Add a Form to a Staff Directory Entry

This article will explain how to add a link to a Form Center form to a Staff Directory entry.

Important Note

This article uses an existing Staff Directory entry. Review the Add a Staff Member section of the Add and Manage Staff Members article for more information on adding staff to the Staff Directory Module.

Who can use this feature?

System Administrator | Owner | Publisher | Author

Instructions

1. Sign in to your website if you have not already

2. Create a form in the Form Center if needed

3. Navigate to the Modules menu, then select the Content tab and click Staff Directory:

   

4. Click on a department to expand the list of staff members:

   

5. Hover over a staff member's name and click Modify:

   

6. Navigate to the Submits a Form field and select Yes in the dropdown menu:

   

7. Click the Form Name menu that appears and select the desired form from the dropdown list:

   

   Note:

   If the Submits a Form option is enabled, this field is required.

8. Update the Show Form as field to set the form's link text, if desired:

   

   Notes:

   • This step is optional.

   • For more information about link text, review the Links Best Practices article.

9. Click the Save button:

   

10. View the updated staff directory entry, if desired:

    Note:

    The front-end Staff Directory images in this step reflect the current Staff Directory experience. If the new Staff Directory redesign has been rolled out to your site, your interface may appear different.

    1. Click the View Site button:

       

    2. Locate the staff member:

       1. Use the Staff Directory search filters:

          

          • Category: Select the department that the staff member is in

          • First Name: Filter the results by using the staff member's first name

          • Last Name: Filter the results by using the staff member's last name

       2. Click the Search button:

          

    3. Click the staff member's name:

       

    4. View the form's link below the staff member's contact information:

       

       Note:
       The link text will reflect the form's name or the alternate text added to the Show Form As text field (as described in Step 8).

Resources

• Add and Manage Staff Members

• Staff Directory Best Practices

• Publish a Staff Member or Department