Enterprise FormBase - Creating & Editing Forms
Table of Contents
Overview
This guide will demonstrate the steps taken to create a new form from scratch or edit and existing form.
Required Permissions
Admin
Creating/Editing Forms
Click Add New to create a new form or click Edit to edit an existing form. Either option opens the dialog box to configure several settings.
Option | Description |
---|---|
Title | Sets the form title. This is used in the form listing and reports. |
Form Category | Assigns the form to a category for easy sorting. |
Form Link | The live link to the form. *Does not appear until the form is initially saved. |
Header HTML | Sets information that displays above the form. *Does not appear until the form is initially saved. |
Footer HTML | Sets information that displays below the form. *Does not appear until the form is initially saved. |
Confirmation HTML | Sets the information that displays after a user has submitted the form. *Does not appear until the form is initially saved. |
Form Width | The width of the form. Can use percentage or pixels. |
Form Align | Sets the form alignment. |
Form Spacing/Padding | Sets the spacing and padding of the form area. |
Submit Button Text | Sets the text of the submit button. Default is “Submit” |
Enable as a Public Form | Check to allow non-members to submit the form. *Use Template questions for first name, last name, and email address. Otherwise, form results will appear to come from “Public User” instead of the name of the person that submitted the form. |
Display CAPTCHA for Submission | Enables CAPTCHA to prevent bots from submitting public forms. |
Users Can Submit Form One Time Only | Uncheck to allow users to fill out the form multiple times. |
Allow Users to Edit Their Input Once Submitted | Check to allow users to edit their answers. *Does not work if users can submit more than once |
Show *Required Questions Text | Check to show warning in footer about required questions. |
Show Complete Another Form Button on Confirmation | Check to show a button the confirmation screen that allows users to complete another form. |
Collect Credit Card Info | Configure options to collect payment information via the form. |
Enable Member Picker for Admin Submissions | Check to allow admins to fill out the form for other users. |
Auto Launch Member Picker if Enabled | Check to automatically show the member picker instead of requiring admins to select it when the form loads. |
Formulas | Configure the formulas for the form (more on this in a later reading). *Does not appear until the form is initially saved. |
Edit Keys | Edit the keys for the form. Keys require the user to provide a particular code in order to submit the form. *Does not appear until the form is initially saved. |
Admin Email | Email notifications go to this email address(es) specified here. For multiple names, separate with semi-colons and a space. *Required to Save the form upon creation |
Anti-Spoof Email | Put an email address here to prevent email security at the club from blocking notification emails to the admin. |
Notification Email Criteria | Use to set criteria for who receives the notifications. Can be used to send notifications to different admins depending on how the form is filled out. |
Send Email to Admin on Submission | Check to send notification emails to admin listed in Admin Email/Email Criteria fields. |
Admin Email Sent from User Address | Check to set email notifications to go to the admin email from the user's email address. |
Send Email to User on Submission | Check to send a confirmation email to users when they submit the form. *If form is public, use template question to capture public user emails |
Include Submission Details in Admin Email | Check to include the form details in the email notifications that go out to admins. |
Include Submission Details in User Email | Check to include the form details in the email notifications that go out to users. |
Submission Details Format | Set the format for the submission details if either of the above two options are checked. Options are: Carbon Copy of Form, which sends an exact duplicate of the form - including it's layout. Lined with All Questions, which sends a copy of the form with all questions, line by line Lined with only Answered Questions, which sends a copy of the form with only the answered questions, line by line |
User/Admin HTML Email | Sets the HTML for the user and/or admin email notifications. *Does not appear until the form is initially saved. |
User/Admin Email Subject | Sets the subject for the user and/or admin email notifications. |
User Text Only Email | Sets the plain text version of the user notification email. |
Best Practices
FAQs