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How to create a complex order form?

Creating a complex online order form with payment integration may be a bit tricky at first.

This article will guide you through every step, from adding the first field to having happy customers and money in your account.

Here is a complex order form that we’ve created for demonstration purposes. Even though it looks complex, it’s not that hard to build.

We will divide this tutorial into three parts: Form Editor, Form Rules and Payments.

Form Editor

1. In Form Editor we will divide the form into three parts: contact and delivery details, menu and order confirmation and terms of agreement.

2. The Contact details with the delivery time will contain fields with no special functions, whatsoever.

3. The Menu is where we will add fields and set them as hidden. It takes a bit of time, but we repeat again, it’s not that hard.

4. We will add a multiple choice field (What would you like to order?), which will trigger the behavior of the form. We will explain more at a later step when setting the field rules. With the exception of this field, all fields will be set as hidden in the menu section of this form.

5. We have four fields related to tea and three related to coffee. These fields consist out of single choice fields multiple choice fields, and number fields. Clients will have the possibility to choose the type of coffee and tea they want if they want them sweetened, the quantity and if they want something extra next to them, such as biscuits, muffins, etc. The related fields to tea and coffee will be set as hidden. When clients open the form, they won’t see any details of the drinks, only when they select them from the first multiple choice field.

6. Next we will add Image fields and resize them, to make it look professional. They will be set as hidden and set within Rules to appear only when the client has selected the product related to the image.

7. In the end we will add a Signature field, a Terms of service field and a Heading as an instruction to clients, who have coupon codes to use for discounts. These fields are not hidden and the coupon box is set automatically from Payments. We will explain more in the Payments section of this demo.

Field Rules

Now that’s about it with the Form Editor, but we need to do something with those hidden fields to appear when the client select one product or the other. This sample form works something like this: when the client selects tea all fields related to tea will appear. The same applies when they select coffee.

1. Go to SettingsRulesField Rules and check Enable field rules for this form.

2. Next, add one rule at a time. It’s best that you know precisely how you want to set your rules. In this sample, there are eighteen rules. Don’t worry, we will take it slow, step by step.

3. We will need to add a rule for our first checkbox, where we have the two choices set, tea and coffee. Depending on what will the client choose, the selected radio button will show some of the hidden fields. Luckily we can set multiple actions within one field rule. We will set this field rule as follows:

Complex Order Form - Field Rule

If Tea is checked then show

  • Choose the desired tea:
  • Quantity
  • Sweetened
  • Extras

Add a new rule and repeat the same condition, but this time replace tea with coffee in the first dropdown list within the Edit Field Rule popup.
4. Setting up rules implies logical thinking, so it’s really not that big of a deal. In this demo we have built rules as follows:

Complex Order Form - rules part1

Complex Order Form - rules part2

Complex Order Form - rules part3

Complex Order Form - rules part4

You can assign more conditions to the same rule. To add an extra condition to the same rule, click on the green cross in Edit Field Rule and a new line will appear. Set up the new condition and press Save rule when done.

123FormBuilder - Edit field rule

Payments

In this section we have assigned the prices of the form’s products, a coupon box for discounts and the payment processor. You can select from a list of payment gateways in Payment processors. To start with, go to the SettingsPaymentsPayment Processors section and select the payment gateway you want to use.

1. In this demo we have selected the PayPal payment gateway. You can select and use as many payment gateways you desire, on our platform.

Complex Order Form with PayPal

2. In the section Assign Values or Formulas to Fields, we have assigned the necessary prices to the products tea, coffee and all additional extras that come with them.

Complex Order Form - assign prices

3. In Summary and Discounts we have set the calculation formulas of the products by the requested quantity. Read more about Payment Summary and Discounts.

Complex Order Form - assign prices

4. You can assign coupon codes to your web order form, depending on your needs. We have added two coupon codes on this form. When you assign a coupon code on your form for the first time, a Text box field will automatically appear before the Submit button. Here users can assign one of the codes and receive a discount.

Complex Order Form - Coupon Codes

5. In the PaymentsNotifications section you can set a variety of options related to email notifications after payments .

Frequently Asked Questions

Here is a list of the most frequently asked questions. For more FAQs, please browse through the  FAQs page.

Is this service free?
Yes, we offer a free form builder service. Just sign up to the Basic plan and you are all set. This plan is forever free, but you are limited with a few features only, such as 5 forms per account, 100 submissions per month and you have to keep the backlink to 123FormBuilder on your forms. Check out our features matrix for more information.
How many forms can I create?
It depends on the service plan you are on. Higher service plans enable more features, including more web forms for your account. If you need more forms, go to the My Account section of your account and click the upgrade button. To create an unlimited number of forms, either upgrade to the Platinum service plan or higher. Consult our features matrix for more information.
How can I publish my forms?
You can publish your forms in many ways, by using their direct URL or HTML link, embedding them with a JavaScript code, Inline HTML or iFrame, using the Facebook app or the WordPress plugin, using popups, the Blogger code snippet and many more. Once you have created and customized your form, go to the Publish section to complete your work. Read more in our documentation.
How do I change my form design?
You can change the design of your form in the Themes section, which is located in your form settings. We offer a set of more than 30 predefined form themes for your forms, but you can also create your own from scratch. You can customize the submit button, the logo and more. To apply your own stylesheets, all forms come with a custom CSS editor.

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