “Due Date”,
“Members”, “Labels” and “Attachments”)
Note: If you want to update the card description to contain all your form data, please
check “Send All Form Data As Card Description”
8. Click on button in order to save and activate your Trello integration.
After all configuration steps are completed, your Trello integration will appear as configured
and activated:

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4.1.12. Jira (form integration)
[Note]: In order to configure your AbcSubmit Jira integration, you will need an Atlassian Jira account.
Jira is the #1 software development tool used by agile teams. It helps you to create user stories and
issues, plan sprints, and distribute tasks across your software team, and much more.
With the help of AbcSubmit Jira integration you can:
- Create a new story / bug in your Jira account based on the data you receive from your form
- Update an existing story / bug in Jira each time you receive a form result
- Add comments to an existing Jira story / bug when your form receives a new result.
In order to configure and enable your Jira integration, please follow these steps:
2. Click on Jira button:
3. Jira integration configuration window will appear in the right side of your form:
4. Click on “Authenticate” button
5. A popup will appear from Atlassian, asking you to authorize AbcSubmit to connect to your Jira
account.
After you select the project of your Jira account where you want to give access to AbcSubmit
(from Authorize for dropdown), click Accept:

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6. Jira integration configuration window is updated, containing an additional field called Action
Type:

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7. Select the action you want to be performed by your Jira integration. Depending on the action
you select, please follow appropriate sub-step of this tutorial (7.1, 7.2 or 7.3).
7.1.When Action Type is “Create Issue”
Use “Create Issue” action in order to create a new story / bug to a project from your Jira
account:

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7.2.When Action Type is “Update Issue”
Use “Update Issue” action in order to modify the fields of an existing story / bug of a project
from your Jira account:

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7.3.When Action Type is “Add Comment”
Use “Add Comment” action in order to post a new comment to an already existing story or bug
located inside a project of your Jira account:

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8. Click on in order to save and activate your Jira integration.
After all configuration steps are completed, your AbcSubmit Jira integration will appear as
configured and activated inside your Integrations tab:

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4.1.13. ClickSend (form integration)
Note: In order to configure this integration, you will need a ClickSend account first.
ClickSend is a cloud-based gateway service for your business that lets you send bulk SMS, email, fax &
letters worldwide!
With the help of AbcSubmit ClickSend integration you can send an SMS message to predefined phone
number recipient or a phone number submitted by your form (number collected via a phone number
field).
Optionally, you can delay the SMS message delivery to a configurable amount of time, or to a specific
date.
In order to configure AbcSubmit ClickSend integration, please follow these steps:
2. Click on ClickSend button:
3. ClickSend integration configuration window will appear in the right side of your form:

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4. Fill in your Username and API Key in your configuration settings. You can find instructions
related on how to find your API key by reading ClickSend getting started documentation.
5. Write the phone number(s) which will receive your SMS in field “To Phone Number”. If you
want to send a SMS to multiple recipients, separate the phone numbers with a coma (,).
[TIP]: Click on “Insert form field” button in order to inject in your list a form field which collects
the phone number
6. Write the SMS message which will be delivered to your recipient(s) in field “SMS Message”.
[TIP]: Click on “Insert form field” button in order to inject in the message a value collected by
one of your form fields.
7. Optional step: From dropdown “Schedule SMS”, you can choose a delay after which your SMS
will be sent.
8. Optional step: From dropdown “Event Date” you can choose a date when the SMS message will
be delivered to your recipient(s). Select a field of your form which represents the date when
the SMS will be sent.
9. Click on button in order to save and activate your ClickSend
configuration
After all configuration steps are performed, your ClickSend integration will appear as enabled and
configured:

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4.1.14. Slack (form integration)
[Note]: In order to configure this integration, a Slack account is required.
With all of your communication and tools in one place, Slack helps your teams to stay productive no
matter where they’re working from.
With the help of AbcSubmit Slack integration, you can send a message (either all submitted form data,
either a customized text message containing a subset of data from your form result) to a channel or
contact from your Slack account.
In order to configure and enable your Slack integration, please follow these steps:
2. Click on Slack button:
3. Slack configuration window will appear on the right side of your form:
4. Click on Connect button, in order to authorize AbcSubmit to post to your Slack account. A
popup window from Slack will be opened:

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5. Select the group or person from your company which will receive the message send via your
Slack integration (from “# AbcSubmit Form requires a channel to post as an app” dropdown)
6. Click button “Allow”
7. Your Slack integration configuration window is updated, containing the following options:
In the “Channel” setting of your integration, the name of the user or group you selected at step
5 will appear

