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