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https://github.com/collective/collective.easyform

Forms for Plone
https://github.com/collective/collective.easyform

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Forms for Plone

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README 

        
=================================

EasyForm - Form Builder for Plone

=================================



.. image:: https://badge.fury.io/py/collective.easyform.svg

    :target: https://badge.fury.io/py/collective.easyform

    :alt: latest release version badge by Badge Fury



.. image:: https://github.com/collective/collective.easyform/actions/workflows/test.yml/badge.svg

    :target: https://github.com/collective/collective.easyform/actions

    :alt: Travis CI status



.. image:: https://coveralls.io/repos/github/collective/collective.easyform/badge.svg?branch=master

    :target: https://coveralls.io/github/collective/collective.easyform?branch=master

    :alt: Coveralls status



The add on ``collective.easyform`` adds Plone content types for form creation.



EasyForm provides a Plone form builder through-the-web using fields, widgets, actions and validators (based on `Dexterity `_).



Form input can be saved or emailed.

A simple and user-friendly interface allows non-programmers to create custom forms.



Installation

============



Install collective.easyform by adding it to your buildout:



.. code-block:: shell



    [buildout]



    ...



    eggs =

        collective.easyform



Run buildout:



.. code-block:: shell



    bin/buildout



The last step is to activate ``EasyForm`` in the Add-ons control panel.



Migration from PloneFormGen

===========================



With PloneFormGen installed, open the following url:



``@@migrate-ploneformgen``



Usage

=====



- Choose EasyForm from the toolbars 'Add new' menu.

  Insert form title, description and other settings.

- Add fields or fieldsets to create a unique form that will meet your particular requirements.

  There are enough basic field types to satisfy any demands:



  - File Upload

  - Text line (String)

  - Integer

  - Yes/No

  - Date, Date/Time

  - Floating-point number

  - Choice

  - Rich Text

  - Image

  - Multiple Choice

  - Text

  - Password

  - ReСaptcha



- Continue to customize form by setting the order of fields,

  defining required and hidden ones,

  choosing validator, if necessary,

  and other field type specific settings.



Click on the picture below for a short introduction video:



.. image:: docs/images/easyform-youtube.png

    :target: https://www.youtube.com/watch?v=DMCYnYE9RKU

    :alt: EasyForm instructional video



Using conditional fields

------------------------



Under Advanced > field depends on, you can define conditions to hide a field and only fade it in when a condition is fulfilled.

We are using pat-depends here, all options are documented in the `pat-depends docs `_.



You can also set a CSS class string for every field under Advanced > CSS Class.



.. image:: docs/images/conditional_fields_and_field_css.png

    :width: 350



.. image:: docs/images/form_multicolumns.png



Since the form is marked with the ``row`` css class you can use the existing Bootstrap 5 CSS column classes for the fields

to create simple column layouts. See the `Bootstrap Grid System `_ documentation

for more information.



For more complex layouts you can also add your own CSS classes and definitions. Here is one example CSS

to define a form with up to 4 columns and different col span for individual fields.



.. code-block:: css



    .easyformForm fieldset{

      display: grid;

      gap: 1em;

      grid-template-columns: 1fr 1fr 1fr 1fr;

    }



    .easyformForm .field{

      background-color: #eeeeee;

      padding: 0.5em;

      grid-column: auto / span 2;

    }



    .easyformForm fieldset > p:first-of-type{

      background-color: transparent;

      grid-column: auto / span 4;

    }



    .easyformForm .field.formCol14{

      grid-column: auto / span 1;

    }



    .easyformForm .field.formCol34{

      grid-column: auto / span 3;

    }



    .easyformForm .field.formCol44{

      grid-column: auto / span 4;

    }



ReCaptcha support

=================



Install ``collective.easyform`` with the  ``recaptcha`` extra:



.. code-block:: shell



    [buildout]



    ...



    eggs =

        collective.easyform [recaptcha]



Run buildout. In the Add-ons control panel, activate both EasyForm and the ReCaptcha widget.



