Modify User Defined Forms
To add a field to the form, click on the "Form" tab under the "Content" tab in the Editing Pane. Select the type of field you want to add from the drop-down menu and press the "Add" button. You can label any field by typing in the appropriate label field in the backend.
- Checkbox Field - Selecting a checkbox field adds a single checkbox to a form, along with a place to store a label for that checkbox. This is useful for getting information that has a "Yes or No" answer, such as "Would you like to be contacted?" or "Have you understood the Terms and Conditions?"
- Checkbox Group - Selecting a checkbox group adds a field for multiple checkboxes to a form, along with a place to store a label for the group. This is useful for getting information that has multiple discrete answers, such as "Which continents have you visited?" or "Which software programs do you use on a daily basis?" You will need to click on the "Show options" link to add user-selectable options.
- Date Field - Selecting a date field adds a field for a date in a form.
- Dropdown Field - Selecting a drop-down field adds a dropdown field to a form. This is useful for getting information that has only one answer among several discrete choices, for example, "What country do you live in?" or "What subject is your question about?" You will need to click on the "Show options" link to add user-selectable options.
- Email Field - Selecting an Email field adds a textbox where an email address can be entered. Using the Email field, instead of a normal text field, to store email addresses, allows you to use that email address in many automated tasks. For example, it allows the CMS to send reply email automatically when a form is filled out.
- File Upload Field - Selecting a File Upload Field adds a field where users can upload a file from their computers. This is useful for getting documents and media files.
- Heading - Selecting a Heading allows adds a place where you can put a heading for a form, or for a section of your form. You can choose which level of heading to use (from 1-6) from the "Show options" link.
- HTML Block - Selecting an HTML block allows you to add any HTML code you wish into your form. You can edit the HTML blog from the "Show options" link.
- Member List Field - Selecting a Member List Field adds a dropdown field which includes various groups of website members (such as administrators or forum members) to the form. You can choose which group of members from the "Show Options" link.
- Radio Field - Selecting a Radio field adds a field filed with "Radio button" options to a form. Radio buttons are similar to checkboxes, except that only one button in a radio field can be checked at a time. This is useful for getting information that has only one answer among several discrete choices, for example, "What country do you live in?" or "What subject is your question about?" It is similar to a dropdown field, but it is more useful for providing larger labels to responses. For example, a dropdown field may have one or two-word inputs, while a radio button may have choices that are paragraphs in length. You will need to click on the "Show options" link to add user-selectable options.
- Text Field - Selecting a Text field adds a text field to the form. You can click on "Show options" to determine the size and the number of rows in a text field.
- SpamProtectorManager - This adds a spam protection calculation question; for example you will be asked a question like "whats 9+7?" rather than answering a captcha spam protector question(text).
Put another way, if you'd like to create a question that:
- Has a yes or no answer - use Checkbox Field.
- Has multiple possible answers, from a list of choices - use Checkbox Group.
- Has one answer, from a list of choices - use Dropdown Field (for short answers) or Radio Field (for longer answers).
- Requires a written answer - use Text Field.
Or perhaps you'd like to add informational content to your form?
Use HTML Block, with the appropriate level Heading.
Advanced options and custom rules
From any field, you can click on "Show Options" to either require that the field be filled out, by clicking the checkbox next to "Is this field Required?" and add custom rules.
For example, you may wish to hide one form if the answer to another form makes a difference. If a user does not want to be contacted via email, then there's no reason to get their e-mail address.
Custom rules allow you to only show the email field if and when the checkbox for "Contact me" is checked. Or you may wish to only show a dropdown box for US states if the user lives in the U.S.