Created page with "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: # '''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 wi..."
To create a checklist as a form, for example, the following steps are necessary:
To create a checklist as a form, for example, the following steps are necessary:
# '''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.
# '''Create the checklist form.'''
# '''Create and save checklist instances''' via the special page ''Special:Create_form_instance''.
# '''Create checklist instances.'''
Optionally, the styling of the form can be adjusted.
Optionally, the styling of the form can be adjusted.
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==Create a checklist form==
==Create a checklist form==
# '''Define''' the main properties of the form:
# '''Create''' the page ''Checklist Event Hygiene.form''.[[File:Extension Forms create form.png|center|thumb|400x400px|alt=Create-page dialog|Creating a new form]]This opens the Form editor.[[File:Extension Forms form editor.png|alt=elements of the form editor dialog|center|thumb|700x700px|Form editor]]
## '''Open''' the ''Special:Form editor'' page.
## '''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 "-").
## '''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. [[File:Manual:Checklist-form properties.png|alt=Form properties|center|thumb|750x750px|Form properties]]
# '''Add''' a form section:
# '''Add''' a form section:
##'''Select''' the ''Section label'' element under ''Form Elements > Other'' and, holding down the left mouse button, drag it into the interactive form editor field below.
##'''Select''' the ''Section label'' element under ''Form Elements > Other'' (see screenshot annotation 2) and, holding down the left mouse button, drag it into the interactive form editor field below.
## '''Click''' the section heading radio button. The editing dialog opens.
## '''Click''' anywhere in the ''Section label'' line. The field inspector opens.
## '''Enter''' a field name. This is saved as a field ID in the database and should therefore not contain any special characters.
## '''Enter''' the ''Name''. This is saved as a field ID in the database and should therefore not contain any special characters.
## '''Enter''' the title for the heading. This is used as the display title in the form.[[File:Manual:Checklist-form element-section label.png|alt=Create section label|center|thumb|750x750px|Create section label]]
## '''Enter''' the ''Title'' for the section label. This is displayed as the visible label for the text field.[[File:Extension Forms add section header.png|alt=Section label element inspector|center|thumb|700x700px|Adding the first section header]]
# '''Create''' the form fields for the Event section. Here we add a text box as an example.
# '''Create''' the form fields for the Event section. Here we add a text box as an example.
## '''Drag''' the ''Text'' element under the section heading while holding down the left mouse button.
## '''Drag''' the ''Text'' element from ''Form elements > Inputs'' under the section heading.
## '''Click''' the text box radio button.
## '''Click''' anywhere in the ''text field'' line. The field inspector opens.
## '''Enter''' a name. This is used as the database ID for this field and should therefore not contain any special characters.
## '''Enter''' the ''Name''. This is used as the database ID for this field and should therefore not contain any special characters.
## '''Enter''' a label. This is displayed as the label for the text field.
## '''Enter''' the ''Label''. This is displayed as the visible label for the text field.
## '''Add''' more form elements.
## '''Add''' more form elements.
# '''Click''' Submit at the bottom of the page to save the form. The form is now stored in the main namespace as ''EventChecklistHygiene.form''. [[File:Manual:Checklist-view.png|alt=Saved form|center|thumb|650x650px|Saved form]]<br />To continue editing the form, switch to the editing mode of the page (1).
# '''Click''' ''Save''. The form is now available in the main namespace as ''EventChecklistHygiene.form''. [[File:Manual:Checklist-view.png|alt=Saved form|center|thumb|650x650px|Saved form]]<br />To continue editing the form, switch to the editing mode of the page (1).
==Create a checklist instance==
==Create a checklist instance==
To use the form, create your first checklist.
To create a checklist from the form:
enter a target page name.
# '''Open''' the page ''Special:Edit_with_form''.
# '''Choose''' the form ''EventChecklistHygiene''.
# '''Fill out''' the form fields.
# '''Fill out''' the form fields.
# '''Click''' ''Submit''.[[File:Manual:Checklist-create instance.png|alt=Create a checklist instance|center|thumb|650x650px|Create a checklist instance]]
# '''Click''' ''Submit''.
The checklist is now saved in the wiki and can be edited further.
The checklist is now saved in the wiki and can be edited further.
Latest revision as of 15:36, 12 May 2026
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.
To create a checklist as a form, for example, the following steps are necessary:
Create the checklist form.
Create checklist instances.
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
Create the page Checklist Event Hygiene.form.Creating a new formThis opens the Form editor.Form editor
Add a form section:
Select the Section label element under Form Elements > Other (see screenshot annotation 2) and, holding down the left mouse button, drag it into the interactive form editor field below.
Click anywhere in the Section label line. The field inspector opens.
Enter the Name. This is saved as a field ID in the database and should therefore not contain any special characters.
Enter the Title for the section label. This is displayed as the visible label for the text field.Adding the first section header
Create the form fields for the Event section. Here we add a text box as an example.
Drag the Text element from Form elements > Inputs under the section heading.
Click anywhere in the text field line. The field inspector opens.
Enter the Name. This is used as the database ID for this field and should therefore not contain any special characters.
Enter the Label. This is displayed as the visible label for the text field.
Add more form elements.
ClickSave. The form is now available in the main namespace as EventChecklistHygiene.form. Saved form To continue editing the form, switch to the editing mode of the page (1).
Create a checklist instance
To create a checklist from the form:
enter a target page name.
Fill out the form fields.
ClickSubmit.
The checklist is now saved in the wiki and can be edited further.
Send email
The form can also send an Email after being saved:
Email target
Target type: Email
Recipient: Possible recipients must have been configured on the server for security reasons. Example:
Subject: Existing form fields can be used as variables here. The value is taken from the form.
Content: As in the subject, existing form fields can also be used as variables here. The value is taken from the form.
Localization messages in combination with form fields can also be used as subject or email body:
{{int:Mailsubject| {{{name}}}|{{{surname}}} }}
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:
Open the styling tab in the options menu of the Event heading field.
Add a new CSS class and enter a selector name (CSS Classes field), e.g. frm-sectionhd.Add a css class
Paste the following style declarations into the MediaWiki:Common.css page, e.g.:
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: