MANUAL
Forms Management System: www.formdesk.com
 
 

 

Merge Codes

 
From different sections within Formdesk using Merge Codes you can refer to entries that the user of your form supplied or to other variable information provided by Formdesk.

Formdesk provides two different sorts of Merge Codes:

1. Identifiers that apply to answers to given questions / form entries
2. System Codes that apply to Formdesk system information and functions

 
This document discusses the following:

Where to be used
Identifiers
System codes
Using merge codes in messages
 

Where to be used

The following are the most important sections within Formdesk where you can use Merge Codes:
  • Within a calculation (to calculate based on form entries);
  • When defining dependencies (to conditionally skip form items);
  • In the questions or default answers of your form;
  • When setting up Formdesk email messages;
  • When setting up the thank you message (message that is displayed after submission);
  • When setting up the confirmation screen (summary screen where the user can confirm his/her entries);
  • When setting up the report for publishing result entries;
  • When setting up send conditions for workflow messages;
  • When creating an advanced filter of the results;
  • To determine the field names of the downloaded file of the results;
  • To pass data into the form (pre-population using parameters);
  • To remember form entries over different forms.
 

Identifiers

When you add a question to your form a unique name will automatically be assigned to it based on the question. This unique name is called the 'Identifier' of the question and can be modified for your convenience. You use these Identifiers from different parts within Formdesk to refer to the answer that was given to the question. If you modify an Identifier's name, it will be automatically updated for all the places where you use this Identifier.
 
 

System codes

When setting up certain messages within Formdesk you can use System Codes to include system information. Using System Codes you can for instance include the date the form was submitted, a printer button or the entire completed form in the message.

Some powerful System Codes are:

_fd_CompletedFormDisplays the completed form. Learn more
_fd_Id / _fd_SeqnoA unique id or sequential number of the submission. Learn more
_fd_EditCodeTo edit a completed form from within an email message. Learn more

You will find a complete list of available system codes in the areas where you can use them.
 

Using merge codes in messages

To include Merge Codes in a message or calculation they must be placed between brackets ([ and ]).

In all cases where you can use Merge Codes you can pick them from a list. In most cases the button leads you to this list.

The example below demonstrates a message that uses Merge Codes.

Date of inquiry: [_fd_AddDate]

Dear [name],

Thank you for your interest in our class [class] which you want to visit on [date].

Your inquiry:

[_fd_CompletedForm]

Best Regards,

[_fd_Owner_Organisation]
 
Also view our Demonstration Form about merge codes.