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8. Optional step: In case you want to send in JSON format all your form data to the selected
recipient, check “Send As JSON” setting
9. Optional step: In case you want to send a custom text message to your recipient (Channel)
containing only a subset of values from your submitted form data, check “Send Custom
Message”:
9.1. Edit the custom message, by writing text in the setting. Click on “Insert form field” in order
to inject the value of a field from your form into the message you’re writing.
10. Click on , in order to save and enable your Slack integration.
After all configuration steps are completed, your Slack integration is ready to be used, and appears as
configured and activated in your Integrations tab:

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4.1.15. WebHooks (form integration)
Author of WebHooks integration: AbcSubmit.
With the help of AbcSubmit WebHooks integration, you can configure your form to perform a new web
request (of type POST, GET or PUT) to an arbitrary URL (a rest API for example) you specify, each time
you receive a new form result. The request can contain data from your submitted form result, allowing
you to automate your form with any software service provided by your company which supports HTTP
communication. As a security measure, basic HTTP (server to server) authentication is supported.
In order to configure your WebHooks integration, please follow these steps:
2. Click on “Webhooks” button
3. Specify the URL (in field WebHook URL) which will be called by the web request after your form
receives a new result
4. Optional step: Provide a user and a password which will be sent to your WebHook URL (by
selecting “Basic Authentication” in dropdown “Authentication Type”):
4.1.Specify a user (in field “Authentication User”) used when performing authentication on
your WebHook URL
4.2.Specify a password (in field “Authentication Password”) used when performing
authentication on your WebHook URL
5. Select the http method (from “Method” dropdown) which will be used when accessing your
webhook URL (GET, POST or PUT)
6. Attach data from your form result to request made to your WebHook URL (by mapping request
parameters containing data from your form fields).
7. Click in order to save and activate your WebHooks integration
configuration.
After all steps are performed, your WebHooks integration will be displayed as configured and active:

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5. Workflows automation
A workflow is a set of business logic (a logic scheme or diagram) that is “executed” on the server each
time your form is submitted.
Each time a form is created, a default Workflow is also created for that form.
Default workflow of a form
Form workflows are versioned. Version starts with “1”, and is incremented each time a workflow is
saved (after you make modifications in the workflow diagram). Each time a form is submitted, only the
latest version of the workflow is executed.
A form workflow can be a time-consuming operation. Old workflows that are still running after a
workflow is modified will continue to run using their initial version (format) used when they were
started.

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5.1. Configure your form workflow
1. Open a form
2. Click on in the builder main menu
3. Edit / insert workflow nodes in the diagram
4. Save changes.
Depending on the subscription type you have on AbcSubmit, some limitations are applied when saving
the workflow:
Plan Limitations
Free - Can add only max two Notifications and a single Condition
- Cannot remove branding from notifications (header and footer of email
notifications)
- Cannot add email attachments on notifications
Core - Can add only max two Notifications and a single Condition
- Cannot add email attachments on notifications
Professional No limitations
Ultimate No limitations
Enterprise No limitations
[FAQ] How to insert a new workflow node between two existing nodes
1. Click on the sign between the nodes you wish to insert a new node
2. Click on the node type you wish to insert

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[FAQ] How to remove a workflow node
1. Click on the node you wish to delete
2. Click on “Delete” button
3. Link the extremity nodes back
[FAQ] How to link (connect) two workflow nodes
1. Click on the nodes you wish to connect while using Ctrl + Shift

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2. Click on Connector -> Link selected
[FAQ] Save button don’t work (is disabled). What can I do?
Workflows which are in an invalid state cannot be saved. Try fixing errors of your workflow first. Check
the following:
- All flows are ending with a STOP node
- There are no nodes in error state (a node in error state contains a red indicator with a
question mark):
- If above steps don’t work, try reverting the workflow to it’s last saved state, and start
doing from beginning the modification you intended.
[FAQ] What does “Revert” button do?
When you click on button, all modifications are discarded, and last version of workflow
saved on server is restored.

