Download DNNCentric Custom Form Creator

DNNCentric
Custom Form Creator
User Manual
DNNCentric Custom Form Creator Users Guide
Table of contents
Introduction of the module .................................................................................................. 3
Prerequisites ........................................................................................................................ 3
Configure SMTP Server .................................................................................................. 3
Installation procedure .......................................................................................................... 3
Creating Your First form ..................................................................................................... 4
Adding custom form module to the page ........................................................................ 4
Manage Categories .......................................................................................................... 5
What is a category ....................................................................................................... 5
How to add a new Category? ...................................................................................... 5
Sorting and Editing a category .................................................................................... 6
Add/Edit Form Fields ...................................................................................................... 6
What is a field. ............................................................................................................ 6
How to add a new field ............................................................................................. 14
Sorting and Editing a field ........................................................................................ 14
Manage Workflow......................................................................................................... 15
View Saved data ........................................................................................................ 15
Manage Email WorkFlow ......................................................................................... 18
Manage SQL Post Workflow .................................................................................... 23
Manage Final Step /Redirecting to different pages ................................................... 26
Configuration ................................................................................................................ 27
Form width and allignments...................................................................................... 27
Quickly changing form colors ................................................................................... 28
Customizing Captcha ................................................................................................ 29
Customize Error and Validation................................................................................ 29
Customize buttons ..................................................................................................... 30
File Upload Path Setting ........................................................................................... 30
Advanced Configuration ............................................................................................... 30
Expand/collapse of category ..................................................................................... 30
Error Display template .............................................................................................. 31
Secret of Default field values .................................................................................... 31
Edit Dynamic Content ................................................................................................... 31
Multilanguage features .................................................................................................. 32
Enabling ML Features ............................................................................................... 32
Effect on categories ................................................................................................... 33
Effect on fields .......................................................................................................... 33
Effect on dynamic content......................................................................................... 34
Stored SQL Queries ...................................................................................................... 35
Form Validations ........................................................................................................... 37
Upgrade Guide .................................................................................................................. 38
Uninstallation Guide ......................................................................................................... 40
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DNNCentric® Copyright © Skysoft IT Services Pvt Ltd
DNNCentric Custom Form Creator Users Guide
Introduction of the module
Custom Email form is a DNN Module to create custom or dynamic forms. You can create
different type of form fields and group them into categories, sort them, Hide/ unhide
them the way you want. You can optionally configure the form to be redirected to a
different page after a successful submission
Prerequisites
Configure SMTP Server
Prior to creating any form this is necessary to save some required settings to get the
appropriate results, like for sending emails and saving that data to view saved data
(explained below). For SMTP Server settings, Go to the Host Host Setting SMTP
Server Settings and set required settings as shown below in the form.
Installation procedure
For installing your desired module do mouse over in the host link in main menu, click on
module definitiongo to the context menu and click on install module
browse the
desired module and install the module.
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DNNCentric Custom Form Creator Users Guide
Creating Your First form
Adding custom form module to the page
In order to add “DNNCentric custom form” module to a desired page follows these steps:
• Select the “Add New Module” radio button.
• Choose “DNNCentric custom form” from the “Module” pull down menu.
• Click on the “Add” link
The DNNCentric Custom Form module will be added to the page. It will look like as-
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DNNCentric Custom Form Creator Users Guide
When you click on the control panel it will look like as-
Manage Categories
What is a category
You can group one or more form fields in different categories. For e.g. you can create
categories like “Personal Information”, “Professional Details”.
How to add a new Category?
To access Add / Edit category user interface page go through the manage category link
into the action menu bar, you will access the below page.
Click to the add new category link to add categories in your form.After clicking on that
link u will get to the below form.
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DNNCentric Custom Form Creator Users Guide
Add all required categories one by one in your form.
Sorting and Editing a category
You can sort, delete and edit categories from here.
Go back to the main page and click on the “Add/Edit Form Fields’’ link from the context
menu. You will get to the below form
Add/Edit Form Fields
What is a field.
Click on Add New Control to get the next page where you will be able to add new
controls in your custom form. This form contains the all fields that may be used to build
the form. These are
Control Type
Field Name
Category
Active
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DNNCentric Custom Form Creator Users Guide
Properties (according to the control type)
Text Properties
Caption
Default Value
All these fields are explained below.
Control Type: Control Type enables user to choose required control type with given list
of controls, accordingly properties of that control enables and asks user to set
properties according to their need.
