WiscWeb CMS - Form Builder Content Class
This document explains how to use the Form Builder in WiscWeb CMS. The Form Builder is useful when you have a contact page or other pages where you are gathering information from customers. It allows you to add a series of questions for the customer to answer, and have that information sent to you for handling.
If you would like to use the Form Builder, please contact the CMS support team first at email@example.com. We will need to know where you want the data sent upon form completion. The options are:
- Email address: This is the simpler option for setup. The form will be sent to an email address that you designate, and we add the necessary files to your project to ensure that happens. This option is best for feedback, support, and other contact us
- Database: The data can also be sent to a database that you designate. The CMS team does not provide hosting for this option, so you would need a database setup, and we would need to work with the database administrator to have the form sent there. This option is best if you are gathering data that you would like to keep for historical records, analysis, or metrics.
Using Form Builder
- Navigate to the page in SmartEdit to which you want to add a form.
- Click on Open Page.
- Click on Manage Center Blocks.
- Click on Create and Connect Page.
- On the next screen, choose Form Builder.
- When the screen refreshes, you will have two options. Edit Form Introduction opens a Text Area for you to introduce the form to your end-users. The rest of this document will discuss the second option, Modify/Build Form.
- Opening Form Builder will give the page shown below. There are several fields you can fill out, and they are:
- Form Name: The name of the form
- Email To Address: The email address you want the form sent to
- Email Subject: The subject line of the email that is sent. This is useful if you filter mail.
- Submit: This field will tell the CMS where to send the completed form. Use standard email submission unless you request a custom email from the CMS team.
- Redirect Page: After users submit the form, you can put a URL here and have them be directed to that page. You may want to direct them back to the start of the form, another form that needs to be completed, or a page that confirms their form was submitted. You must include the full URL, (e.g. http://www.wisc.edu). Failure to include the http:// will cause the form to fail.
- There are several other options to be aware of on this page. All of the options below are demonstrated at http://demo.wiscwebcms.wisc.edu/form-builder-demo.htm.
- Layout: The options here allow you to display the form in 1 or 2 columns. Answers in 1 column will appear below the question, and answers in 2 column will appear to the right of the question.
- Align Question: Allows you to align the question left, center, or right.
- Align Answer: Allows you to align the question left, center or right.
- CAPTCHA: Is a security check, it cuts down on spam by having the user write the letters or numbers displayed.
- OK: Submits the form to be built. It can take up to a minute to compile the form, and then you will be returned to the CMS.
- Cancel: Closes the Form Builder without saving any changes.
- Collapse values for easy sorting: Collapses the answers in the Form Builder so that the page is easier to navigate.
- Once you are ready to start building your form, find the Add new form field window in the lower-right corner.
- The following options are available to you in Add new form field. All of the options below are demonstrated at http://demo.wiscwebcms.wisc.edu/form-builder-demo.htm.
- Checkbox: This form field allows you have a question with a single checkbox answer. It is useful when you ask a question that the user must answer only one way.
- Checkbox List: This form field allows you to have a question with multiple checkboxes for an answer. Users can select any number of checkboxes that apply. In the options menu, there are additional options for how to display the answers: vertically or horizontally, and answers per row.
- Drop-down List: This form field allows you to have a question with multiple answers presented in a drop-down menu, but the user can only select one.
- Radio Button List: This form field allows you to have a question with multiple answers presented on the page as radio buttons, but the user can only select one. In the options menu, there are additional options for how to display the answers: vertically or horizontally, and answers per row.
- Text Box: This form field allows you to have an open-ended question and gives users a text box to type out their answer. There are several option in the Text Value Type drop-down that allow you to have a small or large text area, or restrict answers to just numbers or dates.
- CAPTCHA: This is an optional security check, it cuts down on spam by having the user write the letters or numbers displayed. This usually goes in the beginning of a survey to verify that it is not a spam.
- File Upload: This form filed allows users to upload a file. It is useful if there is a mandatory form they must fill out, or there is other information that maybe useful to you (like a screenshot).
- Section Header: This form field allows you to create a header for your survey if you want to break it into sections. Each section can have it's own header, which is useful for organization and helping customers easily navigate and understand your survey.
- Separator: This form field allows you to create a horizontal line to separate the questions on your survey. This makes it easier for your users to comprehend and navigate.
- Text: This form field allows you to have a text area that presents users with information about the questions they are about to answer.
- Submit Button: This form field allows you to customize the button that users see at the bottom of the survey when they are ready to submit it.