Help Centre  ›  reference-check  ›  Verification Forms

Verification Forms

Manage custom reference-check forms (search, create, edit, publish/activate, archive, delete, bulk actions).

Tip: use keywords like account, business, subscription, users, roles.

Verification Forms

Verification Forms — End-User Help

Overview

This page (VerificationForms.aspx) lists custom reference-check forms (published, draft, archived) and provides tools to create, edit, publish/activate, archive, delete and bulk-manage forms.

Use it to find a form, open it for editing, create a new form, or run bulk actions (Activate, Archive, Delete). The page supports multi-row selection (Ctrl/Cmd & Shift), a selection bar for bulk actions, and single-row actions with confirmations.


Quick start

  1. Use the search box (TxtSearch) and press Enter or click BtnSearch to filter forms by name or description.
  2. Click + New Form to create a new custom verification form.
  3. Select one or more rows (click / Ctrl/Cmd+click / Shift+click). The selection bar (selectionBarForms) appears with bulk actions.
  4. Use Edit (single selection) to edit a form, Delete to remove a form, or use the selection bar to Activate / Archive / Delete multiple forms.

What each area does

Search / Show filter

  • TxtSearch + BtnSearch / ButtonClear — find forms (Enter key triggers search/clear)
  • DropDownStatus — filter by All / Published / Draft / Active / Archived

Grid

  • gvForms — main grid of forms. Columns include:
  • Name
  • Published/StatusText
  • Questions
  • Linked
  • IsActive
  • Created
  • Each row includes per-row Edit and Delete actions
  • Delete calls openDeleteFormConfirm(formId)
  • Empty state message shown when no forms found

Selection bar and multi-select

  • HiddenSelectedForms stores selections across pagination/pages
  • Selection bar (selectionBarForms) shows count (selectedCountForms) and bulk actions:
  • Edit (single selection)
  • Delete
  • Activate
  • Archive
  • Select All (current page) uses selectAllVisibleForms()

Confirm dialogs

  • Row delete and bulk delete use confirm card confirmDeleteFormCard
  • Client helpers: openDeleteFormConfirm, confirmDeleteForm, openDeleteSelectedConfirmForms
  • Overlay element: overlayConfirmForm

Toasts and errors

  • saveToast — slide-in toast; use showToast(message, ms)
  • ErrorPanel / LabelErrorMessage — server errors appear here; close with × calling closeErrorPanel()

Selection behavior (how to select & persist)

  • Single click selects one row
  • Ctrl/Cmd + Click toggles a row
  • Shift + Click selects a range (uses last clicked index)

Client code (rowClickForms, _rebuildHiddenFromSelectionForms, updateSelectionBarForms) maintains:

  • visual selection state
  • persisted selection state in HiddenSelectedForms
  • combined selections across pages
  • restored selection after postbacks

The selection bar is visible when persisted selection count > 0. Edit is shown only when exactly one form is selected.


Bulk actions & workflow

Archive / Activate

  • Use Archive (lnkArchiveSelectedForms) or Make Active (LinkButtonMakeActiveForms) in the selection bar
  • Opens confirm card and performs server postback on confirmation

Delete (single or multiple)

  • Single row: click Delete → openDeleteFormConfirm(formId) → confirm → server runs delete flow
  • Multiple: select rows → selection bar Delete → openDeleteSelectedConfirmForms() → confirm → server postback triggers bulk delete

Server validates linkage (e.g., forms linked to active requests) and returns errors in ErrorPanel if it cannot delete.


Preview / Edit / New

  • + New Form navigates to NewVerificationForm.aspx (up to 25 questions)
  • Edit opens selected form in edit mode (via server handlers/commands)
  • Only Published & Active forms are available in SendReferenceRequests — publish/activate in form management so they appear there

Keyboard & accessibility

  • Focus is set to search (TxtSearch) on load; Enter triggers search/clear
  • Selection uses keyboard modifiers (Shift/Ctrl/Cmd) via mouse clicks; row handlers ignore clicks on interactive elements so links/buttons remain usable
  • Press Escape to close confirm modal
  • Toast uses aria-live="polite"

Client helpers you may see

  • rowClickForms(row, evt) — multi-select handling
  • _rebuildHiddenFromSelectionForms() / updateHiddenFromSelectedRowsForms() — sync visible selections into HiddenSelectedForms
  • selectAllVisibleForms() / clearAllSelectionsForms() — select/clear visible rows
  • openDeleteFormConfirm(formId), confirmDeleteForm() — row delete lifecycle
  • openDeleteSelectedConfirmForms() — bulk delete lifecycle
  • showToast(message, ms) — success notifications
  • closeErrorPanel() — hides server error panel

Validation & blocking conditions

  • Deleting a form may fail if linked to active verification requests; server returns error in ErrorPanel
  • Bulk actions rely on HiddenSelectedForms being accurate; if selection seems wrong, run clearAllSelectionsForms() and reselect

Troubleshooting — common cases

Selection seems lost after paging

Selections persist across pages in HiddenSelectedForms. If a selection looks lost, check HiddenSelectedForms in dev tools or reselect and use Select All for current page.

Bulk delete posts back but no deletion occurs

Check ErrorPanel for server-side message (e.g., linkage preventing deletion).

Confirm card does not appear

Ensure scripts are loaded and not blocked; verify overlayConfirmForm and confirmDeleteFormCard exist in the DOM.

Search Enter key not working

Inspect console for JS errors and ensure TxtSearch.ClientID usage is correct.

Toast not visible after server success

Toast is client-side; redirects can prevent it. Verify success by reloading or checking the updated list.


Best practices & tips

  • Edit/preview before delete to confirm content
  • Verify selection bar count before confirming bulk actions
  • Remember Select All affects current page only
  • Capture exact ErrorPanel text when actions fail

Support — what to provide

Provide:

  • form name(s) and IDs (if visible)
  • action attempted (Delete/Archive/Activate), single or bulk
  • exact ErrorPanel message + screenshot of confirm dialog if possible
  • browser, steps to reproduce, and any console errors
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