Modify a RequestTracker Form in the Forms Module

This article will show you how to modify an existing RequestTracker Form within the Forms Module.

Who can use this feature?

System Administrators | Owner | Publisher

Important Notes

• You must have an existing category in order to create a new form.

• It is recommended to use the Form Center for any regular, non-RequestTracker forms.

Instructions

1. Sign in to your site

2. Navigate to Modules, and on the Content tab, select Forms

3. Select the Category that contains the Form you want to modify

4. Select the Form that you want to modify

5. Modify the information fields

   • Form Name: Enter a name for your form

     Note:

     This is what will be displayed at the top of the form on the Public side.

   • This form submits data to: If you have the Citizen RequestTracker (CRT), you will have the option to submit data either to Email Addresses or to A CRT Category

     Note:

     If you do not have the CRT, an Email Address will be selected automatically.

   • RequestTracker Category: Choose the category to place the form under

   • Priority: Select a default priority

   • Assigned To: Choose an assignee

   • CC Email List: Add addresses to the email list

     Note:

     Separate multiple email addresses with semicolons (;).

   • The Start Date and End Date text boxes are generally left blank

     • 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 or Submit and Print

   • Pad Cells: Choose Yes or No

   • Database Form: Choose Yes or No

   • Show Archives: Choose Yes or No

   • Enable reCAPTCHA: Choose Yes or No

     Note:

     Enables a reCATCHA upon form submission to reduce spam from bots.

   • Form Fields: View fields on the form

     • Actions:

       • Modify: Edit fields

       • Copy: Duplicate the field

       • Insert Field Above/Below: Add a new field

       • Delete: Remove a field

6. Click Save at the top of the page