Magento 2 Advanced Form Builder Extension By IToris Inc.

Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
extension
http://www.itoris.com
sales@itoris.com
SmartFormer Gold
extension for Magento2
User Guide
version
Former Gold
for Magento2
User Guide
version 1.0
Page | 1
for Magento2

ITORIS INC.
Contents
1. Introduction
2. Installation ................................
2.1. System Requirements
2.2. Installation
2.3. License................................
3. General Settings
4. Managing Forms
4.1 List of Forms
4.2 Editing Form
4.2.1 Editor Overview
4.2.2 Form Properties
4.2.3 Elements
4.2.3.1
4.2.3.2
4.2.3.3
4.2.3.4
4.2.3.5
4.2.3.6
4.2.3.7
4.2.3.8
4.2.3.9
4.2.3.10 Text Area
4.2.3.11 Select Box
4.2.3.12 List Box
4.2.3.13 Static Text
4.2.3.14 Link
4.2.3.15 DIV Element
4.2.3.16 Image
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Introduction ................................................................
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2.1. System Requirements ................................................................
2.2. Installation................................................................
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General Settings................................................................
Managing Forms................................................................
4.1 List of Forms................................................................
4.2 Editing Form................................................................
4.2.1 Editor Overview................................................................
Form Properties................................................................
Elements................................................................
Input Box ................................................................
Password ................................................................
Check Box ................................................................
Radio Button................................................................
File Upload................................................................
Button Type 1 ................................................................
Button Type 2 ................................................................
Reset Button................................................................
Submit Button ................................
4.2.3.10 Text Area ................................................................
4.2.3.11 Select Box ................................................................
4.2.3.12 List Box ................................................................
4.2.3.13 Static Text................................................................
4.2.3.14 Link ................................................................
4.2.3.15 DIV Element................................................................
4.2.3.16 Image................................................................
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ITORIS INC.
4.2.3.17 Drawing Canvas/Digital Signature
4.2.3.18 Ca
4.2.4 Snippets
4.2.4.1
4.2.4.2 Required Input Box with Title
4.2.4.3
4.2.4.4
4.2.4.5
4.2.4.6
4.2.4.7
4.2.4.8
4.2.4.9
4.2.4.10 Optional Text Area with Title
4.2.4.11 Optional Select Box with Title
4.2.4.12 Optional List Box with Title
4.2.4.13 Optional Calendar box with Title
4.2.4.14 Required Captcha with Input Field
4.2.4.15 Optional Digital Signature
4.2.4.16 Optional Drawing Area
4.2.5 Tools
4.2.5.1
4.2.5.2
4.2.5.3
4.2.5.4
4.2.5.5
4.2.5.6
4.2.5.7
4.2.6 Element Properties
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4.2.3.17 Drawing Canvas/Digital Signature ................................
4.2.3.18 Captcha Image................................................................
Snippets................................................................
Optional Input Box with Title................................
4.2.4.2 Required Input Box with Title................................
Required Password Box ................................
Required Confirm Password Box ................................
Optional Set of Checkboxes (variant 1)
Optional Set of Radio Buttons (variant 1)
Optional File Upload with Title ................................
4.2.4.10 Optional Text Area with Title................................
4.2.4.11 Optional Select Box with Title................................
4.2.4.12 Optional List Box with Title................................
4.2.4.13 Optional Calendar box with Title................................
4.2.4.14 Required Captcha with Input Field ................................
4.2.4.15 Optional Digital Signature................................
4.2.4.16 Optional Drawing Area ................................
Tools................................................................
PHP Editor................................................................
HTML Editor................................................................
JavaScript Editor ................................
CSS Editor ................................................................
Email Templates ................................
Validation Rules................................
Database Designer................................
Element Properties................................................................
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Optional Set of Checkboxes (variant 1)................................................................
Checkboxes (variant 2)................................................................
Optional Set of Radio Buttons (variant 1)................................................................
Optional Set of Radio Buttons (variant 2)................................................................
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4.2.6.1
4.2.6.2
4.2.6.3
4.2.6.4
4.2.6.5
4.2.6.6
4.2.6.7
4.2.6.8
4.2.6.9
4.2.7 Editing Actions
4.2.8 Hot Keys
4.2.9 Editor Options
4.2.10 Help Options
4.3 Cloning Forms
4.4 Importing/Exporting Forms
4.5 Changing Form Status
4.6 Deleting Forms
5. Managing Submissions
5.1 List of Submissions
5.1.1 Filtering Submissions
5.1.2 Selecting Columns
5.1.3 Exporting to CSV
5.1.4 Exporting to PDF
5.1.5 Deleting Submissions
5.2 Editing Submissions
6. Publishing Forms
6.1 Accessing Form via Direct URL
6.2 Inserting Form
6.3 Publishing Form via XML layout
7. Managing Submissions by Customer
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Common Properties................................
Attributes................................................................
Styles ................................................................
Events................................................................
Color Selector ................................................................
Image Selector................................
HTML Editor................................................................
Rich Text Editor................................
PHP Editor................................................................
Editing Actions................................................................
Hot Keys................................................................
4.2.9 Editor Options ................................................................
Help Options................................................................
4.3 Cloning Forms................................................................
4.4 Importing/Exporting Forms................................
4.5 Changing Form Status ................................................................
4.6 Deleting Forms ................................................................
5. Managing Submissions................................................................
.1 List of Submissions ................................................................
Filtering Submissions................................
5.1.2 Selecting Columns ................................................................
5.1.3 Exporting to CSV................................................................
Exporting to PDF................................................................
Deleting Submissions................................
5.2 Editing Submissions................................................................
6. Publishing Forms................................................................
6.1 Accessing Form via Direct URL ................................
6.2 Inserting Form into CMS or Static Block................................
6.3 Publishing Form via XML layout ................................
7. Managing Submissions by Customer................................
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ITORIS INC.
1. Introduction
The document is a User Guide for extension
the extension functionality and provides some tips for a quick start.
The SmartFormer Gold
of features suitable for
Comprehensive and Easy
Editing form fields in the S
WYSIWYG (What You See is What You Get)
form the way you need it
of useful actions.
integrated PHP, CSS, JS and HTML editors
HTML Elements and Snippets
18 HTML elements
select and list boxes, elements "Drawing Canvas
"Captcha", "Password", "Link",
use HTML snippets
Common and Unique Elements Properties
Each of the HTML elements has common and unique properties
properties will help to
conditional fields
properties allow to
adding custom PHP scripts to
Customizable Email Notifications
Email notifications are embedded
unique design within a particular form
in the template
admin and users can
Database Manager
Once the form has been
data in. The form fields are associated right to the DB table columns.
analyzed, filtered, and exported later on.
sales@itoris.com
Introduction
The document is a User Guide for extension SmartFormer Gold
SmartFormer Gold extension for Magento 2 is a
suitable for any level of user from newbies to programmers
Comprehensive and Easy-to-Use Editor
Editing form fields in the SFG editor is noticeably fast
(What You See is What You Get) and allows to drag
the way you need it. The area is fully managed,
actions. The form layout can easily be customized
PHP, CSS, JS and HTML editors. The extension allows creating multi
Elements and Snippets
elements are available in the toolbar: checkboxes,
select and list boxes, elements "Drawing Canvas
, "Password", "Link", "Image", and 4 types of button
use HTML snippets containing the grouped elements
Common and Unique Elements Properties
HTML elements has common and unique properties
help to design the form and make it look
conditional fields, validation rules, default text, on
allow to customize styles, behavior, and attributes
adding custom PHP scripts to the element properties
Email Notifications
Email notifications are embedded in the SFG extension.
unique design within a particular form. The WYSIWYG editor
will be substituted with the data entered
users can be notified by email.
Manager
e the form has been created the admin can create a separate database table to store the submitted
data in. The form fields are associated right to the DB table columns.
analyzed, filtered, and exported later on.
SmartFormer Gold created for Magento2 websites. It describes
is a professional form builder. It is developed
from newbies to programmers.
fast. The convenient working area has been
allows to drag-and-drop and align HTML elements
managed, hot keys and other handy options provide
The form layout can easily be customized. The form behavior can also be changed
The extension allows creating multi-page forms
checkboxes, radio buttons, input box, static text, text area,
select and list boxes, elements "Drawing Canvas / Digital Signature", "DIV element",
, and 4 types of buttons are embedded into the extension.
grouped elements will help creating form in a few clicks.
HTML elements has common and unique properties available in the working area.
design the form and make it look professional. Unique properties
on-click actions, email notifications, and so on
, and attributes of the element. Built-in
element properties when necessary.
the SFG extension. All email templates are customizable
The WYSIWYG editor helps to edit the text. Dynamic variables
entered by the user. After the form is submitted,
the admin can create a separate database table to store the submitted
data in. The form fields are associated right to the DB table columns. All the submitted data can be
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created for Magento2 websites. It describes
developed with a bunch
has been developed as a
HTML elements on the
provide a wide range
can also be changed by using
page forms.
static text, text area,
", "DIV element", "File Upload",
are embedded into the extension. Ready-to-
form in a few clicks.
the working area. The
roperties of elements,
, and so on. Common
in PHP editor will help
All email templates are customizable and can have a
ynamic variables used
After the form is submitted, both
the admin can create a separate database table to store the submitted
All the submitted data can be

