4. Interactive form

In Calenco, interactive form templates and their instances are identified by the respective icons and in the Status column.

An interactive form can be created:

via a portal;
via the New form Instance menu.

Access to the interactive web form is possible:

via the portal history;
through menu Form of the document;
via the “Forms” tab for users whose role is operator for the workspace.
This tab is also used to manage locks: only one operator can access an interactive Web form at the same time.

	Access rights
	An operator must be associated with labels which are themselves associated with interactive forms: this makes it possible to limit the forms a particular operator can access (see To create a new user account).

4.1. To input data

DocBook elements are characterized to associate specific behaviors with Calenco interactive forms. The controls in an interactive Web form therefore correspond to a DocBook element having attributes with specific values:

Control	Edit	Operator interface
Check box
Checkbox group
Dropdown list
Radio buttons
Numeric field
Text field
Multi-line text field
Email field
Calendar
Reference list	To limit maintenance and reduce documents, it is better to refer to a list rather than duplicate it.	The rendering is identical to the reference drop-down list whose `xml: id` attribute corresponds to the `remap` attribute (reference_list in this case)
Embedding pictures
Manual signature

Identifying fields

	Identifying fields
To store information, structural elements and controls must be uniquely identifiable in the document. A value is therefore assigned to the `xml: id` attribute of these elements during instantiation. In the event of a modification on the instance, these elements must be identified manually.

To store information, structural elements and controls must be uniquely identifiable in the document.

A value is therefore assigned to the xml: id attribute of these elements during instantiation.

In the event of a modification on the instance, these elements must be identified manually.

4.1.1. To make a field mandatory

The entry of a value can be made compulsory by giving the value compulsory to the condition attribute of the control in question

The control is bordered in red as long as it is empty

When sending information, a message explains that the necessary values are missing

4.1.2. To link a portal field to an interactive form field

Portal fields allow you to:

preconfigure an instance;
link each instance to historical values to find it more easily;
provide fixed values which may not be modifiable by the operator.

Figure 2. Example of fields for the “New Document” form in the portal

The linkend attribute of the portal element must have the value of the identifier (xml:id attribute) of the corresponding element of the interactive form.

Figure 3. Configuring elements between the form and the portal

	Limitations
Saving data from the portal to the interactive form is only handled with the following elements: Text, number or date entries Check box Selector or radio buttons It is preferable to make the entry of this information compulsory to avoid an automatic replacement of empty values by “***”.

Limitations

Saving data from the portal to the interactive form is only handled with the following elements:

Text, number or date entries
Check box
Selector or radio buttons

It is preferable to make the entry of this information compulsory to avoid an automatic replacement of empty values by “***”.

Mapping of fields between the portal and the instance

	Mapping of fields between the portal and the instance
A list of choices or radio buttons in the portal (`itemizedlist` element with a `select` or `radio` role) is bound to a simple element ( `simpara`, `biblioid`...) of the instance. The value of the option selected in the list is copied into the simple element of the instance.

A list of choices or radio buttons in the portal (itemizedlist element with a select or radio role) is bound to a simple element ( simpara, biblioid...) of the instance.

The value of the option selected in the list is copied into the simple element of the instance.

4.2. To customize the structure

Structural elements with special characteristics are standard behavior in the interactive form and in the associated pdf publication.

Modification

Editing

User interface

Optional section

Just add the role="opt" attribute to the desired section.

Alternative sections

The first step is to add the role="alt" attribute to the section that will contain the alternative elements. Only one of these elements can be chosen (radio buttons)

You must then give a value to the remap attribute of each alternative element (figure, paragraph, ...). The value, here alternative_1, is an example.


	An alternative must be chosen by default: set the value of the `remap` attribute of the parent section to the value of the `remap` attribute of one of the figures.

Duplicable elements

A duplicable element can be duplicated in the same form.

This applies to sections:

to the table rows:

bulleted list:

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3. Portal