Above your list of Forms, on the right hand side, is a blue button that says "Add New Form".

Click this button to create a new Form.

Form Setup:

  • Form Name - This field is used to name your form, please do not use specical characters.

  • Form Redirect - This field specifies which page the user is redirected to after they have submitted your form. It requires no initial /, for example; contact or services/my-service.

Default Required Fields:

  • Name - User submitting the form is required to enter their name.

  • Email Address - User submitting the form is required to enter their email.

Custom Field Types:

  • Text (String) - Single line text field, used for short text inputs.

  • Text (Multiline) - Multiline text field, used for longer text inputs.

  • Checkbox - Comma seperated e.g. Checkbox 1, Checkbox 2

  • Radio Button - Comma seperated e.g. Radio 1, Radio 2

  • Dropdown (Single Item)- Comma seperated e.g. Option 1, Option 2

  • Dropdown (Multi Item)- Comma seperated e.g. Option 1, Option 2

  • File - Media upload field

  • Date - Select a date

  • Datasource (Single Item) - Select a WebApp / Module that you’d like to pull in the data for on your Form.

  • Datasource (Multi Item) - Select a WebApp / Module that you’d like to pull in the data for on your Form.

You can set any of your custom fields as required/optional via the checkbox next to each field created.


CRM Custom Fields

Click 'Add Fields' and then 'Add field from CRM'. From here, you can choose to add a custom field that has been created within your CRM.

If no fields are showing, you can find out how to create CRM custom fields here.


Addresses

Click 'Add fields' and then select how many Addresses you'd like to add to the Form.

You will then see each Address added to the field list where you can edit some options:

  • Default Name - This is what the Address name will be set as in the CRM if the end-user doesn't change it on their Form submission

  • Default Type - This is what the Address type will be set as in the CRM if the end-user doesn't change it on their Form submission

  • Billing Address? (Option only shows for eCommerce Payment Forms) - When selected, this Address will stored as the Billing Address against any eCommerce Orders this Form creates when submitted

  • Shipping Address? (Option only shows for eCommerce Payment Forms) - When selected, this Address will stored as the Shipping Address against any eCommerce Orders this Form creates when submitted


Company Fields

Click 'Add Fields' and then 'Add Company fields'. Your Form will now have the necessary fields to create a Company and link it to the submitting User.

In the field list you will see you can edit the following option:

  • User is Primary Contact? - The User that submits the Form will be set as the Company's Primary Contact


Custom Field Sets

Click 'Add Fields' and then 'Include Custom Field Set' to add a Custom Field Set of your choice to your Form. If you do not have any, you can find out how to create some here.


When you save your Form the necessary fields will then be added to the Form's default layout for you to copy into any custom layout.

Related Documents

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