Difference between revisions of "Online Forms"

From Help
Jump to: navigation, search
 
(2 intermediate revisions by the same user not shown)
Line 1: Line 1:
 +
 
== Overview  ==
 
== Overview  ==
  
−
This application allows you to build Online Forms to collect various data from your visitors. You can use one the form templates to create your form, but there is also a drag-and-drop feature for additional elements. You can add any of the following elemeents to your form:
+
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! 
  
−
*Text
+
== Create New Form  ==
−
*Heading
 
−
*Text Box
 
−
*Password field
 
−
*Text Area
 
−
*Drop-down
 
−
*Check Box
 
−
*Radio Button
 
−
*Date
 
−
*HTML
 
−
*Image
 
−
*Button
 
  
−
== <br>Create New Form  ==
+
=== Add Field&nbsp; ===
  
−
<br>Create HTML forms in order to collect certain data from your Website visitors.&nbsp;You can choose one of the following template designs:
+
To create a template form you willl begin by selecting what type of data you may want. Choose from the following fields:&nbsp;
  
−
*'''No Template'''- opens a blank page.
+
*Single Line Text&nbsp;
−
*'''Blank&nbsp;Email '''- opens a page with an Email field and Submit button.
+
*Paragraph Text&nbsp;
−
*'''Contact Request '''- opens a page with First Name, Last Name, Country, State, ZIP code, Address, Email fields and a Submit button.
+
*Full Name&nbsp;
−
*'''Feedback '''- opens a page with first Name, Last Name, Email and a multiline text box and a Submit button.
+
*Street Address
−
*'''Support Request '''- opens a page with a Full Name, Email and multiline text box and a Submit button.
+
*State/Zip Code&nbsp;
 +
*Country/City&nbsp;
 +
*Phone&nbsp;
 +
*Company&nbsp;
 +
*Notes&nbsp;
 +
*Section Break&nbsp;
  
−
Creating an online form is accomplished through the Create New Form wizard. You can access the wizard form the Main Menu page. You can also start the wizard by selecting Add new Form from the Manage Forms page.
+
=== Field Settings&nbsp; ===
  
−
<br>
+
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;
  
−
===== To Start the Create New Form Wizard  =====
+
=== Form Settings &nbsp; ===
  
−
*On the Main Menu page, click '''Create New Form'''.
+
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;
  
−
- or-
+
*Background Colour&nbsp;
 +
*Border Colour&nbsp;
 +
*Text Colour&nbsp;<br>
  
−
*On the Manage Forms page, click '''Add new Form'''.
+
*Choose the colours you want from the palette on the right.&nbsp;
  
−
- or-
+
Once you have adjusted all of your setting and added all necessary fields click '''Save Form'''.&nbsp;<br>
  
−
*click the '''New Form '''tab.<br>
+
== Manage &nbsp;Forms  ==
  
−
===== To Create a New Form  =====
+
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;
  
−
''Choose template''
+
<br>
−
 
 
−
#On the Online Forms page, select a template for your form.
 
−
#Click '''Next'''.
 
  
−
''Design Form''
+
=== To Edit Forms&nbsp; ===
  
−
#On the Create New Form page, click on a form element&nbsp;and drag it to the board.
+
#Select the form you want to work on&nbsp;
−
#To edit the label, click on the added element.
+
#Click '''Edit Form'''&nbsp;
−
#To edit the element properties, click [[Image:Untitled1.JPG]].
+
#Make necessary changes and select '''Save Form&nbsp;'''
−
#To remove the element from the board, click [[Image:Untitled15.JPG]].
 
−
#To edit the form properties, click&nbsp;'''Edit Form'''.
 
−
#When your form is complete, clcik '''Next'''.
 
−
#On the Setup Complete page, you&nbsp;can:<br>Create&nbsp;a new form<br>Manage your existing forms
 
  
−
== Manage Created&nbsp;Forms  ==
+
<br>
  
−
The Manage Created&nbsp;Forms page&nbsp;allows you to change your from settings or&nbsp;publish, download or delete your forms.
+
=== Publish Forms&nbsp; ===
  
−
===== <br>To Edit&nbsp;Form Elements  =====
+
To publish your form to your website you have two options:&nbsp;
  
−
#On the Main Menu, click Manage Created Forms.
+
#Select '''Publish''' when you hover over the manage button OR&nbsp;
−
#Click the [[Image:Untitled1.JPG]]&nbsp;of the from you want to edit.
+
#Click your form title, then select '''Publish '''once you are viewing your form.&nbsp;
−
#When the edits are complete, click Save or Publish Form.<br>
+
Once you select Publish you will be prompted to confirm '''Yes''' or '''No''' where you want this specific form published.&nbsp;<br>
  
−
===== To Edit Form Settings  =====
+
=== Download HTML&nbsp; ===
  
−
#On the Create New from page, click '''Edit Form'''.
+
To donwload an HTML version you can either:&nbsp;
−
#Enter a name for your form in the '''Title '''field.
 
−
#Choose a background color for your form.
 
−
#Choose font type using the drop-down menu.
 
−
#Choose font size.
 
−
#Choose font color.
 
−
#Enter a location where you would like the submissions to be redirected, once the form is submitted.
 
−
#Upon submitting the form the users will be displayed with the text you enter here.
 
−
#To be sent an email when a form is submitted, select&nbsp;'''Yes '''from the Send e-mail drop-down.
 
−
#Enter an email address where you will be receiving submissions.
 
−
#Enter an alternative email address in the CC Email field, if required.
 
−
#Click '''Apply'''.
 
  
−
• Click “close” to exit from this page.
+
#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
  
−
'''Not'''e: If you click Close without clicking Apply,&nbsp;your changes will not be saved.
+
Both ways will download an HTML version of your form.&nbsp;
  
−
===== <br>'''To Publish''' your Form  =====
 
  
−
&nbsp;  
+
=== Delete a Form&nbsp; ===
  
−
*Click on “[[Image:Untitled16.JPG]] ” to publish your form.
+
To delete one of your forms:&nbsp;
  
−
===== <br>'''To View your Form in HTML&nbsp;format'''  =====
+
#Go to Manage Forms&nbsp;
−
 
+
#Find the form your want to delete&nbsp;
−
&nbsp;  
+
#Hover over the mange button and select '''Delete Form&nbsp;'''<br><br>
−
 
 
−
*Click on “[[Image:Untitled12.JPG]] ” in order to view your form.
 
−
 
 
−
===== <br>'''To Delete a Form''' =====
 
−
 
 
−
&nbsp;
 
−
 
 
−
*Click on “ [[Image:Untitled15.JPG]]” to delete a form your list of existing forms.
 
−
 
 
−
<br>
 
  
−
== <br>'''Results'''  ==
 
  
−
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"