Forms


CivicEngage
®

Add or Modify Fields in Forms

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Instructions

  1. After you have clicked Save in the Adding a Form page, you can begin adding fields.
  2. Click the Add Field button.
  3. Enter the Question or Instructions in the Question field.
  4. Use the Field Type drop-down menu to determine what kind of answer space to provide and choose one of the following:
    • Short Answer – The Short Answer field type allows the user to type in a short answer such as a name, address, telephone number, etc.
      • Default Value – You have a choice to set a default value for the user. You can use the City, State, or Zip Code as the default value or you can make up your own.
      • Required – Allows you to make this field required for the user to fill out.
      • Answer Format – Tells the system what type of answer you are looking for here. Your choices are Any, Email, Numeric, Date, or Zip Code.
      • Size – This is the size that the field appears on the screen.
      • Max Length – The maximum number of characters that can be put into the field.
    • 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.
      • Default Value – You have a choice to set a default value for the user. You can use the City, State, or Zip Code as the default value or you can make up your own.
      • Required – Allows you to make this field required for the user to fill out.
      • Answer Format – Tells the system what type of answer
      • Height – This is the number of rows the text area occupies.
      • Width – The number of columns the text area occupies
    • 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.
      • Choices – Type in the options for the checkboxes
      • Submit to Email Address(es) (optional) – Allows you to submit this answer to individual email addresses.
      • Minimum Answers – The minimum number of answers that the user can check.
      • Maximum Answers – The maximum number of answers that the can check.
    • 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.
      • Required – Allows you to make this field required for the user to fill out.
      • Choices – Type in the options for the radio buttons
      • Submit to Email Address(es) (optional) – Allows you to submit this answer to individual email addresses.
    • Dropdown List – 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.
      • Required – Allows you to make this field required for the user to fill out.
      • Choices – Type in the options for the radio buttons
      • Submit to Email Address(es) (optional) – Allows you to submit this answer to individual email addresses.
    • 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.
      • Required – Allows you to make this field required for the user to fill out.
      • Default Value – The default for the user. It should be automatically 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.
      • Required – Allows you to make this field required for the user to fill out.
      • Size – This is the size of the field as it appears on the screen.
    • Reply Email – Allows the user to give you an email address so you can reply to their submitted form.
      • Default Value – You can set the format for the type of email address you want.
      • Required – Allows you to make this field required for the user to fill out.
      • Size – This is the size of the field as it appears on the screen
      • Max Length – The maximum number of characters that can be put into the field.
    • 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.
      • Link – This is where you would place the actual link to the webpage you want the user to go to. Follow the standard for links.
      • Link Text – Hides the link from the public side of the website. Explain where you are taking the user.
    • Display Image – Used to upload an image from your computer to display on the form
  5. After you have completed the initial fields, click the Show Layout Options button at the top right area of the screen. This will let you change the specifics for each question.
    • Font Settings - You can use this section to make your text bigger or to change the font. We recommend using the same font throughout your website.
    • Font Color - You must know the Hex value of the color you want to use. The default (#000000) is black.
    • Background Color - You must know the Hex value of the color you want to use. We recommend using the colors set up to match your website.
    • Font Extras - You can make your question bold, italics, and underlined. Usually, italics and underlined should be avoided.
    • Question & Field Alignment - You can use these options to move the placement of your question and your field.
    • Question Location - This determines the placement of the question relative to the field. You can have the question above, below, to the right, or to the left of the field.
    • Field Location - This determines whether you want your question to appear adjacent to the previous question or below it.



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