Forms Gate Creation

Owned by arkadi kaplon
Last updated: 28.07.24
3 min read

A new form can be created in two ways:

  • From scratch by a Galooli user or by using Galooli templates. Please continue reading the document to learn how to do this.

  • With assistance from the Galooli support team. Please submit a support ticket with all the necessary information.

Independent Creation of a Form

  1. Enter the Jotform platform and create a new user.

  2. At that point, you may look at the Galooli templates documentation and determine whether they are suitable for your needs. Otherwise, please continue to the next step.

  3. Click on “CREATE FORM” >> “Star From Scratch” >> “Classic Form”.

    image-20240728-093342.png

  4. To integrate with the Forms Gate tool in the Galooli solution, choose a meaningful name for the form and add five mandatory short text fields.

    image-20240728-094450.png

     

  5. It is now necessary to change the “Field Label” and the "Unique name" of the five fields that you have added, one by one.

All names must be unique among those listed below, please copy them exactly as they appear.

By clicking on the field, you can change the unique title in the "Field Label" section. Then click the "Advanced" tab, scroll down, open the "Field Details" section, and change the "Unique name". The same name must appear in both places.

Unique Names:

  • KEY-SYS__ORGID

  • KEY-FORM__NAME

  • KEY-SYS__DEVICEID

  • KEY-SYS__SUBMIT__EMAIL

  • KEY-SYS__CONFIRM__EMAIL

Field Label

Unique Name

Field Label

Unique Name

  1. In order to integrate with the Galooli solution, please add a specific email output notification that will be
    addressed to the Galooli automation mailbox. Follow the next steps:

  • Settings >> Emails >> Add an email

  • Select >> RECIPIENTS >> Recipient Email >> add the email: o0@galooli-automation.com >> Add any other personal email address that will receive notifications/fields from JotForm. Click “Save”

     

  1. Click on Settings >> Emails >> Edit icon >> Locate the “Email Content” section and make sure that both columns are the same.

Name of the system key

Description

Name of the system key

Description

KEY-SYS__ORGID

Galooli internal organization ID which you can find via your account manager


KEY-SYS__DEVICEID


Unit ID as shown at the gateway


Each organization has there Asset ID

It is mandatory to use at least one of the fields


KEY-SYS__SITEID

KEY-SYS__SUBMIT__EMAIL

The email address of the form filler

KEY-SYS__CONFIRM__EMAIL

The email address of the confirmation representative

KEY-FORM__NAME

The name of the form as it will appear in Galooli's solution

  1. Save the changes.

  2. In order to receive a PDF file with all the information, it is mandatory to follow the next steps:

  • Settings >> Emails >> Edit icon

  • ADVANCED >> PDF Attachment

 

7. In case you want to use the data update options you must first make sure that the fields that will be in use, do indeed support this feature. To do this, enter the Pro Application >> select the fields that interest
you >> click on “Forms Gate Info” and then you will see which fields support the Forms Gate feature and which isn’t.

For more detailed information about the supported fields please use the following article - Forms Gate Supported Fields List

  1. Copy to the relevant fields and edit the names of those required fields in the output email notification as you did in step 5.