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 into your website

2. Create a form in the Form Center

3. Navigate to Modules and on the Content tab, select the Staff Directory module:

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

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

6. Click on the Submits a Form and select Yes:

7. Click on the Form Name dropdown menu and select a form from the list:

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

8. (Optional) If desired, update the Show as Form field's link text:

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

9. Click the Save button in the upper-right of the page:

10. Click the View Site button:

11. Locate the staff member:

    1. Use the 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

12. Click on the staff member's name:

13. Below the staff member's contact information, view the form's link:

    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).

Additional Resources

• Add and Manage Staff Members

• Staff Directory Best Practices

• Publish a Staff Member or Department