This article will show you how to create a form in the Forms module for the Citizen Request Tracker (CRT).
Important Notes
You must have an existing category in order to create a new form. If you do not have an existing category, please refer to the Creating a Category section for instructions.
It is recommended to use the Form Center for any regular, non-RequestTracker forms.
Disclaimer
Information submitted to any form fields will be transmitted via email for administrator notification and thus are 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
Who can use this feature?
System Administrator | Owner | Publisher
Instructions
Go to Modules and on the Content tab, select Forms
Next to the category you wish to create a form under, click Choose an Action and then Add Item
Fill in the Add Form fields
Form Name: Create a name for the form that will display at the top of the Form page on the Public site
This form submits data: Select Email Address(es), CRT Category, or ePayment Category
Note: If you do not have a Citizen Request Tracker Category, please view our article Add a Request Tracker Category.
Submits To Email Address (optional): Type in the email address(es) you would like the data to go to
Note: Separate multiple email addresses with a semicolon. If you do not specify an email address, the form will go to a default address specified somewhere else in the system.
After submitting, go to this page: Choose which page site users go to when they click submit
Note: You can send them to a current page, or you can create a special page. A special page should thank them for their information, feedback, etc, and let them know if they will be contacted and what will be done with their information.
Start Date / End Date: Usually left blank
Note: If left blank, the form will become available for public use as soon as you publish it and will be available indefinitely.
If a Start Date is entered, the form will become available on that date.
If an End Date is entered, the form will become inaccessible on that date.
Submit Options: Choose to Submit Only, Print Only, or Submit and Print
Pad Cells: Choose to add space between questions and between questions and headers/instructions
Database Form: Choose to allow users to save a copy of the submission in the back end of the module automatically. If you disable this setting, you will not be able to export all of the form's data.
Show Archives: Choose to display older versions of this form
Enable Recaptcha: Requires users to select a checkbox prior to the form submission.
Note: Enabling this option will reduce the ability of bots to submit forms.
Click Save at the top of the page
Click Hide Details to collapse the section you have just filled out
To view this information again, click Show Details.
Scroll down and click the Add Field button
See Add or Modify Fields in Forms for more instructions on Add Field
Click Save and Publish once you have added your fields
