TWiki Forms

1. Define a form template
2. Enable the form for a web
3. Add the form to a template topic
4. Build an HTML form to create new topics based on that template topic
5. Build a FormattedSearch to list topics that share the same form

• form template - a set of fields defining a form

• form - additional meta data (besides the freeform TEXTAREA) attached to a topic

• form field - a named item in a form (also known as a key)
• field type - selects the field type:

• field value - one or more values from a fixed set (select, checkbox, radio type) or free-form (label, text, text area).

Defining a Form

1. Create a new topic with your form name: YourForm, ExpenseReportForm, InfoCategoryForm, RecordReviewForm, whatever you need.
2. Create a TWiki table, with each column head representing one element of an entry field: Name, Type, Size, Values, Tooltip message, and Attributes (see sample below).

• In the WebForm topic, define the form:
  

  Name	Type	Size	Values	Tooltip message	Attributes
  TopicClassification	select	1		blah blah...
  OperatingSystem	checkbox	3		blah blah...
  OsVersion	text	16		blah blah...

• Then in the TopicClassification topic, define the possible values:
  

%SEARCH{"Office$" scope="topic" web="%MAINWEB%" nototal="on" nosummary="on" nosearch="on" regex="on" format="$web.$topic" separator=", " }%

when used in the value field of the form definition, will take the set of field values to be all topic names in the Main web which end in "Office".

Notes:

• A very few field names are reserved. If you try to use one of these names, TWiki will automatically append an underscore to the name when the form is used.
• The field value will be used to initialize a field when a form is created, unless specific values are given by the topic template or query parameters. The first item in the list for a select or radio type is the default item. For label, text, and textarea fields the value may also contain commas. checkbox fields cannot be initialized through the form template.
• If a label field has no name (blank first column in the form definition) it will not be shown when the form is viewed, only when it is edited.

• Field names can include any text, but you should stick to alphanumeric characters. If you want to use a non-wikiname for a select, checkbox or radio field, and want to get the values from another topic, you can use [[...]] links. This notation can also be used when referencing another topic to obtain field values, but a name other than the topic name is required as the name of the field.
• Field names have to be unique. If the same name is necessary (as when the field values for several fields are obtained from the same topic), an alternative name must be assigned using the [[...]] notation.
• The topic defining field values can also be generated through a FormattedSearch, which must yield a suitable table as the result.
• Form definition topics can be protected in the usual manner, using TWikiAccessControl, to limit who can change the form template and/or individual value lists. Note that view access is required to be able to edit topics that use the form definition, though view access to the form definition is not required to view a topic where the form has been used.
• The Tooltip message column is used as a tooltip for the field name (only if field name is a WikiName) - you only see the tooltip in edit view.
• The Attributes column is used to define special behavior for that form field (multiple attributes can be entered, with or without separators):
  • An attribute H indicates that this field should not be shown in view mode. However, the field is available for editing and storing information.
  • An attribute M indicates that this field is mandatory. The topic cannot be saved unless a value is provided for this field. If the field is found empty during topic save, an error is raised and the user is redirected to an oops page. Mandatory fields are indicated by an asterisks next to the field name.

Example:

• Set WEBFORMS = BugForm, FeatureForm, Books.BookLoanForm

Add a form to a topic

• Edit a topic and follow the "Add form" button to add a Form to the topic. This is typically done to a template topic, either to the WebTopicEditTemplate topic in a web, or a new topic that serves as an application specific template topic. Initial Form values can be set there.

• Additionally a new topic can be given a Form using the formtemplate parameter in the (edit or save) URL. Initial values can then be provided in the URLs or as form values:

• • Example: This will add a textfield for the new topic name and a "Create"-Button to your topic. When the button is pressed, the topic editor will open with the form "MyForm" already attached to the new topic.

        <form name="newtopic" action="%SCRIPTURLPATH{"edit"}%/%WEB%/">
           <input type="hidden" name="formtemplate" value="MyForm" />
           New topic name <input type="text" name="topic" size="40" />
           <input type="submit" value="Create" />
        </form>
           

• Tip: For TWiki applications you can automatically generate unique topicnames.

• Note: Initial values will not be submitted to the form of a new topic if you only use the formtemplate parameter.

Build an HTML form to create new Form-based topics

• New topics with a form are created by simple HTML forms asking for a topic name. For example, you can have a SubmitExpenseReport topic where you can create new expense reports, a SubmitVacationRequest topic, and so on. These can specify the required template topic with its associated form. Template topics has more.

Changing a form

• You can change a form definition, and TWiki will try to make sure you don't lose any data from the topics that use that form.

• If you change the form definition, the changes will not take affect in a topic that uses that form until you edit and save it.

• If you add a new field to the form, then it will appear next time you edit a topic that uses the form.

• If you delete a field from the form, or change a field name, then the data will not be visible when you edit the topic (the changed form definition will be used). If you save the topic, the old data will be lost (though thanks to revision control, you can always see it in older versions of the topic)

Searching for Form Data

Example
TWiki users often want to have an overview of topics they contributed to. With the $formfield parameter it is easy to display the value of a classification field next to the topic link:

| *Topic* | *Classification* |
%SEARCH{"%MAINWEB%.UserName" scope="text" regex="off" nosearch="on" nototal="on" order="modified" reverse="on"
format="|<b>[[$web.$topic][$topic]]</b> |<nop>$formfield(TopicClassification) |" web="Sandbox"}%

Extending the range of form data types

• any type name starting with checkbox
• any type name with +multi anywhere in the name

Gotcha!

• Some browsers may strip linefeeds from text fields when a topic is saved. If you need linefeeds in a field, make sure it is a textarea.

Importing Category Table Data

Very, very old TWiki releases used a system called the "TWikiCategoryTable". Later releases support automatic import of this data.