In the ReCaptcha control panel, set the public key and private key values you obtained from https://developers.google.com/recaptcha/ (you can use reCAPTCHA V2).



In the EasyFrom control panel (``/@@easyform-controlpanel``), add the "ReCaptcha" field to "Allowed Fields".

Alternatively, activate it by adding it as an ``registry.xml`` entry for Generic Setup:



.. code-block:: xml



    

      

        collective.easyform.fields.ReCaptcha

      

    



Add the ReCaptcha field to the forms where you want to use it.

Use the field type ``ReCaptcha`` and leave ``require`` unchecked.



As a last step you might want to avoid including the recaptcha field in the thank you page and in the mailer action.

To do that, edit the form, go to the "Thanks page" settings, disable "Show all fields" and then include only those you want.

Likewise for the mailer: open the form actions via the Actions toolbar menu and edit the mailer settings accordingly.



collective.z3cform.norobots support

===================================



Install ``collective.easyform`` with the  ``norobots`` extra:



.. code-block:: shell



    [buildout]



    ...



    eggs =

        collective.easyform [norobots]



Run buildout. In the Add-ons control panel, install EasyForm.



In the EasyFrom control panel (``/@@easyform-controlpanel``), add the "NorobotCaptcha" field to "Allowed Fields".

Alternatively, activate it by adding it as an ``registry.xml`` entry for Generic Setup:



.. code-block:: xml



    

      

        collective.easyform.fields.NorobotCaptcha

      

    



Add the NorobotCaptcha field to the forms where you want to use it.

Use the field type ``NorobotCaptcha`` and leave ``require`` unchecked.



As a last step you might want to avoid including the norobotcaptcha field in the thanks page and the mailer action.

To do that, edit the form, go to the "Thanks page" settings, disable "Show all fields" and then include only those you want.

Likewise for the mailer: open the form actions via the Actions toolbar menu and edit the mailer settings accordingly.



Download XLSX from savedata adapter support

===========================================



Install ``collective.easyform`` with the  ``downloadxlsx`` extra:



.. code-block:: shell



    [buildout]



    ...



    eggs =

        collective.easyform [downloadxlsx]



This gives you the option to download the saved data as XLSX using openpyxl to generate the XLSX file.



Actions

=======



You can choose between the following actions after form submission:



* Mailer

* DataStorage

* CustomScript



The mailer stores a HTML template for sending the results of the form. You can override it with a file named

`easyform_mail_body_default.pt` in your site. If it is not found the default from the `default_schemata` directory

of this package is taken. If you plan to override start with the the `mail_body_default.pt` file and make sure

it is a valid pagetemplate.



Translations

============



This add-on has been translated into



- Basque

- Brazilian Portuguese

- Deutsch

- Dutch

- English

- French

- Italian

- Japanese

- Spanish

- Ukrainian



Related Addons

==============



**Note:** This Plone package is similar to `Archetypes `_ based `Products.PloneFormGen `_ for Plone versions 1 to 4. Now, Dexterity is the default framework for building content types in Plone 5. ``collective.easyform`` is based on Dexterity.



Source Code and Contributions

=============================



If you want to help with the development (improvement, update, bug-fixing, ...) of ``collective.easyform`` this is a great idea!



- `Source code at Github `_

- `Issue tracker at Github `_



You can clone it or `get access to the github-collective `_ and work directly on the project.



Please do larger changes on a branch and submit a Pull Request.



Maintainer of ``collective.easyform`` is the Plone Collective community.



We appreciate any contribution !



For new release, please contact one of the owners or maintainers mentioned at the `Python Package Index page `_.



Contribute

==========



- Issue Tracker: https://github.com/collective/collective.easyform/issues

- Source Code: https://github.com/collective/collective.easyform



License

=======



The project is licensed under the GPLv2.



Compatibility

=============



- 1.x targets Plone 4.x

- 2.x targets Plone 5.x onwards

- 3.x targets Plone 5.2

- 4.x targets Plone 6, on Python 3