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Forms' Submissions
Once the forms have been
delete, apply filters,
collect and transfer
update or convert
where all submitted forms are organized in the list.
Exporting to CSV/PDF
All submitted form
results to save locally
Publishing Forms
A form can be embed
showing forms via XML layout.
frontend. The extension allows
form anywhere on the page via
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Submissions
forms have been submitted, all submissions are organized in the list. There is ability to edit them,
delete, apply filters, choose columns, and export to the CSV or PDF files.
collect and transfer customers' data within the whole website.
update or convert their submissions into PDF. The separate section appears on the customer dashboard
where all submitted forms are organized in the list.
CSV/PDF
All submitted forms can be converted into the CSV or PDF
locally or to email to third-parties later
Publishing Forms
orm can be embed in any Magento area, from inserting
showing forms via XML layout. After form has been created it can be accessed via the direct URL on the
. The extension allows to insert the form to CMS pages or static
on the page via the XML layout.
submitted, all submissions are organized in the list. There is ability to edit them,
and export to the CSV or PDF files. The list of submissions helps to
whole website. Each customer submitted the form can easily
to PDF. The separate section appears on the customer dashboard
into the CSV or PDF format. Users can easily download the submitted
parties later.
from inserting a form's link in a particular page or block, to
After form has been created it can be accessed via the direct URL on the
to CMS pages or static blocks using widgets
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submitted, all submissions are organized in the list. There is ability to edit them,
The list of submissions helps to
Each customer submitted the form can easily
to PDF. The separate section appears on the customer dashboard
Users can easily download the submitted
particular page or block, to
After form has been created it can be accessed via the direct URL on the
using widgets, or insert the

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2. Installation
The extension requires Magento 2.x
2.2. Installation
The extension is provided as a .zip archive with the source code and the installation instructions.
Unpack the source co
following commands in the SSH console:
php bin/magento module:enable
php bin/magento setup:upgrade
Then log into Magento backend and flush cache in
If you experience any issues with the extension installation please contact us here
https://www.itoris
2.3. License
The extension has full open source code. One license/purchase can be used on a single production
Magento2 website and its development instances. The extension can be customized for the license owner
needs. Redistribution of the extension or its parts is no
https://www.itoris.com/magento
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2. Installation
The extension requires Magento 2.x
2.2. Installation
Unpack the source code into /app/code/Itoris/Itoris_
following commands in the SSH console:
php bin/magento module:enable --clear-static
php bin/magento setup:upgrade
Then log into Magento backend and flush cache in System
If you experience any issues with the extension installation please contact us here
https://www.itoris.com/contact-us.html
needs. Redistribution of the extension or its parts is no
https://www.itoris.com/magento-extensions-license.html
Itoris_SmartFormerGold/ folder on your server. And run the
static-content Itoris_SmartFormerGold
System -> Cache Management -> Flush Magento Cache
If you experience any issues with the extension installation please contact us here -
needs. Redistribution of the extension or its parts is not allowed. Please read more details here
license.html
Page | 7
folder on your server. And run the
SmartFormerGold
> Flush Magento Cache
t allowed. Please read more details here -

