Forms

1. First create a base form (Please see article on How to create a form).

2. Click on “Manage Fields” in the Forms sub-navigation menu. This will take you to another screen, at the top of which is an option to 'create a new field'. Click this link.

3. Please select a field type; please see below for all field descriptions:

Date - Historic 70: Date historic allows the user to input a date up to 70 years previous.

Date - Forward 15: Date forward allows the user to input a date within the next 15 years.

Date – Credit Card: Allows the user to create a field to input credit card expiry date details

Dropdown: Allows the user to set up a drop down list of answers, these will be displayed in a cascading drop down menu.

Radio: Allows the user to setupanswers displaying horizontally with round check boxes below the answers, when there is a list of two or more options that are mutually exclusive the user must select exactly one choice.

Multi Select: Allows the user to setup a list of options, the user may select any number of choices. Options will be displayed horizontally with check boxes next to each option.

Multi Rate: Allows the user to set up a matrix of choices (only one answer per row). These questions allow a respondent to choose one answer from the answer choices for each row of the question.

Freeform: Allows the users to create custom fields with input text area. Users may select either a single line input or a larger input box more longer text.

Email Validation: Requires user to validate their email address before proceeding with the form completion. This question type presents an email address field on the form which once submitted on the page, will generate an email to the user with a validation code which must be entered on the form before proceeding with the rest of the form questions.

Contact Details: Allows the user to select default contact fields, fields chosen include an text input area.

Fields include: Title, First name, Last name, Organisation, Email, Membership No., Street, Town, Postcode, Country, State, Landline(hm), Landline(wk), Mobile.

File Upload: Allows the registering user to select up to 3 files from their computer so that their contents may be submitted with the form. Permitted file types as well as maximum upload file size may be specified on the field set up.

Email Forwarder: Allows the user to specify an email address to receive a copy of the submitted form contents upon completion.

Credit Card:  Allows the user to create a field to input credit card details. Credit Card fields check to make sure that the credit card numbers typed into a form are properly formatted.  If they aren't, the form will not allow the user to hit the submit button.

Dataset: Customquestion type which incorporates a conditional drop down selection of up to 5 interrelated lists.

4. Please complete the remaining fields we will go in order appearance of what and how to use each element of a form below.

Question #1: Please insert question title here.

Explanation: Explanation displays under the question, please insert paragraph here.

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

Mandatory: This determines whether this field is mandatory. If mandatory box is ticked, the user will not be able to complete the registration form without completing this field.

Admin use only: Visible to admin users only

Admin editable: Determines if the answer is editiable by an admin user via the forms search/forms edit screen.

Page No.: Please indicate which page this field will display on. To set up more pages please go to "Form Setup"- "No. of pages:".

Go to question: Insert question "ID" here. The user will be taken to the question indicated by "ID" after completing this question. If this question is left zero,or blank the user will answer next question by default "ID" order. 

5. After completing fields please click Add. This will display the corresponding “field type” fields.

6. Please complete the remaining fields defined by the “field type” And click “Add”.  

7. Congratulations you have completed a form field.

Please repeat these steps to create more field types.

Note: In order to modify previously created fields please go back to “Manage fields”. Then under “Existing Fields” click on the field title to edit the field.

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