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5.1.1. Start (workflow node)
The “Start” workflow node is the main entry point of a workflow.
It performs no other function other than to highlight the start of a workflow process.
There can be only a single Start node inside a workflow (as opposed to the Stop nodes, which can be
added multiple times).
Start workflow node cannot be deleted.
Double click the start workflow node, in order to edit its description

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5.1.2. Notification (workflow node)
The Notification workflow node is used to send a message to an email address (default form email
address, a user or group of users from your company, or an email address collected by a form field).
Double click the notification node in order to edit its settings
[FAQ] How to send notification email to default form email address
See also: configure default form email address
1. Double click the Notification node in order to edit its properties
2. Select <USE FORM SETTINGS> in the “To” setting:

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3. Click Ok to apply changes
[FAQ] How to send notification email to a user of my company?
[IMPORTANT]: You must have the right to manage company (be the company owner or company
admin) in order to enumerate the list of users of a company.
1. Double click the Notification node in order to edit its properties
2. Select <SELECT USER> in the “To” setting:
3. In the window that appears, click on the desired user, then press Select:

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[FAQ] How to send notification email to a group of users of my company?
[IMPORTANT]: You must have the right to manage company (be the company owner or
company admin) in order to enumerate the list of groups of a company.
1. Double click the notification node in order to edit its properties
2. Select <SELECT GROUP> in the “To” field:
3. In the window that appears, click on desired group of users, then click on “Select” button

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[FAQ] How to send notification email back to the user which filled the form or a form field?
Note: Only fields of type Short Text, Email, Single choice or Hidden Short text can be selected.
If at submission time the field is not filled or contains invalid email address, the notification will not
be sent at all, and workflow will continue execution to its next step.
1. Double click the Notification node in order to edit it’s setting

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2. In field “To”, select the form field which will contain the email address where the notification
will be sent:
[FAQ] How to edit or select a notification email message?
By default, the Notification block of the workflow, sends the default form Notification message.
In order to customize the Notification message, follow these steps:
1. Double click the Notification block in order to edit its settings
2. Select <BROWSE NOTIFICATIONS> from the field “Notification”:

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3. A window will appear. Here you have two choices (either 3.1, either 3.2):
3.1.Use a previously created notification (if there are no previously created notifications, the
list will contain only the [DEFAULT] form notification – proceed to step 3.2. instead)
3.1.1. Select the desired notification, then click “Use”
3.2.Duplicate default form notification message, edit it, then use edited notification message
The first item in the list (which starts with text “[DEFAULT] …”) is the default form notification
message.
3.2.1. Select first item in the list (that one which starts with “[DEFAULT] …” text), then click on
“Edit then use” button:

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3.2.2. The Notification editor window will appear.
Follow sub-steps (1), (2), (3) and (4):

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Notification editor window
(1) Type the Subject of notification
(2) Insert / adjust / edit notification blocks
(3) Click on “Save” button
(4) Click on “Use” button
4. In window “Edit Notification, click “Ok” to apply changes.

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5.1.3. Timer (workflow node)
A Timer node pauses the workflow for a specified amount of time (Delay), then automatically resumes
workflow execution.
Double click the Timer node in order to edit its delay, then click Ok to apply changes:
[FAQ] Why do I need to pause the workflow?
Sometimes your will need to pause the workflow execution.
Suppose someone buys an item with your form, and you want to send a Thank you notification
to the user after 3 days…
… Or someone fills a support form on your website, and you want to send an invitation to fill a
user satisfaction survey (another form), after 8 hours the problem is solved.

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5.1.4. Condition (workflow node)
Use a Condition workflow node in order to split workflow execution in two conditional logic cases: YES
and NO, based on conditional logic rules you specify.
If the rules of the condition are matched, the workflow execution will continue using YES branch.
Otherwise, execution of the workflow will continue using NO branch.
Double click the Condition workflow node in order to edit its settings, then click on “Ok” button in order
to apply changes:

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5.1.5. Approval (workflow node)
The Approval workflow node sends an email notification to a recipient (default form email – you, a
user or group of your company, or a form field) containing a link from where the recipient can
“Approve” or “Reject” current workflow step. If the recipient does not take any action for a specified
amount of time, the “No action” branch is followed.
An optional comment can be required for the Approve or Reject operation
An approval history is tracked for each approval step (which can be forwarded in next notification
emails sent by the workflow system).
Double click the approval node to edit its properties.

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[FAQ] How to require approval from default form email address?
See also: configure default form email address
1. Double click the Approval node to edit its properties
2. Select <USE FORM SETTINGS> in field Assignee
[FAQ] How to require an approval from a user of my company
[IMPORTANT]: You must have the right to manage company (be the company owner or company
admin) in order to enumerate the list of users of a company.
1. Double click the Approval node to edit its properties
2. Select <SELECT USER> in field Assignee

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3. In the window that appears, click on the desired user, then press Select:
[FAQ] How to require an approval from a group of my company
[IMPORTANT]: You must have the right to manage company (be the company owner or
company admin) in order to enumerate the list of groups of a company.
1. Double click the Approval node in order to edit its properties
2. Select <SELECT GROUP> in field Assignee

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3. In the window that appears, click on desired group of users, then click on “Select” button
[FAQ] How to edit the approval email notification message
The same procedure from edit or select notification message applies here also.
[FAQ] How to edit the timeout of the “No Action” approval branch?
1. Double click the Approval node in order to edit its properties
2. Edit section “Approval timeout”:
[FAQ] How many approvals can I add inside a workflow?
There is no limitation on the number of approval operations which can be chained (cascaded) in
a workflow (unless your subscription is of type Free or Core, where you cannot add at all an
Approval block).

