Forms

In order to create new form log into the admin, Look for 'Forms' in the top navigation bar and click on it, it should take you to another screen that will ask you whether you would like to create a new form please click this.

1. Please fill in fields on the page setup; we will go in order appearance of what and how to use each element of a form below.
 
Page title: Please insert form title here; this will appear at the beginning of form.

Section: Please assign your form to a section; this will define where the form appears in the overall site map. It will dictate the page header, breadcrumbs, section modulesand navigation that will appear on the form page.

Permitted user: (optional) you may specify here whether or not the form should be restricted to logged in users.

Form type: Please select form type here, please see below for form type definitions:

Standard: Default form type. Data from the form is collected and saved to the database.

Document Wizard: Data from the form is collected and saved to the database and upon submission the system will generate a PDF document with the form’s answer set which can be downloaded by the user. Document Wizard is selected you must set up the merge template document using the "Document Wizard" link which will appear in the navigation menu above once the form has been saved.

Member Profile: Same function as the standard form type except that the form is linked to the member record and may be accessed via the “My Details” page.

Introduction: This text will display at the top of the form page (first page only), This field allows for up to 500 characters.

Completion text: This text appears as on-screen message to the user when they complete and submit their form entry.

No. format: Inserts numbering on the questions displayed on form on the front end. Please see format types below:

1. none - form questions are shown without any numbering
2. X of Y (numbering format would appear for example: 1 of 12)
3. X (questions are simply numbered 1,2,3,4... etc.)

User Journey: Settings only applies if the form has multiple pages:

1 way: Default option - user can only progress to the next page(s) on the form. (Each page only has a next button – the final form page has a submit button)

2 way: Select 2 way if you would like users to be able to navigate backwards and forwards through their form page questions. This function only works when you have multiple pages set up for your form.

Note: 2 way must be selected if you are selecting the "has preview" field below.

'Step' position: For multi-page forms you can specify a step name for each of the form pages (steps). Available options for the display of the step texts are as follows:

1. Not visible: step text is not displayed on the form
2. Top only: step text is displayed at the top of the form only
3. Bottom only: step text is displayed at the bottom of the form only
4. Top and bottom: upload step text is displayed at the top and bottom of the form
5. Right hand side only: step text is displayed on the right hand side column of the form only

Has 'Preview': This indicates whether this Form has a page on which all the previous pages answers are displayed, in "read-only" mode for review by the person filling them in, before going forward to the final form submission.

'Preview' Title: Page title used for the preview page.

Preview page 'intro':  Please insert intro text here, This text will display at the beggining of the step (first page only).

Preview page 'Step' Title: Defines the step title for the preview page.

Forms per user: This defines how many times the user will be allowed to complete a form specified as per day or in total.

Unique code required: If selected, then the system will generate a unique 8 digit alpha-numeric code for each submitted form. The associated replacement tag [uniquecode] can be used in the email text and sucess text fields to advise users of their unique reference code relating to their submitted form.
If support is enabled for your site, you can also associate forms with support calls using the unique code.

CAPTCHA required: Please insert Captcha here, please see below for definitions:

 "At start" inserts a CAPTCHA question at the top of the form which must be successfully completed before the rest of the form questions become available to answer to the user.

"At end" inserts a CAPTCHA question at the end of the form which must be successfully completed before the user is able to submit their form answers.

HTTPS Enabled: If selected, then the link to the form is generated in secure more. Note:this function is only available if you already have an SSL security certificate installed for your site.

Forms Limit: To restrict the total number of form entries users are able to submit, enter a number value here.

Limit Reached Text: Text specified in this field is shown once the number of form entries has reached the limit set in the field above.

Forms Closed Text: Text entered in this field will display on the form page when the form is closed. You can specify open and close dates and times for the form using the Open and Close fields.

Active: The active check-box must be ticked in order for the form to display and be active on the front end

Open: Set up an opening date for the form to actively display on the front end. The form will not be visible on the site until the date is specified here.

Close: Set up a closing date for the form to used. The form will not appear on the site after this date. 

Email response: Use the check box to indicate when an email message needs to be sent to the user upon completion of the form.

Email subject: Enter text for email subject line here.

Email message: Enter contents of the email message.

No. of pages: Specify the number of pages that you wish the form to include and click 'save'. You will then be able to specify a page title and intro paragraph for each page (below), and also assign questions to specific pages (on the 'manage questions' page).

Note: the 'page title' and 'intro text' fields above enable you to specify the page title and intro text for the first page of the form.

Bad content list: Allows the site administrator to prevent a from being submitted with the contents listed in this field. For example you may wish to prevent the user from submitting scripts or URLs or swear words on the form submission.

Header type: Allows you to specify what page header to use for the form page. Available options are as follows:

1. Inherit: Page header is inherited from the section parent
2. None: no Page Header will display
3. HTML: the name of the section will display in the H1 style.
4. Flash: upload a banner flash file (.swf) through Media Admin and choose this to display. When this option is selected you will be able to select the flash banner uploaded using the ‘Flash Banner:’ drop down list below.
5. Image: upload a banner image file (.gif, .jpg, .png) through Media Admin and choose it to display here. When this option is selected you will be able to select the banner image uploaded using the ‘Banner:’ drop down list below.

Banner: Allows users to select from the uploaded page banner images if header type “Image” has been selected.

Flash banner: Allows users to select from the uploaded flash banner files if header type “Flash” has been selected.

Alt: Used to specify the Alt text for the page banner image selected.

URL: Allows users to add a URL link to the banner, so if the banner is clicked on, it will direct the user to the specified url.(Only works for Image banners, not Flash banners)

2. After completing fields please click save.

3. Congratulations your form setup is complete. Now we need to create form fields/questions.

Please click here for information on How to create a form field.