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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.

Add a Form to a Staff Directory Entry

  • Updated:

This article will explain how to add a link to a Form Center form to a Staff Directory entry.

 

Who can use this feature?

System Administrator | Owner | Publisher | Author

 

Important Note

This article uses an existing Staff Directory entry. Review the Add a Staff Member section of the Add and Manage Staff Members article for more information on adding staff to the Staff Directory module.

 

Instructions

 

  1. Sign into your website
  2. Create a form in the Form Center
  3. Navigate to Modules and on the Content tab, select the Staff Directory module:
    The Staff Directory module allows site administrators to add an organization's employees to a public-facing directory.
  4. Click on a department to expand the list of staff members:
    A list of departments in the Staff Directory's back-end interface.
  5. Hover over a staff member's name and click Modify:
    The Modify action in the staff member's entry allows updates and changes to be made to the entry.
  6. Click on the Submits a Form dropdown menu and select Yes:
    When enabled, the Submits a Form option adds the form's link to the front-end view of the staff member's entry.
  7. Click on the Form Name dropdown menu and select a form from the list:
    A list of a website's published forms.
    Note: If the Submits a Form option is enabled, this field is required.
  8. (Optional) If desired, update the Show as Form field's link text:
    The Show as Form field is used to update a form's link text on the entry's front-end view.
    Note: For more information about link text, review the Links Best Practices article.
  9. Click the Save button in the upper-right of the page:
    The Save button will save any changes made to the staff entry.
  10. Click the View Site button:
    The View Site button is used to bring you to the front-end view of the Staff Directory on your website.
  11. Locate the staff member:
    1. Use the search filters:
      The Staff Directory search filters allow you to narrow the search for the staff member in the directory.
      • Category: Select the department that the staff member is in
      • First Name: Filter the results by using the staff member's first name
      • Last Name: Filter the results by using the staff member's last name
    2. Click the Search button
      The Search button applies any added filters to the Staff Directory to narrow your results.
  12. Click on the staff member's name:
    A staff member's name in a list of the department's employees.
  13. Below the staff member's contact information, view the form's link:
    The form's link text is highlighted in the staff member entry.
    Note: The link text will reflect the form's name or the alternate text added to the Show Form As text field (as described in Step 8).

 

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