Creating and Managing Forms Using the Form Builder
Summary
This article is to guide you on how to manage forms using the form builder.
Process
- To create a form go to the admin.
- Under Content, look for Form Builder and click on that to be taken to the form builder page.
- On the form builder page, you will see the existing forms if any, under the Forms section on the top left-hand side of the page.
- The question mark beside the "Forms" section title gives a summary of the buttons used in that section.
- To create a new form, click on the "New" button at the button of the page (To manage an existing Form, click on the pencil icon beside the form you want to manage).
- Enter the Form name in the Form name field. This will be used as a unique name to label the form on the admin page.
- You can enable the form by checking off the active checkbox.
- Enter the email address of the admin user that should get notified whenever the form is submitted. You can enter multiple email recipients separated by a comma.
- The persisted checkbox, when enabled will save the data for the form submission. The data can be exported later using the export feature that is on the left-hand side of the form builder page.
- For the later version of zeckoShop, there is the "Include file upload field? " checkbox which when enabled, will let users upload a file together with the form submission.
- You can then manage the form fields that users will have to fill in when using the form. See the "creating form fields" section below on how to create form fields.
- Enter the Display name in the input field for the display name. This name is what is shown as the page title on the actual form page on the site.
- At the bottom of the form builder page, you will see the Header and the Footer content. The header content appears at the top of the form fields on the actual form page, and the Footer content appears below the form fields on the actual form page.
- Click save to save the form.
To create a form field, under the "Fields" section of the form builder page follow the following steps:
- Enter the name of the field you want to create (use something descriptive but do not use special characters and use underscore instead of spaces).
- Choose the field type that you would like to use, either a text field, dropdown, checkbox, checkbox group, text area, or a radio button group.
- Once you have entered the name and choose a field type, click the plus icon beside the input field to add the field to the form.
- Once you add the field, then the field information will show up below under the "Fields" section below the display name field. You will also have the option to enable a field show on the form page by enabling or disabling the "Displayed" checkbox beside each form field.
- In the Field section that is under the Display name field, you can manage the label that shows up for the form field, you can enter a place holder text for the field if needed, and/or a default value.
- For Checkbox Group, Dropdown, Radio Button Group, you will have the option to enter a value list. The value list entry is values entered, separated by a comma. e.g A, B, C e.t.c. each value will then become an option.
- To make a field a required field, click on the pencil icon on the form field to edit the field, then check the required field.
- Once you are done setting up your fields, click the save button to save your changes.
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