Creating form pages

  Your forms may contain the following items: "Preview" page, "thank" you page and several form pages.
 
  • How to create a web form page in a few steps:
  1. Go to the “Sites” page;
  2. Click on the site you want to create a web form for or click the open icon front of the site. You get to the “Forms” page;
 

3. Click on the form you want to create a page for or click the open icon in front of the form. You get to the form editing page;
  4. Click the button;
  5. Enter page name in the “Page name” field. It will be shown in the form page caption to ease the navigation.
  6. “Page URL” field contains your page address and its physical name. This field is filled automatically, though you can edit it if necessary.
  Warning!
Make sure, that the page name and address corresponds to ones defined in the system; 

  7. “Position” field allows you to choose the position of your newly-created page towards other ones.
  8. When all fields are filled in click the “Submit” button to finish;
 

9. If the input data is correct will be redirected to the WYSIWYG form editor.

WYSIWYG form editor :

On this page you can design a form using the left toolbar for adding standard form elements (text field, text area, selection list, multiple selection list, browse field for adding attachments, checkbox and radio button).

"Fields" column contains the list of form elements;
"Form Design" field shows the form and enables you to preview it, change elements order and properties;
"Calculation" field allows to add calculations using the data from the active page and previous ones;
 
 
  • To add a new field to a web form page:
  1.   Click the necessary field button;
  2.   Choose where to place the field (click “Insert new form link”);
  3.   Set all required properties of this field;
  4.   Click the button to submit the input data and add the new field;
 
  • Description of fields and their properties:
 



  Enter the text field title in the "Title" field or choose it in the drop-down "Preset" list.
  Note:
 Only fields created with the "Calculation field" preset can be used in calculations.

   “Advanced” section contains the following items:


-check this checkbox to create the field marked as required to fill in( The user will be notified with an error message if not filled this field in)
 
  These items define validations of input data in the field. If the input is incorrect, an error message will appear and the user will have to refill this field.
 
 
      To create a "Select" field:
  - Enter the field name, define options number and whether this field is required to fill in.
  - When information is submitted the table "Caption / Value" is created for each "Select" item. The"Caption" column contains information visible in the "Select" field and the "Value" column contains information of caption column items values to be either sent to email addresses or stored to the database. Default values in the "Values" column are equal to those in the "Caption" one, but you can edit them if necessary.
 
 
  Enables the user to add attachments to the form. To create an attachment you need just to enter its name in the "Title" field and click the "Submit" button.
 
 
  Multiple List is similar to “Select field” and is created in the same way. The only difference is that on the 1st step of Multiple List creation there is a “Size” parameter which contains your field height.
 
 
  Allows to display a multi selection checkbox group on your page. You can define the checkbox name, the options number and its default values.
 
 
  Radio is similar to the Checkbox and is created in the same way. The only difference is that it allows to make a single selection.
 
  Allows to add any comment statements into the form.
 
Allows to put the results of previously defined calculations to the current form page.
    Note:
In order to ensure accurate implementation of this option we recommend you to apply it only to multiple pages forms. "Calculation" option puts results of calculations defined on previous pages to the active one.If you have only one page in your form, calculation results will be either displayed on the Preview page or sent to email or database.

To add calculation to the form:
 
  1.   Make sure you have a “Text Field” (created with “Calculation field” preset) or create a new one;
  2. Click the button to add calculation for this text field / fields ;
  3.   You will be redirected to the calculation editor:
  4.   Enter the calculation name in the “Title” field :
  5.   Enter the calculation formula, either manually or using the mouse and buttons, in the “Formula” field. Every Calculation field is associated with an alphabetic character (Variable name):
  6.  Click the button to submit the calculation;
  •   How to save a newly-created web form page
  After you add all necessary fields and calculations to the web form page click the button. Otherwise, no changes will be saved.
 
  You are able to edit your web form pages (click on the open icon in front of the page or click on the page name), to change the order of pages( ) and edit its properties. All these manipulations are available only on the form editing page.