Creating a Form

Forms consist of a collection of fields, notification addresses, and a "Thank you" message. Once a Form has been created, it must be appended to at least one Page or Article, via the Page Options tab, before being used.

Creating a Basic Form

  1. In the Administration Console, hover your mouse over the top navigation icon titled "Forms", then click "Manage Forms".
  2. Click "Add Form".
  3. Enter a title. This will be used to identify the Form and it's Submissions.
  4. Add and remove fields as necessary, or click "+" to modify them. A description of each type of field is below.
  5. Drag and drop fields to change their order.
  6. Configure the "Thank You" message that will be displayed after a user submits the Form.
  7. Enter the email addresses that will receive a notification when this Form is submitted. Add or remove rows as necessary.
  8. Click "Save" to save your changes without leaving, or "Save and go to Forms" to go back to the Manage Forms screen.

Instead of clicking "Add Form" on step #2, click "Clone" next to any existing Form to create a copy of it.

Field Types

The following fields can be added to Forms:

  • Short Text Box: A text box that allows a single line of text.
  • Long Text Box: A text box that allows multiple lines of text.
  • Multiple Choice Drop Down: A drop down list that allows one option to be selected at a time.
  • Single Choice Drop Down: A drop down list that allows multiple options to be selected simultaneously.
  • Radio Button List: A collection of radio buttons that allows only one to be selected at a time.
  • Checkbox List: A collection of checkboxes that allows multiple options to be selected simultaneously.
  • Date: Allows the user to select a month, day and year.
  • Captcha: Requires the user to perform an action to prove they are Human. Use this if you are receiving unwanted submissions.
  • Content Block/Separator: A section of HTML content that can be edited with the WYSIWYG Editor.
  • Contact Registration Fieldset: Allows the user to add themselves to your Contacts database. Refer to the "Creating a Registration Form" section of this guide for more information.
  • File Upload: Allows the user to include a file with their Submission. For security reasons, only certain file types are allowed.

Adding a Form to a Page

Once a Form has been created, you can append it to a Page or Article on the Page Options tab.