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5.1.6. Entry point (workflow node) (aka. Label)
The Entry point workflow node is used as a starting point for the beginning of a loop inside a workflow.
Workflow will loop through an Entry point only a limited number of times (in order to avoid an infinite
loop), after which the branch Overrun is followed automatically.
Use the Go To workflow node, in order to perform a “jump” back to the Entry point:

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[FAQ] How to modify the maximum number of cycles of an Entry point?
1. Double click the Entry point node
2. Select desired maximum number of cycles of the Entry point node

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5.1.7. Go to (workflow node) (aka. Jump)
The Go to workflow node is used to perform a jump in the workflow to an Entry point. It usually marks
the end of a loop inside a workflow.
Use the Go To workflow node, in order to perform a “jump” back to the Entry point:

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5.1.8. Request edit (workflow node)
The Request edit workflow node is used for sending to a recipient an email with a link which is used to
edit the form result. After the recipient edits the data from form result, workflow execution continues.
[FAQ] How to request a form result editing from default form email address?
The same procedure from Notification block applies here.
[FAQ] How to request a form result editing from a user of my company?
[FAQ] How to request a form result editing from a group of users of my company?
[FAQ] How to request a form result editing from user which filled the form, or a form field?
[FAQ] How to edit or select the Request edit email notification message?

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5.1.9. BigData update (workflow node)
The BigData update workflow node performs a list of update operations (SET, INCREMENT,
DECREMENT) to the first encountered row of a BigData collection which satisfies a filter you specify.
Both filter and update operations can be static, or can be dependent on values from the form result.
At least one update operation and one filter condition must be specified in the settings of a BigData
update node.
Configuration example (described in SQL): “UPDATE employees SET working_days_left =
working_days_left – 1 WHERE email = {Email 1} LIMIT 1” ({Email 1} is the name of a form field).

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5.1.10. Human task (workflow node)
The Human Task workflow node generates a dynamic form with a subset of fields from original form,
and sends a link to edit that form to an email recipient (form default email address, user or group from
your company, or form field).
If the email recipient fills the dynamic generated form (before timeout expires), the Completed branch
of the Human task is followed.
If the email recipient doesn’t fill the form in the specified amount of time (no action), the Timeout
branch of the Human task is followed.
Double click Human Task workflow node in order to edit its properties:

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[FAQ] I want to generate a Human Task dynamic form with a set of fields which are not available in
original form
This is why we created Hidden Short text and Hidden Long text form fields. Please add in original form
fields of that type.

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5.1.11. Stop (workflow node)
The Stop workflow node terminates the workflow.
As opposed to the Start workflow node, there can be any number of Stop nodes inside a workflow.
Double click the Stop workflow node in order to edit its properties:

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6. Company management (time to scale, baby)
Creating a company on AbcSubmit, helps you to achieve the following features:
• Create a list of forms which can be shared with your company users (via setting “Require
Authentication” and “Share this form with the following users or groups of my company”).
• Via Workflows, you can select a list of company users or groups which can handle Approvals,
receive email Notifications or create Human Tasks.
• Create forms inside your company which can be accessed only by your company users (via form
setting “Require Authentication”).
6.1. Create your company
[Note] After you create your company, your account will become the company owner. All subscription
payments issued by the platform will be addressed only to your account. In case you wish to use
another account (email address) for paying invoices, please create your company on that account
instead.
Follow these steps in order to create a company on AbcSubmit:
1. From the builder menu, click on “My Company”

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2. Click on “CREATE MY COMPANY”
3. In field “Company Name” write the name of your Company
4. Click on button “Upload a Logo”, in order to upload a logo of your company.
Note: Company logo must be a picture of 64 x 64 pixels, with file extension: “JPG”, “JPEG”,
“PNG” or “GIF”.
5. Click on “Create My Company”.
After you have successfully created your company, screen will refresh and company management
section will be shown instead:
6.2. Manage your company default permissions
After you successfully created your company, it’s time to set its default permissions.
Company default permissions are applied to all users which don’t have explicit permissions set.

