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Adding / Editing a Form

Adding or Editing a Form involves the following major steps:

• Defining Properties
• Designing layout
• Saving form

Content Manager provides you with a form builder that allows you to create a two column form with custom fields. You can export user's attachments or export the results of the form to Excel or other programs in a .csv format.

To add a form:

To add a form and specify initial properties:

1. Ensure you are in the Forms Library (Manage Site Assets > Engagement Tools > Forms) in the folder where you want to save your form.
2. Click on the Add Form button to bring up the Add Form / Form Properties dialog box.
3. Specify properties for the form. These are the same Form Properties you can see when you choose Edit Properties from the main Forms Library screen.

To edit an existing form:

1. Ensure you are in the Forms Library (Manage Site Assets > Engagement Tools > Forms).
2. Highlight the form you wish to edit in the Form's library listing and select Edit Properties.

3. Fill in the Form Properties and Behaviors

Form Properties

You can specify a number of form behaviors and properties including:

• Title & Description

  1. Enter a title for this form in the Title field.
  2. You can add an optional description for the form, if wished.
• XSLT file (XSLT tells browsers how to format the form. Your developer may have created a XSLT file specific to this form.

  To add an XSLT file for this form, click .

  1. An Upload File dialog appears.
  2. Click Browse.
  3. Locate and select an XSLT file.
  4. Click Open.
  5. The name of the selected file appears in the Upload File dialog.
  6. Click Upload File.
  7. The name of the selected file appears in the XSLT File Name field.

• Thank You URL

  You can specify a URL or iAPPS page to direct the user to after completing a form or poll.

  1. To add a Thank You page from the library, simply click on the Library icon link to the right of the field. This will bring up the menus and Pages dialog.
  2. Navigate to the Page you wish to have as a Thank You page and click Select.
  3. Alternatively to use an external URL you can simply type or paste in the URL.

  If you would like to specify a Thank You landing page from your site, you will need to have created the page first. If you haven't done so yet, simply skip this step for now. When you've created the page you can return to the Forms Library and edit the properties for the form.

• Email submissions

  1. To send an email with the form data to a person in your company when a form is completed, click the checkbox next to Email Submissions
  2. To specify email address(es) to which submissions will be emailed, if desired. Separate multiple addresses with commas.
  3. If you wish to have a particular subject line for the email, you can add that as well.

• Submit Button Text

  Specify text to display on button that users click to submit form.

  1. Type in the text you would like to have on the button, such as "Save" or "Submit Form." Remember it will need to be fairly short.

• Add Submitter as Contact

  If you wish to add the form submitter's email to the iAPPS database so that they can be contacted with iAPPS Marketier, check this box.

• Email Field Id

  If you check “Add Submitter as contact” then this drop-down will be enabled.

• Add Watch

  If you wish to have the form trigger a Watched Event (Set up in iAPPS Analyzer) as part of the form process, then pick the event from the list.

4. Once you have specified properties for a form, save the properties. Then you can design or edit its Layout and Fields.

• If you were editing an existing form, click Save to return to the Forms Library listing.
• If you were creating a new form then you have the option clicking Save to return to the Forms Library Listing and edit your layout and fields later, or click Save and Edit Form to design the form's layout and fields now.

You can preview how a form will look to a user from the library list by highlighting its row and choosing Preview from the More drop-down list. There will nothing to preview, however, until you design the form or poll layout.