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
    FormsCenter.png
  2. Select the Field Sets tab
    FieldSets.png
  3. Select Add Field Set
    AddFieldSet.png
  4. Create a Name for your field set
    Name.png
  5. Drag-and-drop Field Types and Field Sets into the empty space 
    FieldTypesSEts.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
    FieldType.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
    Save.png
    • 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
    form_center_main_tab.jpg
  9. Select a category
    GeneralForms.png
  10. Select the form you want to add field sets to
    choose_form.png
  11. Click Actions
    Actions.png
  12. Select Modify
    actions_modify.png
  13. Scroll to the editor at the bottom of the page and drag-and-drop your Field Set into the box
    drag_and_drop.png
  14. Scroll to the top and select Save
    Save.png



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