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How to Create Forms in Plone2.htm

by Lin Young last modified January 05, 2007 11:20 AM

How to Create Forms in Plone.

  1. Login to Plone with your user name and password
  2. Go to the Plone folder where you want your form to land.
  3.  Click on the “Contents”  tab of the folder

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  1. Click on “Add Item” and select “Form Folder” from the drop-down menu
  1. From the “Edit Form Folder” Enter
    1. “Title” – the name of your newly created form
    2. “Description” – a short summary of the form content
    3. “Submit Button Label” – default is “Submit”
    4. Check “Show Cancel Button” – if you want the “Cancel Button” on the form. This option is turned on by default
    5. “Mailer” is checked by default, so the form contents will be sent to the email recipient.
    6. “Thanks Page – Pick a contained page you wish to show on a successful”

** A “Thank you” page was created for you by default.

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  1. Click “Next” to continue
  2. Enter “Form Prologue -- This text will be displayed above the form fields.”
  3. Enter “Form Epilogue -- The text will be displayed after the form fields.”

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  1. Click “Save” to save the form.

Here is how the form looks like:

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Every time when you create a form, Plone will create the following form fields by default:

·        Mailer – here you will setup recipient’s name, email address, CC/BCC recipients

·        Your E-Mail Address – a form field for users to fill in their email addresses

·        Subject – form field for users to fill in

·        Comments --  form field for users to fill in

·        Thank You – acknowledgment page

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  1. Now you need to go back to edit “Mailer”
    1. From the Form Folder, click “Contents” 
    2. click “Mailer” and then click “Edit”
    3. Click “Next” to go to “Edit Mailer Adapter”

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    1. Enter “Recipient's full name -- The full name of the recipient of the mailed form.
    2. Enter “Enter Recipient's e-mail address -- The recipients e-mail address.”
    3. Enter “CC Recipients” and / or “BCC Recipients” if you need to.
    4. Click “Save”

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  1. Edit “Thank You” Page.
    1. From Form Folder, click “Content”
    2. From “Content”, click “Thank You”
    3. Click “Edit”
    4. Fill out “Title”, “Description -- A short summary of the content”, “Show All Fields” and Show Responses as need
    5. Click “Save” to finish editing the “Thank You” page.

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Here is how the form looks like:

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Christopher McManus
Christopher McManus

Georgetown University (bachelor's) and Yale University (joint master's in Public Health and Environmental Management). '98 Graduate

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