Note: You must have an existing category in order to create a new form. If you do not have an existing category, please refer to the Creating a Category section for instructions.
- Log-in to the admin side of your website
- Go to Modules > Content > Forms Center
- Find the category you wish to add the ePayment form to
- Click Add Form
- Fill out the following information:
- Name: Type the name of the Form
- Description: Type a brief description of what the form is about, this is optional and cannot exceed 1000 characters.
- Type: Select Regular, ePayment, or External Submission. The most common for a normal form is Regular.
- For ePayment, view our epayment form setup instructions
- For External Submissions, view our External Submissions instructions
- For Regular, proceed with these instructions
- Submit Option: Select Submit, Print, or Submit and Print
- Note: The submit and print just means the user is able to submit or print, there is no way to force a user to always submit and then print afterwards.
- Confirmation Page: You can set this to be what the category's confirmation page is, or you can have the user go to a specific page/link when they submit the page.
- Submit To: Type in the email address(es) this form will submit too
- Force Login: Set to require a user to login before they can access the form.
- Enable ReCaptcha: Requires users to select a checkbox prior to form submission. Enabling this option will reduce the ability for bots to submit forms.
- Require SSL: Form will be submitted over a secure connection.
- Note: If you do not have a custom SSL, the url will revert to your production domain if this is selected.
- Save to Database: Select to save the history of all submissions in the module. It is recommended to have this selected.
- Display: The Start Date and End Date textboxes are generally left blank. If left blank, the form will be available for public use as soon as you publish it and will be available indefinitely.
- If a Start Date is entered, the form will become available on that date. If this is selected it will show as pending until the date has passed.
- If an End Date is entered, the form will become inaccessible on that date.
- Save your form by clicking the Save button
Adding Fields to a Form
- Use the Field Types area on the right to determine what kind of answer space to provide and drag and drop one of the following into the space for the form:
- Short Answer – The Short Answer field type allows the user to type in a short answer such as a name, address, telephone number, etc.
- Long Answer – The Long Answer field type allows the user to type in a more descriptive answers, such as giving the details of a complaint, ect.
- Checkbox(es) – Checkboxes allow the user to select from many different options for their answer. When setting up the checkboxes you can submit each answer to a different email address by placing the email address in the “Submit to Email Address(es) (optional) box.
- Dropdown – The Dropdown List field type allows the user to select from different answers from a drop down list. The dropdown lists functions exactly like the radio buttons except your choices come from a dropdown list instead of buttons.
- Radio Buttons – Radio buttons allow the user to select from different options. They work very similar to Checkboxes, but the user can only select one answer for the question.
- Section Break - The section break will add a line between different sections of your form.
- Reply Email - The reply email requests for an email address to be able to be replied to.
- Page Break - The page break will break your form up into steps so a user will have to complete Step 1 first, then go onto Step 2, etc.
- Date/Time - The Date/Time field allows you to request a user give a formatted date, time, or range.
- States Dropdown – The State Dropdown field type is for the user when you are asking for their address. You can set it to be defaulted to your state.
- File Upload - The file upload allows the user to upload a file to submit along with their form, such as a picture of the complaint, etc.
- Reply Email – Allows the user to give you an email address so you can reply to their submitted form.
- Header / Instructions – Header / Instructions allows you to put in instructions for the form. If left blank, it also created a hard break in the form adding an extra line of spacing between sections on the form.
- Link – Allows you to place a link on the form for the user to follow.
- Display Image – Used to upload an image from your computer to display on the form
- Note: If you need to create a new Field Set, use our Field Set instructions.
Information submitted to any form fields will be transmitted via email for administrator notification and thus are not eligible to be adequately protected sensitive information. For this reason, do not request the following information on any forms:
- Social Security Numbers
- Driver’s License Numbers
- Bank Account Information
- Routing Numbers
- Medical Information
- Passport Numbers