Overview

This article will show you how to add or modify fields.

Important Notes

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

Instructions

1. Navigate to Modules > Content > Forms
   
   
2. Select the category that the form is under
   
3. Find the form and select Choose an Action > Modify
   
   
4. Scroll down and select Add Field
   
5. Enter the Question or Instructions in the Question field
   
6. Use the Field Type drop-down menu to determine what kind of answer space to provide and choose one of the following:
   • Display Image: Used to upload an image from your computer to display on the form
     • Select Choose Image to upload an image from your computer
       
   • Hidden: Hides the field
     • Value: Enter a value
   • Short Answer: Allows the user to type in a short answer such as a name, address, telephone number, etc
     • Default Value: You have a choice to set a default value for the user; you can use the City, State, or Zip Code as the default value or you can make up your own
     • Required: Allows you to make this field required for the user to fill out
     • Answer Format: Tells the system what type of answer you are looking for here; your choices are Any, Email, Numeric, Date, or Zip Code
     • Size: The size that the field appears on the screen
     • Max Length: The maximum number of characters that can be put into the field
   • Long Answer: Allows the user to type in more descriptive answers, such as giving the details of a complaint, etc
     • Default Value: You have a choice to set a default value for the user; you can use the City, State, or Zip Code as the default value or you can make up your own
     • Required: Allows you to make this field required for the user to fill out
     • Answer Format: Tells the system what type of answer
     • Height: The number of rows the text area occupies
     • Width: The number of columns the text area occupies
   • Checkbox(es): Allows the user to select from many different options for their answer; when setting up the check-boxes you can submit each answer to a different email address by placing the email address in the Submit to Email Address(es) (optional) box
     • Choices: Type in the options for the check-boxes
     • Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
     • Minimum Answers: The minimum number of answers that the user can check
     • Maximum Answers: The maximum number of answers that the user can check
   • Radio Buttons: Allows the user to select from different options; they work very similar to checkboxes, but the user can only select one answer for the question
     • Required: Allows you to make this field required for the user to fill out
     • Choices: Type in the options for the radio buttons
     • Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
   • Drop-down List: Allows the user to select from different answers from a drop-down list; functions exactly like the radio buttons except your choices come from a drop-down list instead of buttons
     • Required: Allows you to make this field required for the user to fill out
     • Choices: Type in the options for the drop-down list
     • Submit to Email Address(es) (optional): Allows you to submit this answer to individual email addresses
   • States Drop-down: When asking for the user's address; you can set it to default to your state
     • Required: Allows you to make this field required for the user to fill out
     • Default Value: The default for the user; it should automatically default to your state
   • File Upload: Allows the user to upload a file to submit along with their form, such as a picture of the complaint, etc
     • Required: Allows you to make this field required for the user to fill out
     • Size: The size of the field as it appears on the screen
     • Display As: Allows you to choose any file or as an image
   • Reply Email: Allows the user to give you an email address so you can reply to their submitted form
     • Default Value: You can set the format for the type of email address you want
     • Required: Allows you to make this field required for the user to fill out
     • Size: The size of the field as it appears on the screen
     • Max Length: The maximum number of characters that can be put into the field
   • Header / Instructions: Allows you to put in instructions for the for; if left blank, it also creates a hard break in the form adding an extra line of spacing between sections on the form
   • Read Only: Allows you to add a read-only message to the form
   • Link: Allows you to place a link on the form for the user to follow
     
     • Link: This is where you would place the actual link to the webpage you want the user to go to; follow the standard for links
     • Link Text: Hides the link from the public side of the website; explain where you are taking the user
7. Select Show Layout Options; this will let you change the specifics for each question
   
8. View Layout Options
   
   • Font Settings: Use this section to make your text bigger or to change the font; we recommend using the same font throughout your website
   • Font Color: You must know the Hex value of the color you want to use; the default (#000000) is black
   • Background Color: You must know the Hex value of the color you want to use; we recommend using the colors set up to match your website
   • Font Extras: You can make your question bold, italics, and underlined; usually, italics and underline should be avoided
   • Question & Field Alignment: You can use these options to move the placement of your question and your field
   • Question Location: Determines the placement of the question relative to the field; you can have the question above, below, to the right, or to the left of the field
   • Field Location: Determines whether you want your question to appear adjacent to the previous question or below it
9. Select Save