The forms tab can be found in the navigation menu on the right hand side of the Site Dashboard landing page. When clicking on this tab, you will be redirected to a new page where you will find any of your sites form submissions on the panel on the right hand side of the page (where the navigation menu was prior). Clicking into these forms will allow you to see the individual form submissions.
To create a new form, click the
Create form button at the bottom of the left hand side panel. A prompt will appear that will ask you to fill out the name of the form, the form handle and the default HTML template your form will use.
The name of the form is what the user will see & the handle is the unique identifier. When referring to the template - this is what is used to drive the look and feel of the form. Your template is created by your agency.
Once you have filled these fields out, click
create form and you’re ready to go.
Form settings can be found near the top right hand corner of the page. Clicking on this button allows you to see the individual form fields.
Right Hand Panel
The right hand panel has the following four sections:
|Template||The form template is created by your agency. This will determine the way the form looks and behaves.|
|Send submissions to||Here you will enter the primary address to receive form submissions via email.|
Individual Form Fields
To create a field in the form, click on one of the grey bars.
Once you’ve created a field in the form, you have to give it a label & a name. The label is what the user sees, the name is what the template refers to - it will be beneficial to give your field a unique name to help identify it. You can also add instructional help text to your form template through the ‘Help Text’ box. This is there to help users understand the purpose of your form, and to help them fill it out successfully.
|Text||This field can be used when you need the user to enter one line of text into a form. An example of this might be:
|Text Area||Instead of a single line, like above, it is a box of text. An example of this might be when asking for a review.|
|Use this field when asking for an email address.|
|Phone||Use this field when asking for a phone number.|
|Number||Use this when asking for a number figure. An example of this might be when asking|
|File||Use this field when asking for file uploads.|
|Select||This provides you with the option of a drop down field which requires the user to select one option only. This field has an ‘Options’ section down the bottom. You can add as many options as you like when using this field.|
|Hidden||We recommend using this field as it is used to help protect against robots. The basic idea is to provide an extra input field which is hidden to a user when viewed normally from the browser. This means if you check your form data when a submission is being processed, you can determine if the field is still empty. If it is filled out, then a bot must have auto filled the field.|
reCAPTCHA is Google’s spam protection service that protects your website from fraud and abuse. Implementing reCAPTCHA must be done in the template; your agency can implement this if requested. We recommend this to be used wherever possible.