Add and Modify a Form

This article will show you how to create and modify a form in Form Center.

Disclaimer

Information submitted to any form fields will be transmitted using email for administrator notification and thus is not eligible to be adequately protected sensitive information. For this reason, do not request the following information on any forms:

• Bank Account Information
• Birth Certificate Copy
• Business ID Numbers
• Driver’s License Numbers
• Medical Information
• Passport Numbers
• Passwords
• Routing Numbers
• Social Security Numbers
• Tax ID Numbers
• W2 or Other Tax Information

Important Note

• iFrames are not supported within Form Center fields

Create a Form

1. Sign in to your site
2. Go to Modules and on the Content tab, select Form Center
   
   
3. Select a category to create a form in
   
4. Click Add Form
   
   
5. Fill out the information fields
   
   
   • Name (required): Enter the form name
   • Description: Provide a brief description of the form
   • Type: Select Regular, ePayment, or External Submission
     • For ePayment, view our ePayment form setup instructions
     • For External Submissions, view our External Submissions instructions
     • For Regular, proceed with these instructions; this is the most common type
   • Submit Option: Select Submit, Print, or Submit and Print
     • Submit and Print just means the user can submit or print, there is no way to force a user to always submit and then print afterward.
   • Confirmation Page: Choose for the system to direct the user to a specific confirmation page
   • Submit To: Type in the email address(es) this form will submit to
6. If needed, configure Additional Details:
   
   • Unlisted Form: Select if you wish this form to only be accessible by direct link and not be listed in the front-end Form Center list or Site Search
   • Force Login: Set to require a user to log in before they can access the form
   • Enable reCAPTCHA: Requires users to select a checkbox prior to the form's submission
     Note: This option will reduce the ability for bots to submit forms.
   • Save to Database: Select to make submissions for this form viewable within the module.
   • Receive Email Copy: Allow users to email a copy of the form submission
   • Display: Leave blank to make this form available upon publishing
     
     • If a Starting On date is entered, the form will become available on that date. The form will show as Pending until the date has passed.
     • If a Stopping On date is entered, the form will become inaccessible on that date.
7. Drag-and-drop field types and sets onto your field area
   
8. Select Save and Publish
   
   

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Modify a Form

1. Sign in to your site
2. Navigate to Modules and on the Content tab, select Form Center
   
   
3. Select the category that contains the form you want to modify
   
4. Select the form you would like to modify
   
5. Make the desired changes
   
   
   • Name (required): Enter the form name
   • Description: Provide a brief description of the form
   • Type: Select Regular, ePayment, or External Submission
   • Submit Option: Select Submit, Print, or Submit and Print
   • Confirmation Page: Choose for the system to direct the user to a specific confirmation page
   • Submit To: Type in the email address(es) this form will submit to
   • Unlisted Form: Select if you wish this form to only be accessible by direct link and not be listed in the front-end Form Center list or Site Search
   • Force Login: Set to require a user to log in before they can access the form
   • Enable ReCaptcha: Requires users to select a checkbox prior to the form's submission
     
     Note: This option will reduce the ability for bots to submit forms.
   • Save to Database: Select to make submissions for this form viewable within the module
   • Receive Email Copy: Allow users to email a copy of the form submission
   • Display: Leave blank to make this form available upon publishing
     • If a Start Date is entered, the form will become available on that date. The form will show as pending until the date has passed.
     • If an End Date is entered, the form will become inaccessible on that date.
   • Field Area: Drag-and-drop field types and sets onto your field area
6. Select Save
   
   
   • If the form was previously published, there is no need to republish it. If the form was not previously published, you will need to click Publish under the Actions drop-down in order to make it available for public view.
     
   • If a form was not previously published, Authors may modify it by following the same procedures as an Administrator or Publisher. When the form is ready for publishing an Author must Save and Submit rather than publish, and may not modify it after it has been published.

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