ITORIS INC.
3. General Settings
The SmartFormer Gold extension can be enabled or disabled globally or
STORES -> Settings
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General Settings
The SmartFormer Gold extension can be enabled or disabled globally or
> Settings -> Configuration -> ITORIS EXTENSIONS
The SmartFormer Gold extension can be enabled or disabled globally or per certain store view
> ITORIS EXTENSIONS -> SmartFormer Gold.
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per certain store view following:

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4. Managing Forms
4.1 List of Forms
Once the extension has been installed,
CONTENT -> SmartFormer Gold
Tab "Form Manager" contains the list of
available in the list.
You can apply the following actions:
Search – enables
Reset Filters – restores all filters.
Mass Actions – lists
• Delete –
• Update Status
• Clone – create
• Backup –
• Forms per Page
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Managing Forms
f Forms
Once the extension has been installed, section "SmartFormer Gold"
SmartFormer Gold -> Form Manager.
"Form Manager" contains the list of existing forms
available in the list.
the following actions:
s a form search based on the current filters
restores all filters.
lists the following actions applied to the selected forms in the list
– removes the chosen forms from the list
Update Status – changes statuses of the chosen forms.
creates copies of the chosen forms.
– creates backups of the forms to be saved locally
Forms per Page – shows how many forms can be displayed
"SmartFormer Gold" appears in the Content menu:
forms. By default four fully developed
a form search based on the current filters.
applied to the selected forms in the list:
the list.
the chosen forms.
to be saved locally.
shows how many forms can be displayed per page.
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the Content menu:
. By default four fully developed example forms are

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The list provides the following columns:
Selection State –
# or ID – defines the ID of
Form Name – displays the form's title used for inner purposes
Description – displays the form's description used for inner purposes
Submissions – show
• 0 – form has not been
• 10* – shows
the list of
• n/a (not available)
Status – indicates the current status of the form:
Frontend.
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The list provides the following columns:
– defines how products are listed when
defines the ID of the created form.
displays the form's title used for inner purposes
displays the form's description used for inner purposes
shows how many times the forms are submitted by users:
form has not been submitted yet
shows a number of records. The form has been submitted 10 times. Each number is linked
list of submissions
(not available) – the form is not yet connected to the d
indicates the current status of the form: enabled
when checkbox is marked.
displays the form's title used for inner purposes.
displays the form's description used for inner purposes.
how many times the forms are submitted by users:
he form has been submitted 10 times. Each number is linked
connected to the database
enabled or disabled. Only active forms are available on
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he form has been submitted 10 times. Each number is linked to
disabled. Only active forms are available on

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Actions – lists actions applied
 Edit – opens the form for editing
row.
 Delete –
 Clone – creates a copy of the form
 Backup –
Direct URL to the form
the actual form's ID
Section "Upload Forms
button "Upload" become
To create a new form, click button "
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lists actions applied per form:
opens the form for editing. The same action can be accomplished
– deletes the form from the list.
creates a copy of the form.
– creates a backup of the form to be saved locally.
Direct URL to the form – provides the direct link to each form on Frontend.
he actual form's ID.
Upload Forms" below the list allows to upload
button "Upload" becomes active.
To create a new form, click button "Create Form" above the list.
. The same action can be accomplished by clicking anywhere on the
f the form to be saved locally.
provides the direct link to each form on Frontend. Each direc
upload a backup of the form. After the backup is loaded,
" above the list.
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by clicking anywhere on the
Each direct form's URL shows
After the backup is loaded,

ITORIS INC.
4.2 Editing Form
This chapter highlights the main features of the content editor.
4.2.1 Editor Overview
After the form is
form by clicking the "Create Form" button.
The main working area
vertical alignments
them and applying
The extension allows to increase or decrease cells on the grid to make the process of creating forms more
convenient and more
You can create a multi
Page 1 will be selected. If a multi
are available. To add more pages,
form.
The menu bar contains options fo
some tips and useful
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Form
highlights the main features of the content editor.
Overview
the form is open for editing, the following working area becomes available.
form by clicking the "Create Form" button.
The main working area is developed on the drag-and
vertical alignments. You can move, delete, or copy all elements as the
ing an action.
more visually structured.
You can create a multi-page form by adding more pages a
age 1 will be selected. If a multi-page form is required,
are available. To add more pages, click button "add new".
bar contains options for saving, deleting, editing,
useful information about the SmartFormer Gold extension
highlights the main features of the content editor.
for editing, the following working area becomes available. Or you can create a new
and-drop principle and provides with
delete, or copy all elements as the group by drawing the border
page form by adding more pages above the area. If a one-page form is required only,
page form is required, next Page 2 is to be switched. By default 10 pages
button "add new". There is no limitation on the number of pages per
r saving, deleting, editing, applying tools for advanced use. There is also
information about the SmartFormer Gold extension.
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Or you can create a new
with its horizontal and
drawing the border around
page form is required only,
Page 2 is to be switched. By default 10 pages
There is no limitation on the number of pages per
ls for advanced use. There is also

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All elements available
adding elements
toolbar.
To delete the chosen element,
menu bar or the hot ke
Each element is
elements look more
properties appear
4.2.2 Form Properties
Each form has the
You can find the following options in
Form Name – the required title per each form. The
Form Discription
purporses only.
Maximum submissions per customer
customer. By default 0 (zero) is set allowing to
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available in the tool bar can be easily
elements there is ability to use snippets or ready
To delete the chosen element, click button "Delete
menu bar or the hot keys.
is customizable and has properties
more appropriately for each customer's need
properties appears. The box can be disabled in the menu
Form Properties
the general properties available in the menu bar
You can find the following options in the appeared popup:
the required title per each form. The form
Form Discription – the optional discription for a created form
submissions per customer – allows to set a maximum number of allowed submissions per
. By default 0 (zero) is set allowing to submit
can be easily selected and dragged to the working area
snippets or ready-to-use group of elements available
Delete". You can apply the same actions using options in the
properties adding various attributes, styles, o
stomer's need. If one element is selected
the menu.
in the menu bar: Form -> Properties.
appeared popup:
form title is shown as the page title on the frontend
the optional discription for a created form. The discription will be used for the inner
allows to set a maximum number of allowed submissions per
submit the form unlimited number of times.
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dragged to the working area. To simplify
elements available at the top of
You can apply the same actions using options in the
attributes, styles, or events to make
If one element is selected, the box with
page title on the frontend.
The discription will be used for the inner
allows to set a maximum number of allowed submissions per
unlimited number of times.