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1. Click on “My Company”
2. Click on “Permissions (manage company default global permissions)”
3. Adjust your company global permissions
4. Click button “Apply Global Permissions”.
[Note]: Company owner (user which created the company) will always have full access in all sections
of the product, and its permissions are not affected by company default permissions.
Permission Value Description
Can manage
company
Yes. Can Create Users and Groups, can
edit company settings
Company admins should have this
permission
No. Cannot Create Users and Groups,
cannot edit company settings
Regular company users should have
this permission
Access to forms and
websites
Restrict access. Cannot View or Edit
documents.
Forbid access to form viewing and
editing
Allow only Viewing Allow only form viewing
Allow Viewing and Editing Allow full form access
Access to form
workflows
Cannot Kill, Retry or Edit workflows No workflows access
Can Kill, Retry or Edit workflows Full workflows access
Access to uploaded
files
Restrict access. Cannot View, Delete or
Upload files
Forbid access to any form / user
uploaded file

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Read access. Can only View uploaded
files
Allow only file download
Upload access. Can View uploaded files,
can Upload files
Allow only file download / upload
Write Access. Can View, Upload or
Delete files
Full file storage access
Access to form
submissions
Restrict access. Cannot View or Delete
submissions
Forbid form submissions access
Read access. Can View and Export
submissions
Allow viewing and exporting form
submissions
Write Access. Can View, Export and
Delete submissions
Full form submission access
6.3. Company groups
Company groups are a convenient way of structuring the departments of your company. You can assign
permissions to each company group, and join multiple users into a group. Permissions of the group are
propagated to each user account which is member of the group.
6.3.1. Create new group

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2. Click on “Groups”
3. Click on button “Create new group”
A window with title “Create Group” will appear:
4. In field “Group name” type the name of the group (e.g.: Administrators)
5. Optionally but Recommended, in field “Group email address” type group email alias used
internally in your company.
[NOTE]: If you don’t specify a group email alias, email messages generated by workflows will
not be sent to each individual user from this group. Instead, users of this group will be able to
access their email notifications ONLY from section “My Inbox”.
6. Click Ok
At this point, group is created. You will be prompted to edit permissions for this group in the next
window that appears:

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7. Optionally, set permissions which will be applied to all the users which will join this newly
created group
8. Click on button “Apply Permissions”

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6.3.1. Add or Remove existing users to a group
2. Click on “Groups (manage your company user groups)
3. Click on more actions button ( ) of the group you wish to add / remove users
4. Click on “Edit group accounts”
A window will appear:

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5. Check (to add) or uncheck (to remove) user accounts this group contains.
6. Click “Done”

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6.3.2. Edit permissions of an existing group
2. Click on “GROUPS (manage your company groups)”
3. Click on button “Permissions” on the group you wish to change its permissions
A new window appears:

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4. Modify group permissions by selecting them from the permission dropdowns.
[NOTE]: By selecting [INHERIT] Use company-wide permission, the Company default global
permission value will be used.
5. Click on “Apply Permissions” button

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6.3.3. Modify a group name or email address / alias
2. Click on “GROUPS (manage your company user groups)
3. Click on more actions button ( ) on the group you want to edit its name or email address
4. Click on “Edit group details”
A window will appear, from where you can edit group name and email address:

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5. Optionally, modify the name of the group
6. Optionally, modify the group email alias used inside your company
[NOTE]: If you don’t specify a group email alias, email messages generated by workflows will
not be sent to each individual user from this group. Instead, users of this group will be able to
access their email notifications ONLY from section “My Inbox”.
7. Click button “Ok”.
6.4. Invite users to join your company
[Note]: It is recommended to first create some company groups before inviting users in your
company, because you will have the opportunity to automatically join invited users in a list of groups
you specify.
Now that you configured your company default permissions, it’s time to invite users to join your
company.
Invitations are sent via email, and they contain a link to join your company. When the user clicks on the
link from email, a browser page will be opened where they can edit their personal info (first name, last
name, and setup their password).

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You can invite maximum 10 users at a time.
2. Click on “INVITE USERS (send invitations via email to new users)
3. In field “To”, write user email addresses, each mail address on a new line
4. In field “Message”, write a text that will be inserted into invitation mail
5. Optionally, you can auto-join invited users to the list of groups you specify in the list “Make
these users members of the following groups”
6. Click on button “Invite users to join <name_of_your_company>”

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6.5. Company users
After you invite users to join your company, they will appear in your USERS section from “My
Company”:

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6.5.1. Edit user permissions
2. Click on “USERS (manage your company users)
3. Click on button “Permissions” on the user you wish to modify its permissions
A window will appear, from where you can edit user permissions:

