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Knowledge Center

Form Builder - Contact Information Block

Purpose Statement

The Contact Information Block in Form Builder allows users to automatically populate contact details from their organization's directory into forms and documents. This block streamlines form creation by eliminating manual entry of contact information, ensuring accuracy and consistency across all generated documents in the Invoicing Module.

Background Information

The Contact Information Block is a dynamic component within the First Due Platform's Form Builder that connects to your organization's contact database. This feature is particularly valuable for invoicing workflows where consistent contact information must be included across multiple documents. The block automatically formats contact details according to your specifications and can be customized to display only relevant information for each use case. This functionality is essential for maintaining professional documentation standards while reducing data entry errors.

Required Permissions

To add and configure Contact Information Blocks, users must have the following permissions:

  • Form Builder access permissions
  • Invoicing Module permissions
  • Contact directory read permissions
  • Form creation/editing permissions

Video


Step-by-Step Guide




1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.





3.  Select Tune and then Contact Information from the dropdown menu.





4. Select Contact Type from  the dropdown list:






5. Select details to print:






6. Select Tune for additional options:
  1. Convert to: Text, List, Quote, or Checklist (#1)
  2. Font for Block (#2)
  3. Move up and down or delete (select the X 2 times) (#3)






7. Example print page with the Contact Information Block:




Best Practices

Always verify that the selected contact type matches your form's intended use case to ensure relevant information is displayed. Test the block's appearance in print preview mode before finalizing forms, as formatting may differ between screen and print views. When using multiple Contact Information Blocks on the same form, ensure consistent formatting by applying the same font and style settings. Regularly review and update your contact database to maintain accuracy in all generated forms. Consider the form's intended audience when selecting which contact details to display, including only necessary information to maintain professional appearance and protect sensitive data.

Troubleshooting & FAQs

Q: The Contact Information Block appears empty on my form. A: Verify that the selected contact type has complete information in your contact database and that you have proper read permissions for the contact directory.

Q: Can I customize which contact fields are displayed? A: Yes, use the "Select details to print" option to choose specific contact information fields that will appear in your form.

Q: The block formatting doesn't match my other form elements. A: Use the Tune options to adjust font settings and convert the block format to match your form's overall design consistency.

Q: How do I remove a Contact Information Block? A: Click the X button twice in the block's configuration options to permanently delete the block from your form.