Forms


Forms
 






Create a Form in Forms Module (CRT Recommended Only)

Who can use this feature?

System_Admin.png Slash.png Owner.png Slash.png Publisher.png

 

 

Overview 

This article will show you how to create a form.

Disclaimer

Information submitted to any form fields will be transmitted 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:

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

Important Notes

  • You must have an existing category in order to create a new form. If you do not have an existing category, please refer to the Creating a Category section for instructions.
  • It is recommended to use the Form Center for any regular, non-Request Tracker forms.

Instructions

  1. Go to Modules > Content > Forms
    modules_content_forms.png
  2. Next to the category you wish to create a form under, click Choose an Action > Add Item
    choose_action_add_item.png
  3. Fill in Add Form fields
    • Form Name: Create a name for the form which will display at the top of the Form page on the Public site
    • This form submits data: Select Email Address(es), CRT Category, or ePayment Category
    • Submits To Email Address (optional):  Type in the email address(es) you would like the data to go to
      • Note: Separate multiple email addresses with a semicolon. If you do not specify an email address, the form will go to a default address specified somewhere else in the system.
    • After submitting, go to this page: Choose which page site users go to when they click submit
      • Note: You can send them to a current page, or you can create a special page. A special page should thank them for their information, feedback, etc, let them know if they will be contacted and what will be done with their information.
    • Start Date / End Date: Usually left blank
      • Note: If left blank, the form will become available for public use as soon as you publish it and will be available indefinitely
        • If a Start Date is entered, the form will become available on that date.
        • If an End Date is entered, the form will become inaccessible on that date.
    • Submit Options: Choose Submit Only, Print Only, or Submit and Print
    • Pad Cells: Choose to add space between questions and between questions and headers/instructions
    • Database Form: Choose to allow users to save a copy of the submission in the back-end of the module automatically
    • Show Archives: Choose to display older versions of this form
    • Enable Recaptcha: Requires users to select a checkbox prior to the form submission.
      • Note: Enabling this option will reduce the ability for bots to submit forms.
  4. Click Save at the top of the page
    save_forms.png
  5. Click Hide Details to collapse the section you have just filled out
    hide_details_forns.png
    • To view this information again, click Show Details.
      show_details_forms.png
  6. Scroll down and click the Add Field button
    add_field_button_forms.png
  7. See Add or Modify Fields in Forms for more instructions on Add Field
  8. Click Save and Publish once you have added your fields
    Save_and_Publish.png



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