Customize the Form Success Message

Prev Next

This article walks through how to customize the display after a form is submitted. This can be done using HTML, inserting elements from the form, or using default content. There is also now an option to display a button so users can download the submission PDF.

Instructions

  1. Sign in to your site

  2. Open an existing form or create a new form The Forms tab in the left navigation menu with a form selected on the page.

  3. Navigate to the Settings tab The Settings tab at the top of the form editor screen.

  4. Scroll down to the Success Message section and toggle on the Customize the success message option Customize the success message option toggled on

  5. Configure content, as needed Success message customization textbox.

    • Insert Element: Use the drop-down at the top of the editor box to add data from a form element to the message

    • Use Default: Select the button to use the standard submission message text

    • Editor/HTML: Toggle between the HTML and Editor sides of the textbox

  6. If needed, click the Add PDF option to allow users to immediately download a copy of the PDF after completing the form
    Add PDF button on the Success Message section of the form settings.

  7. Fill out the PDF fields
    The PDF Configuration fields on the Success Message settings.

    • File Name: Add a standard name for the PDF, or use Submission Data Injection to use data from the form

    • PDF Type: Choose Default or Custom

      • Default:
        Default PDF fields on the Success Message settings.

        • Display submission ID: Toggle on to include the submission ID number in the PDF

        • Display external ID: Toggle on to include the external ID number in the PDF

        • Include payment details: Toggle on to add a page break after the form content and include the payment receipt information

        • Page break on form pages: Turning this on will create a page break in the PDF that reflects any page breaks in the form itself

        • Page Size: Choose A4 or US Letter

      • Custom:
        Custom PDF fields on the Success Message settings.

        • Custom PDF: Select an existing Custom PDF from the drop-down

        • Allow resulting filled fields on PDF to be edited: Toggle on to allow editing of the PDF

  8. If needed, toggle on the Display a button to download custom attachments option to allow users to download files generated using an API
    Configuration options for displaying success messages and downloading attachments after submission.

    • Custom URL: Enter the Custom URL and Secret

    • Hosted API: Select a Hosted API, Route, and Secret

  9. You can also choose where users should be directed after clicking "Submit" or "Cancel" under the Navigation sectionNavigation options for user actions after clicking 'Cancel' or 'Submit' buttons.

    • My App: The user will be returned to the Forms list in your app

    • Back: The user will be sent to the previous page

    • Close Page: The form page will close

    • Redirect to URL: Specify a URL to direct the user to

  10. Scroll up and click SaveThe Save button in the top right corner of the Settings tab.

  11. The new message will now display when the form is submitted Confirmation message for pet license submission with a download option for a PDF receipt.