ITORIS INC.
Allow to edit submissions
disallows customers
Submit form via AJAX
The form is connected to DB table
data. If the form is
External Access to the form
groups are chosen, the form will be available for all
Auto-responsive form
mobile and tablet devices.
Save Form – saves the newly created form.
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Allow to edit submissions – the submitted form is saved in the customer account
customers to edit submitted information on Frontend
Submit form via AJAX – if "Yes" is chosen the form will be
The form is connected to DB table – each form can
If the form is connected to the Database, the title of Database table will
External Access to the form – limits the access to the form for specified customer groups in list box.
groups are chosen, the form will be available for all customer groups
responsive form – if option "Yes" is chosen, the form
mobile and tablet devices.
saves the newly created form.
the submitted form is saved in the customer account. The setting
submitted information on Frontend.
the form will be submitted without reloading the entire page.
be associated with the Database to
the title of Database table will be written here.
limits the access to the form for specified customer groups in list box.
customer groups.
the form with different elements will be adapted to all
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. The setting allows or
submitted without reloading the entire page.
to store the submitted
written here.
limits the access to the form for specified customer groups in list box. If no
be adapted to all

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4.2.3 Elements
The extension provides eighteen elements available per form.
Each element has the
characteristics to each element by adding custom styles, attributes or behavior. There are common and
specified properties.
The most important properties available per element a
SFG Alias – the title of the chosen element available in admin area after the form is submitted. SmartFormer
Gold Alias is also used in all reports and email templates. The property should be clear to see the data,
entered by users, in correct format.
Name – the unique
should be alpha-
4.2.3.1 Input Box
The first element is
Hidden-if – the property
one. For instance, to show the State field if the United Stated selected enter
if" property of the State field:
{{country}} != 'United States'
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Elements
Each element has the properties that could vary from one to another element. Properties add unique
specified properties.
The most important properties available per element a
the title of the chosen element available in admin area after the form is submitted. SmartFormer
users, in correct format.
unique name is used to define the element on the form and
-numeric with no spaces and special characters, in lower case preferably.
Input Box
The first element is "Input box" with the following unique
the property allows to apply the conditional branching
. For instance, to show the State field if the United Stated selected enter
if" property of the State field:
{{country}} != 'United States'
properties that could vary from one to another element. Properties add unique
The most important properties available per element are "SFG Alias" and "Name".
to define the element on the form and to bind it to the database.
numeric with no spaces and special characters, in lower case preferably.
with the following unique properties:
the conditional branching, when one element depend
. For instance, to show the State field if the United Stated selected enter the following into the "hidden
Page | 15
properties that could vary from one to another element. Properties add unique
to the database. Name
numeric with no spaces and special characters, in lower case preferably.
, when one element depends on another
the following into the "hidden-

ITORIS INC.
That means the State field should be hidden if country is NOT
The property provides the PHP editor
information.
Required – makes the element required or optional.
Validation – checks
Equal-to – is used to
confirmation, or retyping the same information
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That means the State field should be hidden if country is NOT
The property provides the PHP editor for advanced use
akes the element required or optional.
checks the entered value against certain validation rule
is used to equate the current element to
, or retyping the same information.
That means the State field should be hidden if country is NOT the "United States".
for advanced use. See Chapter 4.2.5.1 PHP Editor for more
akes the element required or optional.
certain validation rule.
the current element to another one. The property is used in case of data
Page | 16
for more
one. The property is used in case of data

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4.2.3.2 Password
The "Password" element provides the following properties:
one. The property provides the PHP editor for advanced use.
Required – makes the element required or
Equal-to – is used to equate the current element to
confirmation, or retyping the same information.
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Password
the property allows to apply the conditional branching, when one element d
makes the element required or optional.
is used to equate the current element to
confirmation, or retyping the same information.
to apply the conditional branching, when one element d
optional.
is used to equate the current element to another one. The property is used in case of data
Page | 17
to apply the conditional branching, when one element depends on another
one. The property is used in case of data

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4.2.3.3 Check Box
The "Check Box" element has the following unique properties:
Required – makes the element required or
Group - required
as "group-required"
of each name. For example, education[].
attribute.
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Check Box
the property allows to apply the conditional branching, when one ele
required – if several checkboxes are to be considered as a group, only one checkbox can be marked
red". All grouped checkboxes should
For example, education[]. All checkboxes in the same group should have different "Value"
optional.
if several checkboxes are to be considered as a group, only one checkbox can be marked
should have the same "Name" attribute adding "[]" at the end
All checkboxes in the same group should have different "Value"
Page | 18
ment depends on another
if several checkboxes are to be considered as a group, only one checkbox can be marked
ttribute adding "[]" at the end
All checkboxes in the same group should have different "Value"

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4.2.3.4 Radio Button
The "Radio Button" element
Group - required
marked as "group
different "Value" attribute
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Radio Button
The "Radio Button" element provides the following unique properties:
the property allows to apply the conditional branching, when one element depends on another
required – if several radio buttons are to be considered as a group, only one
as "group-required". All grouped radio button
different "Value" attribute.
provides the following unique properties:
be considered as a group, only one
radio buttons are to have the same "Name" at
Page | 19
be considered as a group, only one radio button can be
are to have the same "Name" attribute, but

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4.2.3.5 File Upload
The "File" element provides the following unique
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File Upload
" element provides the following unique properties:
properties:
Page | 20

