Forms


CivicEngage
®

Add or Modify Fields in Forms

Instructions

  1. Navigate to Modules > Content > Forms
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  2. Select the category that the form is under
  3. Find the form and select Choose an Action > Modify
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  4. Select Add Field at the bottom of the page
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  5. Enter the Question or Instructions in the Question field
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  6. Use the Field Type drop-down menu to determine what kind of answer space to provide and choose one of the following:
    • Display Image: Used to upload an image from your computer to display on the form
      • Select Choose Image to upload image from your computer
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    • Short Answer: 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: 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: Allows the user to type in more descriptive answers, such as giving the details of a complaint, 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
      • Height: The number of rows the text area occupies
      • Width: The number of columns the text area occupies
    • Checkbox(es): Allows 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: Allows 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: Allows the user to select from different answers from a drop-down list; 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 drop-down list
      • Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
    • States Dropdown: When asking for the user's address; you can set it to default 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 automatically default to your state
    • 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: The size of the field as it appears on the screen
      • Display As: Allows you to choose any file or as an image
    • 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: 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: Allows you to put in instructions for the for; if left blank, it also creates a hard break in the form adding an extra line of spacing between sections on the form
    • Read Only: Allows you to add a read-only message to 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
  7. Select Show Layout Options; this will let you change the specifics for each question
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    • Font Settings: 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 underline should be avoided
    • Question & Field Alignment: You can use these options to move the placement of your question and your field
    • Question Location: 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: Determines whether you want your question to appear adjacent to the previous question or below it
  8. Select Save
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