Forms FAQ

1. Where do we change where the user is directed to after submission of each form?

1. Go to the page where the form is added and find the correct Form widget. Please notice that when you create a new form a new widget is added with the same name as the form and hence make sure that the preferred form widget is used. 
   
   
   

   Open

   

   
   
   
   

2. Click 'edit' and go to the Email Options tab. 
   
   
   

3. Scroll down and you will see the field 'Message will be send once email is sent', here you can add the message you want the user to see once the form is submitted. 
   
   
   

4. If you click 'Enable Feedback Method' you have the option to choose a site the user will be redirected to after submitting a form. 
   
   

2. When submission happens, where do we change what email's are sent, whereto and content?

1. Follow step 1 and 2 from the above question. 
   
   
   

2. You will be able to change the content of the email, recipient Id etc. Please notice that in the example under the values for First Name, Last Name and Email are the same as what is added as Id in the different text field options in your form. 
   Please see the two screenshot below, the first is the form widget and the other is showing where the values used in the form widget is set in the Text field options in the form itself. 
   
   
   

3. Where do we change error handling, ie. define what fields are necessary and what action if not filled out?

1. Go to your form and click edit on the Text field options widget which is added. Here you have the option 'Required', if this box is checked the user have to fill out this field to be able to submit the form. This can be done for each of the fields in the form. 
    

2. Currently is it not possible to change the standard action, by default a red popup will appear for the user notifying them that required fields needs to be filled out. Please contact Maxxton if you have any suggestions for changes/preferences.  

4. Where do we change all the form attributes (size etc)

Changes as e.g. size and colors are done as configurations and styling. Please contact Maxxton and we will help you out to create the preferred result. 

5. I want to add a new field to an existing form, what do I need to do? 

Adding a new field to an existing form isn't that difficult, however, there are a few things that you need to keep in mind. First of all, you will need to add the field to the form. Then you will need to make sure that you include the field in the email that is sent, otherwise you won't be receiving the input for the new field. Finally, you will need to verify the form on the page to make sure everything looks fine. 

Add a new field to form

1. Go into the web manager and open the menu 'Forms' 

2. Select the form that needs a change
   If you don't know what form to use, go to the page first and check what form is used

3. Add the new field to the form
   At the left, you will see all the current fields of the form. At the right, you can see a tab with the name 'Widgets', click that to open the panel with the possible fields. Pick the type that you expect and add it to the page by dragging it into the form. Position it in the correct spot to make sure it will be in the right place in the form. Example screenshot

4. Press 'edit' on the new field

5. Give the field a unique id
   Remember this unique id, because you will need to use that when configuring the email(s) that are sent. 
   
   

6. Check the other settings
   
   

   1. Check the box with required to make the field required

   2. Add a label to the field, potentially translated

   3. The default value can be used if you want a default value in the form field, however, it is not required (usually not set). This will be an actual value that the user needs to change and if not changed, it will be sent as the actual value for this field.

   4. The placeholder is the visible text in the field used as a hint to the user on how to use the field. It will disappear once the user enters their own value and if left empty, then it won't be sent as a value. 

7. Press Save in the pop-up

8. Press Save for the form

You're done with the form, now change the email settings

Include field in email settings

1. Find the page where the form is used
   There are potentially multiple pages, as a hint the pages where the form is used are listed at the bottom of the form settings page, including quick links to go to the page settings

2. Find the form on the page
   Tip; you can search for form above the page structure to easily find it

3. Press 'edit' for the form widget

4. In the pop-up go to the 'Email Options' tab. 

5. Find the email template section and add the new field
   The email template is using HTML for the message and tags for the field values. Do you still remember the id you have given the new field? Use this with a $ sign before it to include the value into the email. If the id was 'phonenumber', then use $phonenumber to include the value into the email. If you don't remember the id, you can use the 'fields' - drop-down above the template as a cheat sheet of the available tags. 

6. If the value also needs to be sent to the customer, then go to the customer tab and do the same trick

7. Press Save on the pop-up

8. Press Save on the page

You're done, the last step check the page

Check the page result

Always check the page after the changes to see if it looks like expected, otherwise, you can fix it right away. Best is to try and use the form to make sure everything works. 

6. I want to adjust the positioning of the dynamic form data in the email body, what do I need to do?

In the Form widget’s settings, you can customise the email body, and add a {dynamicContent} tag in the email body which can be used to specify where the dynamic form data should be displayed.