Copy - Paste Order Form fields

[bscunningham]

Order Forms are Powerful but tedious to build.....

Select order form field elements via check box. Copy to existing Order form(s) via Check box list of Order forms.

Duplicating Order Forms would be huge, nice to see it already on the ToDo list.

Form field default settings in Products? Separate DB of form field elements?

[netshine]

nBill 2 already includes the ability to copy order forms. It also allows you to specify core fields to appear on all new forms. Please have a go with the alpha release and see what you think. Beta release coming within the next few weeks.

[bscunningham]

Will there be an option to accept those core fields into the new form? If the core fields can be defined and then included or not in new forms, that is what I was thinking.

[netshine]

You will be able to specify on the core field whether or not that field should be included on new order forms. In any case, you can create a 'template' order form, and just create new forms based on copies of that.

[bscunningham]

Not sure I understand. Will there be an option to remove or not publish core fields when defining select new order forms? If not I don't think core field will be that effective for my needs. If yes I'll be using the heck out off them. 

[netshine]

When you create a new order form in nBill 2, it will automatically create fields for any of your defined core fields that are flagged to be used on order forms. If you don't want any of them, for a particular form just delete them (I don't think it would be any quicker to have an extra step asking you to specify which fields you want every time you create a form).

If you want a specific set of fields for several forms which do not equate directly to the core profile fields, you can create a form with all the fields you want, and create further forms by copying that form.

[bscunningham]

Brilliant!  Both really good answers.

BC

[bscunningham]

I've created a new core field that I would like to have on all existing Forms. It's instructions on how to deal with PayPal Check out. I'm probably missing something really obvious but I'm not seeing how that is done when editing Existing forms. 

[netshine]

When you create a new core profile field, existing forms are not affected, only new forms that are created afterwards. If you have a customised form layout (a 2 column form for example), nBill would not know where to put the new field anyway, so it would be very difficult to do without causing complaints of 'nBill messed up my form!' - as such, I'm afraid you will have to add the field manually to each form, sorry. However, if the field name and contact/client mapping is the same as the core profile field, any updates you make to the core profile field will (optionally) be reflected on the order forms that use it. So if you just make it a very simple field, add it to each form (just setting the name and mapping and leaving everything else at the default values), then edit the core profile field to change the other properties, the modifications will be reflected on all your fields which should save a bit of time.