How-to Documentation

Creating/Editing Custom Forms

  1. Go to Custom Form Manager sample
  2. Go to Manage Custom Forms sample
  3. Click on the “Add New” button at the top.
  4. The following information is required to sample
    1. Name – this is what the custom form will be called
    2. Width of first column – this is how wide the left column of the form will be (Note:  This is a percentage value)
    3. Width of second column – this is how wide the right column of the form will be (Note: This is a percentage value).
    4. Email address for submittal notification – this is the email address that will be notified when users submit information to the custom form. (Note: An email will only be sent out if the “Email notification of form submission” radio button is set to Yes.)
    5. Email notification of form submission – choose whether or not the contact email provided above should be notified every time a user submits data to the custom form.
    6. Page to display on successful form submission – this is the page the user will see after they have successfully submitted data to the custom form.
    7. Record submissions in database – leave this option set to Yes.
    8. Alignment of form fields – choose whether you would like the form to be left, right or center justified (the left option is usually the best option)
  5. Click the “Next” button at the bottom of the page sample.
  6. The following screen allows you to add form fields and labels to the custom form sample.  To add form fields to the form, click on the form element you want to add from the Add Form Elements menu.  The following options are available to you:
    1. Textbox sample – this is a regular text field input field.
    2. File Upload sample– this will allow the user to upload a file to the form at the time of submission (Note: accepted file types are configurable)
    3. Textarea sample– this is a regular text area input field
    4. Checkbox sample– this is a regular check box
    5. Radio Button sample– this is a regular radio button
    6. Drop-Down Menu sample– this will allow the user to make a selection based on a set of predefined values.
  7. To edit form fields, please follow the steps below
    1. Click the pencil icon next to the input field you would like to edit
    2. The following information will be required for you to fill in:
      1. Label text – this is the label that will appear to either the left or right hand side of the text input box.
      2. Label font style – used to set the style of how you want the label to appear next to the input field
      3. Label alignment – choose whether or not you want the label to appear to the left, right or center.
      4. Width – how wide should the input box be.
      5. Name of field – this normally can be set to the same name as the label.  This is how you will be able to identify that data once it is submitted by the user.
      6. Required – whether or not this should field is required when filling out the form
      7. Date Field – choose whether or not this field allows for a date to be entered (Note:  If this option is set to yes, then a date picker will appear to the right hand side of the text input box)
  1. To add labels, line breaks or horizontal lines to the custom form, click on the form element you want to add from the Add Form Elements menu. The following options will be available to you.
    1. Text Label sample– this is a regular label (This is similar to the one that appears next to the Textbox field but it does not have the input textbox to the right of the label)
    2. Line Break sample– this adds a space before and after where the break is inserted
    3. Horizontal Line sample– adds a horizontal line to separate content.
  2. If you need to sort the form elements you can use the drop down to the left of each element to put them on the desired order.
  3. When done, click the “Save & Publish Form” button at the bottom of the page. sample
 

Custom Form Reports

  1. Go to Custom Form Manager sample
  2. Click on Custom Form Reports
  3. The following screen will show you a list of available custom forms that have already been created that you can view a report for.  Find the form that you would like to see a report for and click the checkmark icon to the left of the form name. sample
  4. A report will be generated that shows you all submissions that have been received for the form you selected. sample
  5. To export the form to your computer, click on the Export Report button at the bottom of the page. On the next screen you will see a link to a .csv file.  (ex. Download ContactUs_4152011.csv).  Click on the link to download the file. sample
 

Add Custom Form to Page

Before you can add a form to a page you first need to create the form. The steps to do this are found above. Once you have the form, follow the steps below to add that form to the desired page.

  1. Go to Content Manager sample
  2. Click on Edit Site Content
  3. Find the page you want to add the custom form to by using the “Select Page” drop down. sample
  4. Go into the section of the page that you want to add the form by clicking the Edit button on the top left corner of the section.
  5. Hover over the Add Web Block menu and click Custom.sample
  6. From the list find the custom form you created. The name will be yourformname.asp. Once you find it, click the icon to the left of it to add it to the page. sample
  7. When you have it on the page you can drag and drop it if you want it to be above or below existing content blocks on the page. Be sure to click the Save Sort Order link on the toolbar if you make any updates to the sort.sample
  8. If your site uses different Groups, click on the icon above the form block to display the Viewing Group settings. On this screen, select all the groups that are to see the form. Click Save when done.sample