Creating/Defining Form Fields


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

Now that the form has been created, you need to create and define the fields you want to have on your form.

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Click on Click here to define the fields for this form.  You will see this:

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Click on either Add New Field or Add Shared Field.  Each time you create a field, you have the option to make it a shared field, which will make this field available for you to use on other forms.  If you click on Add Shared Field, a drop down list of available fields will be presented.

Click on Add New Field.  The New Form Field box will open:

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  • Select a field Type from the drop down list.  Field types include text boxes (plain text or formatted text, large or small), checkboxes or multiple checkboxes, radio buttons, selection (drop-down) list, e-mail, and numeric.  Field types with asterisks have a minimum browser requirement to function on the form.  NOTE:  If you use an e-mail field type, this field will be used as the sender's address when the form is submitted, overriding the sender's address, if you entered one when you set up your form.  Again, this e-mail address will not be validated beyond format, so users are not prevented from using an invalid e-mail address.
  • Enter a field Name for your field.  This is for your use, to identify the field.
  • Enter a Label that will be displayed on the next to the field on your page.  There is a 50 character limit to the label field.
  • To share this field on other forms, click the Shared box.
  • You can make a field Required by changing the drop-down option to yes.  Required fields will appear in bold text on your form.
  • Use the Description textbox to enter text that will appear underneath the field on your form.  This can be used for more detailed instructions or examples of formatting for the information being entered.  This text will be in a slightly smaller font. 

FORMATTING TIPS:
*  If you would have instructions that apply to a section fields, you can add a Section Label field type before those fields.  This allows you to put additional information ABOVE a field or fields, rather than put it in a field's description area to display in smaller text below the field.
* Add a Line Break field between two fields to make white space between them on the page.  This helps to break up a long list of fields and create sections to your form.


The Other Properties tab is used to define some field types (such as checkboxes, radio buttons or selection lists) and is also used to format your field (the number of characters, the size of a text box, alignment of checkboxes or radio buttons, etc.)  You will see some examples of this on the pages pertaining to specific field types.

The Security tab is used to control access to a specific field.  If you want to make a field visible to or editable by only certain people, click on the Security tab.

  NOTE:  When you create a new field, a New Form Field window will open and the buttons at the bottom will be Close, Create or Help.  If you want to edit the properties of a field, click on the pencil icon or the name of that field in the Edit Simple Forms Field window.  An Edit Form Field window will open (see below) and the buttons at the bottom will now be Close, Update or Help.  The windows are the same, otherwise.


 

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Check the Use Explicit Security box and a button to Edit Security Settings will become available.

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Click to Edit Security Settings.  You will see this:

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Click on Click here to add a new group or user.  You will see this:

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Highlight the group or user you wish to add and click Add at the bottom of the window.

The group or individual will be added with Read permission by default.  The individual or members of the group added will be able to see this field if they look at the form.  There is also an option to Edit the field.  If you click on the Edit (pencil) icon by the individual or group, you can add Edit permissions, which would give that person or group permission to edit form field information.

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