The Form Wizard enables you to put forms on your website in order to collect information from visitors. For example, if you want to collect information from people who would like to receive your newsletter.
How to Set Up New Forms
When you are logged on as an Administrator, you will select the ADMIN HOME option from the menu. You will then click on TOOLS, then WIZARDS, and finally FORM WIZARD from the Navigator on the left side of your screen.
Once you click on the Form Wizard, the following screen will open:
On this screen enter the Name for your new form and click CONTINUE. This will take you to the screen below.
(NOTE: You can also edit existing forms by choosing a form from the drop down menu under "Edit a current multi-page form and then clicking CONTINUE).
Click ADD to create a new form. You will then see the following screen:
Enter the Name for your form page here and click on the Form Editor to get a list of different types of available fields. Fields available to place on your form include:
Text Field. Select this option if you want the user to input text, such as name or email address. Field types include text or password. If they are entering a password, then the text will be displayed as ***. Next enter the name of the field, such as Email Address. If you want a field to be required, then enter a * after the field name, such as email*. The size specifies the size of the text box and the max length is the maximum number of text characters allowed. If you want a default value to display, enter that in the value box. Click INSERT when you are done.
NOTE: For any form that will be updating your current database, make sure the field name you specify exactly matches the field name in your current database.
List. Select this option if you want the user to choose options from a drop-down menu. Give the list a name such as Publications Available. In the Size field specify how many choices you will offer. If you check Multiple Select, then users can select more than one menu choice by holding down the CTRL key. In the values boxes, first enter the value that will be sent to your database, such as NWS1, and in the second field enter how you want the item to display in the drop-down menu, such as SEO Newsletter. Click ADD after you enter each item, and then click INSERT when you are done.
Checkbox. Select this option if you want the user to be able to click on an item to select it, or to be able click on more than one choice. Type in a name for the checkbox; the default is checkbox1. Next, assign a value to it that you want to send to your database, such as NWS1. Choose whether you want the default for the box to be checked or unchecked. Click INSERT when you are done. Next type a space and then type the text you?d like to appear next to the checkbox, such as SEO Newsletter. If you want more options for users to check, repeat the process.
Radio Button. Select this option if you want the user to be able to click on an item to select it; they are only able to select one of the items listed. Type in a name for the button; the default is radio1. Next, assign a value to it that you want to send to your database, such as yes or no. Choose whether you want the default for the box to be checked or unchecked. Click INSERT when you are done. Next type a space and then type the text you?d like to appear next to the checkbox, such as SEO Newsletter. If you want more options for users to choose from, repeat the process.
File Field. Select this option if you want the user to be able to upload a file to your website. This file will be stored in an UPLOAD folder that you can access on the ADMIN HOME page by clicking on TOOLS, then CONTENT FILE MANGER, and finally the UPLOAD folder.
When you are done entering fields on your form, click CONTINUE, which will take you to a page that allows you to add CANCEL, BACK, and/or SUBMIT buttons to your form. When you have checked the buttons that you want to appear on your form, click CONTINUE. Next you will see the following page and should select the desired response to your form. Click CONTINUE when you have made your selection.
NOTE: If you want your form to add people to a group (such as NEWSLETTER1), check UPDATE USER on the following form so that they will be added to your PEOPLE database and added to the group specified.