Field Name: This feature becomes use for uniquely identify fields for internal use of
form fields. That cannot be changed once saved.
Category: Choose category accordingly in which controls to be added.
Active: Check this box to make the field control active.
Properties: Properties of controls change according to control type has been chosen in
the form. This is a very useful feature which helps user to set fields value according to
their need and according to their control type.
Text Properties: Text property is a section in which two fields are there, both of them
detailed below.
Caption: This is a text field in which user inserts field name what he/she wants to
identify for particular field.
Default Value: Here we can define default value for any particular field.
Here I am explaining all the control types and properties which populates
automatically while selecting control type.
Sr.
No.
1
Control’s Name
Text Box
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Description
Enabled Properties
You can use Text box control As you select a textbox control,
where you want to give textual certain properties enables, these are.
input.
Text Mode You can choose single
line
or
multiline
dropdown
list
according to your need
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DNNCentric Custom Form Creator Users Guide
Validation
Type
Set as
Required
Field
IsReadOnly
You can validate field
simply by selecting
options from given
dropdown. E.g. you can
choose Email id option
to validate text box for
Email id.
You can set the field
required to fill by
checking the check box
By
Enabling
this
property, User can not
Modify/ Edit in the Text
field.
2
Dropdown list
User can use this user interface As you select a dropdown list control,
control where he/she wants to certain properties enables, these are.
choose one value from a list.
Set as
Allows users to set
Required
the field as a
Field
required
field
according to their
need
IsReadOnly
User does not have
permission
to
Upload file when
enable
this
property
3
List Box
A GUI widget that allows user to As you select a list box control,
select one item from a list.
certain properties enables, these are.
Set as Required
Field
IsReadOnly
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Allows users to set
the field as a
required
field
according to their
need
User does not
have permission
to Upload file
when enable this
property
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DNNCentric Custom Form Creator Users Guide
4
5
Radio button list
File Upload
In a GUI user can use, one of a
group of small circles that
represent a set of choices
(indicated by text next to the
circles) from which only one can
be selected; the selected choice
is indicated by a partly filled
circle.
By selecting radio button list control
two properties enables these are
IsReadOnly
Set as
Required
Field
Set Repeat Allows users to set
Direction
Vertical and Horizontal
direction for radio
buttons
User can use this control to File Upload control enables certain
uploading the file in their properties these are
application
Allow File This property enables
Size up too to select file size
according to your need
Allow File This property gives
Type
information to user
about file type can be
upload
in
the
application
Set as
Allows users to set the
Required
field as a required field
Field
according to their need
IsReadOnly
6
Check Box
By
enabling
this
Property user can not
select Radio button
only view
Allows users to set the
field as a required field
according to their need
User does not have
permission to Upload
file when enable this
property.
User can choose a check box for As you select a checkbox control,
disable and enable any entity.
certain properties enables, these are.
Set as
Required Field
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Allows users to set
the field as a
required
field
according to their
need
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DNNCentric Custom Form Creator Users Guide
IsReadOnly
7
Check Box List
User does not have
permission
to
Upload file when
enable
this
property.
Check box list can be used for By choosing this control type these
multiple selection
properties would be enable
Set
As Allows users to set the
field as a required field
Required
according to need
field
IsReadOnly
By
enabling
this
Property user can not
select
Check-Boxes
only view.
Set Repeat Allows users to set
Direction
Vertical and Horizontal
direction for checkbox
list
Set Repeat This property enables
user to set the column
Column
no. for checkbox list
Number
Maximum
Selection
allowed
8
Date picker
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Allows user to write
maximum selection
allowed into this
textbox.
You can use this control to get Properties enables by selecting this
the calendar control in your control type are
application
Set Default User can set the default
Date
date according to need
Minimum
Allows user to write
Allowed
minimum allowed date
Date
into this text box
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DNNCentric Custom Form Creator Users Guide
9
Time Picker
Maximum
Allowed
Date
Set as
Required
Field
Allows user to write
maximum allowed date
into this text box
Allows users to set the
field as a required field
according to their need
IsReadOnly
User can not select
Date if this property is
checked.
User can use the control to get By selecting Time Picker option 4
the Time Picker control in properties enables, these are
his/her application
Allowed
User can select one of
Time
the options from 12hr
Format
and 24 hr, according to
their need.
Ask Hour
Ask
Minutes
Ask
Seconds
Set as
Required
Field
IsReadOnly
10
As
per
your
convenience select yes
or no for hour
As
per
your
convenience select yes
or no for minute.
