Document Actions
Creating a Form Folder
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A form is made up of a 'form folder', which has its own unique properties. Inside that folder, the form contains elements which consist of, among other things, the different types of information that you want to get from people.
The first thing you want to do is create a form folder. Click on the 'add item' tab and select 'form folder'
First Edit Page
1) Fill in the Edit form folder. The Title and Description of the Form should be self explanatory.
2) The 'Submit Button Label' defaults with the word 'submit'. If you want this to say something else, enter that here.
3) The 'Cancel' button is checked by default. If for some reason you do not want this, uncheck it.
4) 'Mailer' (the functionality that sends an email to someone once the form is submitted) is checked by default. If you do not want this to happen, you should uncheck the button next to 'Mailer',
5) Once someone submits a form, you can also opt to have the page they navigate to be a 'Thank You' page. If you desire otherwise, choose 'None' under 'Thanks Page'.
6) Click Next to save these changes, and continue with the process of setting up your 'form folder'.
Second Edit Page
The idea is behind this page is to allow you to place non-form text before and after the form elements of your form.
1) Form Prologue: this is a space for text and links that will go above the form elements (form elements are where people input their information). Many times, people choose to place other contact information for the organization here, or instructions for filling out the form.
2) Form Epilogue: This is where you can place text and links that you want to have appear under the form.
3) If you are an advanced user, you can click next to input overrides for the form. If you do not know what I mean by overrides, click 'Save'. At this point, pressing save will take you to the following screen where you have just completed the basic 'form folder'.
4) Click the 'Contents' tab to view the form elements that are automatically generated in the creation of a form folder.
Adjust Form Mailer
1) From the 'contents' tab, click on the 'Mailer' form element.
2) Click Edit tab.
3) Fill in the Recipient Name and the Recipient Email Address.
4) Click 'Save'.
Adjust Form Thank You Page
1) From the 'contents' tab, click on the 'Thank You' form element.
2) Click Edit tab.
3) Fill in the Title and the Description.
4) If you want all the fields that were input to show on the thank you form, leave that checked.
5) If there are specific fields you want to show on the Thank You form, select them and move them with the arrows to the box on the right.
6) If you want an element to display even if it was not entered into, leave the check box next to 'Include Empties' checked.
7) Click next to add the text that you want to display on the Thank You page.
8) Click 'Save'.
This is the end of part one. To learn how to add additional 'elements' to your form, please continue to part 2 of this tutorial.