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4. Modify user permissions
5. Click on button “Apply Permissions”
[FAQ] How user permissions are computed?
If user has an explicit permission, explicit permission is used
Otherwise:
If user is member of a group, and that group have that permission set in explicit mode,
group explicit permission is used.
If user is a member of two or more groups, and it has explicit permissions set on more
than one group, the most restrictive permission is used.
Otherwise:
Value specified in Company default permissions is used

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6.5.2. Make user member of company group(s)
2. Click on “USERS (manage your company users)”
3. Click on more actions button ( )
4. Click on “Edit account groups”
A window will open, from where you can select user groups:
5. Select groups you wish this user to be member of
6. Click on button “Apply Groups”

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6.5.3. Enable or Disable user
[NOTE]: Only company owner / company administrators can enable or disable a user account.
2. Click on “USERS (Manage your company users)
3. Click on more actions button ( ) on the user you wish to enable or disable
4. Click on “Disable account” (option visible if account is Enabled in that moment) or “Enable
account” (option visible if account is Disabled in that moment).
5. A confirmation message appears. Click Ok if you wish to perform operation.
[NOTE] Company owner (user which created the company) cannot be disabled.

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7. BigData collections
BigData collections is a MongoDB database storage provided by AbcSubmit which helps you to store vast
amount of structured data (fixed collection schema support).
With the help of BigData collections, you can:
• Add in your form a dropdown with dynamic options
• Create forms with dynamic auto-fill features, by using BigData row viewer form field
• Manipulate the data from a collection with the help of the Workflows BigData Update node, or with
the help of the BigData form integration.
• Access and query collection data via REST api endpoint
• Create advanced form fields which can access your collection data, with the help of the Code field.
Here are some starting point ideas you can use BigData collections for:
- Creating a Holiday request form, which query a BigData collection for finding out the number
of remaining holiday days an employee still has.
- Product stock system
- Advanced listing of items (products, persons, contacts, etc.) (using custom HTML, CSS,
Javascript and REST) inside a form using the Code field.
7.1. Create new BigData collection
In the main menu click on “New”, then click “Big Data Collection”:
A new window will appear, from where you can edit the structure (schema) of your collection:

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1. In “Collection Name” field, input the name of your BigData collection
[NOTE]: A BigData collection name must respect the following conventions:
a. Must start with a letter (a..z, or A..Z)
b. Can contain only characters a..z, A..Z, _ (underline), 0..9 (digits)
c. Name of collection must be unique across your account / company
2. Click on button “Add Field” to add as many fields you wish inside your collection
3. Edit the name of the added fields
[NOTE]: A BigData collection field name must respect the following conventions:
a. Must start with a letter (a..z, or A..Z)
b. Can contain only characters a..z, A..Z, _ (underline), 0..9 (digits)
c. Name of the field must be unique inside your collection.
4. For each added field, select the data type used to store values
[NOTE]: Consult the types of data supported by a collection.

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5. Click on button “Create Collection”
6. Your collection is ready to be used:
Next optional steps?
- Add indexes to your collection in order to create unique columns or make your collection data
search faster
- Import data in your collection from a CSV file
[FAQ] What types of data are supported by a BigData collection?
The following data types are supported by a field:
Data type Sample values Comments
Integer Natural numbers (positive or negative):
-n, …, -3, -2, -1, 0, 1, 2, 3, …, n
Numbers without a decimal
point
Unsigned Integer Positive-only natural numbers:
0, 1, 2, 3, …, n
Numbers without a decimal
point >= 0
Float Decimal numbers (positive or negative):
-772.23, -71, 2.68927732, 2883223.2128
Decimal point numbers (and
also integer numbers)
Unsigned Float Positive-only decimal numbers:
12.23, 0, 0.0001, 728932.2378927812
Decimal point numbers >= 0
(and also integer numbers >= 0)
Boolean true or false Only true or false are supported
String Any UTF-8 text (non-binary text) up to 4
Mb:
“Marry”, “jasdk1p2i3p1o2k3asd”, etc.
Any (single line or multi line)
text which can be written by a
computer keyboard.
Picture A text representing an URL to a picture
located on the web:
“https://www.abcsubmit.com/img/file.jpg”
You can upload pictures when
you edit your collection
Color A text used to represent a CSS color:
“#000023”, “black”, “rgba(0,0,0,2)”, etc.
You can select colors when you
edit your collection

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7.2. Import data into a BigData collection
After you create your collection, you have the opportunity to populate your collection with data from a
CSV file.
For this tutorial, we’re importing a CSV file named “users_of_my_company.csv”, with the following
structure:
The structure of our BigData collections used for this tutorial is:
Field name Field Type
email String
holidays_left Unsigned integer
1. Click “Open” from the main menu
2. Click section “MY COLLECTIONS”

