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
IN THIS SECTION
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.
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.
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.
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.
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.
