Aselo Forms: Configuration Guide

Introduction

Welcome to the Aselo Forms Configuration Guide! This guide will walk you through the process of configuring Aselo forms to suit your needs. Let's get started:

 Granting Permissions

1. Accessing Permissions: Go to the Aselo menu and select 'Perform Checks.'
2. Authorization: If prompted, authorize the template to run application scripts by clicking 'OK' and choosing your account.
3. Security Note: While the application lacks Google verification, it's secure for use within this template.
4. Advance Settings: Click 'Advanced' and navigate to the Json generator to grant necessary permissions.

Working with the Templates

1. Field Configuration Overview

1. Layout Overview: A screenshot of a typical contact form layout is displayed on the right side.
2. Configuring Fields: Required fields can be configured on the left side on Columns A,B and C. 
   • Column A - Field Labels: These are the labels that will appear in the form.
   • Column B - Field Type: You can select the type of field that is appropriate.
   • Column C - Required: You can check which fields are mandatory.
   • Column D - PII: Mark which fields you consider PII, these fields will not be sent to the data warehouse.
   • Column E - Field Name: An autogenerated field name, this name will be used to store the field value on the data base.

2. Field Types

• Input: For entering text like names or addresses.
• Select: Creating dropdown menus for single selections like 'Male' or 'Female' for gender.
• Multi Select: Enabling users to choose multiple options from a list.
• Checkbox: Perfect for yes/no choices or single-option selections.
• Mixed Checkbox: Includes a third state (crossed check) for more nuanced options.
• Text Area: Provides a larger input space for longer messages or paragraphs.
• Date: Specifically for selecting dates, providing a calendar or date picker.
• Dependent Select: Dynamic fields adjusting options based on a previous selection.

3. Aselo Menu

• Generate Sheets: The system will generate sheets for every Select and Dependent Select fields. It will skip any existing sheet.
• Perform Checks: The system will perform checks to make sure that the forms are well configured. When all checks have passed it means that the form is ready for review.
• Generate JSON: Usually run by an Aselo staff member. It will generate the JSON object needed to add it on the account configurations.

4. Working with Sheets

• Selects: Fill in values starting from cell A2, keeping A1 empty. Just column A with values is expected.
• Dependent Selects: Create a column per each field and add appropriate values. Make sure that the values added are consistent with the dependencies and that the header of each column matches the field names.

5. Instructional Video

Watch our instructional video about how to configure these forms.