Form Configuration

Before you can create the form itself we must define how the form will handle the submission. Who needs to receive the information? How is the visitor thanked for their submission?

Last updated: 09 May 2012, 15:55

You are initially presented with the Form Configuration settings. These will define the basic workings of the form:

Text of the Submit button	The text entered here will appear in a button below the form. When a Visitor clicks on the button, the form is submitted.
Allow users to save details for later submission	If you select 'Yes', a user who is signed in will be able to save values in the form for a later date. Once the user is happy that the form contains the values he or she needs, the form can be submitted.
Saved for later message	If you choose 'Yes' above, and the user saves the form for later submission, this message is displayed to the user to inform him or her that the form's values have been saved successfully.
Returning to saved form message	If a user returns to a form that he or she has previously saved data into, the message that you type here will be displayed to the user.
Pre-populate form with previous submission?	If you select 'Yes', a user who is signed in will see the form pre-populated with the data from a previous submission, ready to edit and submit again.

Email

When a form is completed it will be e-mailed to the an email address or email addresses that you specify and optionally a copy will be sent to the site visitor who has completed the form.

Email addresses that this form will be sent to	When the visitor completes and submits the form, it will be e-mailed to the addresses entered in this field. You must enter at least one address. More than one address can be used by separating each email address with a semicolon, ';'. For example; info@discountplumbing.com; sales@discountplumbing.com If you do not want the form values to be emailed, you can enter NONE into this box.
Reply-To address for the form email (leave blank for default).	This is the address that will receive any replies to the submission email.
Email Subject	The e-mailed form can have a subject automatically created from the text in this field, this is also the form name that will be displayed in the Submitted Forms section of the Control Panel. You can type in ordinary text, or text including some information from the form. Each field that you define on the form has a 'Label' that is the title of the field. The content of the field can be included in the Email Subject by entering the Label enclosed in brackets. For example, suppose you have a form with a field on it called 'Full Name', and another field called 'Town'. Your Email Subject could be; {Full Name} from {Town} would like a catalogue. The {Full Name} and {Town} parts would be replaced by whatever the visitor entered in these fields.
Email Format	The data in the form can be sent in either HTML or plain text formats. This field is for selecting which you prefer - in most cases a HTML response is recommended.
Include Submitted Values	If you choose 'Yes', the email that you receive will include all the values that the user entered on the form. If you choose 'No', the email will just be a notification that the form has been filled in - no additional information will be included. If you choose No, be sure to turn on database saving, or you risk loosing all the values.

Confirmation

This section of the configuration enables you to set up an automated confirmation email to anyone who submits a form. You must tell the system which field of your form contains the user's email address. You do this by entering the word Notify as the Parameters of an Email Address field on your form.

Reply-To address for the confirmation email (leave blank for default).	When the site visitor receives their confirmation email and he or she replies to it, this is the address that will receive any replies to the confirmation.
Confirmation email Subject	The Confirmation Email Subject field enables you to enter a default heading for the confirmation email.
Text to include at the top of the confirmation email	The confirmation email will automatically contain whatever has been entered in this field, plus the information that the Visitor entered in the form.
Confirmation Email Format	The Confirmation email can be sent either as HTML or plain text. This field is for selecting which you prefer.
Include Submitted Values	If you choose 'Yes', the email that the user receives will include all the values that the user entered on the form. If you choose 'No', the email will just be a notification that the form has been sent - no additional information will be included.

Database

You can choose to store the form submissions in the database. You can access the submitted forms via the Control Panel.

Save submissions in database	If you choose "Yes", when a visitor submits this form, the submitted data will be stored in a database. You will be able to view the data via the Control Panel.
Keep multiple value answers separate	If you choose "Yes", when a visitor ticks more than one answer in a check box list, each answer will be shown in a separate column in the resulting downloaded spreadsheet. We recommend that you choose Yes for this option.

User Profiles

Update user profile with submitted values	If you choose "Yes", any form fields that you have chosen to pre-populate with the current user's details will be written back into the user's profile, meaning that this form can be used to administer the current user's account.
Require user sign in	If you choose "Yes", only users who have signed into your site will be able to submit this form.
Require no user	If you choose "Yes", only visitors who have not signed into your site will be able to submit this form.
Create user profile with submitted values	If you choose "Yes", any form fields that you have chosen to pre-populate with the current user's details will be used to create a new user account, should there not be a currently signed in user. This will only work if you include the user's email address on your form.
Require email address verification	If you choose "Yes" and you choose "Yes" to "Create user profile with submitted values", then this will only create the user account once the user has verified his or her email address.
Update anonymous users by email address	If you choose "Yes", when your form is submitted by a user who is not signed in but where the email address matches a user on your site, the values they enter will be used to update that user's profile.
Add user to this group	When a user submits this form, their account will be added to this group.

Payment

If your website has a payment provider feature, you can set up your forms to accept payment. Perhaps you want to accept donations, or are selling one-off tickets to a charity event. You set this up in this section.

When a visitor submits the form, the amount that he or she is charged is calculated using four parameters. The vale is the total of:

All values typed into Number form items that have the Is payment value option ticked.
The value indicated in the label of any ticked Checkbox form items that have the Is payment value option ticked.
Your standard delivery charge, if the page author has ticked the Apply basket charge option in the form's configuration.
The value of the Submission value field configured by the form's author.

Payment provider description	The text that you type here is passed to your payment provider when the user proceeds to payment. It is what the user will see as the item he or she is buying.
Apply basket charge	If you want to add your standard delivery charge to the value submitted in the form, tick this option.
Submission value	A value that you define here will be charged to the user when the form is submitted. For example, if you are charging £30 for a ticket to an event, you can enter 30.00 here. The visitor will then be charged £30 when he or she submits the form.

Once these fields have been filled in you are ready to define your form. You start this by selecting:

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