Form Center


Form Center
 






Copy a Field Set

Who can use this feature?

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Overview 

This article will show you how to copy a field set in Form Center. You may want to use this feature if you have two field sets that are identical or two field sets that only have minor changes between them.

Instructions

  1. Navigate to Modules > Content > Form Center
    modules_content_form_center.png
  2. Select the Field Sets tab
    FieldSets.png
  3. Click Actions next to the field set you want to copy
    actions.png
  4. Select Copy
    copy.png
  5. Make changes
    make_changes.png
    • Name: Edit name
    • 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.
      • 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.
      • Checkboxes: Will allow you to add checkbox options to choose from
        • Note: No limit to the number of checkboxes 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
      • Address 1: Will allow for an address to be added
      • Address 2: Will allow for a second address to be added
      • Date: Will allow for a date and time stamp to be added
      • Email: Will allow for an email address to be added
      • First and Last Name: Will allow for a first and last name field to be added
      • Phone: Will allow for a phone number to be added
    • Note: If you add a Field Type, you will need to Label and Save Changes.
      FieldType.png
  6. Scroll to the top and select a saving option
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    • 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



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