Form Builder

Form Builder is a tool in Wavebid that allows for the creation of customized forms for use during check-in, check-out, pro forma invoicing, or other processes. This article describes the process for creating those forms.

This article contains the following sections:

• Creating Forms
• Form Types
• Forms Capable Pages
• Creating Bidder Paddles

 

Creating Forms

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1. Navigate to My Links > Company > Form Builder > Forms.
2. Click the Plus icon in the top right corner of the page to create a new form.
3. Enter a Name for the form.
4. Enter a Description for personal notes.
5. Use the drop-down to select a Page Size (Custom is an option).
6. To have Wavebid print the form and the mapped content, leave the Print Background box checked.
   • To have Wavebid just fill in forms already in place, leave the Print Background box unchecked.
7. Click the Choose File button to select a Background Image. This image can be used as a background for the form or just to help line up fields.
   • The image will not appear until the Disk icon is clicked in the top right corner of the page.
     
8. Use the drop-downs to select a Form Type and a Form Subtype. For more information, see below.
9. Click on any of the fields from the tabs to add them to the form. For Freeform Text and date/time info, see the Other tab. Once the field is on the form, drag and drop it to the desired location on the form. Re-size the field by dragging the arrow in the bottom right corner.
10. To change the font size and alignment properties, click the Pencil icon on the right side of the field.
11. If a form has multiple pages, click the Add Page button. To remove a page, click the Remove Page button. To move between pages, click the Prev/Next Page buttons.
12. Click the Disk button in the top right corner of the page to Save.

 

Form Types

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When creating a form, a Form Type must be selected. The Form Type determines which pages a form can be printed from. 

If a form uses fields from multiple categories (Company, Auction, Buyer, etc.), the overall Form Type will be the same as the Form Type of the most specific field on the form. For example, if a form has Auction and Buyer fields, the form will be a Buyer Type because that field is more specific. As such, the form will only be accessible from Buyer Form locations.

Wavebid Form Types:

• Company
• Auction
• Buyer/Lot/Seller (Same level)
• Invoice
• Invoice Item

Form Types can be viewed by navigating to My Links > Company > Form Builder > Forms.

 

Forms Capable Pages

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Any page in Wavebid that has the Form drop-down in the top right corner is a page that forms can be printed from.

The following pages have the Form drop-down:

• Auction Preview Page (Auction > Preview Auction)
• Auction Settings (Auction > Edit Settings)
• Auction Seller (Auction > Sellers)
• Lot Builder (Catalogs > Lot Builder)
• Lot By Photo (Catalog > Lot By Photo)
• Accounting Check-in on a buyer profile (Accounting > Check-in)
• Accounting Invoice List (Accounting > Invoices)
• Accounting Invoice Detail (Accounting > Invoices > Click on an Invoice)
• Company Profile (My Links > Company > Profile)

 

Creating Bidder Paddles

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1. Navigate to My Links > Company > Form Builder > Forms.
2. Click the Plus icon in the top right corner of the page to create a new form.
3. Enter a Name for the form (ex. Bidder Paddle 1).
4. Enter a Description for the form.
5. Select Bidder from the Form Type drop-down. This option must be selected in order for the form to properly generate paddles.
6. Select Bidder Paddle from the Form Subtype drop-down. This option must be selected in order for the form to properly generate paddles.
7. Click on any of the fields from the Bidder tab to add them to the form. Once the field is on the form, drag and drop it to the desired location on the form. Re-size the field by dragging the arrow in the bottom right corner.
8. To change the font size and alignment properties, click the Pencil icon on the right side of the field.
9. Click the Disk icon in the top right corner of the page to Save.
10. The feature will automatically be turned on. The window below will appear the next time a bidder is checked in to an auction. Clicking the Ok button will open a PDF that can be saved or printed. Click the Cancel button will skip printing.                             
    • Example PDF:

Turn Off Bidder Paddles

Once a Bidder Paddle form is created, Wavebid will automatically generate a paddle card for each bidder checked in to any auction, which creates a printing pop-up on the check-in page. To turn this feature off, navigate to the Bidder Paddle form (My Links > Company > Form Builder > Forms) and select the blank option from the Form Subtype drop-down. Click the Disk icon in the top right corner of the page to Save.

This will stop the printing pop-up from appearing when a bidder is checked in. To resume the feature again, navigate back to the Bidder Paddle form and select Bidder Paddle from the Form Subtype drop-down.

 

 

Related Articles:

• Bidder Check-In