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4.2.3.6 Button Type 1
Button Type 1 provides the following properties
On-click-action –
options are as follow
 Do nothing
 Submit the form
Save-data – entered data
Disable-validation
After-submit – provides the following list of actions to be performed after submission
o Open next page
o Open previous
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Button Type 1
Button Type 1 provides the following properties:
– displays actions that should be performed after
as follow (depending on the selection the new sub
Do nothing – users stay on the current page
Submit the form – sends the users' information
entered data will be saved in the Database
validation – the validation of entered data can be disabled
provides the following list of actions to be performed after submission
Open next page – opens the next page of
Open previous page – opens the previous page of
be performed after the button is submitted
(depending on the selection the new sub-options will be available):
users stay on the current page
the users' information to the server if it is valid
Database
the validation of entered data can be disabled
provides the following list of actions to be performed after submission:
opens the next page of the created form
opens the previous page of the form
Page | 21
submitted. The first-level
options will be available):

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o Open selected page
o Stay on current page
o Redirect to URL
Email-to-admin –
o Admin
be comma
o Admin
following
Email-to-user – provides the following information where
o user
o user
 Show Calendar
o Date
o Date
 Generate PDF
o pdf
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Open selected page – the option makes one more field available for choosing a certain page
Stay on current page – stays on the submitting page
Redirect to URL – the option makes one more field available for entering a specified URL
– provides the following information where data
Admin-email – Admin's email address
be comma- or semicolon-separated
Admin-email-template – provides the list of available
following Tools -> Email Templates. By default they are
 Email to user
 Email to admin
 Your custom email
provides the following information where
user-email-addr-field – shows fields where the users are to
user-email-template – provides the list
ow Calendar – displays the calendar
Date-input-field – shows fields where the calendar will be available
Date-format:
 mm/dd/y
 mm/dd/yy
 dd/mm/y
 dd/mm/yy
 y-mm-dd
Generate PDF – creates the PDF file and saves it locally
pdf-page-size – provides the following PDF page sizes:
 A4
 A3
 A2
 Letter
 Legal
 Ledger
 Tabloid
the option makes one more field available for choosing a certain page
stays on the submitting page
the option makes one more field available for entering a specified URL
provides the following information where data will be emailed to admin
email address(es) are to be entered here. Several addr
the list of available email templates
. By default they are:
provides the following information where results are to be send to user
s where the users are to add email address
provides the list of available email templates
shows fields where the calendar will be available for users
creates the PDF file and saves it locally:
the following PDF page sizes:
Page | 22
the option makes one more field available for choosing a certain page
the option makes one more field available for entering a specified URL
to admin after submission:
everal addresses should
email templates that can be edited
after submission:
add email address
for users

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o pdf
 Run custom JS line
o custom
4.2.3.7 Button Type 2
The Button Type 2 provides the following
On-click-action –
Inner-content –
can be used to generate the content
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 Executive
 Folio
pdf-orientation – provides the following types of PDF orientation:
 Portrait
 Landscape
Run custom JS line – indicates the entered behavior, when the user clicks on the
custom-js-line – the JavaScript line is entered here
Button Type 2
The Button Type 2 provides the following properties:
– for more information see Chapter 4.3.2.6
this particular type of button allows to change the button
can be used to generate the content dynamically.
provides the following types of PDF orientation:
indicates the entered behavior, when the user clicks on the
line is entered here
properties:
ee Chapter 4.3.2.6 Button Type 1
llows to change the button's HTML content. T
Page | 23
indicates the entered behavior, when the user clicks on the element.
's HTML content. The PHP editor

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4.2.3.8 Reset Button
"Reset Button" is used to clear the entered data on the form without reloading a page
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Reset Button
"Reset Button" is used to clear the entered data on the form without reloading a page"Reset Button" is used to clear the entered data on the form without reloading a page.
Page | 24

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4.2.3.9 Submit Button
The Submit Button element allows to submit the form.
For more information, please see Chapter 4.2.3.6
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Submit Button
ton element allows to submit the form.
For more information, please see Chapter 4.2.3.6 But
ton element allows to submit the form.
Button Type 1
Page | 25

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4.2.3.10 Text Area
The "Text Area" element provides the following properties:
Required – makes the element required or optional
Inner-content – allows
4.2.3.11 Select Box
The "Select Box" element provides the following properties:
Select-list – allows to enter the list of the dropdown options. Options should be ente
following format:
Example 1:
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Text Area
allows to change the default inner content
Select Box
allows to enter the list of the dropdown options. Options should be ente
following format: [*][value|]text
.
inner content of the textarea.
conditional branching, when one element depends on another
allows to enter the list of the dropdown options. Options should be entered one per row in the
Page | 26
conditional branching, when one element depends on another
red one per row in the

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-- Please select
*United States
Canada
United Kingdom
Example 2:
0|-- Please select
1|US
*2|Canada
3|UK
Example 3:
|-- Please select
US|United States
CA|Canada
UK|United Kingdom
The asterisk (*) used in the beginning of a line means
If line has a vertical bar (|) that means you want to separate the value and the visible option text. User sees
the option text, while the value is saved in the databas
and the visible text be the same do not use the vertical bar (see Example 1 above).
sales@itoris.com
Please select --
*United States
United Kingdom
Please select --
Please select --
US|United States
UK|United Kingdom
The asterisk (*) used in the beginning of a line means
the option text, while the value is saved in the databas
The asterisk (*) used in the beginning of a line means option is selected by default.
the option text, while the value is saved in the database and displayed in the email. If you want the value
Page | 27
e and displayed in the email. If you want the value

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4.2.3.12 List Box
The "List Box" element provides the following properties:
Select-list – allows to enter the list of the dropdown options. Options should be
Chapter "4.2.3.11 Select Box
To make the multiple choice available
the end of the Name
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List Box
allows to enter the list of the dropdown options. Options should be
4.2.3.11 Select Box" for the format.
To make the multiple choice available select attribute "multiple" in the properties and add 2 brackets [] at
the end of the Name. For example, favourite_food[].
the conditional branching, when one element depends on another
allows to enter the list of the dropdown options. Options should be entered one per row. See
select attribute "multiple" in the properties and add 2 brackets [] at
.
Page | 28
the conditional branching, when one element depends on another
entered one per row. See
select attribute "multiple" in the properties and add 2 brackets [] at

