Difference between revisions of "Online Forms"

From Help
Jump to: navigation, search
 
(4 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
This tool enables you to build Online Forms to collect various data from your visitors.
 
  
−
<br> '''Create new form'''
+
== Overview  ==
  
−
<br> Create HTML forms in order to collect certain data from your website visitors.  
+
This application allows you to build Online Forms to collect various data from your visitors.Online forms will provide with you with an easy to use template to create the specific forms you may need. Click Get Started to begin!&nbsp;
  
−
<br> ''Step 1 Choose form template''
+
== Create New Form  ==
  
−
<br> 1. Select a template for your form.
+
=== Add Field&nbsp; ===
  
−
2. Click “Next” to proceed to the next step.
+
To create a template form you willl begin by selecting what type of data you may want. Choose from the following fields:&nbsp;
  
−
<br> ''Step 2 Choose form template''
+
*Single Line Text&nbsp;
 +
*Paragraph Text&nbsp;
 +
*Full Name&nbsp;
 +
*Street Address
 +
*State/Zip Code&nbsp;
 +
*Country/City&nbsp;
 +
*Phone&nbsp;
 +
*Company&nbsp;
 +
*Notes&nbsp;
 +
*Section Break&nbsp;
  
−
<br> Drag-and-drop form elements to the board in order to create your form. Edit, delete, sort form-elements. To change form settings use "Edit Form" button.
+
=== Field Settings&nbsp; ===
  
−
<br> 1. Click on a form element within the “Form Elements” list to the right of the page and drag it to the board.  
+
Next you will have to adijust the field settings. I.e. what fields are required to be fille out. You may also add a field or duplicate the field you are highlighted on.&nbsp;
  
−
<br> 2. Click on the added element and click on [[Image:Untitled1.JPG]] in order to edit the element.
+
=== Form Settings &nbsp; ===
  
−
<br>
+
This section will allow you to add a title and description to your form. This title will help you identify your templates for future reference. You will also be able to adjust the follwoing:&nbsp;
−
 
 
−
&nbsp;&nbsp;&nbsp;&nbsp; • Click on[[Image:Untitled15.JPG]] in order to delete the element from the board.
 
−
 
 
−
&nbsp;&nbsp;&nbsp;&nbsp; • Click on “edit Form” in order to change the settings of your form.
 
−
 
 
−
<br>
 
−
 
 
−
When you are done click on “Next” to proceed to the next step.
 
−
 
 
−
<br> 3. This window will confirm the form creation and gives you two options:
 
−
 
 
−
• Clicking on “Create new form” will take you to step 1 in the “Create new form” section
 
−
 
 
−
• Clicking on “Manage your forms” will take you to the “Manage Forms” section where you can manage your forms.
 
−
 
 
−
<br>
 
−
 
 
−
'''Manage Forms'''
 
  
−
<br> In this section you can change settings, publish, download or delete your forms.
+
*Background Colour&nbsp;
 +
*Border Colour&nbsp;
 +
*Text Colour&nbsp;<br>
  
−
<br> ''Add new form''
+
*Choose the colours you want from the palette on the right.&nbsp;
  
−
<br> 1. Click on “Add new form” in order to add a new form. You will be taken to step 1 in the “Create new form” section
+
Once you have adjusted all of your setting and added all necessary fields click '''Save Form'''.&nbsp;<br>
  
−
<br> ''Edit form''
+
== Manage &nbsp;Forms  ==
  
−
1. Click on[[Image:Untitled1.JPG]] in order to edit your form. Your form will open in a window.  
+
The Manage Forms page allows you to search for all your form templates and select which one you want to work with. They will be sorted by name and date. You can edit forms, change settings, publish, download or delete any forms here.&nbsp;
  
−
• Click on “Save” to save the changes you made.
+
<br>
  
−
• Click on “Publish form” if you want to publish your form.
+
=== To Edit Forms&nbsp; ===
  
−
• Click on “Edit Form” in order to change the settings of your form.
+
#Select the form you want to work on&nbsp;
 +
#Click '''Edit Form'''&nbsp;
 +
#Make necessary changes and select '''Save Form&nbsp;'''
  
 
<br>  
 
<br>  
  
−
''Edit form''
+
=== Publish Forms&nbsp; ===
−
 
 
−
<br> 1. Enter a name for your form.
 
−
 
 
−
2. Choose a background color for your form.
 
−
 
 
−
3. Choose font type using the drop-down menu.
 
−
 
 
−
4. Choose font size to be used in your form.
 
