Managing Your Site: Creating Forms
Introduction

A form is a set of user input fields used to collect information from visitors to your site. A common user of a form is to display a Contact Us form so visitors can ask a question or request more information. You can add as many forms to your site as you want. Each form contains one or more fields. If you have a long form, you can add headings to group fields together.

Form Manager

You manage forms from the Form Manager.

There are 2 ways to access Form Manager:

Adding a New Form

To add a new form, click on the add form button. The system displays the Add a Form page.

Enter a name for the new form and click on the Add Form button. The system adds the new form and displays the Form Properties page.

You can also import a form from one of our themes by clicking on the link and following the prompts.

Adding a Field to a Form

To add a field to a form, follow these steps:

  1. Click on the edit button associated with the form. The system displays the Form Properties page.
  2. Click on the add field button associated at the top right side of the Form Properties page. The system displays the Form Field Properties page.
  3. Enter values for the field and click on Save when finished. See Field Properties below for more help.
Field Properties
Label Properties
Field Properties
Text Box Properties
Multi-Line Text Box Properties
Radio Button Properties
Check Box Properties
Drop Down List Properties
Instructional Text Properties
Adding Multiple Fields to a Form

To add multiple fields to the form at one time, follow these steps:

  1. Click on the edit button associated with the form. The system displays the Form Properties page.
  2. Click on the add fields button associated at the top right side of the Form Properties page. The system displays the Add Fields to a Form page.
  3. Enter a heading for the fields if desired.
  4. You can add up to 10 fields at a time. For each field you want to add, specify the label, field name, field type, and values (if appropriate)
  5. Click on Add Fields when finished.
Adding a Heading to a Form

You can add headings to the form to separate fields into groups.

To add a heading to a form, follow these steps:

  1. Click on the edit button associated with the form. The system displays the Form Properties page.
  2. Click on the add heading button associated at the top right side of the Form Properties page. The system displays the Form Heading Properties page.
  3. Enter text for the heading and a style to apply to the heading. Optionally, specify instructional text to display above or below the heading.
  4. Click on Save when finished.
Editing Form Properties

There are also properties of the form itself that you can set. These properties control the layout of the fields within the form.

Editing Field Properties

To edit properties of an existing field in a form, follow these steps:

  1. Click on the edit button associated with the form. The system displays the Form Properties page.
  2. Click on the edit button associated with the field you want to change. The system displays the Form Field Properties page.
  3. Make your changes to the field. See the Field Properties section above for a brief description of the properties you can set.
  4. Click on Save when finished.
Moving Fields

You can move the fields around on the form. To move the fields on the form, follow these steps:

  1. Click on the edit button associated with the form. The system displays the Form Properties page.
  2. Click on the up button to move the field up on the form.
  3. Click on the down button to move the field down on the form.
  4. Click on Save when finished.
Deleting a Form

Before deleting a form, be sure you do not use it on one of your pages. Otherwise, nothing will display on the page.

To delete a form, click on the delete button associated with the form.

The system prompts you to be sure you really want to delete the form. Click OK to delete the form.

Previewing a Form

To preview a form, click on the preview button associated with the form. The system displays the form as it will appear on the page.

Using a Form on a Page

Once you have your form created, you will want to add it to a page. To add the form to a page, follow these steps:

  1. Click on the Page tab on the tab bar at the top of any page to display Page Manager.
  2. Click on the edit button associated with the page you want to add the form.
  3. Click on Layout Mode radio button.
  4. Click on add item button in the column where you want to add the form. The system displays the Add Item page.
  5. Enter a name for the item and select Form in the Item Type drop down list. Click on Add Item. The system displays the Item Properties (Form) page.
  6. In the Form Properties section, do the following:
    • Select the form to display from the drop down list.
    • Supply the email address that you want to receive the submitted form.
    • Enter a subject for the email that includes the submitted form.
    • Select the format of the output of the submitted form: Html (tabular) or Text.

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