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4.2.3.13 Static Tex
"Static Text" has the following properties:
Rich-text – the HTML content of the static tex
property to open the Rich
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Static Text
"Static Text" has the following properties:
the HTML content of the static text field
property to open the Rich-text helper in a popup.
t field. You can click the "Show WYSIWYG" icon next to the
Page | 29
You can click the "Show WYSIWYG" icon next to the

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4.2.3.14 Link
The "Link" element has the following properties:
On-click-action –
Inner-html – allows
the HTML helper in a popup.
Attribute "href" specifies the link's destination
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The "Link" element has the following properties:
– please see chapter 4.2.3.6 Button Type 1
allows to change the inner HTML of the link elemen
the HTML helper in a popup. See "Chapter 4.2.6.7 HTML Editor
specifies the link's destination.
Button Type 1.
of the link element. Click icon "Show HTML Editor" to open
Chapter 4.2.6.7 HTML Editor" for the main features.
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Click icon "Show HTML Editor" to open

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4.2.3.15 DIV Element
"DIV Element" provides the following properties:
Inner-html – HTML content of the DIV. Click the "Show HTML editor" icon next to the property to
HTML helper in a popup.
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DIV Element
"DIV Element" provides the following properties:
HTML content of the DIV. Click the "Show HTML editor" icon next to the property to
HTML helper in a popup.
HTML content of the DIV. Click the "Show HTML editor" icon next to the property to
Page | 31
HTML content of the DIV. Click the "Show HTML editor" icon next to the property to open the

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4.2.3.16 Image
The "Image" element
button. The element
On-click-action –
The URL of the image can be specified in attribute "src". Click icon "Select Image" next to the property to
open the image selector in a popup. It allows to browse images located in folder /pub/media/ of the server.
It also allows to upload your own image
sales@itoris.com
The "Image" element can be used as a picture adding a background to the f
button. The element provides the following properties:
– please see Chapter "4.2.3.6 Button Type 1
the image selector in a popup. It allows to browse images located in folder /pub/media/ of the server.
It also allows to upload your own image file and pick up its URL.
picture adding a background to the form, or it can be used as link
provides the following properties:
e conditional branching, when one element depends on another
Button Type 1".
file and pick up its URL.
Page | 32
orm, or it can be used as link or
e conditional branching, when one element depends on another

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4.2.3.17 Drawing Canvas/Digital Signature
Except for ability of drawing pictures, this particular element adds digital signature functionality to forms.
No special tools for signing are required.
be inserted in the body of email templates. It can be saved in Database as well.
The element has the following properties:
Canvas-pen-size
Canvas-pen-color
Canvas-background
You can also use style "background
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Drawing Canvas/Digital Signature
No special tools for signing are required. Once the signature is
The element has the following properties:
the property allows to apply the conditional branching, when one element depe
– specifies the default size of the pen
color – specifies the default color of the
ound-color – specifies the background color
You can also use style "background-image" to place an image behind the drawing canvas.
Once the signature is created, it is converted into image and can
to apply the conditional branching, when one element depe
pen.
default color of the pen.
specifies the background color of the whole canvas.
image" to place an image behind the drawing canvas.
Page | 33
created, it is converted into image and can
image" to place an image behind the drawing canvas.

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4.2.3.18 Captcha Image
The "Captcha Image" element
automated robots. The user should correctly enter the random text shown in the image before submitting
the form.
The element provides the following properties:
Captcha-type – the three types
 Alikon Mod
 Captcha Form
 SecurImage
Captcha-length –
Captcha-symbols
Captcha-field – specifies an edit box where
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Captcha Image
The "Captcha Image" element allows to protect the form against unwanted
provides the following properties:
the property allows to apply the conditional branching, when one
the three types are available:
Alikon Mod
Captcha Form
SecurImage
– specifies a number of symbols in CAPTCHA
symbols – specifies the allowed symbols for CAPTCHA.
specifies an edit box where users should
allows to protect the form against unwanted submissions made by
in CAPTCHA.
bols for CAPTCHA.
should enter the symbols from.
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submissions made by
element depends on another

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4.2.4 Snippets
There are groups of elements that are usually used together.
process of creating
These elements can be added
there is a list of available snippets
Drag-and-drop the chosen snippet to the working area.
4.2.4.1 Optional Input Box with Title
"Input box with Title" is optional and
 Static Text
 Input Box
sales@itoris.com
Snippets
There are groups of elements that are usually used together.
creating standard forms. Such groups are commonly used.
can be added one by one, or as the group in the Snippets.
there is a list of available snippets. Snippets are added to the form
drop the chosen snippet to the working area.
Optional Input Box with Title
"Input box with Title" is optional and includes the following elements:
Static Text
Input Box
There are groups of elements that are usually used together. Snippets or ready-to-use forms simplify the
Such groups are commonly used.
the group in the Snippets. At the top of the HTML Elements
Snippets are added to the form in the same way as the rest of el
drop the chosen snippet to the working area. All properties can be changed per each snippet.
includes the following elements:
Page | 35
use forms simplify the
At the top of the HTML Elements
the same way as the rest of elements.
All properties can be changed per each snippet.

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4.2.4.2 Required Input Box with Title
"Required Input box with Title"
 Static Text
 Input Box
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Required Input Box with Title
Input box with Title" includes the following required elements:
Static Text
Input Box
includes the following required elements:
Page | 36

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4.2.4.3 Required Password Box
"Required Password Box
 Static Text
 Password
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Required Password Box
Required Password Box" includes the following required elements:
Static Text
Password
Page | 37

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4.2.4.4 Required Confirm Password Box
"Required Confirm Password Box
 Static Text
 Password
sales@itoris.com
Required Confirm Password Box
Required Confirm Password Box" includes the following required elements:
Static Text
Password with the specified "equal-to" proper
to" property
Page | 38

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4.2.4.5 Optional Set of Checkboxes (variant 1)
There are 2 variant
"Optional Set of Checkboxes
 Static Text
 3 Check
 3 Labels
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There are 2 variants of checkboxes that are structure
Optional Set of Checkboxes (variant 1)" includes the following elements:
Static Text
Check Boxes
structured slightly different.
" includes the following elements:
Page | 39

