Creating a Simple Form (Detailed Instructions)



  The form created during this tutorial can be seen by clicking here.  It will open in a new window.


 

To create a new form, navigate to or create the page where the form will be located.

In the content well, click on Click here to insert a new element.  The element gallery will open.  Under Miscellaneous Elements, click on Simple Form.

undefined

The page will reload and you will see this in the content well:

undefined

Click on Click here to create/select the Simple Form.  You will see this:

undefined

Click Next.  The New Simple Form Element Dialogue box will open:

undefined

  • Enter a name for your form.  The name cannot contain special characters or spaces.  It needs to be unique and should be descriptive enough for you to identify it from a list of forms in the future.
  • E-Mail Notification Recipients are those people who will receive an e-mail containing the form data when a user submits the form.  Enter the appropriate e-mail address(es), separated by a comma, if you enter more than one address.  You do need to include the @colby.edu for Colby addresses.
  • There are a couple of options for the sender's e-mail address when a form is submitted.  You can check the box to Use Current User's E-mail Address.  This will only work, however, if the user is authenticated in CommonSpot.  If the user is an anonymous user (not authenticated), you can specify an address from which the mail will be sent.  This address is not validated beyond checking to be sure it is a valid e-mail address format.  If you are receiving data from more that one form at a time, you may want to use the form name as part of the e-mail address (i.e., formname@colby.edu) to easily identify which form was submitted.  NOTE:  You can (and in many cases will want to) use the current user's e-mail address AND specify a sender's address.  If you do this, CommonSpot will always use the current user's e-mail address, if it is available. 
  • Form Action is the action that will be taken when the user submits the form.  A textblock can be displayed, or the user can be redirected to a different page.  If you choose to display a textblock, click on the Specify Results Text button to specify the text.  Similarly, if you choose to redirect the user to a different page, when you select that option a Page Gallery button will appear.  Click on it to select the page or enter a URL.  See below for examples of each action.

undefined

This form, called formsample, has two recipients (e-mail addresses separated by a comma) to receive the data when the form is submitted.  For anonymous users, the form name, followed by @colby.edu will the sender's e-mail address.  This will make it easier to sort and filter responses in the recipients' In Boxes.  The form will display a textblock on submission.  To enter this text, click on Specify Results Text button.  You will see this:

undefined

Enter the text in the textblock and click Finish.

To display a different page on submission, click on Submit to Page.  A Page Gallery button will appear:

undefined

Click on Page Gallery to open this window:

undefined

Find the page you want to display, highlight it and click OK.

You will be returned to the New Simple Form Element window.  Click on next to create your form.  It may take a few seconds.  Once the form has been created, your page will reload and you will see this:

undefined

Now that the form has been created, you have to create and define the fields you want to have on your form.  For instructions on creating fields, click on the link at the bottom of this page.

 
 


  The form created during this tutorial can be seen by clicking here.  It will open in a new window.