Forms


Forms
 





Copy a Form

Who can use this feature?

System_Admin.pngSlash.pngOwner.pngSlash.pngPublisher.png

 

Overview

This article will show you how to copy a form.

Important Notes

  • You must have an existing category in order to copy 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. Navigate to Modules > Content > Forms
    Navigate_to_Forms_Module.png
  2. Select a category
    Form_Categories.png
  3. From the Choose an Action drop-down menu of your chosen article select Copy
    Copy_Form.png
  4. Modify Form details through Copy Form page
    Copy_Form_Screen.png
    • Form Category: Select the category to copy the form to
    • Form Name: Enter a name for your form. This is what will be displayed at the top of the form on the Public side.
    • This form submits data to: If you have the Citizen Request Tracker, you will have the option to submit data either to Email Address(es) or to A CRT Category. If you do not have the CRT, Email Address(es) will be selected automatically.
    • Submit to Email Address (optional): Type in the email address(es) you would like the data to go to. 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: You can also choose which page site users go to when they click submit. 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.
    • The Start Date and End Date textboxes are generally left blank.
      • 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 to submit the form
      • Submit: Users fill out the form and submit it
      • Submit and Print: Users can either submit or print, both options will be available
      • Print: Users fill out the form, print it, and then they must bring it to your office via hand-in or mail
    • Pad Cells: Choosing yes will add a little space between questions and between questions and headers/instructions.
    • Database Form: Choosing yes will allow you to save a copy of the submission in the back-end of the module automatically.
    • Show Archives: Choosing yes will allow visitors to view older versions of this form.
    • Enable Recaptcha: Requires users to select a checkbox prior to the form submission. Enabling this option will reduce the ability for bots to submit forms.
  5. Scroll to the top and click Save and Publish
    Copy_Form_Save_and_Publish.png



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