How to Create a Form

Tutorial on how to create online forms in our site

Creating online forms is one way to easily gather information from visitors of our site. It also saves time and cost of mailing out paper forms.

1. Sign into our website and go to the location that you want to add a form.
2. Click on the Add new… menu and choose Form Folder
   
3. This will open the Add Form Folder panel.  Fill in the title in the Title field, which is required as indicated by the red square. Description is optional – it is useful when a site visitor uses the search tool in our website. The new version of our website combines some aspects of the form so that it is more easily accessible.  You can rename the Submit and Reset buttons. If you will be asking for personal information such as SSN, make sure to check Force SSL connection and if you want to head a short header and footer to your form, you can type it in the Form Prologue and Form Epilogue box. 
   
4. Click on the Save button when you are finished and you have just created a simple form. Notice the red square on the label of each field? Those are the required indicators; you can turn that on or off when you edit your form.
   
5. To add new fields into the form, click on Add new… menu. The menu will contain a list of fields that you are allowed to add into the form. Hovering over your cursor on each field gives you a brief description of each field.
   
6.  For this tutorial, I will add a field for Last Name which is a String Field. This will open the Add String Field panel. Fill out the necessary information and click on the Save button
   
7. Congratulations! You just added a new field.
   
8. Let’s rearrange the order since I want the Last Name to be the first field on the form. To do this, click on the double-sided wrench located at the top right of the Form.
   
9. This will bring you to the Edit Form panel. This panel allows you to edit fields, delete fields, or rearrange the field order. When you are done with your editing, click on the form icon located at the top right of the form
   
10. Congratulations, you just learn how to rearrange the form.
11. The next step is to make sure that tell our site where to send it when a visitor fills out the form. To do this, click on the wrench, scroll down to Form Actions list and click on pencil icon on the Mailer row to edit the Mailer Adapter.
    
12.  The Mailer Adapter Panel – this is where you add information to where to send the form and what to send with it.
    
    Default – where you add who is the recipient of the form.
    Addressing – where you add e-mail address of other recipients of the form.
    Message – where you can change rename the subject line of the message, add notes to the form that only the receiver would see, and decide whether you want to include all the fields or only those with entries
13. Once you are done with the changes, click on Save. You will be brought back to the form.
14. The last thing to do is to "published" your form so visitors can start using the form.