Form settings

So you've built your form, but before you can publish it, click on the Form Settings tab, as there will be some additional settings that need to be applied. This screen allows you to control the form settings from what the form looks like to what happens when the user has submitted the form.

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

1. Description

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

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

Note: Click here for more information on this.

Submit Button text - Do you want to add a submit button and if so, type in the text you want to appear?

Reset Button text - Do you want to include a reset button?

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

example:

2. When is this form available?

You must set the status to Active so the form once published will be accessible. Also you can set when the form is active by using the start and end dates. A form that is not active cannot be completed.

3. After form is completed - notify

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.
Just notify - If this field is ticked then none of the form data is included in the email notification which provides added security. This is not ticked by default. The notification email sent to the admin users 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



and respond to the user with this email - Clicking on the link here will take you to the Email Response screen which allows you to personalise the email response sent to the person completing the form. Click here for more information.

4. After the form is completed

Once the user clicks Submit you can choose what happens next. You have two options:
  • Show a message to the user - Most often a simple message saying Thanks, we will be in touch is sufficient, otherwise you can use other systems to create a page that you want to take the user to - or you could create another infoodle form. Either way, you place the entire URL (page address) including the http:// etc. into the area provided.


  • Take the user to a web page - you can have the page the user is returned to become the entire page or continue to show it as embedded on the page which will replace the embedded part of the page only.

5. Who can process the completed forms

This is optional. Once a form is completed, the data is held in a holding area from where you can export the data from and review. Note: you need to have 'manage forms' permission in your role.

Processing forms means to add the data collected into your infoodle database e.g. creating new people, adding people to groups etc. You can give other people permission for this in their role.

Once you have completed the Form Settings ensure you click the Save Form button and go to the email response tab or go to the Publish tab.

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.