Tagged: forms

Sitecore / SPE

Bulk update fields using SPE

I came across a scenario, where I need to update the email field for all custom forms built with ‘EmailTemplate’. Since it’s going to be a bulk update, decided to do it in SPE(so powerful!)

Here is the script I wrote –

$path = "master:/sitecore/content/external_forms"
$templateName = "EmailTemplate"
$emailAddresses = "test@test.com"
$fieldName = "ToEmail"
$items = Get-ChildItem –Path $path –Recurse | Where-Object { $_.TemplateName -eq $templateName }
foreach($item in $items) {
if($item.Fields[$fieldName] -ne 'null'){
$item.Editing.BeginEdit()
$item.Fields[$fieldName].Value = $emailAddresses
$item.Editing.EndEdit()
Write-Host ($item.Name + ": " + $item.Fields[$fieldName].Value)
}
}
view raw BulkUpdateFieldValuesUsingSPE.ps1 hosted with ❤ by GitHub

Hope this helps someone. Any questions, please leave a comment.

Happy Sitecoring!

January 25, 2021
0
Forms / Sitecore

Generic method to read values from any type of Form fields

Are you looking for a generic method to read the values from any type of Sitecore Form fields? Here is the solution.

         private static Dictionary<Guid, string> FormFieldsToDictionary(IList<IViewModel> fields)
		{
			Dictionary<Guid, string> fielDictionary = new Dictionary<Guid, string>();
			foreach (var field in fields)
			{
				fielDictionary.Add(Guid.Parse(field.ItemId), field.GetType().GetProperty("Value")?.GetValue(field, null)?.ToString() ?? string.Empty);
			}
			return fielDictionary;
		}

	private static string GetValue(IViewModel field)
		{
			if (field == null)
			{ return default(string); }


			if ((field as StringInputViewModel) != null)
			{
				return (string)(object)(field as StringInputViewModel).Value;
			}

			if (field is ListViewModel)
			{
				var listField = (ListViewModel)field;
				var array = listField?.Value?.ToArray();
				if (array == null)
				{
					return string.Empty;
				}
				return String.Join(",", array);
			}

			if (field is DateViewModel)
			{
				var dateField = (DateViewModel)field;
				return dateField.Value.HasValue ? dateField.Value.Value.ToShortDateString() : string.Empty;
			}

			if (field is NumberViewModel)
			{
				var numberField = (NumberViewModel)field;
				return numberField.Value.HasValue ? numberField.Value.ToString() : string.Empty;
			}

			if (field is TextViewModel)
			{
				var textField = (TextViewModel)field;
				return (string)(object)textField.Text;
			}

			if (field is CheckBoxViewModel)
			{
				var checkbox = (CheckBoxListViewModel)field;
				return (string)(object)checkbox.Value;
			}


			return default(string);
		}

Utilization:

protected override bool Execute(UpdateContactData data, FormSubmitContext formSubmitContext)
		{
			var fieldsDictionary = FormFieldsToDictionary(formSubmitContext.Fields);

           // From here you can create a model from fieldsDictionary, call any API and return call status

       }

Hope this helps someone. Any questions, leave a comment.

Happy Sitecoring!

April 6, 2020
0
Forms / Sitecore

Sitecore 9 Forms: The date range is invalid. Please select a date range that is within the range of the list.

I deployed the forms to Staging environment and see how the forms were performing.

I exported the data using Export form data into CSV button and i received ‘The date range is invalid. Please select a date range that is within the range of the list.‘ error.

I tried different range and it threw the same error. I checked the db([project]. ExperienceForms) and there was NO DATA!

I submitted the form and tried again. It downloaded the CSV file with an entry on it.

Hope this helps someone. 

Happy Sitecoring.

October 2, 2019
0
Forms / Sitecore

Sitecore 9 Forms: Access landing page fields in FormSubmitContext?

I came across a scenario where I needed to access landing page fields(the page where we add Forms) in Custom Submit Action’s FormSubmitContext. 

By default, the page item isn’t known at the Submit Action. So started thinking should i create a custom hidden field or use the Forms Extensions module? At the end of the day, i didn’t need either. 

