Extension:Page Forms/Defining forms

Page Forms provides an entire syntax for defining forms, that makes use of tags contained within triple curly brackets. Pages that contain such syntax should always go in the "Form:" namespace (or, for non-English-language wikis, its equivalent in another language). Such pages are not called forms, but rather "form-definition pages", to distinguish them from the actual corresponding forms that users see.

It is recommended that, when starting out with Page Forms, you should not try creating form-definition pages from scratch, but rather use one of Page Forms' helper pages to create them: Special:CreateClass or Special:CreateForm - or copy from some other example, or use the Page Schemas extension. Later on, to make changes to the form, you will most likely have to edit the form definition directly, unless you make use of Page Schemas; in either case, the following documentation should be helpful.

Form markup language
Forms are defined using a set of tags that specify templates and fields within those templates. Wikitext, and some HTML, can be freely embedded anywhere outside of the tags. The allowed tags are:

'info' tag
The  tag holds special information about the form. This tag is optional, but should be placed at the top of the form if it is present. Allowed parameters of this tag are:
 * - Indicates that this form is a partial form; see "Partial forms", below.
 * title - Sets the title for the 'FormEdit' page, if the form is being used to create a new page. By default, the page name will appear right after this title; however, you can embed the page name within the title by putting "&lt;page name&gt;" within the title value.
 * title - Sets the title for the 'FormEdit' page, if the form is being used to edit an existing page. You can similarly embed "&lt;page name&gt;" within this title value.
 * title - Sets the title for the 'RunQuery' page
 * formula - Sets a formula for automatic setting of the name of the page being added; see "Linking to forms#The one-step process".
 * - Places the form at the top, instead of the bottom, for the 'RunQuery' page
 * - Indicates that the free text in the page generated by the form should be placed within an " " tag, so that pages created by the form can be transcluded in other pages without affecting those other pages' semantic properties.

'for template' tag
The  tag specifies a template name, and declares that all of the following fields (until   is reached) will be those of this template. The name immediately following the  declaration is the name of the template. Allowed parameters of this tag are:
 * label text - Specifies a label to be placed in a square around the entire set of this template's fields in the form. This is especially useful if the template can have multiple instances.
 * - Specifies that the user can change the number of instances of this template in the form, allowing multiple (or zero) occurrences; see "Multiple-instance templates", below.
 * - Sets a pre-set display for all the inputs for this template; the wikitext around the input tags (if any) will simply be ignored. This parameter can take three values: "table" (which can be used for any template), "spreadsheet" (which can be used only for multiple-instance templates) and "calendar" (which can be used only for multiple-instance templates that contain at least one date field). In all three cases, the field name serves as the "label" of each input, unless a "label=" value is specified for that input. See "Spreadsheet-style editing" for more information on the "spreadsheet" option.
 * - Sets the height for the "spreadsheet" display; default is 200px.
 * number - For multiple-instance templates, sets the minimum number of allowed instances.
 * number - For multiple-instance templates, sets the maximum number of allowed instances.
 * text - For multiple-instance templates, sets the text in the "Add another" button.
 * - Specifies that only fields in the form that correspond to fields used by the template should get turned into form elements.
 * template name[field name] - Used for embedded templates; see Embedded templates.

'end template' tag
The  tag ends the range of a template. There are no parameters for this tag.

'field' tag
The  tag specifies a field to be placed in a form, corresponding to a template field. The name immediately following the  declaration is the name of the template field. There are a large variety of possible parameters to this tag, some of which can only be used for certain input types.

