Encompass Web Input Form Builder

The Encompass Web Input Form Builder enables Encompass LO Connect administrators to create and design custom input forms to meet your company’s specific requirements. Build forms featuring responsive layouts that adapt to the screen size of the desktop, tablet, or mobile device it is viewed on. Drag-and-drop more than 10 different elements, including text boxes, dropdown lists, images, and hyperlinks, directly onto the form. Custom forms built with the Encompass Web Input Form Builder can then be added to the Encompass LO Connect forms list where loan officers can access and use them.

Important! The new Encompass Web Input Form Builder being introduced with this release does not replace the Encompass Input Form Builder that is provided with Encompass. Please review these important factors to consider:

• The Encompass Web Input Form Builder is a brand new feature for use with Encompass LO Connect only. (Future releases will enable you to use the Encompass Web Input Form Builder with additional Connect products.)

• You must still use the Encompass Input Form Builder to create forms within your current Encompass system. (The new Encompass Web Input Form Builder is not compatible with Encompass.)

• Forms created using the new Encompass Web Input Form Builder will only be accessible in Encompass LO Connect.

• Forms created in the Encompass Input Form Builder cannot be imported or copied over into the new Encompass Web Input Form Builder. Nor can new forms created in the Encompass Web Input Form Builder be imported or copied over into the Encompass Input Form Builder for use with Encompass.

• If you have additional questions about the Encompass Web Input Form Builder, please contact your ICE Mortgage Technology account manager.

For additional help using the Encompass Web Input Form Builder, the following resources are available:

• Encompass Web Input Form Builder Help - This Encompass Web Input Form Builder's online help topic provides step-by-step instructions and detailed information for using the Encompass Web Input Form Builder. To access the online help, select the question mark icon on the right side of the Encompass LO Connect site or the Encompass Web Input Form Builder window.

• Encompass Web Input Form Builder User's Guide - A guide for using the Encompass Web Input Form Builder intended for Encompass LO Connect administrators who have a basic knowledge of form design and familiarity with an HTML editing application.

• Encompass Web Input Form Builder Developer's Guide - A guide for utilizing the assets provided with the Encompass Web Input Form Builder intended for advanced JavaScript developers looking to design forms featuring elements that trigger events and similar types of actions.

• Walk-Thrus - Step-by-step guidance that walks you through specific features within the Encompass Web Input Form Builder. Select the Need Help? widget located on the right side of the Encompass LO Connect site to access guided walk-thrus.

The Encompass Web Input Form Builder is accessed through the Encompass Admin Portal. Log in using your Encompass LO Connect administrator credentials.

Navigate to the Asset Management section of the Encompass Admin Portal to access a repository of uploaded assets that can be used to help create custom input forms. These asset repositories are shared, meaning any change made to a file is universal and will impact the file across all products in which it appears. Changes made to file names could result in errors in input forms.

Currently, files uploaded to the Asset Management cannot be deleted. This will be addressed in a future release.

Advanced JavaScript developers looking to design forms featuring elements that trigger events and similar types of actions can also refer to the Encompass Web Input Form Builder Developer’s Guide document.

Navigate to the Custom Input Forms section to access a list of all the forms that have been created in Encompass Web Input Form Builder and ways to manage them.

You can search the list of custom forms and filter your search results.

• Select- Whether the form is currently selected or not selected. By default, all forms (those that are selected and those that are not) are included in the search results.

• Name - The name given to the form.

• Description - The description given to the form

• Enabled - Whether the form is currently enabled or disabled. By default, all enabled and disabled forms are included in the search results.

• Created By - The user who created the form.

• Created Date - The date and time the form was initially created.

To manage your forms, select a button on the Custom Input Forms toolbar. You can create, refresh, import, export, and delete any custom forms.

• New - Select to open the form in a new browser window or tab. If you have another form currently open, you will be prompted to save that form before the browser window closes and a new window opens for the new form.

• Refresh - Select to refresh the list of custom forms displayed. Use this function to refresh any stale information, like if a form does not appear in the list, without refreshing the entire browser page.

• Import - Select to import a form from your local system’s hard drive. You can only import .json files.

• Export - First select a disabled form, and then select this button to directly export that form to your local system’s hard drive as a single file (with the extension .json).

• Delete - Select to delete any of these forms from your Encompass LO Connect system.

The Form Workspace is in the center of the Form Builder interface. Add elements to the workspace and then arrange them on the form.

Use the Form Workspace toolbar to manage the elements on the form.

• To remove one or more elements from the form, click to select the element(s), and then select the Cut icon.

• To copy one or more elements, click to select the element(s), and then select the Copy icon.

• To paste one or more elements that you have copied, click the container where you want to paste the elements, and then select the Paste icon.

• To edit Javascript code, select the Code Editor icon. From the File Name dropdown, select the Javascript file to edit, make your code edits, and then select Save.

• To display grid lines on the Form Workspace to help with alignment of elements, select the Grid icon.

• To delete one or more elements from the workspace, click to select the element(s), and then select the Trash icon.

• Select the New Form button to start a new blank form.

• Select the Preview button to preview the form.

• Select the Save button to save the latest changes to the form.

All of the elements used to build a form appear at the top of the Form Builder workspace. Add an element to a form by using a simple drag-and-drop operation.

There are many elements to choose from:

• Field elements: Calendar, Check Box, Dropdown, Multi-line Text Box, Radio Button, Text Box

  Field elements are used to display data from the underlying loan file, and for the user to input or modify loan data.

• Action elements: Button, Contact Button, Hyperlink, Rolodex

  Action elements, when selected, invoke a predefined standard behavior or a custom behavior (defined by the creator of the form). For example, when the user clicks a button element, you can instruct the form to launch a web browser and navigate to a URL.

• Container elements: Form, Category Box, Group Box

  A container element is any element into which other elements can be added to form logical groups of elements. Once elements are added to a container, they can be managed as a single group. The top-most element in every custom form is the Form itself. Any element added to the form is contained, directly or indirectly, within the Form container element.

  You can use the category box and group box container elements to quickly produce custom forms which match the look and feel of standard Encompass LO Connect forms.

• User Interface elements: Image, Label

  User Interface elements provide visual information to the user but have no bearing on the actual functionality of the form.

The Properties panel displays on the right side of the Form Builder workspace. When you add an element to the workspace, you define its appearance and behavior by setting values in the Properties panel. These values are automatically saved. The available properties are based on the selected elements.

The Properties panel is also where you assign event handlers to elements. Events are triggered when a user performs an action on a form. For example, the user can click a button to trigger a click event or click a text box to trigger a change event. For information on how to create a new custom event handler, refer to the Encompass Web Input Form Builder Developer’s Guide document.