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Form Builder is used to create simple forms that capture information used to register for events, classes, etc. 


New Form Creation Disclosure

{INSERT TEXT FOR LEGAL DISCLOSURE- NO PII, PHI}


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

TO ACCESS the Form Builder:

  • from global navigation

    • select Form Builder


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. 

ON THIS PAGE

Console Action Tools

Form Creation 

Clone a Form

Modify a Form 

Delete a Form 

Form Submissions


IN THIS SECTION 

Form Builder Components

Add Form to Site Planner Page

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. 


Edit this after saving by rolling over the form title and clicking the pencil icon.  

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. 


The middle column will now contain the selection. The right column provides a preview of the form.


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

Click Edit. 


The Label is what the customer sees.

The Name is what will be received in the email after the form is filled out by the customer. The Name cannot have spaces.

The Required checkbox should be checked for all pertinent information that the customer is required to fill out. 


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


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

 

Work saves upon closing the window.