Parameters that can be applied to any field are:
 * input type - Specifies the type of input this field will have in the form. If a field corresponds to an SMW property or Cargo field, the form will usually have the correct input type by default; otherwise the default is  . If the corresponding SMW property, or Cargo field, cannot be automatically determined, you can use the parameter "property", or the parameters "cargo table" and "cargo field", to manually specify it (see below). The allowed set of input types is different for every SMW or Cargo type; see "Input types" for the full list of options.
 * - Specifies that this field will be hidden in the form: used to preserve values in edited pages.
 * - Specifies that this field must be filled in by the user. Note:  should not be used in conjunction with  . Use of both in any field will cause the mandatory check on any field to fail when the form is saved.
 * - Specifies that this field will be editable only by admins/sysops and disabled for all other users. This parameter can also be called as " =group name", which restricts editing of the field to the specified user group.
 * default value - Specifies a default value for this field. This default only takes effect when creating a new page, not when editing existing pages. For date-related fields,  will set the value to the current date and possibly time. For text fields,   will set the value to the username of the user adding this page, and   will set the value to a random universally unique identifier. For the checkbox input type,   will check the checkbox by default. (The "checkboxes" input type, on the other hand, like the "listbox" type, requires specifying the actual values, like  .) You can also include templates, parser functions, and magic words within the "default=" value.
 * class name - Specifies a CSS class that the input for this field should have.
 * property name - Specifies that the field corresponds to a certain Semantic MediaWiki property, and should thus get the corresponding input type, autocompletion, etc.
 * table name and field name - Collectively used to specify that this form field corresponds to a certain Cargo field, and should thus get the corresponding input type, autocompletion, etc.
 * - Specifies that this field contains a list of values.
 * delimiter - Specifies the delimiter character or string this field should use, if it represents a list of values; the default is ",".
 * label text - If a "display=" value is set in the tag, this parameter sets the name of the label for this field (by default, the label is the name of the field).
 * template name[coordinates field name] - Can be applied to more than one field, to specify that these set of fields collectively define an address that should be used to locate a set of coordinates.
 * - Used for embedded templates; see Embedded templates.
 * - If the Translate extension is installed, specifies that Translate tags that look like "" should be wrapped around the value of this input.
 * - Specifies that the value entered for this field must be unique, i.e. must not be the same as any value for the SMW property (if SMW is being used) or Cargo field (if Cargo is being used) corresponding to this template field.
 * category name - Specifies that the value entered for this field must not be the same as the name of any page in the given category.
 * namespace name - Specifies that the value entered for this field must not be the same as the name of any page in the given namespace.
 * concept name - Specifies that the value entered for this field must not be the same as the name of any page in the given SMW "concept".
 * The following parameters are input type-specific:

You can find more information about these input type-specific parameters, and in general for form fields, on the Input types page.

'section' tag
The  tag specifies a textarea to be placed in a form, that corresponds to a page section. The name immediately following "section|" is the name of the section. Allowed parameters of this tag are:
 * level – Specifies the "level" of the section heading; can be 1-6, corresponding to '=' through '======' in wiki markup. See "Sections" for more information.
 * - Specifies that the section header should not get added to the page at all if the section is empty.

The following parameters, which can also be used for the "textarea" input type and the free text input, can also be used for sections. See "The free text input" section below.

'standard input' tag
The  tag is used for ten different inputs that usually appear at the bottom of every form. The text immediately after "standard input|" is the name of each input. The most notable of these inputs is 'free text', which is a textarea that holds all the non-template, non-section text in a page. The other nine are form elements such as the "Save" and "Preview" buttons; see Defining the bottom of the form for the full list.

The 'free text' input has more elaborate handling than the other standard inputs; see below for its allowed parameters.

For the other standard input types, the allowed parameters are:
 * label name - Specifies the text associated with this input on the form.
 * label name - Specifies the CSS class for this input.
 * label name - Specifies the CSS style for this input.

In addition, the 'watch' input type can take in the parameter 'checked', which checks the "Watch this page" checkbox by default.

The free text input
The "free text" input sets a textarea that holds all the non-template, non-section text in a page. The following parameters for "textarea" fields can also be used for free text inputs:

In addition, there is one parameter available only for the "free text" input - "preload":
 * page title - Specifies a page whose contents should be preloaded into this field.

If it is left out of the form definition, any free text in a page will be preserved in the form as a hidden field, not viewable or modifiable by the user.

Caching
You can have the set of values used for autocompletion in forms be cached, which may improve performance. To do that, add something like the following to LocalSettings.php: The timeout value is in seconds; it can take any number.

Multiple values for the same field
Page Forms supports having multiple values within a given field, and some form input types - like "checkboxes" and "listbox" - are specifically geared for fields that contain multiple values. Text and textarea fields can also support autocompletion for multiple values. If a form field is meant to hold multiple values, the corresponding template field should most likely contain a call to either #arraymap or #arraymaptemplate - see "Page Forms and templates#Multiple values for the same field". Regardless of what is contained in the template, though, the fact that a field is meant to hold multiple values can be hard-coded in the form definition by adding the parameter "list" to the tag. The parameter "delimiter=" can also be helpful, if the delimiter between values is meant to be something other than the default (a comma).

