Important Tips for Creating a Form
Controlled Access
Form access is assigned at the time of creation and must be set by the site editor. Be sure to select your site's access group to ensure your form cannot be edited by other users.
Reusable Content
Forms are reusable content and can be placed on any page the site editor has access to. If the form is located on multiple pages, you only need to change it once inside the Forms module.
File Upload Limits
Forms contain the ability to allow visitors to upload a file in their submission. These files are limited to 5 MB. For this reason, accepting large files (such as video file submissions or PowerPoint presentations) should be avoided.
Form Creation Video Tutorial
Creating a form in the Form Module is a simple user experience with "drag and drop" functionality to create your data fields. This tutorial contains some important features and tips for successful form creation.
Step-By-Step Instructions - Creating a Form
Let's cover the steps for creating a form and then placing it inside a page. We strongly encourage you to follow along with the forms video tutorial when building your first form.
From the CMS dashboard, go to Content > Forms in the dropdown menu at the top of the screen.
Then, click New, give your form a unique name, and select Create to open the form builder.
Open the Properties tab and select Access. Choose the correct access group for your site so the form is connected to the right editing permissions. Site editors will only see the access groups they already have permission to use.
Drag and drop the fields you need into the builder. Make sure the blue "Insert Here" line is visible before placing or moving elements.
Click directly on any form element to edit its settings inside the panel that appears on the right-hands side of the screen. Add clear labels, helpful descriptions and mark fields as required when needed.
Adjust settings for items like placeholders, default values, check boxes and file uploads. For file upload fields, include helpful guidance such as allowed file types, file size limits and error messages.
Remember: CMS forms can only accept up to 5 MB file, so avoid video or large file submissions.
In the top left of the form module, select Form Settings.
Choose what happens after submission, such as showing a success message or redirecting to another page. Then complete the email settings, including reply-to information, internal notifications and external confirmation emails if needed.
Important Note: An external confirmation email can only be selected if an Email field is added to the form.
After making changes to form fields or settings, save your work and select the green Launch button. If your are editing a previously built form, this updates the live version that will be used on your page.
Open the page where you want the form to appear, place your cursor in the editable content area, and use the Insert Form icon (denoted as a pencil inside a rectangle icon) inside the WYSIWYG toolbar.
Tip: If you need a new form page, try using the Form template which is pre-formatted to display your forms in an attractive, simple layout.
You will then be prompted to select your form. Save and publish the page and test the form in Dev first. You can return to your form and review submissions later under Content > Forms > Submissions.
