Forms

Start a form in two ways: place it on an existing page or create the form first and link to it

Starting from an existing page

You can either start from a page or create a placeholder page under the existing page in the content tree.
The placeholder page can be any template - generally stick with 2 column left nav. Name this placeholder
the same name of the form so the nav will be correct.

OR

You can place a form right on an existing page. The form will appear at the bottom of the page. Follow the same steps below. 

1. Lock and edit the page.
2. Select the Presentation tab from the top menu.
3. Choose Insert form. The forms wizard will appear.
4. Select either "copy of existing form" or "build a new form." It depends on if you want to create a copy of an existing form or build an entirely new form.
   NOTE: Copying an existing form will do exactly that - duplicate an existing form. Be sure to change the form name because we don't want multiple forms with the same name out there.
5. Confirm or change the form name. Be sure to capitalize as necessary because this will become the form heading (h1).
6. Review the information (name of form, location, etc.) and preview the form you selected. Click Create.
7. Form builder appears. Now you can start building the form from scratch or modify fields. See instructions below.

Creating a form first

1. All forms live in /web forms. To add a new one, right click web forms, select "Insert," then select "Form."
2. Name your form. Use standard page naming conventions (lower case, no hyphens).
3. Click "Form Designer" in the ribbon. Start building your form (instructions below).

Using Form Designer

Commands in the ribbon

• Title - Form title. Enter the name of the form.
• Introduction - Add a form description or instructions that should appear at the top. You'll have to add any HTML for formatting (<p> tags, <h> tags, <ul> and <ol> tags).
• Footer - A block of copy appearing at the bottom of the page.

Creating the form

1. Click the "Add a field" plus sign to add a field. Default is a single-line text field, but you can choose any type from the drop-down list.
2. Enter the name of the field in the first box.
3. Select the the type of field from the drop-down in the second box.
4. Enter information in the left column as necessary. (Different fields require different information. You can add help content, add radio button/checkbox items as necessary, limit character length, and more.) Some details:
   • Content from "Help" appears in gray underneath the field. Use this to specify what info a field needs.
   • Error message = What appears if a user doesn't fill the form out correctly.
   • Min/Max length = total characters
   • For radio button/check box lists/drop-downs:
     • A "List" box will appear on the left. To add items, click the "..." button.
     • Manually entering names is the default. Begin by typing in the first entry under "value."
     • To add more items, click the plus sign.
     • Click OK when done.

Add section

If there are different sections to the form (for example, gather user info in one section and class registration info in another), click "Add Section."

1. Name the section.
2. Add fields within that section.

Submit form options

When all the fields are entered, you'll need to set up email notification (so an email goes to whoever is to receive form info).

Click the Submit button. Button information will appear on the left.

• Button name - Change the button's name, if you'd like
• Form verification - See description about what this field does. I haven't used it yet.
• Save actions - Determines if form is saved to a database or emailed. I don't know of any of our forms ever saved to a DB, so I remove that field.
  1. Click edit
  2. Highlight "save to database", click Remove
  3. In drop-down, select "Send Mail," click Add
  4. Highlight Send Mail, click edit
  5. You'll see an email template. 
     • Enter the destination email address (for example: registration@priorityhealth.com).
     • Enter a subject (example: Wellness class registration)
     • Enter email content in the body area. Use the "Insert Field" drop-down to indicate where form information should go. The Insert Field drop-down lists the fields from the form.
     • You'll have to type intros for each field. (Example: Member name: [first name] [last name]
     • Click OK.
• Success - Message that appears when user successfully submits the form. Click edit to modify this message.

When you're done creating the form 

Click Save, then Close or click Save/Close - either will work.