As
per
your
convenience select yes
or no for second.
Allows users to set the
field as a required field
according to their need
User can not select
Time if this property is
checked.
Country Name To get the country name list In ‘IsReadOnly property’ allow user to
List (English only) your form use this control
set field as Read Only that can not
be modify/edit by user.
User can not select value from
dropdownlist only view
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DNNCentric Custom Form Creator Users Guide
11
Country Name To get the country name list In By choosing this control type these
List
your form use this control
properties would be enable
(Multilanguage)
Show
This property having
Control as
two options to choose,
dropdown list or list
box.
This
makes
possible to show the
country name list in
your chosen control.
Set
as Allows users to set the
Required
field as a required field
Field
according to their need
IsReadOnly
12
Label
13
Hidden Field
14
Rich Textbox
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User can not select
value
from
dropdownlist
only
view, if this property is
enabled.
A label is a user interface
control which displays text on a
form. It is usually a static
control; having no interactivity.
A label is generally used to
identify a nearby text box or
other Widget. User can use this
control wherever he/she want
to use as a static control
User can use this control to
create hidden html fields. These
values may be used to hide
session values, query string
values etc.
This control enables a property
named Field Alignment which allows
user to align the label’s text according
to their need.
It is rich in advance features
in comparison of basic text
"Rich text" also includes
information
about
the
document formatting, such as
font, size, bold, italics, margins
and so-on.
This control enables a property
named Height which sets the Height
of the Rich-Textbox according to
their need
This control doesn’t enable any
special properties
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DNNCentric Custom Form Creator Users Guide
15
16
Watermark
textbox
Auto Increment
Field
You can use it as a textual input Set Text
and when we click on it then Mode as
the text will be disable .
You
can
choose
single
line
or
multiline dropdown
list according to your
need
Validation
Type
You can validate field
simply by selecting
options from given
dropdown. E.g. you
can choose Email id
option to validate
text box for Email id.
Set as
Required
Field
You can set the field
required to fill by
checking the check
box
IsReadOnly
By Enabling this
property, User can
not Modify/ Edit in
the Text field.
It is a hidden field that allows a Prefix
unique number to be generated
when a new record is inserted
into a table.
A prefix is an affix
which
is
placed
before the stem of a
start number.
number
from
Start Number A
which the increment
starts.
Suffix
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It is an affix which is
placed after the stem
of a start number.
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DNNCentric Custom Form Creator Users Guide
How to add a new field
Choose particular control type from drop down box, give desired field name, choose
categories and fill properties value which populates according to control has been
chosen.
Sorting and Editing a field
You can sort, delete and edit categories from here.
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DNNCentric Custom Form Creator Users Guide
Manage Workflow
This field is use to manage the flow of the Form i.e. how to manage email setting,
manage PostData etc. See the below.
View Saved data
After submitting data you can view the saved data in manage work flow form. To get the
saved data go through the View Saved Data link. Prior to this you’ll have to set the SMTP
server settings and add the work flow from add/manage work flow form.
This form shows the submitted data in a grid and by the help of ‘Export Data’ button you
can export data in XML and can open downloaded data in excel sheet form.
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DNNCentric Custom Form Creator Users Guide
Follow these steps to download data and exports in excel 2003 and in excel 2007
Click on Export data button to get the below shown image
Save that file and open it with Microsoft office excel like in below shown image
After opening it with MS Excel you will get to the below shown user interface
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DNNCentric Custom Form Creator Users Guide
Choose As an XML table option and click on Ok button. You will get to the below shown
user interface.
Here after clicking on the OK button you will get the saved data in grids, as shown
below.
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DNNCentric Custom Form Creator Users Guide
Manage Email WorkFlow
In order to send a mail it is necessary to add work flow for current language.
In order to add new work flow go to the Add/Manage work flow link from the context
menu, in new page click on Add New Workflow link to get the below form.
Two tokens have been used for configuring emails. These are
1. $(AutoFieldValuelist)
Use this token to get a readymade table of all the fields and corresponding values.
Tip:
To
format
Auto
Generated
table,
edit EmailTable.css file.
2. $(FilledInFieldValueList)
Use this token to get a readymade table of only those fields and their values that are
filled
in
before
the
form
is
submitted.
Tip:
To
edit EmailTable.css file.
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format
Auto
Generated
table,
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DNNCentric Custom Form Creator Users Guide
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DNNCentric Custom Form Creator Users Guide
In this form you have options to customize the from address field and to address field,
as well as you can create new template, as required. You can use Available Email
Tokens. Put the token in the text area of send email to and Update.
