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Forms in Thena Platform

Forms in Thena allow you to collect and manage data efficiently. This guide provides a comprehensive overview of creating, customizing, and utilizing forms, including advanced features like custom fields, conditional logic, and validation.

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Creating Forms

• Navigate to the Forms section in the dashboard.
• Click ‘Create Form’ and define the fields and layout.
• Determine the goal of your form and the information you need to collect.
• Choose from a variety of field types such as text, dropdown, and checkbox.
• Drag and drop fields to arrange them in the desired order.
• Set form properties such as title, description, and submission settings.
• Preview the form to ensure it meets your requirements, then save it for use.

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Custom Fields

Custom fields let you collect specialized data and tailor forms to your business needs.

• Add custom fields to forms for specialized data collection.
• Use conditional logic to display fields based on user input.
• Edit or delete custom fields as needed to keep your forms up to date.
• Monitor the usage of custom fields across different forms.

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Conditional Logic

Conditional logic enables dynamic and responsive forms by showing or hiding fields based on user input.

• Apply conditions to fields using operators like equals, not equals, greater than, etc.
• Combine multiple conditions using AND/OR logic and use nested conditions for complex scenarios.
• Preview the form to test conditions and ensure they work as expected.
• Use the Forms API to programmatically set conditions.

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Example Conditions

• Show ‘Phone Number’ only if ‘Preferred Contact Method’ is ‘Phone’.
• Require ‘Cover Letter’ if ‘Position’ is ‘Manager’.
• Display ‘Interests’ only if ‘Age’ is greater than 18.

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Validation

Form validation ensures data integrity and improves user experience.

• Set required fields to ensure essential information is collected.
• Use input masks to guide users in entering data correctly.
• Implement custom validation logic using JavaScript or validate data against external APIs before submission.
• Provide clear and concise error messages and use inline validation for immediate feedback.

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Examples

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Contact Form

• Fields: Name, Email, Message
• Condition: Show ‘Phone Number’ if ‘Preferred Contact Method’ is ‘Phone’.
• API Example:

{
  "name": "Contact Form",
  "fields": [
    { "type": "text", "label": "Name", "required": true },
    { "type": "email", "label": "Email", "required": true },
    { "type": "textarea", "label": "Message" },
    { "type": "text", "label": "Phone Number", "condition": "Preferred Contact Method == 'Phone'" }
  ]
}

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Feedback Form

• Fields: Rating, Comments
• Condition: Show ‘Additional Feedback’ if Rating is less than 3.
• API Example:

{
  "name": "Feedback Form",
  "fields": [
    { "type": "number", "label": "Rating", "min": 1, "max": 5, "required": true },
    { "type": "textarea", "label": "Comments" },
    { "type": "textarea", "label": "Additional Feedback", "condition": "Rating < 3" }
  ]
}

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Registration Form

• Fields: Username, Password, Confirm Password
• Condition: Validate that Password and Confirm Password match.
• API Example:

{
  "name": "Registration Form",
  "fields": [
    { "type": "text", "label": "Username", "required": true },
    { "type": "password", "label": "Password", "required": true },
    { "type": "password", "label": "Confirm Password", "validation": "Password == Confirm Password" }
  ]
}

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Survey Form

• Fields: Age, Gender, Interests
• Condition: Show ‘Interests’ only if Age is greater than 18.
• API Example:

{
  "name": "Survey Form",
  "fields": [
    { "type": "number", "label": "Age", "required": true },
    { "type": "select", "label": "Gender", "options": ["Male", "Female", "Other"] },
    { "type": "checkbox", "label": "Interests", "options": ["Sports", "Music", "Travel"], "condition": "Age > 18" }
  ]
}

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Job Application Form

• Fields: Name, Email, Resume, Cover Letter
• Condition: Require ‘Cover Letter’ if ‘Position’ is ‘Manager’.
• API Example:

{
  "name": "Job Application Form",
  "fields": [
    { "type": "text", "label": "Name", "required": true },
    { "type": "email", "label": "Email", "required": true },
    { "type": "file", "label": "Resume", "required": true },
    { "type": "file", "label": "Cover Letter", "condition": "Position == 'Manager'" }
  ]
}

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Utilizing Forms

• Embed forms on your website or share them via a link.
• Collect responses and analyze data using the dashboard.