This article describes tips that can help you save time while building a feature-rich find fact template that enhances the end user's experience.
Contents
Prerequisites
Know how to create a lead or deal card.
Testing mobile responsiveness
Does the document look good on a mobile phone or tablet? Some layouts and fields can change the way the fact find form interacts on mobile, so it might be a good idea to avoid using those layouts.
Here is an example. The Table component does not display well on mobile. Instead, you could use the Columns component, which is mobile-friendly.
Preventing page jumping
Most brokers and template builders prefer to display their fact find form as a single file with multiple pages. To create a multi-page form, go to the Type field and select Wizard.
When presented with a page layout, end users might be tempted to jump ahead. Sometimes, this causes errors and delays because the end user forgets to complete a page or field. To prevent the end user from skipping ahead, go to a page label and click the Edit icon.
On the next page, make sure the Display tab is selected. Go to the Breadcrumb Type heading, click the field, and select Hidden. Click Save and then save the template.
Using field sets
This component lets you run show/hide logic based on the entire set rather than each individual field. It also allows you to copy and paste a group of components.
Copying & pasting
Hover a component or large structure (e..g. panel, field set, or page) and click the Copy icon. Click the Paste below icon to drop the content into a new location. Optionally, click and drag the Move icon to place the content in the correct location.
Formatting date fields
By default, the Date / Time component (Advanced tab) shows the date and time. Use the calendar to set the date.
Or, click the Date tab and manually enter the values (dd/MM/yyyy - note the small d, capital M, small y).
To change the display format:
Click the Time tab and uncheck the Enable Time Input box. Or,
Click the Display tab, go to the Format heading, and change the layout.
Grouping checkboxes
Use the Select Boxes component (Basic tab) to display a list of checkboxes efficiently. Compared to the Checkbox component, this option conserves space and gives you the option of horizontal and vertical layouts.
Drag the Select Boxes component to the template. Enter a unique label. Optionally, scroll down the page and check the Inline Layout box to change the default vertical setting.
Click the Data tab and enter checkbox values in the Label field. Click the Add Another button to insert more options. Click Save.
Directing users to the top of the page
When a reader moves from one page to the next, BrokerEngine, by default, places the user at the bottom of the next page. You can change that default setting and automatically direct the user to the top of the next page with the Intiial Focus feature.
Repeat these steps for each page after page 1.
Open a template page.
Select a component at the top of the page. (Do not select a Panel or Field Set component).
Hover the component and click the Edit icon.
Scroll down the page and check the box next to Initial Focus.
Click Save on the page and then save the template.
Click the Preview button to test the page flow.