These Email Attachment Fields is use to Upload a file. These fields are Optional.
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DNNCentric Custom Form Creator Users Guide
In this form you have option to enable the appointment by click on the checkbox. You
can use Available Tokens. . Put the token in the text area of Date Start, Start Time, Date
End, End Time, Summary, Location, Description .Alarm trigger is used to declare the
time of alarm.
Methods include publish and request.
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DNNCentric Custom Form Creator Users Guide
Precondition (Optional): If Condition in the Text-box is meet then Workflow Run
otherwise not; it means Email will send when condition is true otherwise not.
These conditions are also Token Supported. You can use Available tokens.
e.g. ‘$(Name)’ =’Sam’
$(Name) is the Available token.
Default value is True means if you do not write anything in the Precondition text-box
then Email-workflow run.
Custom SMTP: Custom SMTP is configuring for each workflow individually.
Prior to creating any form this is necessary to save some required settings to get the
appropriate results, like for sending emails .For Custom SMTP settings, Go to the
Individual Workflow Modify Advanced Settings and set required settings as shown
below in the form.
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DNNCentric Custom Form Creator Users Guide
Manage SQL Post Workflow
In order to send a Form Data in a Database it is necessary to add Manage Post Data for
current language. In order to add new Manage Post Data go to the Manage work flow
link from the context menu, in new page click on Manage Post Data link to get the below
form.
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DNNCentric Custom Form Creator Users Guide
In this form you have five options.
Template For The Language (Culture) :- This option is use to select culture for workflow
Workflow Name: - This option is use to type Postdate Workflow name.
Connection string: - In this field, use the Workflow Connection String which connect the
values of form to the Data base.
Script Type: - Select query Type from dropdown list either Stored Procedure or SQL
script.
SQL script: - This field is use to Connect the string from the external Data source
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You can use Available Email Tokens. Put the token in the text area of send email to and
Update.
Precondition (Optional): If Condition in the Text-box is meeting then sql query is
executed otherwise not.
These conditions are also Token Supported. You can use Available tokens.
e.g. ‘$(Name)’ =’Sam’
$(Name) is the Available token.
Default value is True means if you do not write anything in the Precondition text-box
then Manage SQL Post workflow run.
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Manage Final Step /Redirecting to different pages
By simple click on the particular “Manage Final step” link .Here you can write any
Response message or can redirect user to given URL. This form is used for selecting
screen action on process completion; here we have a drop down box which enables to
select options “Show Message to User” and “Redirect User to Given URL”. Get to the
below form select “Show Message to User” option from drop down.
By selecting “Redirect User to Given URL” below shown options enabled. Give the
address of URL at given place, and after submitting the form, you will be redirect to that
page.
You can also Query String Parameter. Enter each query string in New Line. For Example
QueryString1=value1
QueryString1=value1 (Token Supported)
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DNNCentric Custom Form Creator Users Guide
Configuration
In this page you can change your form layout as per your convenience. There are so
many settings exist in this page. You can customize general settings in general Form
layout option; also you can customize Form UI, captcha settings, and error format. One
important feature is Customize Submit button, if you want to upload a new file or image
you can simply click on the image Button and a dropdown comes up. In dropdown select
Upload New and a new file upload control comes up through this you can simply upload
your desire file.
Form width and allignments
To customize form’s width and alignment property go to the Configuration option from
the context menu and expand the General Settings option, here you can customize
caption
Position, form alignment, form width, Send emails asynchronously and some other
properties.
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Quickly changing form colors
To customize Form UI you should to go to the Form Layout option from the context
menu and expand the ‘customize Form UI’ option. This option gives facility to change
the form elements color according to user needs, like you can change header text color,
form background color, caption text color and header background color. As well as you
can customize font size/text size and alignment properties from here.You can also
customize the watermark caption color and font.
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Customizing Captcha
One of the important security features which user can add in his/her forms is captcha
control. To get the captcha control, go to the Configuration option from context menu
and expand customize captcha option. Here you can enable and disable captcha control
through Show Captcha Control option. It allows choosing one option from dropdown
box. Another option enables user to enable Standard or Recaptcha control.
Customize Error and Validation
In this feature you can Customize Error and Validation format in a very easy way. To get
the Customize Error and Validation control, go to the Configuration option from context
menu and expand customize captcha option. This setting use for required field validate
.To enable this setting, Click on Show Required field Indicator check-Box.