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3. Click on “more options” button ( ) corresponding to collection where you want to
import data
4. Click on “Import data from” menu option
5. Click on “CSV file” menu option
A window appears. Initially, the window contains only one button.
6. Click on button “Load CSV file” and select your CSV file from disk.
After the CSV file is loaded, inside the import CSV window some additional items appear:

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7. Optional step: If you don’t see in the preview of parsed CSV file what you are expecting, click on
CSV settings button:
7.1.Edit csv decoder preferences
7.2.Click Ok button
7.3.If necessary, repeat step 7 until your CSV file looks good in preview of parsed csv file, then
proceed to step 8.

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8. Click on Map CSV fields button
A window will appear, from where you can map the correspondence between the columns of your
BigData collection and the columns of your CSV file:
9. Map each collection field with corresponding csv field.
Optionally, you can choose “Auto-fill with empty value” for fields that you want to be imported
as empty in your BigData collection.
10. Click Ok

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11. Click on button Append data if you want to keep existing rows into your BigData collection and
add csv file as new rows,
OR
Click on button Replace data if you want to replace all your BigData collection contents with
the contents of the CSV file.

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7.3. Query and Edit your BigData collection
1. Click “Open” from the main menu
2. Click “MY COLLECTIONS”
3. Click on button “Edit” corresponding to collection you wish to query / edit
A new window will appear from where you can edit or query your collection data:

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[FAQ] What filters can I use to query the collection?
In the query input from the window where you edit your BigData collection, you can write powerful
filter(s) which will help you to search and display only specific data from your collection.
Filtering data can be made using a kind of SQL expression. Here are some examples:
In order to search… I have to write in the search query:
Find all rows where email address starts with
“john”
email =~ “john”
Find all rows where email address ends with
“google”
email ~= “google”
Find all rows where email address contains “doe” email ~ “doe”
Find all rows where holidays_left = 22 holidays_left == 22
Find all rows where holidays_left > 22 holidays_left > 22
Find all rows where holidays_left < 22 holidays_left < 22
Find all rows where enabled is true enabled == true
Find all rows where enabled is unset enabled == null
“john” AND holidays_left > 10
email =~ “john” && holidays_left > 10
“john” OR holidays_left > 10
email =~ “john” || holidays_left > 10
Find all rows where holidays_left is in set: 22, 15,
24
IN(holidays_left, 22, 15, 24)
Supported query operators:
For query operator… Use: Comment
Equals == Case sensitive string is
performed (lower and caps
letters are treated differently)
Not equal !=
Greater than >
Greater or equal than >=
Lower than <
Lower or equal than <=
Starts with =~
Ends with ~=
Contains ~
Logical AND &&
Logical OR ||
In IN( <field_name>, <val1>, <val2>, …, <valn>) Implementation of SQL `IN`
equivalent
[TIP]: You can also use rounded parenthesis, in order to override operator importance

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7.4. Add or edit indexes to your collection
You may reach to a point in time when your collection grows too big and performed queries (via rest api,
BigData row viewer, BigData Dropdown, Workflows BigData Update node, BigData integration, Code
field, or even manual queries) are too slow or not working at all because of too high server load
generated by the search process inside your collection.
In order to avoid such limitations, it is recommended to add indexes to your BigData collection.
Indexes are of two types: Unique and Non unique.
To add an index to one of your collections, follow these steps:
1. Click “Open”
2. Click “MY COLLECTIONS”
3. Click on “more actions” button ( ) on desired collection where you want to add /
remove an index
A window containing all the indexes already added in your collection will appear:

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4. Click button “Create Index”.
Collection index editor window will appear:

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5. In field “Index name”, type the name of the index
[NOTE]: The name of an index must respect the following conventions:
• Starts with a letter (a..z, A..Z)
• Contains only letters, numbers, and _ (underline) character
• Must be unique inside the collection index names, and collection field names
6. Optional step: If you want to force the collection to contain unique data for the combination of
columns this index contains, check “Data inside this index must be Unique”
For each collection fields you want to add in the index, perform steps 7. and 8.
7. Select field of collection which you want to add in the index
8. Click button “Add Field”
[NOTE]: A collection field can be added only once inside an index
9. Click button “Save index”
7.5. Update a BigData collection from your form Workflow
Read about workflows node BigData update.
7.6. Update BigData collection using BigData integration
Read about BigData form integration.
[FAQ] How can I find out the REST API endpoint where I can fetch / query my BigData collection?
Use option “Publish Collection”:

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After you find out the REST API endpoint URL address of your collection, you can further read
documentation provided by the Code field editor / Edit Code / Help / BigData collections SDK, in order
to filter, sort, paginate, or fetch specific fields of your collection.

