Form Center


CivicEngage
®

Create Field Sets

Instructions

  1. Navigate to Modules > Content > Form Center
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  2. Select the Field Sets tab 
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  3. Select Add Field Set
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  4. Fill in the information
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    • Name: Name for your field set
    • Drag and drop Field Types 
      • Short Answer: Will allow for a short answer
      • Long Answer: Will allow for a long answer
      • Dropdown: Will allow you to add drop-down options to choose from
      • Checkboxes: Will allow you to add checkbox options to choose from
      • Radio Buttons: Will allow you to add radio button options to choose from
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Page Break: Will add a page break to separate the form
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link
      • Text: Will allow for a text section
      • Masked Input: Will allow for masked input on an item
      • External Integration: Will allow you to add an external URL and instructions
    • Drag and Drop existing Field Sets
      • Address 1: Will allow for an address to be added
      • Address 2: Will allow for a second address to be added
      • Date: Will allow for a date and time stamp to be added
      • Email: Will allow for an email address to be added
      • First and Last Name: Will allow for a first and last name field to be added
      • Phone: Will allow for a phone number to be added
  5. Saving Options
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    • Save: Will save the changes without making active to the form center
    • Save and Make Active: Will save and make active to the form center
  6. Find the form you would like to add the new field set to in the Field Sets section
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  7. Select Actions > Modify
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  8. In the Field Sets section, drag and drop your desired field set to where you would like it on the form
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