Form View Pro

Describes the Form.io FormView application

Introduction

FormView Pro is an application that enables end users the ability to consume and submit forms built and published within the Form.io platform. This is the application that you will see when you use the Launch feature, where you take any form that you create and then "launch" it so that end users can submit the form and manage their submissions.

The most common location that many people see this application is at the URL https://pro.formview.io, which is the location you will go to when you launch a form as seen below.

For more information on the Launch form feature, check out the documentation on Launching a Form.

While this application is very simple conceptually, there are a number of features that enable this application to be used for a wide range of use cases, including full business process workflows. Considering that a "form" can be dynamic and multi-paged (using the wizard feature), it becomes clear that the simple use case of rendering a form can achieve a lot of functionality. For example, this application is perfect for the following use cases:

  • Student Enrollment and Onboarding

  • Employment Applications

  • Quick Surveys

  • Patient Registration

  • Conference Registration

  • Loan Applications

  • and the list goes on and on

Hosted Forms

The term "hosted" is used to describe any form that is hosted on the Form.io SAAS product @ https://portal.form.io. This is the place you would go to create an account with Form.io as well as create a project that is "hosted" by Form.io, and the forms that are "launched" from our hosted platform will always use https://pro.formview.io application as the FormView application. You can read the documentation on Launching a Form so see a walkthrough on how this works.

Once a form has been launched, it will use URL parameters to determine which form is being viewed like the following.

https://pro.formview.io/#/exampleproject/exampleform

The format for this URL is as follows.

https://pro.formview.io/#/{PROJECT_NAME}/{FORM_NAME}

Because of this, any hosted form within the Form.io SAAS platform can be hosted and displayed.

Formview Pro Configurations

Configurations are provided to this application using Query parameters. For example, you can tell this application to use a different theme by providing the following.

https://pro.formview.io/#/examples/example?theme=materia

This switches the theme that is used to render the FormView application like so.

Public Configurations

FormviewPro can also be configured using a projects Public Configurations. This provides an interface where each project can provide public configurations that are used to control the behavior of their applications, but it can also be used as the configuration mechanism for the Formview Pro Application. To change the FormviewPro configurations, first navigate to the Public Configurations of your project as follows.

Query Parameter / SettingDescription

theme

Changes the theme of the rendered form. The names that can be used coincide with the Bootswatch themes found @ https://bootswatch.com/. Clicking on the "Themes" link on this page will show all the different themes that are available.

css

Add a custom CSS file url to apply to the form. Must be a hosted CSS file.

js

Add a custom JS file url to apply to the form. Must be a hosted JS file.

reset

Resets all "cache" from previous form sessions. Useful to send as a URL to a user that will ensure they are not affected by cache.

src

A custom Form URL. You would use this instead of using the #/{PROJECT_NAME}/{FORM_NAME} in the url.

return

A URL to navigate to once the form has been submitted.

header

To hide or show the header. header=0 will hide the header.

iframe

To place this viewer in "iframe" mode where it removes all padding and headers.

host

Force the API Host for the form that is being rendered. Useful if you wish to render a form from a different deployment.

protocol

Force the URL protocol for the host. (https or http)

token

Force an Auth Token (JWT) to be used for this form submission. Used when sending an email that automatically logs into the application.

sso

Provides an SSO authentication into the FormView application. Can be "saml" or "okta"

saml

Same as "sso" but uses "saml" by default.

branding

With any Enterprise Subscription, remove the Form.io logo from FormviewPro by setting to "false"

Launching a Form

Click the Launch tab in the form header to configure settings that will affect the form in the FormView Pro application as well as launching the form within the applicaiton.

Share Settings

Configure these settings to modify how the form is displayed and behaves within the FormView Pro application.

Theme

Choose a Bootstrap theme to display the form in the FormView Pro application

Show Header

Check this setting to display the Form Name, Login Button, and any Logos added using Public Configurations within the Formview Pro application header.

Enable Thank You Page Editor

Check this setting to enable a WYSIWYG editor located at the bottom of the page. The content within this editor will display for the end-user after submitting the form within the FormView Pro application.

Go To Form

Click this button to launch the Form within the FormView Pro applicaiton

Make Public / Make Private

Click this button to enable/disable Anonymous submissions which allows unauthenticated users to submit the form within the application.

This setting will add or remove the Anonymous Role to the Create Own Permission within the Access settings of the form.

Read More About These Permissions Here

Authentication

The FormView application uses the exact same method for User authentication as the Form Manager application. Because of this, we suggest that you read through the Form Manager Authentication documentation to get an idea how you can authenticate within the Form View application.

Submission View

Once you login to the application, it is also possible to view the Submissions of a form. This can be done by clicking on the Submissions link at the top of the screen.

Once you click on this link, you will see a list of all the submissions you have access to for this form. If you are authenticated as an Administrator then you will see all submissions, but if you are logged in as a User, then you will see the submissions that you have created. Of course, this could change based on the Access settings you have set on the form, so it is more accurate to state that you will see the submissions that you have access to based on the Access configurations of that form.

Submission View Columns

The fields shown in the columns of the Submission View can be controlled by configuring each field within the form and checking or unchecking the Table View flag.

Unchecking this field will then remove the field from the submission view which will enable this view to be customized based on which fields you would like to show when viewing submissions.

Deployed Environments

Every deployed environment receives its own FormView application used to launch forms within that environment. The URL of the form view application within any deployed environment can be found at the following URL.

https://yourserver.com/yourproject/manage/view

You would need to replace yourserver.com and yourproject with the names of your domain and project name respectively. For Portal deployments, it is also possible to get to the Deployed formview application using formio as the project name.

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