This article will show you how to create an encrypted form in the Form Center.
Important Notes
- You must have an existing encrypted category to create an encrypted form. If you do not have an existing category, please refer to our Create an Encrypted Category article.
- Encrypted categories and forms can never be changed to unencrypted and vice versa.
- Multiple fields are disabled within the form based on encryption requirements.
Instructions
- Go to Modules > Content > Form Center
- Select an encrypted form category to create your form in
- Click Add Form
- Fill in the fields
- Name (required): Enter the form name
- Description: Provide a brief description of the form
- Type: Select Regular or ePayment
- For ePayment, view our ePayment form setup instructions
- For Regular, proceed with these instructions
- Submit Option: Select Submit, Print, Submit, and Print
- Note: Submit and Print just means the user has the ability to 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
- User Access: Select users that can view submissions for this form. Only System Administrators can update this field.
- Note: Only users specified in the User Access field will be able to unencrypt submissions. These users must already be set up in User Administration.
- Submit To: Type in the email address(es) the form will submit to, separating each email with a comma.
- Note: To be able to unencrypt and view submissions, the users will also need to be listed in the User Access field.
- Note: If you do not have an email address here, ensure that you have a Default Email Address in Form Center Properties. If you do not enter any email addresses and do not have a default email address, submitted forms may go unnoticed. Form submissions will not be sent to the default email address in Default Email Address in Form Center Properties.
- 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 is required for encrypted forms and cannot be turned off.
- Require SSL: This form must be submitted over a secure connection.
- Note: This option is required for encrypted forms and cannot be turned off.
- 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
- Note: This option is turned off for encrypted forms. Submissions can only be accessed within the Form Center.
- 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
- Select a Saving option
- Save: Saves your changes, does not become publicly viewable
- Save and Submit (Authors only): Saves work and submits to a Publisher, Owner, or System Admin for review
- Save and Publish: Saves your changes, category becomes publicly viewable
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