Introduction

Adding catalog forms to catalog items need to be configured in two configuration areas: “Catalog & Orders” and “Catalog Forms”. Both can be easily find under the “Forms & Pages" selection on self-service administration pages.

Creating Forms

Creating or editing any form that will be taken for product catalogue use, must be configured under the “Catalog Forms” configuration area.

To create a new form:

1. Click on the “+New form” button.
2. Give a name for the form.
3. As for target template configuration, the form will be using one selected on the “Catalog & Orders” page for “Order template” (under “Order Settings”).

Note:

• Admin can use same form fields and elements as can be used on the “General Forms” configuration area. 
  • Also conditions can be added
• Override defaults are not supported for catalog forms

Assigning Forms to Product Items

In case there are forms that can be assigned to product item, the administrator needs to navigate to “Catalog & Orders” configuration area and go to the tab “Presentation”.

To assign catalog forms admin:

• Navigate to “Catalog Forms” area, which is below product item presentation configuration area.
• To assign just one form to all the items, admin can select created form from the “Catalog Form” drop-down list.
• To assign form or forms to dedicated product items:
  • Navigate to the Product Specific -configuration area.
  • Press “+Assign Catalog Form”.
  • Select the form from the list.
  • Assign the form to those items where form questions are needed to be asked from the end user.

Note: 

• Some items might be shown as greyed out, which means that they are already configured to use form (even the same form that admin is assigning).
• When admin has assigned all the forms, configuration must be saved so that forms to the item are taken into use.