Training

If you choose the setting cog icon from the Forms Title/Substiotle command bar, you will have access to the Form settings below:

  

The Alert Email Address is perhaps the most important setting.  It allows you to submit an email address so that the party responsible for the form will receive an email alert; in most instances this would be [email protected], but it may be otherwise.

You can change the confirmation email message if you so desire, remembering that if the Auto Reply Email field was provided and filled in by the submitter (it can be required), then the contents of the submittal will appear in the email as well.

The Enable Submission Limit will limit the number of submissions that may be made using the online form.  When selected, a box will appear to specify the submission limit.  When using this option, you must leave suibmissions in the Notification Center.  If you download and delete a submission, it will not be counted.

The last setting option allows you to copy the form to another page, remembering that you can only have on form per page, child subpages count as a separate page from the parent.  This can be useful if online forms differ little in use.  For example, forms that include contanct information can share that portion; First Name, Last Name, Middle Initial, Street, City, State, Zip, Phone, Email, etc.

The Basic Text Field and Text Area fields hold text that you can edit using the html editor.  The Text Field can hold a maximum of 32,658 characters according to the settings, eCatholic says they have tested to 2,000 characters.  However, the character count is relatively moot since the Text area scrolls horizontally and you do not want your user to have to scroll horizontally for too many characters to review what they entered.  The Text Area field is said to hold an unlimited number of characters and scrolls vertically, much more convenient for the user to review what they have entered.  You can require them or not, you can create suggested text of 50 char or less depending on the characters used in the Text Field, and more in the Text Area, and you can create text this will be displayed when the question mark info icon is clicked upon.

Select, Radio Buttons, and Checkboxes are how you allow the user to select from a list.

The Prebuilt tab fields are pre-configured forms of the Basic tab fields, some of which you could have created yourself from, others have added value.  From the top:

• The First Name, Last Name, City, and Zip fields are pre-labeled text fields, and State is a pre-configured Select field with state abbreviations; they are all pre-labeled and all are required.  However, they are configured to appear on the same lines.  You cannot do that using the Basic fields; they are one per line. (to complete a postal address, you will need to create a Basic text field, label it "Street", mark it required and insert it between these two lines on the form.
   
• There are two Prebuilt fields for email addresses; Auto Reply Email and Email.  They are pre-labeled and have suggested text telling you the format the field must be in; [email protected]; in reality they check for anything"@"anything"."anything. and anything cannot be "@" or "." , they do not otherwise validate the email address.  Auto Reply Email sends a confirmation email to the submitter once they submit the form that includes the information submitted in the form.
   
• Phone is simply a text field with the title Phone Number and it is required, there is no checking for form.
   
• Integer provides a spinner to scroll to the integer you want or you may enter the integer value manually, it is not labeled nor is it required.  The value is scrubbed to make sure it is an integer; the user can enter garbage or a real number (x.y), but it will not be accepted when they submit the form.
   
• Date is required and accepts mm/dd/yyyy formatted dates at which time it will also present a month graphic showing the date and days of the month.  It accepts dates up to 12/32/2099.
   
• State is the same field as described above in the address block described the first list item and therefore is also required.
   
• I agree is an unnamed single checklist item; it is a required field and must be checked before the form can be submitted.  This field is used as an electronic signature.  You may edit the field and replace the "I Agree" text.  If you want to add more descriptive text to this field to reiterate what the user is agreeing to, you may: (1) Create a single item Basic Checkbox field and make the descriptive text the Name of that field, and mark it required or (2) Place a Basic Custom Text field above or below the I Agree field add the descriptive text.