This article will show you how to create and modify a form in Form Center.
Disclaimer
Information submitted to any form fields will be transmitted using email for administrator notification and thus is not eligible to be adequately protected sensitive information. For this reason, do not request the following information on any forms:
Bank Account Information
Birth Certificate Copy
Business ID Numbers
Driver’s License Numbers
Medical Information
Passport Numbers
Passwords
Routing Numbers
Social Security Numbers
Tax ID Numbers
W2 or Other Tax Information
Important Note:
Iframes are not supported within Form Center fields.
Create a Form
Who can use this feature?
System Administrator | Owner | Publisher | Author
Note:
Authors cannot publish forms.
Go to Modules and on the Content tab, select Form Center:
Select a category to create a form in:
Click Add Form:
Fill out the information fields:
Name (required): Enter the form name
Description: Provide a brief description of the form
Type: Select Regular, ePayment, or External Submission
For ePayment, view our ePayment form setup instructions
For External Submissions, view our External Submissions instructions
For Regular, proceed with these instructions; this is the most common type
Submit Option: Select Submit, Print, or Submit and Print
Submit and Print just means the user can submit or print; there is no way to force a user to always submit and then print afterward
Confirmation Page: Choose for the system to direct the user to a specific confirmation page
Submit To: Type in the email address(es) this form will submit to
If needed, configure Additional Details:
Unlisted Form: Select if you wish this form to only be accessible by direct link and not be listed in the front-end Form Center list or Site Search
Force Login: Set to require a user to log in before they can access the form
Enable reCAPTCHA: Requires users to select a checkbox before the form's submission
Note:
This option will reduce the ability for bots to submit forms.
Save to Database: Select to make submissions for this form viewable within the module
Receive Email Copy: Allow users to email a copy of the form submission
Display: Leave blank to make this form available upon publishing
If a Starting On date is entered, the form will become available on that date. The form will show as Pending until the date has passed
If a Stopping On date is entered, the form will become inaccessible on that date
Select Save and Publish:
Modify a Form
Who can use this feature?
System Administrator | Owner | Publisher
Navigate to Modules and on the Content tab, select Form Center:
Select the category that contains the form you want to modify:
Select the form you would like to modify:
Make the desired changes:
Name (required): Enter the form name
Description: Provide a brief description of the form
Type: Select Regular, ePayment, or External Submission
Submit Option: Select Submit, Print, or Submit and Print
Confirmation Page: Choose for the system to direct the user to a specific confirmation page
Submit To: Type in the email address(es) this form will submit to
Unlisted Form: Select if you wish this form to only be accessible by direct link and not be listed in the front-end Form Center list or Site Search
Force Login: Set to require a user to log in before they can access the form
Enable ReCaptcha: Requires users to select a checkbox before the form's submission
Note:
This option will reduce the ability for bots to submit forms.
Save to Database: Select to make submissions for this form viewable within the module
Receive Email Copy: Allow users to email a copy of the form submission
Display: Leave blank to make this form available upon publishing
If a Start Date is entered, the form will become available on that date. The form will show as pending until the date has passe
If an End Date is entered, the form will become inaccessible on that date.
Field Area: Drag-and-drop field types and sets onto your field area
Select Save:
If the form was previously published, there is no need to republish it. If the form was not previously published, you will need to click Publish under the Actions drop-down to make it available for public view.
Note:
If a form was not previously published, Authors may modify it by following the same procedures as an Administrator or Publisher. When the form is ready for publishing, an Author must save and submit rather than publish, and may not modify it after it has been published.