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PloneFormGen Recipies

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A series of neat things you can do with PloneFormGen: contact form, petition form, volunteer signup form, and more!

Contact Form

A simple contact form, with a few bells and whistles.

Time to Build: 15 Minutes

View a working example of this form

If you need a primer on the basics of PloneFormGen, read this tutorial first, from ONE/Northwest

An organization-wide contact form is the most essential web form for any website. It's all fine and good to have a staff page with everyone's email listed there, but we know that spam can become a problem. An easy alternative is to create a contact form which allows the site visitor to select which person they wish to contact.

Ingredients

  • String Field for email
  • Selection Field for choosing the person to contact
  • Textarea field 
  • Mailer Adapter
  • Thank You Adapter

 

Steps

Create a Form Folder - PloneFormGen should give you an Email, Subject, and Comments field by default.

Create a Selection Field for the choices of people to contact. Each person's email should be a single line in the Options box. You can use the value|label method to hide the actual email address and only show a list of names instead. It's up to you if you like radio buttons or a drop-down menu better.

value-label.gif   Example of the value|label method

Rearrange the fields in whatever order makes the most sense. Remember that this can be done via the Contents tab.

Edit the Mailer Adapter. Go to the Overrides tab and notice the Recipient Expression field. You need to paste the following line of code in that field

request/form/short-name-of-selection-field

Where "short-name-of-selection-field" matches the short name of your Selection Field (the shortname should be the Title, all lowercase, with hyphens instead of spaces).

Edit the Thank You Adapter to include the message you want the form submitter to see. You can also choose to display the field data or not.


Petition Form

How to create a "sign this petition" form

Time to Build: 20 Minutes

If you need a primer on the basics of PloneFormGen, read this tutorial first, from ONE/Northwest

Take a look at an example of this form at GreenForAll.Org

 

In this example, a petition form is simply a form which your site visitors can complete with their contact information and check a box to "sign" the petition. A petition form is a simple, but effective way to do some light engagement with your members and other site visitors.

Ingredients

  • Nice introductory content
  • Petition content
  • Several string fields
  • A textarea field
  • Two boolean fields 
  • Mailer adapter
  • Thank you adapter
  • Saved data adapter

 

Steps

Create a Form Folder - PloneFormGen should give you an Email, Subject, and Comments field by default. Delete the Subject field, as you will not need it.

Add introductory content to the top of the form, encouraging people to sign the petition.

Add the petition language below that.

Create String Fields for First Name, Last Name, Zip Code, plus any other information you wish to gather.

Create a textarea field for gathering additional comments.

Create a boolean field for "yes I want to sign this petition" (required).

Create a boolean field for "sign me up for your newsletter" (optional).

Add a Saved Data Adapter so that the form will collect all the information for export to a spreadsheet.

Edit the Mailer Adapter and select a recipient for the form data. The idea here is that you're selecting someone to receive a notification when the form has been submitted. You should also change the Subject to something more meaningful than "Form Submission" under the Message tab.

Edit the Thank You Adapter to include a thank you message. You can also decide if you want the form data displayed on the thank you page or not.

 

 

 

 

 

Volunteer Signup Form

How to create a form for people to signup for volunteer work

Ingredients

  • Nice introductory content
  • Several string fields
  • One or more multi-select fields
  • A textarea field
  • Mailer adapter
  • Thank you adapter
  • Saved data adapter

Time to Build: 30 Minutes

If you need a primer on the basics of PloneFormGen, read this tutorial first, from ONE/Northwest

Let's say you want to offer folks the chance to volunteer for your organization. A great way to recruit people is through a volunteer signup form. Using the multi-select field you can ask questions about their preferences in terms of: when can you volunteer or what areas would you like to focus on.

