General Properties

PROPERTY

DESCRIPTION

General

Form display name – opportunity to edit Form Display name, if necessary. Note this will break the link to the form if it is in use on a web page
Note other settings cannot be changed

Form Settings

After the form is submitted– this is an important setting which will add to the usability of the form. By adding some sort of response, the user will feel reassured that the form data was submitted properly. Select from three options.
- Display text – this option will display text on the screen of the web page where the form is located to confirm submission. Select text that reassures the user the form has been submitted.
- Redirect to URL – this option is recommended as it provides an opportunity to create a response page on the website with custom content to confirm form submission and add further brand messaging. It requires creating a new page in the Pages Application.
- Reload form - thought this option is default, it is not recommended as this does not provide the reassurance the form submission has succeeded
Submit button text – default button text is “Submit” - update as desired
Submit button image – unavailable

Form Builder Properties

PROPERTY	DESCRIPTION
Composing forms	The Form Builder behaves similarly to the page editor in that the form is built with Section Types into which Form Components can be added. Section Types and Widgets can be dragged up and down on the page to edit the form.
Section Type	Click on the gray plus icon to add a Section Type. The entire form can be built into one Section Type or several Section Types to create the most user-friendly form design possible. Use the gray buttons on the left and right edges of the designer window to add or adjust sections, which define the form’s overall layout.
Form Components	Click on the blue plus icon button in the designer window to add new form components. Move individual fields by dragging the dotted handle icon or header displayed when hovering over a field. Existing fields can be removed by clicking the delete trashcan icon.
Change Section Type	Select from: Default – single column of form fields Single – single column of form fields Two Column – two columns of form fields of equal width Three Column – Three equal-width columns side-by-side Four Column – organizes fields into four equal-width columns side-by-side
Form Components	Select from: Checkbox – provides a checkbox field that saves a boolean value (true for a selected checkbox, false for a cleared checkbox) Date Picker - creates a calendar-style element in form for user to select date Drop-Down List – provides a drop-down selector offering multiple options. Only one option can be selected Email – provides field for entering one or more email addresses File Uploader – provides a component for uploading files such as a resume Heading Component – this is a custom form component to define a header. Helpful for explaining different sections of a form. Horizontal Line – allows user to add a horizontal line. Helpful for delineating form sections. Multiple Choice Check Box – for providing multiple selections in check box format Numeric Input – provides a text box input field for entering whole numbers Radio Buttons – provides a selector offering multiple options in the form of radio buttons. Only one option can be selected. reCAPTCHA – provides a robust CAPTCHA service based on reCAPTCHA, which requires the user to checkbox indicating the user is not a robot. This will either pass the user immediately (with No CAPTCHA) or challenge them to validate whether or not they are human. Text Area – provides a field that allows users to enter text into an area with an adjustable size Text Input – provides a text box input field U.S. Phone Number – provides a field for entering a phone number in U.S. format

Email Notification Properties

Email notification allows for instant notification of a completed form and its data. One or more company email addresses can be added to the notification.

PROPERTY	DESCRIPTION
Send form data to email	Checkbox to toggle sending form data to an internal company email Sender email – a “no reply” email address is recommend Recipient emails – (required) add one or multiple emails for form data recipients Subject – (required) adding a subject line automatically add that subject line to the notification email and will alert the recipient to a form data email from the website Attach uploaded documents – check the checkbox to be sure any uploaded documents from the form will be attached to the notification email
Use custom layout	Check the checkbox to expand the settings to create a custom layout for the form data email. This is recommended to keep the data clear and organized for ease of reading. Generate Table Layout – shortcut to adding all form field names and content. Customize by Adding Fields & Custom Copy – (recommended) add significant field labels and values using the text editor and the “Insert Label” and “Insert Value” buttons. Add introductory copy or styling as needed.

Security Properties

PROPERTY	DESCRIPTION
Allow management of this form to	Please do not change default settings Select radio button: All form users Only authorized roles – when selected, add roles

Search Fields Properties

Please do not change settings.

Content Mapping Properties

The following section allows mapping of the form’s fields to contact objects. Data submitted through the form can then be used to initialize or update contact information. Please do not change settings.

Example

View the Form data as it appears in the Form Widget.

FORM WIDGET

Forms Application