Custom Forms

Custom Forms are pages that allow the user to fill in an a form similar to the "Contact Us" or "Request to Join" forms; these forms are then emailed to a specified email address of your choice.

The main difference between Custom Forms and the "Contact Us" or "Request to Join" form is that you decide which fields appear on your form.

Custom Forms are defined on the Site Designer->Custom Forms page, to be later used on a page using the Site Designer->Page Editor.

You can use the same form on as many pages as you like.

The data submitted via custom forms can be downloaded via this page.

Custom Form Overview

Creating custom forms is split into three steps:

  1. Creating your form via the Custom Forms menu.
  2. Adding form fields to your Custom Form.
  3. Creating a Menu Item and Page to display your form on your website.

 

Creating a Custom Form

To create a Custom Form, navigate to the Site Designer -> Custom Forms screen, and click "Create Custom Form":

You will be presented with the Custom Form editor screen, allowing you to enter in a title and description for your Custom Form.

For forms you wish displayed on your website, leave the Form Type as "Website Input Form".

Underneath the Title and Description fields, you will see the Form Fields section.

It is in this section that your form fields will be created.

 

Adding Form Fields

To add each form field, click the "Add Form Field" button:

This will add a field to your form:

The meaning of the options on each form field is as follows:

Field Type

This field defines the type of input field you wish to add.

The types available are as follows:

Single Line of Text

Single lines of text are displayed on your website as follows:

This type of input field can be used for any type of singe line input; for example: Names, Single Sentences, Email Addresses.

Multiple Lines of Text

Multiple lines of text are shown as a "memo" type input on your website as follows:

This type of input field can be used for any input requiring multiple lines, such as an address, a comment or additional textual information.

Date and Time

Date and Time fields are shown on your website as follows:

Use this input type when you require both a date and a time.

Date

Date fields are shown on your website as follows:

Use this input type when you require a date input.

Dropdown List

Dropdown lists are shown on your website as follows:

This type of input should be used when you wish your visitor to select one of a specific list of choices.

An alternative to the dropdown list is the "Select from List (single selection)" type below:

Select from List (single selection)

"Select from List (single selection)" types are shown on your website as follows:

This type of input should be used when you wish your visitor to select one of a specific list of choices.

Select from List (multiple selections)

"Select from List (multiple selections)" types are shown on your website as follows:

This type of input should be used when you wish your visitor to select one or more from a specific list of choices.

Display Name

This is what the label of your field will be:

Default Value

This defines what the default value of your field should be.

This is available for all field types except for "Select from List".

For "Date and Time" and "Time" fields, a wide range of date and time syntax entries can be entered. For example, the following are valid values.:

In addition, you can also specify dates relative to the current date and time, for example:

Not all dates and times may be recognised, so be sure to test your form first. In particular, some default values may default to midnight as they are more concerned with dates rather than date/time.

Max Length

Used only for Single Line and Multiple Line fields, this defines the maximum number of characters allowed in this field.

Possible Values

This is only enabled for "Dropdown List" and "Select from List" field types.

Type in the list of possible values, each one on a separate line:

The above example would be shown on your website as follows:

Mandatory Field

Check this box if you require this field to be completed before the form is allowed to be submitted.

In the case of "Select from List" field types, setting a field to mandatory will require your visitor to select at least one option from this form field.

 

Managing Fields

Fields can be managed by using the action buttons to the side of the form field:

up button Moves this field up in the field order.
delete button Removes this field from your Custom Form.
down button Moves this field down in the field order.

 

When you have finished creating your form, click the "Save" button at the bottom of the screen:

 

Adding your Custom Form to your Website

To add your Custom Form to your website, you must first create a Menu Item and corresponding Page.

To create your Custom Form menu and page, navigate to the Site Designer->Menu and click the add button next to the Menu Item you wish your form to appear:

Answer OK to the prompt:

A new menu item and corresponding page have now been created.

Rename your Menu Item to whatever your form should be called:

And click "Save":

Now click the Page Edit button to put add your form to this page:

First you'll notice that your page is still called "New Page"...

Rename your page title, and set the page type to be "Custom Input Form"

Now click save:

You'll notice several new input fields have appeared:

Custom Form Type

Select the custom form you wish to use on this page from the drop-down list.

Form Submission Type

Specifies the behaviour of form submissions:

Allow Submissions Until

Specifies a closing date and time for form submissions.

No new submissions will be allowed after this date/time.

Max Number of Forms

This option allows the user to enter in more than one form per submission up to a maximum specified here.

If you are using custom forms for dining menu selections, this option can be used to allow your members to select menu choices for each of their guests.

Email Form To

Type in the email address you wish the form to be sent to when it is submitted.

If this field is left blank, email notifications will not be sent.

Email with Subject

Type in the subject you wish this email to have.

If you are using an email client such as Outlook™ or Windows Mail™ you can use this subject to create email rules.

Page Content

Any content you provide within the WYSIWYG editor will appear above your input form.

Any introductory or guidance text should be entered here.

Once you have finished editing your page, click "Save":

Your form will now be available on your website.

Downloading Submitted Forms

The forms that have been submitted on a particular page can be downloaded as a CSV file.

CSV files can be loaded by most spreadsheet programs such as OpenOffice Calc or Microsoft Excel.

To download your forms, navigate to Site Designer->Custom Forms:

Select the submission page you wish to download form submissions from using the dropdown list:

Click the download button.