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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create & Manage Field Sets

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You can create custom field sets for your forms in Form Center. Field Sets are groups of fields that you can add to a form at one time.

 

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Create a Field Set

Who can use this feature?
System Administrator | Owner | Publisher

 

 

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select Form Center
    Navigate to Form Center
  3. Select the Field Sets tab
    Field sets tab.
  4. Select Add Field Set
    Add field set.
  5. Create a Name for your field set
    Name your new field set.
  6. Drag and drop Field Types and Field Sets into the empty space 
    Field types and field sets.
    • Field Types
      • Short Answer: Will allow for a short answer (Character limit of 999 characters)
      • Long Answer: Will allow for a long answer (Character limit of 9,999 characters)
      • Checkboxes: Will allow you to add unlimited checkbox options to choose from
      • Dropdown: Will allow you to add unlimited drop-down options to choose from
      • Radio Buttons: Will allow you to add unlimited radio button options to choose from
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Page Break: Will add a page break to separate the form
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link
      • Text: Will allow for a text section
      • Masked Input: Will allow for masked input on an item
      • External Integration: Will allow you to add an external URL and instructions
    • Field Sets
      • Drag and drop existing Field Sets to your field set
  7. If you add a Field Type, you will need to Label and Save Changes
    Label and save changes.
    Note: Other required configuration options will vary based on Field Type.
  8. Scroll to the top and click Save or Save and Make Active
    Save or save and make active buttons.
    • Save: Will save the changes without making them active in the Form Center
    • Save and Make Active: Will save and make active to the Form Center
  9. Return to the Main tab
    Main tab.
  10. Select a category
    Select a category.
  11. Find the form you want to add field sets to and click Actions
    Actions button next to field set.
  12. Select Modify
    Modify option on actions menu.
  13. Locate the editor and drag and drop your Field Set into the box
    Add field set to form.
  14. Select Save
    Save button.

 

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Modify a Field Set

Who can use this feature?
System Administrator | Owner | Publisher | Author

 

 

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select Form Center
    Modules menu with Form Center selected.
  3. Select the Field Sets tab
    Field sets tab.
  4. Select the desired field set
    Select field set.
  5. Edit the name of the field setName of field set.
  6. Drag-and-drop Field Types and Field Sets into the empty space
    Field set options.
    • Field Types
      • Short Answer: Will allow for a short answer (Character limit of 999 characters)
      • Long Answer: Will allow for a long answer (Character limit of 9,999 characters)
      • Checkboxes: Will allow you to add unlimited checkbox options to choose from
      • Dropdown: Will allow you to add unlimited drop-down options to choose from
      • Radio Buttons: Will allow you to add unlimited radio button options to choose from
      • Section Break: Will add a section break to the form
      • Reply Email: Will allow a reply email to be entered
      • Page Break: Will add a page break to separate the form
      • Date/Time: Will allow a date/time on the form
      • File Upload: Will allow files to be uploaded
      • Image: Will allow an image to be added
      • Link: Will allow the addition of a link
      • Text: Will allow for a text section
      • Masked Input: Will allow for masked input on an item
      • External Integration: Will allow you to add an external URL and instructions
    • Field Sets
      • Drag and drop existing Field Sets to your field set
  7. Click Save or Save and Make Active 
    Save button.
    • Save: Will save the changes without making them active in the Form Center
    • Save and Make Active (Inactive only): Will save and make them active in the Form Center 

 

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Delete a Field Set

You must make a field set inactive before you can delete it.

 

Who can use this feature?
System Administrator | Owner | Publisher

 

 

  1. Sign in to your site
  2. Navigate to Modules and on the Content tab, select Form Center
    Modules menu, Form Center.
  3. Select the Field Sets tab
    Field sets tab.
  4. Click Actions next to the desired field set
    Actions button next to field set.
  5. Select Delete 
    Actions menu, delete option.
  6. Respond OK to the pop-up to confirm the deletion
    Okay to confirm.

 

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