−
 
 
−
5. Choose font color for your form.
 
−
 
 
−
6. Enter a location where you would like the submissions to be redirected to once the users submit the form.
 
−
 
 
−
7. Upon submitting the form the users will be displayed with the text you enter here.
 
−
 
 
−
8. If you would like to be sent and email when a form is submitted please choose “yes” form the drop-down menu.
 
−
 
 
−
9. If you chose “Yes” in step 8 please enter an email address here. This will be the email address where you will be receiving submissions.
 
−
 
 
−
10. If you want to add another person besides yourself that will also receive submissions, please enter their email address in the “CC Email” text box.
 
  
−
11. Click “Apply” to save the changes you made.
+
To publish your form to your website you have two options:&nbsp;
  
−
• Click “close” to exit from this page. '''Please not'''e that if you click “close” your changes will not be saved.  
+
#Select '''Publish''' when you hover over the manage button OR&nbsp;
 +
#Click your form title, then select '''Publish '''once you are viewing your form.&nbsp;
 +
Once you select Publish you will be prompted to confirm '''Yes''' or '''No''' where you want this specific form published.&nbsp;<br>
  
−
<br> '''Publish'''
+
=== Download HTML&nbsp; ===
  
−
<br> 1. Click on “[[Image:Untitled16.JPG]] ” to publish your form.
+
To donwload an HTML version you can either:&nbsp;
  
−
<br> '''HTML'''
+
#Select Download HTML when you hover over the manage button OR
 +
#Click your form title, then select Download HTML once you are viewing your form
  
−
<br> 1. Click on “[[Image:Untitled12.JPG]] ” in order to view your form.  
+
Both ways will download an HTML version of your form.&nbsp;
  
−
<br> '''Remove'''
 
  
−
<br> 1. Click on “ [[Image:Untitled15.JPG]]” to delete a form your list of existing forms.
+
=== Delete a Form&nbsp; ===
  
−
• Click “Apply” to save the changes you made
+
To delete one of your forms:&nbsp;
  
−
• Click” Cancel” to dismiss the changes you made.
+
#Go to Manage Forms&nbsp;
−
 
+
#Find the form your want to delete&nbsp;
−
<br>  
+
#Hover over the mange button and select '''Delete Form&nbsp;'''<br><br>
  
−
<br> '''Results'''
 
  
−
<br> Choose the format and download the results for a form you have created and published.
 
  
 
[[Category:Design]]
 
[[Category:Design]]

Latest revision as of 11:20, 8 July 2013

Overview

This application allows you to build Online Forms to collect various data from your visitors.Online forms will provide with you with an easy to use template to create the specific forms you may need. Click Get Started to begin! 

Create New Form

Add Field 

To create a template form you willl begin by selecting what type of data you may want. Choose from the following fields: 

  • Single Line Text 
  • Paragraph Text 
  • Full Name 
  • Street Address
  • State/Zip Code 
  • Country/City 
  • Phone 
  • Company 
  • Notes 
  • Section Break 

Field Settings 

Next you will have to adijust the field settings. I.e. what fields are required to be fille out. You may also add a field or duplicate the field you are highlighted on. 

Form Settings  

This section will allow you to add a title and description to your form. This title will help you identify your templates for future reference. You will also be able to adjust the follwoing: 

  • Background Colour 
  • Border Colour 
  • Text Colour 
  • Choose the colours you want from the palette on the right. 

Once you have adjusted all of your setting and added all necessary fields click Save Form. 

Manage  Forms

The Manage Forms page allows you to search for all your form templates and select which one you want to work with. They will be sorted by name and date. You can edit forms, change settings, publish, download or delete any forms here. 


To Edit Forms 

  1. Select the form you want to work on 
  2. Click Edit Form 
  3. Make necessary changes and select Save Form 


Publish Forms 

To publish your form to your website you have two options: 

  1. Select Publish when you hover over the manage button OR 
  2. Click your form title, then select Publish once you are viewing your form. 

Once you select Publish you will be prompted to confirm Yes or No where you want this specific form published. 

Download HTML 

To donwload an HTML version you can either: 

  1. Select Download HTML when you hover over the manage button OR
  2. Click your form title, then select Download HTML once you are viewing your form

Both ways will download an HTML version of your form. 


Delete a Form 

To delete one of your forms: 

  1. Go to Manage Forms 
  2. Find the form your want to delete 
  3. Hover over the mange button and select Delete Form 

Retrieved from "http://websupportwiki.com/en/index.php?title=Online_Forms&oldid=785"