Form Templates

Background

This is a more general replacement for the TWikiCategoryTable capability, in particular Forms are defined by special topics, where as categories were defineind using special templates.

Terminology

• Form Template: A set of fields defining a form. (Class in OO speak; used to be called category table definition)
  • A web may contain more then one form template.
• Form: A topic containing additional meta-data (besides the free form TEXTAREA) which categorizes the content. (Object in OO speak; used to be called category table)
  • A topic has zero or one of the defined forms. So there are topics with a form or without.
• Form Field: A named item in a form. (Used to be called category item name)
• Field Type: The type of a field when editing a form. The type defines the HTML INPUT tag widgets when editing a topic:
  • select: Drop down box or selector
  • checkbox: One or more check boxes
  • checkbox+buttons: One or more check boxes, plus set and clear buttons to set/clear all check boxes
  • radio: One or more radio buttons
  • text: A one-line text field
  • textarea: A general text area - size is rowsxcols e.g. 40x10
• Field Value: Value of a form field. Can be one or more values from a fixed set (select, checkbox, radio type) or free form (text type). (Used to be called category item value)

Specification

Enable forms for a web

By default topics can be edited in free form. A form can be added to a topic to give it more structure. Forms are enabled on a per web basis. This can be done in two ways. One is similar to that used for the older category system, with this a Web can have only one form. The other allows a Web to have any number of forms.

A default form template can be provided by creating the WebTopicEditTemplate topic in a Web and adding a form to it. Initial form values can be set here.

Enabling single default form

The DEFAULTFORM variable in WebPreferences is optional. If present it specifies the default form for all topics in the Web. Every time you edit a topic you will be presented with a form. The form must contain the special field UseForm (analogous to the UseCategory line in the old category system). The values for this must be:

• First field - "Yes" (any capitalisation)
• Second field - any text, but must mean no form

Enabling multiple forms

The WEBFORMS variable in WebPreferences is optional and defines a list of possible form templates e.g.

• Set WEBFORMS = BugForm, FeatureForm, BookLoanForm

With this present an extra button is added to the edit view. If the topic doesn't have a form the button appears at the end of the page. If a form is present the button appears in the top row of the form. Pressing the button leads to a screen that enables no form to be selected of one of those specified by WEBFORMS.

Define a form template

Form templates are defined by topics, one topic per form template. A form template topic has descriptive text mixed with the form template definition in the form of a TWiki table.

Examples

Defining form in one topic

Example: WebFormTemplate of the TWiki.Know web:

Defining form in multiple topics

The form template can also be defined in an alternative way by using more then one topic:

• A form template topic defines the form
• Values of fields that have more then one value, e.g. of type radio, select and checkbox can be defined by field value template topics

Above Example:

• WebFormTemplate of the TWiki.Know web:

  Name:	Type:	Size:	Values:	Tooltip message:
  UseForm?	radio	0	Yes, No	blah blah...
  TopicClassification?	select	1		blah blah...
  OperatingSystem?	checkbox	3		blah blah...
  OsVersion?	text	16		blah blah...

• TopicClassification topic:

  Name:	Type:	Tooltip message:
  NoDisclosure?	option	blah blah...
  PublicSupported?	option	blah blah...
  PublicFAQ?	option	blah blah...

Notes

• This format allows you to define field items with / without WikiNames, depending on your needs.
• The topic can be protected in the usual manner so that not everybody can change the form template.
• ... can be used for force a link, at present ... format is not supported
• The "Tooltip message:" column is used as a tool tip for the field name (only if field name is a WikiName) - you only see the tooltip on edit
• The first item in the list is the default item. Alternative initial values can be given in a topic template such as WebTopicEditTemplate or using fieldFLD=value or for checkboxes fieldFLDcheckbox=1 in URL
• The UseForm field is special.
  • Will always default to second value (don't use form) when topic doesn't have a form
  • Is not show on preview or view
  • When set to no on save, form data is deleted.
• It is not a good idea to use both DEFAULTFORM and WEBFORMS WebPreferences in the same Web.

Changes from category system

Main changes from TWikiCategoryTable:

• Name changed in the hope that form is more readily understandable than category
• UseCategory is now UseForm
• The templates for category view/edit have been dropped
• Forms are defined by topics, categories were defined in a template file
• A Web can have multiple forms, only one category was possible
• Form data is saved in meta variables - see MetaDataDefinition, and render to HTML on viewing. Category data was stored as HTML

Creating new topics with forms

When you create a new topic in a web that has the WEBFORM preferences variable set you will get a topic with the default form template specified by the variable.

For simplicity we should use the default form template when one creates a new topic by question mark link or "Go" field, i.e. better not to show a menu to select a form template.

Topic meta data

See TWikiMetaDataDefinition^?.

The form template topic name and all form fields/values are stored in the topic meta data. The form template topic name is needed for edit and save.

The order of form field/value items in the meta-data is the same as in the form template.

UI for multiple form templates

• Optional WEBFORMS variable defines possibles form templates that can be selected after pressing "Change" (forms) button on edit page
• A template topic can use any form template
• Decided not to ask user to choose a template or form template when creating a topic as goes against the KISS of Wiki systems.
• New topics with a form get instantiated by simple HTML forms asking for a topic name, i.e. there is a SubmitExpenseReport topic were you can create new expense reports, a SubmitVacationRequest topic and so on. These can specify the required template topic and hence form.

Migration of Category information

Principle: new system should work with old data with no special conversion.

Old data should be transparently upgraded to the new meta format when a topic is edit/previewed/saved.

On upgrading the administrator must produce a form template topic for each Web that using the old category system. twikicatitems.tmpl defines the categories and is used in the conversion. The form template must be put as first item in WebPreferences variable WEBFORM or DEFAULTFORM (if/when put in). If it's not present, an oops dialog results.

-- JohnTalintyre^? - 07 Aug 2001

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