The default input type for a field with multiple values is "tokens".

Multiple-instance templates
If you add the 'multiple' parameter to a template, it will allow for multiple (or no) instances of this template in the form, and therefore in the generated page. The sample form below, for the 'Item' form, contains two such templates. If you look at the form that this definition generates, you can see that there are two buttons labeled "Add another". Clicking on either of these will create a new instance of that template and its field(s). Instances can be rearranged, by clicking on the icon on the right-hand side and dragging the instance up or down within the set.

You can rename the "Add another" button to any other text, using the " " parameter. For instance, to change the button to read "Add another occupation" for a template called "Occupation", you could have " ".

You can set the minimum and maximum number of instances users can set for such a template, using the " " and " " parameters, respectively.

To avoid overloading the screen, in a displayed form, if the height of all the instances together (in pixels) is greater than the value defined for $wgPageFormsHeightForMinimizingInstances (which by default is 800), then all the instances get "minimized", with each one turned into a bar that then expands into the full instance when clicked on. You can change this height value in LocalSettings.php to whatever number of pixels you want. Or, if you want to disable minimizing altogether, just set it to a negative number, like -1.

If you want to semantically store all the data contained in these multiple-instance templates, it is recommended to use either the Cargo extension, the Semantic Internal Objects extension, or Semantic MediaWiki's subobjects. (If you use subobjects, you should not name them, so that each subobject gets an automatically-assigned name .)

Embedded templates
You can choose to have all instances of a multiple-instance template be stored as the value of a parameter for some other template, so that the calls to that template will not look like:

...but instead like:

In order to accomplish this example, you would just need to:
 * Add a tag like " " within the "Person" template part of the form definition
 * Add " " somewhere inside the page Template:Person, so that it gets displayed in pages
 * Add " " to the " " part of the form definition

There are several advantages to this approach:
 * You have much greater control over where the multiple-instance template goes, in both the form and the resulting pages - so you can have it placed between any two fields in the "main" template.
 * You can easily place special text before and after the multiple-instance template, like a table header and footer, without the need for special header and/or footer templates.
 * No spaces get placed between calls to the template, which may potentially help with formatting.

Note that you cannot embed multiple-instance templates inside other (regular or embedded) multiple-instance templates.

An example of using multiple-instance templates with " " and  " " can be found here.

Spreadsheet-style editing
You can have spreadsheet-style editing of a multiple-instance template, using the jsGrid library. Every template call is displayed as one row in the "spreadsheet". To do that, just add "|display=spreadsheet" to the "for template" tag. The wikitext between the "for template" and "end template" tags will get ignored for this display; only the "field" tags are handled.

With spreadsheet-style editing, the  parameter for fields is handled differently. The default is text, and possible alternate values are,   and. If any set of possible values is defined for this field, the display will be a dropdown.

You can also set the height of the display using the  parameter; the default is 200px.

An example of Spreadsheet-style editing can be found here

Calendar-based editing
With "display=calendar", you can create and edit template calls that contain one or more date/datetime fields, using a calendar interface, via the FullCalendar library. Each template call represents one event.

With calendar editing, selecting or creating an event brings up a popup form to edit the event's fields. The popup form handles the standard input types except for,  ,   and.

You can set the field which holds the title of the event through the "event title field" parameter of the "for template" tag. If events in this calendar have only one date, "event date field" should be used. On the other hand, if events have both start and end dates, "event start date field" and "event end date field" should be used.


 * field name(text) - Specifies the field that hold the title of the event.
 * field name(date/datetime) - Specifies the field that hold the date of the event for single-date events.
 * field name(date/datetime) - For multiple-instance templates, specifies the field that hold the start date of the event for two-date events.
 * field name(date/datetime) - For multiple-instance templates, sspecifies the field that hold the end date of the event for two-date events.

