Form Center


Form Center
 





Modify Forms in the Form Center

Who can use this feature?

System_Admin.png Slash.png Owner.png


Overview

This article will show you how to modify forms in the Form Center.

Instructions

  1.  Navigate to Modules > Content > Form Center
    modules_content_form_center.png
  2. Select the category from the categories section on the right-hand side of the module
    category_list_form_center.png
  3. Click Actions next to the form you would like to modify
    actions.png
  4. Select Modify
    actions_modify_form_center.png
  5. Make your modifications 
    001.png
    • Name (required)Enter the form name
    • Description: Provide a brief description of the form
    • Type: Select Regular, ePayment, or External Submission
    • Submit Option: Select SubmitPrint, or Submit and Print
    • Confirmation Page: Choose for the system to direct the user to a specific confirmation page
    • Submit To: Type in the email address(es) this form will submit to
    • Force Login: Set to require a user to log in before they can access the form
    • Enable ReCaptcha: Requires users to select a checkbox prior to form submission
      • Note: This option will reduce the ability for bots to submit forms.
    • Save to Database: Select to make submissions for this form viewable within the module
    • Receive Email Copy: Allow users to email a copy of the form submission
    • Display: Leave blank to make this form available upon publishing
      • If a Start Date is entered, the form will become available on that date. The form will show as pending until the date has passed.
      • If an End Date is entered, the form will become inaccessible on that date.
    • Field Area: Drag-and-drop field types and sets onto your field area
  6. Select Save at the top of the page
    save_form_center.png

    • Note: If the form was previously published, there is no need to republish it. If the form was NOT previously published, you will need to click the Publish link under the Actions heading in order to make it available for public view.
      FormCenter_Publish.png
    • Note: If a form was NOT previously published, Authors may modify it by following the same procedures as an Administrator or Publisher. When the form is ready for publishing an Author must Save and Submit rather than publish, and may NOT modify it after it has been published.

Disclaimer

Information submitted to any form fields will transmit via email for administrator notification and thus are not eligible to be adequately protected sensitive information. For this reason, do not request the following information on any forms:

  • Social Security Numbers
  • Driver’s License Numbers
  • Bank Account Information
  • Routing Numbers
  • Medical Information
  • Passport Numbers
  • Passwords



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