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4.2.4.6 Optional Set of
"Optional Set of Checkboxes
 Static Text
 3 Check Boxes
 3 Labels
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Optional Set of Checkboxes (variant 2)" includes the following elements:
Static Text
3 Check Boxes
(variant 2)" includes the following elements:
Page | 40

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4.2.4.7 Optional Set of Radio Buttons (variant 1)
There are 2 variants of radio buttons that are structured slightly di
"Optional Set of
 Static Text
 3 Radio Button
 3 Labels
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There are 2 variants of radio buttons that are structured slightly di
Optional Set of Radio Buttons (variant 1)" includes the following elements:
Static Text
Radio Buttons
There are 2 variants of radio buttons that are structured slightly different.
Radio Buttons (variant 1)" includes the following elements:
Page | 41

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4.2.4.8 Optional Set of Radio Buttons (variant 2)
"Optional Set of
 Static Text
 3 Radio Button
 3 Labels
sales@itoris.com
Optional Set of Radio Buttons (variant 2)" includes the following elements:
Static Text
Radio Buttons
Radio Buttons (variant 2)" includes the following elements:
Page | 42

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4.2.4.9 Optional File Upload with Title
"Optional File Upload with Title" includes the following elements:
 Static Text
 File Upload
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Optional File Upload with Title
Static Text
File Upload
Page | 43

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4.2.4.10 Optional Text Area with Title
"Optional Text Area with Title"
 Static Text
 Text Area
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Optional Text Area with Title
"Optional Text Area with Title" includes the following elements:
Static Text
Text Area
includes the following elements:
Page | 44

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4.2.4.11 Optional Select Box with Title
"Optional Select Box with Title" includes the following elements:
 Static Text
 Select Box
sales@itoris.com
Optional Select Box with Title
Static Text
Select Box
Page | 45

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4.2.4.12 Optional List Box with Title
"Optional List Box with
 Static Text
 List Box
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Optional List Box with Title
"Optional List Box with Title" includes the following elements:
Static Text
Title" includes the following elements:
Page | 46

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4.2.4.13 Optional Calendar box with Title
"Optional Calendar with Title" includes the following elements:
 Static Text
 Input Box
 Image
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Optional Calendar box with Title
Static Text
Input Box
Page | 47

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4.2.4.14 Required Captcha with Input Field
"Optional Captcha with Input Field
 Static Text
 Input Box
 Captcha
 Image
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Required Captcha with Input Field
Captcha with Input Field" includes the following elements:
Static Text
Input Box
Page | 48

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4.2.4.15 Optional Digital Signature
"Optional Digital Signature
 Static Text
 DIV Element
 Drawing Canvas
sales@itoris.com
Optional Digital Signature
Digital Signature" includes the following elements:
Static Text
DIV Element with button to clear the canvas
Drawing Canvas
the canvas
Page | 49

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4.2.4.16 Optional Drawing Area
"Optional Digital Signature" includes the following elements:
 Static Text
 DIV Element
 Drawing Canvas
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Optional Drawing Area
Static Text
DIV Element with drawing panel
Drawing Canvas
Page | 50

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4.2.5 Tools
The extension is designed the way
beginners. The "Tools" menu contains
email notification templates and the database manager
The advanced PHP editor, HTML editor, JavaScrip
the form and tune its behavior.
The "Tools" section helps to create different email templates, enable various
form to the database
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The extension is designed the way to provide more features for advanced users yet stay simple for
. The "Tools" menu contains additional editors for programmers and
email notification templates and the database manager
PHP editor, HTML editor, JavaScript editor, CSS editor
the form and tune its behavior.
section helps to create different email templates, enable various
atabase.
features for advanced users yet stay simple for
additional editors for programmers and essential settings
email notification templates and the database manager.
t editor, CSS editor are used to improve the
section helps to create different email templates, enable various validation rules, and bind the
Page | 51
features for advanced users yet stay simple for
essential settings such as
are used to improve the visual part of
validation rules, and bind the

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4.2.5.1 PHP Editor
The PHP editor helps to customize
generating all the form
The editor has its working area showing the quantity of lines and characters.
in the menu bar.
New Document –
Save – saves the code, the same to the "Save & Continue Edit" button
Visual Keyboard
Search – searches for entered information or replaces the selected
Go to Line – scrolls
Undo – cancels the previous action
Redo – repeats the previous action.
Font Size – changes the text's font size.
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PHP Editor
The PHP editor helps to customize the form's logic depending on input data,
the form elements.
The editor has its working area showing the quantity of lines and characters.
n the menu bar.
– clears the editor
the code, the same to the "Save & Continue Edit" button
Visual Keyboard – opens a visual keyboard in a popup.
searches for entered information or replaces the selected
scrolls for the entered line.
cancels the previous action.
repeats the previous action.
changes the text's font size.
the form's logic depending on input data, adds custom PHP
The editor has its working area showing the quantity of lines and characters. The main options are available
the code, the same to the "Save & Continue Edit" button
popup.
searches for entered information or replaces the selected parts of code.
Page | 52
adds custom PHP code
ain options are available

