 Poll Widget

With the Poll widget, you can collect data for creating files in the future. All the data entered in the widget is saved in a table.

To add a widget, you need to open "Widgets" - "Poll Widgets" and add a widget using the corresponding button. You can create an unlimited number of widgets. To use the widget, it must be turned on.

Document for Data Storage

A document or a separate table in which the results of filling out the widget will be saved. The document can be located either in the root or in any folder. Every time a visitor saves data, a new row will be added to the specified table at the end of the table.

Widget Fields

The main area of the widget consists of various elements - input fields, text blocks, drop-down lists, and so on.

For each field, you need to specify:

• Field Name displayed next to the field that needs to be filled in, such as "Full Name" or "Email Address."
• Field type determines the appearance of the field.
• Help text located directly below the field.
• Save to Column - in which column to save the result. The column can be labeled with a letter or any variable.
• Required. If the switch is ON, the visitor will be required to fill in this field.

There is a "Delete" button to remove a field and an "Add" button to add another one.

The fields will be displayed in the widget in the order they are set up. The order of fields can be changed by selecting and dragging each field to the desired position.

Widget Settings

• Widget Heading. The text in the widget heading.
• In the label under the heading, you can provide additional information or tips on filling in the widget.
• Button Text which sends data. By default, it is “Send,” but you can write any text you like.
• Message after sending data displays after filling in the widget.

Authentication

Authentication parameters determine who can use the widget.

• No Authentication. Any visitor can fill out the widget. If there are variables %email or %phone among the widget fields, this data will simply be saved without verification.

• Using email. This type of authentication allows you to make sure that the entered email address belongs to this visitor by sending a one-time code to this address. If the code is not entered into the widget, the data will not be saved.

  To authenticate by email, the table must have a column labeled "Email Address," and the widget must have a field with the %email column and the "Required" switch turned on.

  The "Sender" parameter allows you to specify which sender to use to send the email with the one-time code.

  Authentication by list. With this parameter turned on, it is checked not only that the specified email address belongs to the visitor, but also that this email address is in a separate table. This allows you to pre-define the circle of persons allowed to use the widget. To do this, click "Configure" directly under this parameter. In the window that opens, select the table (or document with a table) where the list of addresses is stored, the column where they are listed. The "Delete Row" switch allows you to specify whether to delete the row with this address from the table. Thus, only those addresses that have not yet been used for authentication will be in the specified table.

• Using phone number. This type of authentication allows you to make sure that the entered phone number belongs to this visitor by sending a short call to this number. The visitor will need to enter the last 4 digits of the number in reverse order. If this is not done, the data will not be saved.

  To authenticate by phone number, the table must have a column labeled "Phone Number," and the widget must have a field with the %phone column and the "Required" switch turned on.

  Authentication by list. With this parameter turned on, it is checked not only that the specified phone number belongs to the visitor, but also that this phone number is in a separate table. This allows you to pre-define the circle of persons allowed to use the widget. To do this, click "Configure" directly under this parameter. In the window that opens, select the table (or document with a table) where the list of phone numbers is stored, the column where they are listed. The phone numbers must be in international format, with no other characters except "+" at the beginning of the number, for example - +71234567890. You can remove extra characters from the table using the "Find and Replace" function in word forms. The "Delete Row" switch allows you to specify whether to delete the row with this number from the table. Thus, only those phone numbers that have not yet been used for authentication will be in the specified table.

Allow filling only once

If this setting is enabled, the visitor will only be able to fill out the widget once with the entered email address or phone number. With authentication enabled, they will need to confirm ownership of the specified email address or phone number beforehand. With authentication disabled, the visitor simply needs to enter a different email address or phone number in order to use the widget again. Thus, the most reliable way to prevent multiple uses of the widget is to authenticate based on a pre-specified list. If this is not possible, authentication by phone number can reduce the number of repeated widget fill-outs.

Design

The main color of the widget (buttons and main elements), the button text color can be customized. Additionally, individual CSS styles can be specified for the widget elements.

Domain

In this field, you should specify the domain where the widget will be placed. If someone tries to insert the code on another website, the widget will not work. If you plan to use the widget via a link without embedding it into a website, this field does not need to be filled out.

Code for the website

To display the widget on the website, the code specified in the block needs to be inserted in the appropriate place on the website. The code should be inserted where the widget itself will be displayed. This could be, for example, a separate page on the website for widget creation. If the website management system allows for the insertion of JavaScript code, the standard code should be used. If not, use the simplified code. The difference will be that in the latter case, the widget will be of standard height and have its own scrollbar. When inserting standard code, the widget height will adjust to the widget itself and there will be no additional scrolling fields.

Access by link

The widget can be opened via a link, which will need to be sent to the recipients. To do this, you need to allow the use of the widget via a link and copy it.