Form System

Managing Forms

Creating a new form

1. Click on the left-hand menu, the ‘Forms’ tab
   
   

2. Click ‘Manage’ from the dropdown
   
   

3. Now click the ‘New Form’ button
   
   

4. You will be taken to a new page to create your form
   
   

5. There is some key information you can enter on the form:

   • Title

   • Description
     
     

6. You can then press ‘Save’ to continue
   
   

7. To see how you can manage ‘fields’ in your form, continue to the section ‘Managing Fields in a form’

Additionally there are other settings including:

• Password Protect: Set a password so the form can only by those with the password
  
  

• Reference Format: Allows you use the form field labels to reference what shows up on the submission index list
  
  

• Email Sharing: Lets the form filler enter addresses to share the completed form with
  
  

• Default Archive: You can set where the form files instantly once submitted
  
  

• Enable Google Recaptcha: Used to help prevent spam submissions
  
  

Managing fields in a form

1. Click on the left-hand menu, the ‘Forms’ tab
   
   

2. Click ‘Manage’ from the dropdown
   
   

3. Now click ‘Fields’ on the form you wish to manage fields on
   
   

4. You will be shown a page similar to the right
   
   

5. You can ‘quick-add’ a field into your form via the blue panel labelled ‘Quick Add New Field’
   
   

6. Fill in the fields:

   • Input type: What is the field type - for example text, dropdown box, number or other option
     
     

   • Field Name: Define the name of the input such as ‘Phone’, ‘Name’, or ‘Where did you find us?’
     
     

   • Field Required: Yes / No - does the field have to be filled in
     
     

   • Width: What width does the field sit at on the form?
     
     

7. Once complete, click “Save” to finish adding the field