Here is the quick way to access the current page using HttpContext’s AbsolutePath.

protected override bool Execute(string data, FormSubmitContext formSubmitContext)
{
 
var contextItem = GetContextItem.GetItem(HttpContext.Current.Request.UrlReferrer?.AbsolutePath) as ILandingPageContentItem;

// Access fields from ContextItem
}

public class GetContextItem
{
	public static IStandardTemplateItem GetItem(string path)
	{
		Item item = Sitecore.Context.Database.GetItem($"/sitecore/content/<tenant>/Home{path}");
		
		return item?.AsStronglyTyped();
	}
}

Hope this helps someone. Any questions, please leave a comment.

Happy Sitecoring!

September 25, 2019
0
Forms / Sitecore

Sitecore 9 Forms: Custom Control – Conditional Section

I came across a scenario to implement Conditional Section for Sitecore 9.0 to hide/show fields based on user input. This feature was introduced on Sitecore 9.1(Checkout my other blog here). Since the project is in Sitecore 9.0, I decided to create a custom control using speak. 

Let’s get started.

Step 1: Create form element in core DB using speak

  • Switch to Core DB
  • Go to /sitecore/client/Applications/FormsBuilder/Components/Layouts/PropertyGridForm/PageSettings/Settings
  • Create a template based of Form Parameters. (I couldn’t find it when i tried from Insert Template, so i duplicated the existed one- MutliLine Text. If you know, how to add Form Parameters template(not using Sitecore Rocks), please leave a comment.)

 

  • Add the FormTextBox Parameters template. Since I duplicated MultiLine Text field, it came with the Details, Validation, Styling and Advanced. I feel it’s best shortcut to create quick.
  • Fill out FormLabel, IsLableOnTop and BindingConfiguration fields. 
  • Repeat the fields as many as you need. Here i added one more to compare the value.
  • NOTE: IsLabelOnTop is unchecked for additional fields

Step 2: Create form template in Master DB

  • On Master DB, create a custom template under Basic/Lists/Security/Structure folders based on Field Type template(/sitecore/templates/System/Forms/Field Type). I created under Structure Section as it’s Condition Section.
  • Fill out Property Editor field by choosing the custom control that was created in Core DB. You can see all the fields listed shown in below screen shot. 
  • Fields(View Path, Model Type)will be filled out after creating code behind and razor view files.

Step 3: Create model and view in Visual Studio

  • Create model and view in project under Helix structure
    public class ConditionalViewModel : FieldViewModel
    {
        public string TargetField { get; set; }
        public string TrueValue { get; set; }

        protected override void InitItemProperties(Item item)
        {
            base.InitItemProperties(item);

            TargetField = StringUtil.GetString(item.Fields["Target Field"]);
            TrueValue = StringUtil.GetString(item.Fields["Show Value"]);
        }

        protected override void UpdateItemFields(Item item)
        {
            base.UpdateItemFields(item);

            item.Fields["Target Field"]?.SetValue(TargetField, true);
            item.Fields["Show Value"]?.SetValue(TrueValue, true);
        }
    }

@using Sitecore.ExperienceForms.Models
@using Sitecore.ExperienceForms.Mvc.Html
@using Sitecore.Mvc
@model  Sitecore.Project.Example.Views.CustomControl.ConditionalViewModel

@{
    var viewModel = Model is IViewModel vModel ? vModel : null;
}

<div @(Sitecore.Context.Request.QueryString["sc_formmode"] != null ? "" : "hidden") class="@Model.CssClass cond-@Model.targetField-@Model.trueValue">
    @Html.RenderFields(viewModel)
</div>

@if (Sitecore.Context.Request.QueryString["sc_formmode"] == null)
    {
        <script type="text/javascript">
            const condArr = [];

            function initConditional() {
                const conditionals = document.querySelectorAll('[class*="cond-"');
                conditionals.forEach((e) => {
                    e.className.split(" ").forEach((c) => {
                        if (c.includes('cond-')) {
                            condArr.push(parseClassName(c));
                        }
                    });
                });
                condArr.forEach((cond) => {
                    const element = document.getElementsByClassName(cond.field_name)[0];
                    element.setAttribute("data-cond", cond.field_name);
                    element.onchange = () => {
                        conditionalChange(element, condArr);
                    }
                });
            }

            function conditionalChange(element, condArr) {
                condArr.forEach((cond) => {
                    if (cond.field_name === element.getAttribute("data-cond")) {
                        if (cond.value === element.value) {
                            document.getElementsByClassName(cond.class)[0].removeAttribute("hidden");
                        } else {
                            document.getElementsByClassName(cond.class)[0].setAttribute("hidden", "true");
                        }
                    }
                })
            }

