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Create a form

The forms module allows non technical users of Contensis to easily create forms using a drag and drop method and to manage their responses.

You will need to assign the form content type to your project:

  1. Click on View Management Console in the Project Explorer.
  2. Expand Project Setup and select Content Types.
  3. Click Add Content Type(s) and select the Form content type.
  4. Click Save.

You will also need to assign the content type to a folder:

  1. Open up the context menu on the relevant folder and select Properties.
  2. Click on the Content Types tab and click the Add a Content Type form.
  3. Select Form from the dropdown list and assign any permissions needed.

Create a form

You can create a form in the same way as any other piece of content.

  1. Click on the folder where you want to store the form and select Create Content .
  2. Select the Form content type and click next.
  3. Give your form a name and click Finish.

You will see a different editor from the web page editor in Contensis when you edit your form. On the left hand side of the page you will see types of form field and on the right hand side, an empty box. The empty box is your form, and you can drag and drop items from the left into the box on the right to begin constructing your form.

Form options

Every form field has various settings, such as label, size, default values, whether or not to add a CSS class or if the field is required.

The form also has its own settings. In the form settings tab you can set confirmation options, whether or not you want to email the user a confirmation automatically and who to send the responses to.

Preview the form

As you build your form you may want to check how it looks and functions, you can preview the form just like any other page in your website. You'll see your form built and can go through the form submission process to check the functionality is how you want it to be.

Embed the form in a web page

There are two ways you can embed your form inside a webpage. You can either drag the form from the Project Explorer view into a web page you are editing.

Or, the second method is to insert a form web control into your page by right clicking inside the editor, then going to Insert Web Control > Standard > Form and selecting the form in the popup that comes up.

Form settings

There are a number of form settings that can be set to customise the way your form behaves.

Label alignment

The label alignment option allows you to specify where the form labels will be put in relation to the form field. The options are to have the label either top, right or left aligned against the form field.

Confirmation options

These options specify what the form should do when the user submits it.

This will either show confirmation text to the user using the Show text option, or redirect to a URL; usually a web page with confirmation text that can't be achieved using the standard confirmation text option.

Confirmation emails

When the form is submitted you can send a confirmation email, to an email address defined in your form. When you use this option simply select the field that contains the email address you want to use.

You can personalise a confirmation email by using merge tags from a form submission. Merge tags are a way for you to insert the form name, values from the form fields or the unique post reference in your email message. The following merge tags are avaiable.

  • {{form:Name}} - Outputs the form name
  • {{entry:Reference}} - Outputs the form post reference number which can be then used to search for the post within Contensis.
  • {{entry:UniqueId}} -  Individual field ID's can be found by clicking on Form Settings, then clicking on the button How to pre-populate the form fields. This will show you a list of all the form fields along with their unique IDs.

All you need to do to use these replacements is place them in the confirmation email message area when you want to use them.

Example using the merge tags

Thank you for your message {{entry:UniqueId}}.

You unique reference number is {{entry:Reference}}, please use this in any correspondence with us.

Your message was sent by this {{form:Name}} form.

Merged content

Thank you for your message Joe.

Your unique reference number is FRM381, please use this in any correspondence with us.

Your message was sent through the Website feedback form.

Notification options

You can set these options to send an email to a list of email addresses to notify them when a form has been completed. You can also set a message subject here.