Form Center


Form Center
 






Create Field Sets

Who can use this feature?

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

 

 

Overview 

You can create custom field sets for your forms in Form Center.

Field Sets are groups of fields that you can add to a form at one time.

Instructions

  1. Navigate to Modules > Content > Form Center
    modules_content_form_center.jpg
  2. Select the Field Sets tab
    navigate_to_the_field_sets_tab.jpg
  3. Select Add Field Set
    select_add_field_set.jpg
  4. Create a Name for your field set
    enter_field_set_name.jpg
  5. Drag-and-drop Field Types and Field Sets into the empty space 
    field_types_and_sets.png
    • Field Types
      • Short Answer: Will allow for a short answer
        • Note: Character limit of 999 characters.
      • Long Answer: Will allow for a long answer
        • Note: Character limit of 9999 characters.
      • Checkboxes: Will allow you to add checkbox options to choose from
        • Note: No limit to the number of checkboxes you can create.
      • Dropdown: Will allow you to add drop-down options to choose from
        • Note: No limit to the number of drop-down options you can create.
      • Radio Buttons: Will allow you to add radio button options to choose from
        • Note: No limit to the number of radio buttons you can create.
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Page Break: Will add a page break to separate the form
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link
      • Text: Will allow for a text section
      • Masked Input: Will allow for masked input on an item
      • External Integration: Will allow you to add an external URL and instructions
    • Field Sets
      • Drag-and-drop existing Field Sets to your field set
  6. If you add a Field Type, you will need to Label and Save Changes
    add_label.png
    • Note: Other required configuration options will vary based on Field Type.
  7. Scroll to the top and click Save or Save and Make Active
    select_save_or_save_and_make_active.jpg
    • Save: Will save the changes without making active to the form center
    • Save and Make Active: Will save and make active to the form center
  8. Return to the Main tab
    main_tab.png
  9. Select a category
    select_category.png
  10. Find the form you want to add field sets to and click Actions
    form_actions.png
  11. Select Modify
    modify.png
  12. Scroll to the editor at the bottom of the page and drag-and-drop your Field Set into the box
    add_field_set_to_form.png
  13. Scroll to the top and select Save
    select_save_to_save_form_changes.jpg



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