Creating Dynamic Forms

Creating a new Dynamic Forms

Navigate to the Administration > Dynamic Forms or search for Dyamic Form in the Administration menu.

Select +Add New and input the required information: Dyamic Forms

Fill in the definition to define a custom form that can be used during the purchase checkout process. In order to ensure that any newly added fields are incorporated into the mapping options, the Create Fields option should be clicked. Optionally, you can enable the people lookup feature.

To establish a mapping between custom fields and at least one standard Betterez field, it is necessary to select one or more of the relevant custom fields.

Click Save to save your changes.

This would be an example of values entered in the definition for later use in the checkout process.

This would be an example of a mapping between custom fields and at least one Betterez standard field.

You can check in the sales flow how the fields you have created are displayed.

You can search according to the selected field, then enter the value to query and click on the Lookup link.

Editing a Dynamic Forms

To edit a Dynamic Forms you can click the name of the Dynamic Forms in the Dynamic Forms list.

This will open the details screen. It's the same screen as to create a new Dynamic Forms but the fields will be completed with the information associated to the Dynamic Forms that you are editing.

Once you complete the changes make sure to SAVE.

Remove a Dynamic Forms

To remove a Dynamic Forms you can click on the "X" to delete it.