Page History

The Form Builder console contains records that are organized by “Categories” and Sub-Categories. For example a Event Registrations is a “Category” and a Sub-Category would be Mud Runs. Upon entering, the Category  types are listed in the left panel. Clicking on a Category will display a list of all records in the main content panel (right side).

Categories include:

• Event Registrations
• PLACEHOLDER 
• PLACEHOLDER

Anchor
ActionTools ActionTools

Console Action Tools:

Within each console there are tools available that are specific to the sub-menus and their records/features. 

Starting from left to right: 

Add Form, Refresh, Settings

Add- Form

Creates a new form. 

Refresh

In cases where a page refresh is needed select this tool. 

Settings

Opens the selected Form Details. 

Once a folder has been selected the right panel will display all associated forms. Each Form line item when rolled over will display action icons. 

Starting from left to right:

Submissions, Edit, Clone

Submissions

A list view of form submissions and submission dates. 

Edit

Allows modification of a form details. 

Clone

Copies existing forms, reducing the work load of recreating commonly used form details. 

Anchor
FormCreation FormCreation

Form Creation 

Step 1: Add Category 

To add a category folder, select Categories.

In this example, we are creating a folder for 5k Fun Run, under Event Registration. Select Categories. 

Select the Create icon.

If the Category already exists skip to Add Form. Add a Category for the forms to live under.  For example, a category called Event Registrations would contain only registration forms. 

Step 2: Add Form 

Click Add Form.

A popup will prompt for the Form Details. 

Enter in all information.

When creating the initial form, add a title, an email for the form content to be sent to, and a confirmation option. There are two options, Show Text and Redirect to Website. 

Click Save. 

On Save, the Form Builder window will load. 

The left column contains choices of items that would be used in the form. 

You can begin creating your form by rolling over an element and clicking the arrow. 

 Roll over the element line item, in this case the Text Field.

Click Edit. 

Continue building the form by adding more selections from the left panel. 

Once the form is complete, in the top right corner, click Close.

Anchor
CloneForm CloneForm

Clone Form 

Select the (Sub)Category.

Click on the Form Title

In this example, we are selecting Event Registration.

Hover over the line item and click Copy. 

A second line item with a prefix of "- Clone" will display. 

Click the Clone Line Item to Highlight. 

Click Edit. 

Update the Details. 

Click Save. 

Double click the line item if updates are needed to the form. 

Anchor
ModifyForm ModifyForm

Modify Form 

Select the (Sub)Category.

Click on the Form Title

In this example, we are selecting Fun Run.

Hover over the line item and click Edit. 

Update the Form. 

Click Save. 

Anchor
DeleteForm DeleteForm

Delete a Form 

Select the (Sub)Category.

Click on the Form Title

In this example, we are selecting Fun Run. Click the line item, in order toHighlight. 

Hit Delete on your keyboard. 

Click Yes. 

Anchor
ViewSubmissions ViewSubmissions

View Form Submissions

Once forms have been added to Site Planner pages or URL links added to Content Explorer Programs or Activities customers will have access to the forms. Submissions allows Administrators to view and download the form submissions. 

Select the Category.

Click on the Form Title

In this example, we are selecting Fun Run.

Click the line item, in order to Highlight. 

Click Submissions. 

A new panel view will open and display customer submissions.