Form Settings
  • 2 Minutes to read
  • Dark
    Light

Form Settings

  • Dark
    Light

Article summary

Now that you've built your form the next step is to select the Form Settings tab and set the associated options. These determine, for example, what the form looks like, and what happens when the user has submitted the form.

Work through the Form Settings options using the information below to help guide you.

1. Description

image.png

Form Description - You can add some text notes about this form. It can remind you why you created it etc.

Submit Button text - if you want to add a Submit button type in the text you want to appear.

Include reCAPTCHA? - select if you want to include a reCAPTCHA tick box.

Example:
image.png

2 Appearance

For those of you who are more technical, you can use this field to create CSS to further add styling to this form.

For more information on using CSS see CSS Code Advanced

3. When is this form available?

You must set the status to Active so the form once published will be accessible. A form that is not active cannot be completed.

Also you can optionally specify dates when the form is active by using the start and/or end dates.

Form Start and end.png

The End Date is the day that the form will be made inactive, and no new entries will possible on or after that date.

Status -

4. Notify internal users or groups after an entry is completed

Person and/or Group - You may choose to email a copy of the information to a person and/or group. Select them here. If you don't choose anyone, no emails are sent.

If a Group is to be notified, what information is sent? - If a Group has been selected to receive notifications, you have the option to send just a notification as opposed to all of the form details being sent.

image.png

This is not ticked by default.

The notification email sent includes the Entry ID in the subject.

The first notify email, and the email sent to the user are connected to the form entry. This way when reviewing the form entry, the emails themselves can be reviewed by clicking on the links as highlighted in the example below

image.png

5. After the form is completed

Once the user clicks Submit you can choose what happens next. You have two options:

  1. Show a message to the user - Most often a simple message saying Thanks, we will be in touch is sufficient.
    image.png

  2. Take the user to a web page - alternatively you can direct them to a specific page on your website, or you could create another infoodle form. Either way, you place the entire URL (page address) including the https:// etc. into the area provided.

    Additionally, you can have the page the user is sent to, become the entire page or continue to show it embedded on the page. This will replace the embedded part of the page only.

    image.png

Note

To review your form at any stage click the Build Form button which will take you back to the screen where you can make changes by clicking on the pencil icons.


Next Step

Was this article helpful?

What's Next