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8. Publish or share your form (release your form to public)
After you design your form, you have multiple options related to making your form live.
All these form publishing options are located inside the Publish section of your builder menu:
[FAQ] I want to send the link of the form to a friend
1. Click on Publish
2. Click on QUICK SHARE
3. Inside the “DIRECT LINK OF YOUR FORM” section, click on “COPY LINK” button
The link is in your clipboard. You can now paste it in the message sent to your friend.

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[FAQ] I want to share my form via a social network (Facebook, Twitter, LinkedIn)
1. Click on Publish
2. Click on QUICK SHARE
3. Inside the “SHARE FORM” section, click on button “SHARE OPTIONS”
4. Click on the corresponding social network button where you want to share your form.

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[FAQ] I want to embed my form into an existing page of my website
1. Click on Publish
2. Click on EMBED
3. Inside the “EMBED” section, click on button “COPY CODE”
4. Paste the embedded code into the source code of your website, exactly at the location where
you want your form to be displayed.
[FAQ] I want to insert a HTML link in my website, which points to my form
1. Click on Publish
2. Click on “EMBED”
3. Inside the “HTML LINK” section, click on the button “SHOW CODE”

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4. Optional step: Customize the tab in which the link will open your form (by selecting it from
setting “Open in”)
5. Click on “COPY CODE” button.
6. The HTML link code is now in your clipboard. Paste the code inside your webpage source code,
at the location where you want to display the link.

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[FAQ] I want to add a button on a screen edge of my website, which opens a lightbox with my form when
is clicked
1. Click on “Publish”
2. Click on “EMBED”
3. Inside the “FEEDBACK BUTTON” section, click on the button “SHOW CODE”:

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4. Customize the settings of the button which will appear on selected edge of your screen
5. Customize the settings of the lightbox which will be opened when the button is clicked
6. Click on “COPY CODE” button
7. Paste the code inside the source code of your website page. A good place where to paste the
code would be right before your close the </body> of the page, but this type of embed code
can be pasted in any section of your webpage HTML source-code.

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[FAQ] I want to display my form on a website automatically, inside a lightbox, each time the site is
displayed, or after a specific amount of time, or when the user attempts to close my website.
1. Click on Publish
2. Click on EMBED
3. Inside the section “LIGHTBOX”, click the button “SHOW CODE”:

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4. Customize the settings of the lightbox (width and appearance)
5. Optionally, a button is inserted inside your webpage. If you want to hide the button, clear the
text from “Button Text” field, otherwise customize the appearance of the button which will
open the lightbox when clicked.
6. Customize the settings of the lightbox
7. Click on COPY CODE button
8. Paste the copied code into your webpage source code. If you want to display a button, the
location where you paste the code is important, otherwise you can paste the embed code
anywhere inside your <body> section of your webpage.

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[FAQ] I want to make my form accessible from a custom link, like myform.abcsubmit.com or
www.myform.com
1. Click on Publish
2. Click on WWW
3. Here you have two options:
A) Use a subdomain hosted on AbcSubmit.com (like example.abcsubmit.com)
A.3) Inside “USE YOURDOMAIN.ABCSUBMIT.COM” section, fill the name of the
subdomain (e.g.: example). Do not write the “.abcsubmit.com” part, just the subdomain
part.
A.4) Click “APPLY”.
B) Use your own domain (like www.example.com)
In order to host your form under an arbitrary website domain, you will have to add a
DNS record of type A pointing to IP 68.183.108.214 (whitelabel.abcsubmit.com).

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In case someone else is managing your DNS (website domains), ask your
website/network administrator to perform this action for you.
After you complete this step (DNS propagation can take some time, depending on your
DNS service provider), follow steps B.3 and B.4:
B.3) Inside “USE YOUR OWN WWW DOMAIN”, write the full name of domain which
will host your form (e.g.: www.example.com)
B.4) Click button “APPLY”
[FAQ] I’m using AbcSubmit Wordpress integration. How do I publish my form in a post of my Wordpress
blog?
TODO.
[FAQ] I’m using AbcSubmit via Weebly website builder. How do I publish my form in my Weebly website?
If you are using AbcSubmit via Weebly, publishing your form inside Weebly platform is quite simple:
1. Click on the “Publish” button from the top of your form
2. Done

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9. Access your form results
Click on “Responses” button from your main menu, in order to show your form results.

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10. Access your form uploaded files
Click on “Files” button from your main menu, in order to access your form uploaded files

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