            function parseClassName(class_name) {
                const arr = class_name.split("-");
                if (arr.length < 3) {
                    console.log(`Malformed className: ${class_name}`);
                } else {
                    const obj = {
                        class: class_name,
                        field_name: arr[1],
                        value: arr[2]
                    }
                    return obj;
                }
            }

            initConditional();
        </script>

Step 4: Update the template fields

Now you should see the new form control on the elements panel. Drag and Drop to any form and fill out the Target Field and True Value fields appropriately and put any element(s) inside Conditional Section to show/hide the element(s).

Don’t forget to publish all the templates and forms!

Happy Sitecoring! Leave a comment if you have any questions.

August 21, 2019
0
Sitecore

Sitecore 9 Forms: Custom Grouped dropdown

I came across a requirement from a client that they wanted to show Country and it’s states grouped in a dropownlist. I created a custom grouped dropdown to fit into the scenario. Since this is an extension of dropdownlist, no speak knowledge required. 

Let’s get started

Step 1: Create custom dropdown list

Create a custom dropdownlist under
/sitecore/system/Settings/Forms/Field Types/Lists based on Field Type(/sitecore/templates/System/Forms/Field Type) template like below

Step 2: Create a code behind class and razor view

create a code behind class like this in VS project

using System.Collections.Generic;
using Sitecore.Data.Items;
using Sitecore.Diagnostics;
using Sitecore.ExperienceForms.Mvc.Models.Fields;

namespace Sitecore.Project.Example.Views.StateDropdown
{
	public class StateDropdown : DropDownListViewModel
	{
		protected override void InitItemProperties(Item item)
		{
			Assert.ArgumentNotNull(item, nameof(item));
			base.InitItemProperties(item);
		}

		protected override void UpdateItemFields(Item item)
		{
			Assert.ArgumentNotNull(item, nameof(item));
			base.UpdateItemFields(item);
		}

		public Dictionary<string, Dictionary<string, string>> Regions()
		{
			if(string.IsNullOrEmpty(DataSource)) return new Dictionary<string, Dictionary<string, string>>();
			Dictionary<string, Dictionary<string, string>> counrtyCollection = new Dictionary<string, Dictionary<string, string>>();
			Item item = Context.Database.GetItem(DataSource);
			var children = item.GetChildren();
			foreach (Item child in children)
			{
				counrtyCollection.Add(child.Fields["Name"].Value, new Dictionary<string, string>());
				foreach (Item desc in child.Children)
				{
					counrtyCollection[child.Fields["Name"].Value].Add(desc.Fields["Name"].Value, desc.Fields["Code"].Value);
				}
			}
			return counrtyCollection;
		} 
	}
}

Create a razor view like this and build project

@using Sitecore.ExperienceForms.Mvc.Html
@model Sitecore.Project.Example.Views.StateDropdown.StateDropdown
@{
	var regions = Model.Regions();
}
<label for="@Html.IdFor(m => Model.Value)" class="@Model.LabelCssClass">@Html.DisplayTextFor(t => Model.Title)</label>
<select id="@Html.IdFor(m => Model.Value)" data-trigger name="@Html.NameFor(m => Model.Value)" class="@Model.CssClass" placeholder="Select Your Work Location" data-sc-tracking="@Model.IsTrackingEnabled" data-sc-field-name="@Model.Name" @Html.GenerateUnobtrusiveValidationAttributes(m => m.Value)>
	<option placeholder>Select Your Work Location</option>
	@foreach (var region in regions)
	{
		<optGroup data-id="@region.Value" label="@region.Key">
			@foreach (var state in region.Value)
			{
				<option value="@state.Value">@state.Key</option>
			}
		</optGroup>
	}
</select>
@Html.ValidationMessageFor(m => Model.Value)

Step 3: Fill out the fields

Fill out the View Path, Model Type and Property Editor(should be Property Editor Settings/DropDown List).  

you are now all set to utilize the custom dropdown list in Forms Designer. Don’t forget to publish the field!

Hope this is helpful. Any questions, please leave a comment.

Happy Sitecoring.

