Make a data summary view for your web form with no coding

Professional web forms usually require collecting multiple pages of data from a user. For example a Family Discretionary trust requires information about the trust, trustees, appointors, settlors and beneficiaries. When all that data is collected the user will usually want to view a summary of the data in a single page and maybe print it out. Traditional web form development would require custom coding a form that can read the data and display only the relevant fields, leaving out hidden or system fields that do not need to be reviewed by the user.ZumeForms form builder provides a “Summary Table” drag and drop control that can display your data in this way automatically.

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The Basics

The Basic steps to use the Summary control are:

  1. Create a multi-page form
  2. Create a form and add a summary control
  3. Add the form created in step 2 to the end of your multi-form project.
  4. Done.

When you fill out your multi-page form your will get a nice tidy summary of the answers you provided. Here is what is look like in the form builder.

Form Builder - Summary

Form Builder – Summary Control

Here is what the form looks like when you have filled it out and are viewing the summary page. No scripting or development skills required.



Show or Hide in Summary View

Usually your form contains a mixture of fields you want displayed on your summary page and those you don’t. If you do not want a particular field to display on your summary deselect the “Show in Summary” checkbox in the field properties (the field properties are edited in the form builder). Turn it off and the field will not show.You can also set entire sections to show or hide in the same way.

Dynamically Show or hide in the Summary

Finally you might want to do something a little more advanced. With our sample form you may want to select an individual or alternatively a company as a Trustee. Which ever choice the user makes you don’t want your summary to display any relevant data on the summary about the other. Because you don’t know what the user may choose at design time in the form builder you need to set a special flag when the form is being filled out by the user for the system to pick up when the summary view is being generated.

To do this add a field to your form, in our case we called it “Trustee_Human_sec_SystemShow”, the next step is to set the value to true or false depending on what selection the user chose. If the value of Trustee_Human_sec_SystemShow”= true then the section called “Trustee_Human_sec” and the fields it contains will show in the summary, if false then it will not show. Remember to set the “Show in Summary” and “Hidden” check-box set to false as you do not want this field shown on the form or displayed in the summary view.