Adding a Form

This tutorial will show you how to set up a web form template. There are two types of forms that can be created: a form that sends its content to an email address or a form that saves its content to a text file (also, a form can be created that does both functions). The first type of form can be completed by a CMS editor. The second type can be set up by an editor but must be completed by >Web Operations. In this tutorial, we will be setting up a form that sends its content to an email address.

Step 1

To begin, click on the “edit page structure” RedDot. A new RedDot should appear, titled “add/order center templates”. Click on this RedDot and a new window will appear. Select “Create and Connect Page”. From the list of templates, select “Form”.

Enter the headline you would like for the form. After clicking OK, the form template will be created.

Step 2

Click "Add/Manage form fields" (the RedDot just above the "Submit" button). A new window will appear with several different options for form fields. Select the field you would like; in this tutorial the "Multi-line Text" field was used. After clicking on the field, enter the headline for that field and click OK. The headline will be displayed to the left of the field as shown in Step 3. To change the headline, click on the "Edit Label" RedDot.

Tip

Please note that "Text Element" and "Text Row" are different; "Text Element" creates a one-line text box that users can fill out while "Text Row" creates an area where text content can be added within the form.

Step 3

Next, enter the Field name; click on the “Edit Field name” RedDot. The field name must not contain any special characters (there are a few exceptions to this, which will be mentioned later on). Also, the field name must be unique. In addition to the Edit Label and Edit Field name RedDots, there are two RedDots unique to the Multi-line Text field: Rows and Columns. Use these RedDots to adjust the size of the field.

Step 4

To add another field, click the “edit form properties” RedDot followed by “Add/Manage form fields”. The window that displayed the different field options will appear again. Select the field you would like to insert and enter the headline. In this tutorial, the “Text Element” field was used.

Enter the Field name by clicking the “Edit Field name” RedDot. In this case, we want the user to enter his/her email address. The field for collecting the user’s email address is special in that it requires the field name to be “form-email”. The email field is an exception to the general rule of having no special characters in the field name. In addition to Email, the following form fields must have a certain name:

Name form-name
First Name form-fname
Last Name form-lname
Email form-email

 

Note: if using form-fname and form-lname, do not use form-name and vice versa.

Use the same procedure outlined above to insert all the fields you want in your form. Once this is completed, you’re ready to go on to the next step.

Step 5

Click the “edit form properties” RedDot. Next, click the “Edit the list of required fields. …” RedDot (a new window will pop up). Here you can designate the fields which users must enter. Each field name is separated by a comma (no spaces). Take the form below for example:

To make the Name and Email fields required, the field names would be entered as follows: "form-name,form-email". After all the field names are entered, click OK.

Next, click on the "Edit the list of all fields. ..." RedDot and enter all the field names (in this case, "form-name,form-email,Comments") and click OK.

Step 6

The next step is to create the page users will see after they successfully submitted the form: the Success Page. Click the "Create/Modify the page a user will see upon success (required)" RedDot. Click "Create and Connect Page" and select "Foundation" from the "Content Class Groups" box (see image below). Select "Text" under "Academic Department". Enter the headline and click OK. To view the Success page, click the "end editing form" RedDot and then click the "edit form properties" RedDot. Then click "View Success Page".

The next RedDot concerns the Failure Page. Usually, it's best to ignore this RedDot since users are automatically redirected to an error message if they entered something incorrectly.

Step 7

Next, click the "Create/Modify the subject of the email." RedDot. This allows you to enter the subject of the email that the form sends out.

Step 8

Finally, click the "Add/Manage hidden form elements" RedDot. Click "Create and Connect Page" when the new window appears. Then click "Hidden" and enter the headline. Click the RedDot next to "Field Name:" and enter "email-recipients". Then click on the RedDot next to "Value:" and enter the email address(es) that you would like the form data to be sent to (if there are multiple addresses, separate each address with a comma).

 
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