July 10, 2019
0
Sitecore

Sitecore 9 Forms: Custom Regex Validation

I came across a scenario where i implemented a custom validation on Sitecore 9 Forms. Sharing my knowledge here. You can achieve this in three simple steps.

Step 1: Create custom validator

Create a custom validator under
/sitecore/system/settings/forms/validation based on Validation(sitecore/templates/System/Forms/Validation) template like below

Step 2: Fill out the fields

Fill out your own regex and error message. You can copy the Type value from other validator.

Step 3: Assign the custom validator

You can now add the new custom validator to any Form fields(
/sitecore/system/Settings/Forms/Field Types). All set and no code required!

Hope you found this blog helpful. Any questions, please leave a comment.

Happy Sitecoring!

May 7, 2019
0
Sitecore

Sitecore 9 Forms: Save Data

Are you developing Sitecore 9 Forms and wondering where does the data get saved on Save Data?

  • It goes to local DB called Experience Forms (The DB comes with it as part of Sitecore 9 installation OOTB)
  • It has two tables – dbo.FormEntry and dbo.FieldData holds all the information.
  • The below first query gives the top 1000 form submissions. From the form ID, you can query against dbo.FieldData for any specific field values.

SELECT TOP (1000) [ID]
,[FormItemID]
,[Created]
FROM [sc91local_ExperienceForms].[dbo].[FormEntry]


SELECT TOP (1000) [ID]
,[FormEntryID]
,[FieldItemID]
,[FieldName]
,[Value]
,[ValueType]
FROM [sc91local_ExperienceForms].[dbo].[FieldData]

You can also export the data from ‘Export the data to CSV‘ button from Form Designer.

Hope this information is helpful. Any questions, please leave a comment.

Happy Sitecoring.

April 19, 2019
0
C# / Sitecore

Sitecore 9 Forms: Redirecting to formbuilder on Submit?

Problem:

Have you submitted a form and it redirected to form builder url and displayed without styles? If so, here is the solution

Resolution:

  • Make sure to add these scripts to MVC OuterLayout.cshtml and reference it in MVCLayout.cshtml. More details, refer the documentation (Steps 3 and 4)
@using Sitecore.ExperienceForms.Mvc.Html  

@Html.RenderFormStyles()
@Html.RenderFormScripts()

Any questions, please leave a comment. Happy sitecoring!

February 8, 2019
0
Forms / Sitecore

Sitecore 9 Forms: Custom Submit Action

One of most common scenario I came across in Sitecore 9 Form is to create your custom submit action. You can achieve this in three simple steps.

Step 1: Create submit action button in Sitecore

Create the custom action button under /sitecore/system/Settings/Forms/Submit Actions.

Step 2: Create code behind class

Create a class that inherits SubmitActionBase class and override the Execute method.

public class CustomSubmitAction : SubmitActionBase<string>
{
public CustomSubmitAction(ISubmitActionData submitActionData) : base(submitActionData)
{
}

public override void ExecuteAction(FormSubmitContext formSubmitContext, string parameters)
{
Assert.ArgumentNotNull((object)formSubmitContext, nameof(formSubmitContext));

if (this.TryParse(parameters, out string target))
{
try
{
if (this.Execute(target, formSubmitContext))
return;
}
catch (ArgumentNullException ex)
{
}
}
formSubmitContext.Errors.Add(new FormActionError()
{
ErrorMessage = this.SubmitActionData.ErrorMessage
});
}

protected override bool Execute(string data, FormSubmitContext formSubmitContext)
{
Assert.ArgumentNotNull(data, nameof(data));
Assert.ArgumentNotNull(formSubmitContext, nameof(formSubmitContext));

//Prepare model here
var model = new EmailModel()
{
Email = GetValue(formSubmitContext.Fields.FirstOrDefault(f => f.Name.Equals("EmailAddress")))
};

// Call any API service call

return true;
}

private static string GetValue(object field)
{
return field?.GetType().GetProperty("Value")?.GetValue(field, null)?.ToString() ?? string.Empty;
}

protected override bool TryParse(string value, out string target)
{
target = string.Empty;
return true;
}

Step 3: Set the custom submit action fields

Update the ModelType and Error Message on the button shown below.

Bind the custom submit action to Submit button like below.

Publish the button. The submit button on form should now trigger the custom save action! Any questions, let me know.

Happy sitecoring.

September 16, 2018
2
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