Help Sheet 21

 Form Builder
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Form Builder

Form Builder allows you to create, edit, enable, disable and delete forms within your website. Before starting to use Form Builder, it is advisable to design a version of your form as a guide.  You can divide your form into pages and sections to create forms similar to the essexinfo.net application form.

Enabling Form Builder

• Click ‘Manage Website’
• ‘Use standard pages’
• ‘Enable’

Creating a form

• Click ‘Manage this page’
• Click ‘Add a Form’
• Give the form a name and under processing option select ‘Send Email’

Refer to your plan and add pages and sections as appropriate.  It is easiest if you add these in order – page, section then the questions for that section although you can edit and change the arrangement afterwards.

Pages

To add different pages click ‘Add page’ and fill in the text box to give it a title. You can also add different pages like this to create a form like the essexinfo application form

Sections

• To add different sections click the page you wish the section to be in and click ‘Add section’.  You can add as many as you like.
• Fill in the 'Section Header' and 'Name of Section' - the 'Name of Section' appears on the form.
• Select this section and click ‘Add question’
• Give the question a name (this is just for admin and will not appear to the public using the form)
• Type the question
• Select which question type you want to use (these are the same as the questions used in surveys)
• You can add supporting text to the questions (which appears underneath the question itself)
• If this question is required check the box beside ‘Force the submitter to answer this question’.
• Click ‘OK’
• This will take you to the ‘Edit Question’ page where you can make changes.
• To add another question to this section click the title of the section then ‘Add Question’
• Once you’ve added all your questions you will need to set up an email address for the responses to be sent to.  Click ‘Emailed to 0 recipients’ and then ‘Add item’. 
• Click ‘Add’ [You can add as many email addresses as you like]
• Once you’ve finished designing your form, click ‘Administration’
• Click ‘Enable’ to make your form live.
• To post your form on your site you need to link to it from a page you’ve already created. 
• Click 'Administration' and then the name of your form which should be listed under 'Form Name'.
• Copy the web address from the ‘Published URL’ field bar which should be something like http://www.essexinfo.net/sitename/forms/formname
• Open your page and link to the form in the usual way.

Editing your form

You can edit or enhance your form.

• Click ‘Manage Website’ then ‘Use standard pages’
• By ‘Form Builder’ choose ‘Manage this page’
• Select the name of the form you wish to edit
• You have various options either ‘Add page’ or you can click the page you wish to edit
• There are options to ‘Add section’, ‘Add question’ or ‘Delete’ for the page
• You can also ‘Set page’ ‘Delete’ [your section] or you can ‘Delete’  ‘Move Down’ ‘Set Section’ or ‘Page’ from the links for your sections and questions to the right of the orange form menu.
• Similarly, if you click an actual section or question within the orange menu you will see various options to edit your form.

You can reach the Help Desk on: 01245 436559 or via email support@essexinfo.net

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