The forms module gives the ability to create website forms to be submitted to a designated e-mail address.

Forms Setup

To setup a new form, the administrator will need to go to Company à Forms àNew Form.

New Form

Click “New Form” and you will be taken to a screen that asks for the name of the form, the email to send the form to, and whether or not it should be displayed.  During the creation process, you may want to set the display to “NO” until you are ready to publish your form.

Once you save the form, the system will take you back to the main forms screen where it will display your new form along with the forms that were previously created.  To configure your form, you will need to click on the form.  The system will now allow you to add sections to the form.

Click “Create New.”

Form Section

Name the Section, choose whether or not to display the section and then set the sort order.

 

Once a section has been created, you can add the fields that belong to that section.  The forms module allows you to add a textbox, dropdown menu, radio buttons and check boxes.  Click on the section that you want to edit.

Click “Create New.”

Add the name of the line.

The system will bring you back to the previous page.

Form Properties

Now you can click on the line you created and edit the properties of the line.  Click on “Create New.”

This will take you to a screen where you can select the properties of the line.  It will allow you to set up a textbox, dropdown, check box or radio buttons.  You can also set the character size of the boxes.

The screen shot below is an example of a radio button.

After creating the Radio Button line and then clicking on that field, it will take you to this screen, where you set the values for the button.

Then you need to add the radio button values.  The process will be almost identical for drop-downs and check boxes.

Now that the form has been created you need to enable it by setting the display to “Yes”.

Display Form on Website

To display a form on your website, you will need to type in the following values in the address bar. You will use the same URL when hyper-linking to the form .

www.DOMAINNAME.XXX/forms.asp?formid=#

The pound(#) symbol is a variable for form number.  In the case of the screenshot below we would type in 2 to view our new form.

Below is a screenshot of the test form we created.