Manual:Extension/Forms

The Forms extension allows formatting a wiki page or a user dialog as a form. It is also used in conjunction with the Workflows extension where it provides input forms for workflow data.

Introduction

To create a checklist as a form, for example, the following steps are necessary:

1. Create and save the checklist form via the Special:Form_editor special page. The form serves as a template for all checklists that are created with it.
2. Create and save checklist instances via the special page Special:Create_form_instance.

Optionally, the styling of the form can be adjusted.

As an example, we are creating a small checklist for an event where food-related hygiene information has to be tracked.

Event checklist example

Create a checklist form

1. Define the main properties of the form:
   1. Open the Special:Form editor page.
   2. Enter a name for the new form, e.g. EventChecklistHygiene. This name is used as a unique identifier for the database. Therefore, do not use any special characters (apart from the hyphen "-").
   3. Enter a title, e.g. Event Checklist. This is displayed as the display title instead of the form name if you activate the Display title checkbox.
2. Add a form section:
   1. Under Form Elements > Other, select the Section Heading element and, holding down the left mouse button, drag it into the interactive form editor field below.
   2. Click the section heading radio button. The editing dialog opens.
   3. Enter a field name. This is saved as a field ID in the database and should therefore not contain any special characters.
   4. Enter the title for the heading. This is used as the display title in the form.
3. Create the form fields for the Event section. Here we add a text box as an example.
   1. While holding down the left mouse button, drag the Text element under the section heading.
   2. Click the text box radio button.
   3. Enter a name. This is used as the database ID for this field and should therefore not contain any special characters.
   4. Enter a label. This is displayed as the label for the text field.
   5. Add more form elements.
4. Now define which form fields should be used to generate the page name of the form instances created with this form. As an example, we define the page name for the checklists as subpages to the form name with the values ​​from the event name and date fields (both fields must exist in the form: EventChecklistHygiene/Template:Ech-event-name-{{ech-date} }
   1. Mark event name and date as required so that these values ​​always exist.
   2. In the form properties, switch to the Target view.
   3. Select "Json in a wiki page" as the target type.
   4. Enter the desired title: EventChecklistHygiene/Template:Ech-event name-Template:Ech-date
   5. Then click Submit at the bottom of the page to save the form. The form is now stored in the main namespace as EventChecklistHygiene.form. To continue editing the form, switch to the editing mode of the page (1).

Create a checklist instance

To use the form, create your first checklist.

1. Open the page Special:Create_form_instance.
2. Choose the form EventChecklistHygiene.
3. Fill out the form fields.
4. Click Submit.

The checklist is now saved in the wiki and can be edited further.

Adjust the styling

Common.css

To style individual elements in the form, go to the styling tab in the options dialog. There, you can enter a css class name. The styling is then defined on the MediaWiki:Common.css page (admin rights are required).

To style the section heading:

1. Open the styling tab in the options menu of the Event heading field.
2. Add a new CSS class and enter a selector name (CSS Classes field), e.g. frm-sectionhd.
3. Paste the following style declarations into the MediaWiki:Common.css page, e.g.:

   border-bottom: 1px solid #a6a6a7;  background:#f1f3f9; padding:6px;margin:30px 0;
   

If you do not have permission to view this page, you can enter style information directly for each element in the form via inline styling.

Inline styling

Without access to MediaWiki:Common.css, the style information can be entered directly in the form. However, with many recurring style declarations this is not efficient in contrast to the definition of CSS classes in MediaWiki:Common.css.

As an example, let's apply the previous section heading example directly as inline styling. To do this, open the options menu of the ech-event form element again. Enter the following statement in the Styling field and save the change:

border-bottom: 1px solid #a6a6a7;  background:#f1f3f9; padding:6px;margin:30px 0;

Technical Reference: Forms

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