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DNNCentric Custom Form Creator Users Guide
Customize buttons
Customize submit button gives facility to set the button’s alignment, button type and
One important feature in Customize Submit button option is if you want to upload a
new file or image you can simply click on the image Button and a dropdown comes up.
In dropdown select Upload New and a new file upload control comes up through this
you can simply upload your desire file.
File Upload Path Setting
File upload path setting gives facility to fix a file path for uploading.
Advanced Configuration
Expand/collapse of category
This special property enables user to make expanded or collapsible categories in the
forms. To enable this feature go to the Form Layout option from the context menu and
expand the General Form layout option. Choose yes or no in the Category Section
Collapsible option according to your need.
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Error Display template
In this module you can customize error format in a very easy way. To customize error
display message use the error message template, where you can add your own
characters with already given tokens, also you can customize error message panel
position with given Error Message Panel Position property.
Secret of Default field values
Here we can define default value for any particular field.
This field allows general text and
DNN Tokens- e.g. [User:FirstName] [User:LastName]
Session variable- e.g.session:variableName
Viewstate variable- e.g.viewstate:variableName
querystring- e.g. querystring:VariableName
Edit Dynamic Content
To edit default dynamic content go to the, Edit Dynamic Content from context menu,
here you will find a dropdown box which enables to select the option in which you want
to edit the content, and these options are Submit Image Button, Error Messages(s),
Submit Button text, Clear Button Text, and Captcha Text.
You can edit the default error message(s) as shown below image.
User screen showing localized error message
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Multilanguage features
Enabling ML Features
In order to enable Multilanguage feature to your application go to the ‘Configuration’
link from context menu and check the ‘Enable Multilanguage Feature’ check box, as
shown in the form.
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Effect on categories
After enabling the Multilanguage feature you’ll be able to add same categories in other
language too. As shown below in the form.
Effect on fields
As well as you can add controls in different language within relevant categories in your
form. As shown below in the form.
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DNNCentric Custom Form Creator Users Guide
Effect on dynamic content
After enabling Multilanguage feature in your module, you will be able to do
miscellaneous localization in default content, for example you can localize your error
message as per your Language dependent. For example if you want to give an error
message in US, Hindi and en(AU) also, you can simply select message from the
dropdown and type its language dependent error message in the Textbox just like that
Similarly you can localized the other content too like submit button Text as shown in
below image.
You can localized your submit button image too as shown in below form
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DNNCentric Custom Form Creator Users Guide
Stored SQL Queries
In order to execute the sql query from a Database it is necessary to add Stored SQL
queries for current language. In order to add new Stored SQL queries go to the stored
SQL Queries link into the control panel, you will access the below page.
Click to the add new Stored SQL Script link to add SQL script .After clicking on that link
you will get to the below form.
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In this form you have four options.
Stored SQL Query Name: - This option is use to type Sql query name.
Connection string: - In this field, use the Workflow Connection String which connect the
values of form to the Data base.
Script Type: - Select query Type from dropdown list either Stored Procedure or SQL
script.
SQL script: - This field is use to Connect the string From the external Data source
You can use Available Tokens. Put the token in the text area of SQL script.
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Form Validations
.
Validation is the process of making custom messages. It ensures that the user has
provided error messages for fields. If the entered validation condition is true then form
will display error message.
.
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DNNCentric Custom Form Creator Users Guide
In this form you have four options.
Form Validation Name: - This option is used to type Form validation name.
Form Validation Condition: - In this field, use the Validation condition which connect
the values of form to the error message.
Error: - This option is used to describe the error message to be displayed.
Highlighted Field Name: - This field is used to mention the fields which get highlighted
when the condition meet.
The form will show error message as follows-
Upgrade Guide
For upgrading your desired module follow same procedure as installation of module
only before upgrading to one version of module to another version Backup important
file like CSS Files named module.css and EmailTable.css and Resource Files
Upgrading procedure is given below.
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Do mouse over in the host link in main menu, click on module definitiongo to the
context menu and click on install module
browse the desired module and upgrade
the module.
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Uninstallation Guide
For uninstalling the module do mouse over in the home link in main menu, some
options will populate, click on module definitiongo to the particular module and click
on edit button as shown in the image.
In edit extension page click on Uninstall Extension link to uninstall the package.
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DNNCentric Custom Form Creator Users Guide
Note: Once module will be uninstalled all its files, database tables, procedures etc will
be cleared and any data relating to the module is lost. This change is not non reversible.
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