Steps

  1. Create a Form Folder - PloneFormGenshould give you an Email, Subject, and Comments field by default. Delete the Subject field, as you will not need it.
  2. Add introductory content to the top of the form, encouraging people sign up.
  3. Create String Fields for First Name, Last Name, Phone, plus any other information you wish to gather.
  4. Create one or more Multi-Select fields to gather information about when the person wants to volunteer, what type of work they're interested in doing, what their age group is, etc.
  5. availability.gifHint: The Checkbox widget is much more intuitive than Selection

  6. Create a Textarea field for gathering additional comments.
  7. Add a Saved Data Adapter so that the form will collect all the information for export to a spreadsheet.
  8. Edit the Mailer Adapter and select a recipient for the form data. The idea here is that you're selecting someone to receive a notification when the form has been submitted. You should also change the Subject to something more meaningful than "Form Submission" under the Message tab.
  9. Edit the Thank You Adapter to include a thank you message. You can also decide if you want the form data displayed on the thank you page or not.

Sumbit a Photo

A great way to help build your image library and connect with your members and supports is to ask them to send you photos of themselves or the places they enjoy.

Ingredients 

  • Nice introductory text
  • Several string fields
  • A file field
  • Optional textarea field
  • Mailer adapter
  • Thank You adapter

Time to Build: 15 Minutes

If you need a primer on the basics of PloneFormGen, read this tutorial first, from ONE/Northwest

A great way to help build your image library and connect with your members and supports is to ask them to send you photos of themselves or the places they enjoy. With a Submit a Photo form, you can have PloneFormGen send an image file as an attachment in an email to a mailbox of your choice.

Steps

 

  1. Create a Form Folder - PloneFormGen should give you an Email, Subject, and Comments field by default. Delete the fields that you don't want
  2. Add introductory content to the top of the form, encouraging people to send you an image. It's a good idea to indicate some parameters for the file: what file type do you want? Is there a size limit? What about intellectual property rights?
  3. Create String Fields for First Name, Last Name, Email, plus any other information you wish to gather
  4. Create a Textarea Field (optionally) for the form submitter to make comments about the image
  5. Create a File Field for people to attach the image file. Notice that you can set a size limit (in MB).
  6. Edit the Mailer Adapter and select a recipient for the form data. The idea here is that you're selecting someone to receive a notification when the form has been submitted, plus to receive the attached image file. You should also change the Subject to something more meaningful than "Form Submission" under the Message tab.
  7. Edit the Thank You Adapter to include a thank you message. You can also decide if you want the form data displayed on the thank you page or not.

 

Note about Saved Data Adapter: The adapter can collect all regular form data, but it cannot store files that are attached via the File field

 

 

Event Registration

How to create a form for people to signup for an event

 

Ingredients

  • Nice introductory content
  • Several string fields
  • One or more multi-select fields
  • A textarea field
  • Mailer adapter
  • Thank you adapter
  • Saved data adapter

Time to Build: 30 Minutes

If you need a primer on the basics of PloneFormGen, read this tutorial first, from ONE/Northwest

PloneFormGen is well-suited to make basic event registration easy. A form can also work very well in conjunction with the Event content type in Plone. Many Plone users manage an Events listing, so it only makes sense to tie registration in with the Events calendar!

Steps

  1. Create a Form Folder - PloneFormGenshould give you an Email, Subject, and Comments field by default. Delete the field that you don't want to use.
  2. Add introductory content to the top of the form, encouraging people register.
  3. Create String Fields for First Name, Last Name, Phone, plus any other information you wish to gather.
  4. Create one or more Multi-Select fields to gather information about any preferences
  5. Create a Textarea Field (optionally) or gathering additional comments.
  6. Add a Saved Data Adapter so that the form will collect all the information for export to a spreadsheet.
  7. Edit the Mailer Adapter and select a recipient for the form data. The idea here is that you're selecting someone to receive a notification when the form has been submitted. You should also change the Subject to something more meaningful than "Form Submission" under the Message tab.
  8. Edit the Thank You Adapter to include a thank you message. You can also decide if you want the form data displayed on the thank you page or not.
  9. Link to the Form from an Event content item (if applicable)


Note: PloneFormGen does not encrypt data, so it is very unwise to gather credit card, or other sensitive information. If you need payment processing, you should find a third-party provider to handle event registration of this kind.

Still Stumped?
If you've still got questions about Plone, here are your best bets for finding out more:
 

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