Defining the bottom of the form
The user inputs at the bottom of the form can be customized using the "standard input" tag. The layout, inclusion and text of each input can be modified. Each user input is defined as a "standard input" tag with its own value; the allowed values are:
 * "save" (for the "Save page" button)
 * "preview" (for the "Show preview" button)
 * "save and continue" (for the "Save and continue" button - this lets users save the page without leaving the form)
 * "changes" (for the "Show changes" button)
 * "summary" (for the "Summary" text field)
 * "minor edit" (for the "This is a minor edit" checkbox)
 * "watch" (for the "Watch this page" checkbox)
 * "cancel" (for the "Cancel" link)
 * "run query" (for the "Run query" button in query forms)

So, for example, the button for "Save page" could be specified with " ", which would place the button where it was defined, with the text on the button reading "Save this page". If no  tags are included in the form definition, the basic seven inputs ("save", "preview", "changes", "summary", "minor edit", "watch" and "cancel") will appear at the bottom of the form, just as they do for regular "Edit" pages. However, if even one such tag is included, then only those inputs which have been included will be displayed, in the order, and with the wiki-text, that they appear in in the form definition.

Sample form
Here is the source code for the 'Item' form definition page at Discourse DB:



Topic:

Position:

Stance:

Item name:

Free text:

Note the presence of both wiki-text and some limited HTML (the 'div' tag) within the code. This markup is based around the templates Item, Opinion and Reference. You can see the working form at this add data page ; the form itself is created on-the-fly from the form definition file. In the 'Items' category page, if you click on any of the pages, you can see the 'edit with form' tab on the top right-hand side. If you click on that tab, you can see this same form, this time populated with the data contained in that page.

The 'wikiPreview' div tag, by the way, is included so that, when the user hits the "Preview" button, they'll be shown the preview directly within the form page, instead of being taken to another page. It is not necessary, and can be safely removed from any form definition.

The #forminput function
Form-definition pages generated by Page Forms (i.e., by Special:CreateForm or Special:CreateClass) always include a call to the #forminput function, which provides an input for users to reach that form. #forminput is not actually a part of the form-definition syntax, though. For information on how to modify the #forminput call, see Linking to forms#The two-step process.

Turning forms into tabbed sections
If you think a form is too long for users to fill out comfortably, you can turn it into sections, with a tab interface to navigate between them, using the Header Tabs extension. If you install this extension, it is very easy to add tabs to a form: just add a top-level section wherever you want a tab to appear, of the form "=Tab 1="; and then add the tag  near the bottom of the form, right above the "standard input" declarations. You can place tab declarations between templates, or within templates, to split up the fields of a template into different tabs. You can see a simple example of a form in tabbed sections here; the form definition used to create it is here.

Such tabs can also be used, in a similar way, to display data pages themselves.

Partial forms
You can specify a form to be a partial form by adding the parameter " " to its  tag. This will make the form cover only the single or multiple templates that it contains, and not modify any part of the page before or after these templates.

A partial form is not recommended as a default form for a category or namespace, but rather as a tool to modify parts of pages after they have already been created. You can see an example of a partial form here, and you can see it in action here, by clicking on the link reading "Add or change this opinion item's references".

Reusing form elements
If you have a set of forms that all contain the same text or sections, you can avoid duplication by creating templates that are used within those forms. Simply place all the text that you want repeated within a template, and call that template within each form. If that template contains form elements (like field definitions), the characters within the form elements simply need to be HTML-escaped - replace '{' with '&amp;#123;', '|' with '&amp;#124;' and '}' with '&amp;#125;'. Or just use &lt;nowiki> around them.

Caching form definitions
When a form is displayed, the form definition is parsed twice - first to turn the wiki-text into HTML, and then to handle the SF-specific tags like "". If a form on your wiki takes a long time to display, it might be due to the first parse, which has been known to take seconds to run. You can have form definitions be cached, so the (mostly) HTML version can be retrieved directly, eliminating the first parse. To do this, add the following line to LocalSettings.php:

$wgPageFormsFormCacheType is set to null by default. If left at null, the parser cache will be used for caching. If set to one of the possible cache types (e.g. CACHE_ANYTHING), the selected cache will be used. This way it is possible to switch off the parser cache (e.g. to force re-evaluation of queries on every page load) and still cache the (rarely changed) form definitions.

Note: if any of your form definitions contain any elements that do dynamic display, such as or , these will not get displayed correctly if forms are cached, so you shouldn't use caching.

Tooltips
You can add tooltips to your form in three different ways:
 * If you have the Semantic MediaWiki extension installed, you can use the  parser function defined by Semantic MediaWiki, e.g.,  . (This parser function is not to be confused with Page Form's "  " tag.) See Help:Adding tooltips for more help.
 * Use the  parser function, defined by the SimpleTooltip extension.
 * If you have "display=table" specified within a " " tag, you can add a "tooltip=" parameter for any field in that template.