ITORIS INC.
Toggle syntax highlight on/off
Reset highlight (
To save all changes
Save & Close – saves all changes and closes the PHP editor
Save & Continue Edit
Save Code & Save Form
The following code is
/*******************************************************************/
/* SmartFormer Gold (c) Form PHP controller */
/* Product of IToris (c)
/*******************************************************************/
//EXAMPLE OF AJAX RESPONSE
if ($this->getRequest()
$post = $this
echo "You posted the following data:
print_r($post);
exit;
}
//EXPLANATION: $this is the block containg the form, the form model can be accessed as $this
$form = $this->getForm();
//EXPLANATION: this method merges data
array
$allValues = $this
//EXPLANATION: this method validates the form data, returns TRUE or FALSE
$isValid = $this-
//EXPLANATION: if form is valid
navigates between pages, emails, etc.
$this->dispatch();
//EXAMPLE: howto populate name and email from session if customer is logged in
$customerSession = $this
if ($customerSession
if (!$form
if (!$form
}
//EXPLANATION: this method renders the current form page and returns HTML
$this->page_html = $this
//EXPLANATION: output into the block
echo $this->page_html;
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Toggle syntax highlight on/off - highlights the code syntax
(if desynchronized from text) - refreshes the editor area
To save all changes, three options are available:
saves all changes and closes the PHP editor
Save & Continue Edit – saves all changes and stays on the editing page
Save Code & Save Form – saves the code and the cur
The following code is written by default:
/*******************************************************************/
/* Product of IToris (c) 2017 http://www.itoris.com */
/*******************************************************************/
//EXAMPLE OF AJAX RESPONSE
>getRequest()->getParam("sfg_ajax")) {
$post = $this->getRequest()->getPost()->toArray();
echo "You posted the following data:n";
print_r($post);
>getForm();
//EXPLANATION: this method merges data in session and $this
$allValues = $this->getPostedValues();
->validate();
//EXPLANATION: if form is valid this method will perform all actions after submit: saves data to database,
navigates between pages, emails, etc.
>dispatch();
$customerSession = $this->_objectManager->get('Magento
if ($customerSession->isLoggedIn()) {
if (!$form->getValue('name')) $form->setValue('name', $customerSession
if (!$form->getValue('email')) $form->setValue('email', $customerSession
>page_html = $this->renderForm();
//EXPLANATION: output into the block
>page_html;
highlights the code syntax
refreshes the editor area
saves all changes and closes the PHP editor
saves all changes and stays on the editing page
saves the code and the current form completely
/*******************************************************************/
2017 http://www.itoris.com */
/*******************************************************************/
>toArray();
in session and $this->getRequest()->getPost() and returns all values as
this method will perform all actions after submit: saves data to database,
t('MagentoCustomerModelSession');
>setValue('name', $customerSession->getCustomer()
>setValue('email', $customerSession->getCustomer()
Page | 53
2017 http://www.itoris.com */
//EXPLANATION: $this is the block containg the form, the form model can be accessed as $this->getForm();
>getPost() and returns all values as
this method will perform all actions after submit: saves data to database,
>getCustomer()->getName());
tomer()->getEmail());

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4.2.5.2 HTML Editor
The global HTML Editor
before the closing
The editor is available for advanced users only.
The information about
<form action="" method="post" name="sfgForm" enctype="multipart/form
<%form_html%>
<input type="hidden" name="date_time" />
</form>
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Editor
The global HTML Editor helps to customize the HTML code
closing "</form>" tag.
nformation about the main options is available at
<form action="" method="post" name="sfgForm" enctype="multipart/form
<input type="hidden" name="date_time" />
customize the HTML code. For example to add additional hidden
the main options is available at Chapter 4.2.5.1 PHP Editor
<form action="" method="post" name="sfgForm" enctype="multipart/form-data">
Page | 54
For example to add additional hidden fields
data">

ITORIS INC.
4.2.5.3 JavaScript
The global JavaScript Editor
styles, various visual effects,
The information about the main options is available at Chapter 4.2.5.1
/*******************************************************************/
// SmartFormer Gold (c) Form JS controller
// Product of IToris (c) 2017 http://www.itoris.com
/*******************************************************************/
sfgObject.callback.afterLoad = function(){
//runs after the form has been fully initialized
//ajaxExample();
}
sfgObject.callback.beforeSubmit = function(btn){
return true; //return
}
function ajaxExample() {
sales@itoris.com
JavaScript Editor
The global JavaScript Editor is the form's event handler
styles, various visual effects, price calculation, and etc.
nformation about the main options is available at Chapter 4.2.5.1
/*******************************************************************/
// SmartFormer Gold (c) Form JS controller
/*******************************************************************/
sfgObject.callback.afterLoad = function(){
//ajaxExample();
return true; //return false to stop submission in case custom validation
function ajaxExample() {
event handler. The JS editor adds the code modifying the form's
price calculation, and etc.
nformation about the main options is available at Chapter 4.2.5.1 PHP Editor.
/*******************************************************************/
/*******************************************************************/
false to stop submission in case custom validation
Page | 55
. The JS editor adds the code modifying the form's
false to stop submission in case custom validation

ITORIS INC.
//Example of AJAX call to the form controller
jQuery.post(sfgObject.config.ajax_url,
{
}
).done(function( data ) {
alert('Server
});
}
4.2.5.4 CSS Editor
The global CSS Editor
The information about the main options is available at Chapter
The following code is applied by default:
.sfg-messages .sfg
color: #ff0000;
}
sales@itoris.com
{
myvar: "Test1",
myvar2: "Test2"
}
).done(function( data ) {
alert('Server response: ' + data);
Editor
The global CSS Editor changes the forms' styles applied
nformation about the main options is available at Chapter
The following code is applied by default:
messages .sfg-fail {
color: #ff0000;
response: ' + data);
applied to all elements in the form.
nformation about the main options is available at Chapter 4.2.5.1 PHP Editor.
Page | 56

ITORIS INC.
4.2.5.5 Email Templates
The email templates functionality provides t
You can edit the
from. The editor allows to insert
substituted with the data
The list of existing email templates is available in the left column. Click on a name to edit the template on
the right.
Template Alias –
From Name – the sender's name
From Email – the sender's email
Subject – the subject of
CC – the list of email addresses a copy will be sent to separated with comma or semicolon. All recipients will
see the email addresses of other recipients.
BCC – the same to
sales@itoris.com
Email Templates
The email templates functionality provides the ability to
You can edit the email subject and body, set CC & BCC
from. The editor allows to insert dynamic variables into the email subject or body. The variables
substituted with the data submitted by customer.
t of existing email templates is available in the left column. Click on a name to edit the template on
– the name of the email template.
the sender's name the email will be sent from
the sender's email address the email will be sent from
the subject of the email template.
the list of email addresses a copy will be sent to separated with comma or semicolon. All recipients will
see the email addresses of other recipients.
the same to CC, but recipients will not see addresses of other recipients.
he ability to edit existing email templates and create new ones.
CC & BCC addresses, and the address the email should be sent
into the email subject or body. The variables
the email will be sent from.
address the email will be sent from.
CC, but recipients will not see addresses of other recipients.
Page | 57
and create new ones.
and the address the email should be sent
into the email subject or body. The variables will then be

Magento 2 Advanced Form Builder Extension By IToris Inc.

Magento 2 Advanced Form Builder Extension By IToris Inc.

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