This video shows you how to use Form Builder 2.0, which allows you to create forms that members and even members of the public can complete online. The results will be stored in Member Essentials Plus. (Duration 4:07)
Setting Up Forms & Editing Forms' Setup
This article will show you how to create new forms and edit current forms' setup pages. This will be done in Form Builder 2.0
You will need the Administrator or Form Administrator admin access level.
Where to go:
- Go to Admin > Member Management
- Select Form Builder 2.0
Steps to be taken:
Adding a New Form
- Once in the Form Builder 2.0 scroll to the bottom of the page
- Click Add new form
3. Write the name of the form in the Form Name field
4. Next you can select a category from the Category dropdown
5. Select Yes or No from the Public? dropdown to set whether the form will be available to the public.
7. Set Use reCAPTCHA Validation to Yes if you want to validate users before submitting the form (optional)
6. Leave the Label Alignment dropdown set to Top, unless the question/name of each field will be short.
7. The Form Description field is purely for your internal use and can be left blank if desired.
8. The Form Start Date must be set. You may set it to a previous date to make the form available immediately or in the future to make it become available at a later date.
9. The Before Start Date Message is the message the system will display to the user attempting to fill out the form before it is available. This will usually be something like: Sorry, this form is not yet available. Please try again on 'Start Date'.
10. The Form End Date determines when the form will become unavailable in the future. This can be left blank if you want the form to be available indefinitely.
11. The After End Date Message is the message that will be displayed when the form has expired based on the above Form End Date
Take note, the following fields are only available if the form if Public? is set to No.
12. Use the Are Entries Anonymous? dropdown to set whether a user's account information will be associated with a form.
13. Use the Limit to One Entry Per User (Does not apply to Public Forms) dropdown to limit the number of time a user can submit that particular form. Setting this option to yes reveals two more options:
14. Setting the Send End User Email Notification dropdown to Yes will send out an email to the user, displaying all of their entries in that form. It will also reveal 5 more options. *As a note, please do not includes any commas or period in the email's from name, as many email providers will not accept from names with a comma in them.
15. Setting Send Admin Email Notification to Yes will reveal 5 fields. These fields will allow you to send a notification email to any email address you'd like - usually an Admin. The email will display the all of the entries of a user's particular form submission.
16. You can use the Which Access Group Can Fill Out This Form? dropdown to give a certain Access Group the ability to view all of that form's submissions. The only way to limit who can access/fill out a form is by limiting who has the link. You could only email the link to particular members or add a link to the form in Member Content and restrict that page to particular people.
17. You can use the Which Access Group Can View This Form Submission dropdown to give a certain Access Group the ability to view this form's submissions.
18. You can use the Which Access Group Can Manage This Form Submissions dropdown to give a certain Access Group the ability to manage/edit this form's submissions.
19. The Destination URL field will allow you to set a page that the user will be redirected to upon completion of the form. For example, you can send them back to the member home page or a member content page upon completion.
20. The Confirmation Message field can be used to display a short message to the user upon completion - usually something like: Thank you for your submission!
Publishing your Form
There are two separate links to publish your form, and which one you use will be based on whether the form is public or not.
Publishing a Member Form:
- Navigate to the overall Form Builder 2.0 page
- Click View next to the form you'd like to publish
- Copy the URL from your browser's address bar, and use that link in your communications or hyperlinks directing members to the form
Publishing a Public Form:
- Click Setup from the main Form Builder 2.0 page
- Find the Public? form field, and underneath that, you should see a link that reads Public form link
- Click that and you can then copy the URL from your browser's address bar
Editing a Form's Setup Page
- Once in Form Builder 2.0, click Edit in the Actions column next to any existing form
- From here you can update any of the fields described previously
- Once all edits are made, click Update
Note: If you are adding a new form, always add a brand new entry rather than editing a current form
Adding Fields to a Form
This article will show you how to add questions to a form in Form Builder 2.0
Accessing the Intake Manager
You will need the Form Administrator administrative access level.
To get to Form Builder 2.0, follow these steps:
- Go to Admin > Member Management
- Form Management (Form Builder 2.0)
Adding New Fields
1. Once in Form Builder 2.0, click New Field
2. Select Edit on an existing form that you'd like to edit a field to.
3. Enter the Field Label (the title of the new field).
4. For Report Label, enter the label that will be used for reports instead of the Field Label described above. (ex) Full Name
5. Choose from the Field Types (description of all field types found in this article). The most commonly used one is Short Text.
6. Toggle whether this is an Is Admin Only field (meaning only admins can see this field).
7. Sort Order is where you enter the number in the order you'd like it to appear in the form. In our example, Name will show up first.
7. Select whether or not this field Is Required.
8. Provide Instructions on what information is required or what the purpose of the field is.
9. Click Update in order to add that field to the form.
10. Once you have created all fields, you can go back and edit the Sort Order of each field (The order in which they appear on the form) by selecting the field you would like to move and dragging it up or down.
Note: You can use the preview option to preview how the different field types function, as well as seeing how the form will look to the end user.