Form Maker

Step by step guide


Step 3: Configuring Form Options



3.1 General Options
3.1.1 Published. Choose whether to publish the created form or leave it unpublished for the further publishing.
3.1.2 Save data (to database). Choose whether to save the data in the database (submissions table) or not. IMPORTANT: Please make sure to set up the email options properly. Disabling this option is only applicable when you prefer to receive submissions only via email.
3.1.3 Theme. A distinct theme can be applied to each new form. The themes can be accessed by selecting Components > FormMaker > Themes on the top menu. There is an option for creating new themes, which can be done by clicking “New” on the upper right corner of the section.
3.1.4 Preview. Here you can preview the form using the selected theme.
3.1.5 Edit CSS. This options allows you to make changes in the theme CSS. After pressing Save button you will be able to preview the changes you have made.
3.1.6 Required fields mark. Here you can change the symbol of the indicator used for the required fields. By default it is * in red color.


Front end submissions access level
3.1.7 Allow User to see submissions. Here you can choose the level of the users, who will be able to view the submissions on front end (see Step 8: Publishing submissions as a menu item).


3.2 Email Options
3.2.1 Send Email. Choose whether to send emails to administrator(s)/submitter or not.

3.2.2 Email to Administrator

  • Email to send submissions to. Here you provide e-mails to which submitted form information is sent. If you need more than one e-mail address, you must separate them by commas. This field is not required.
  • Email From. Here you specify the email address from which the administrator(s) receives the submission email (sender’s email). If you have an email address field in your form, you can use this user-submitted email address.
  • From Name. Here you specify the sender’s name which is shown in submission email. You can also select a field to be displayed as a sender’s name using + button, e.g. the submitter’s name field.
  • Reply to:(if different from "Email From"). ┬áHere you can specify the email address the administrator can reply to. If you have an email address field in your form, you can use this user-submitted email address.
  • CC. Provide additional email/emails to send the submissions to. The receiver will be able to view all the emails receiving the submissions.
  • BCC. Provide additional email/emails to send the submissions to. The receiver will not be able to view the emails receiving the submissions.
  • Subject. You can provide a text to be used as a subject for the email. In addition using + button you can select any of the form fields to be set as a separate subject for the email or use it with additional text, e.g. Submission of + %Name%.
  • Mode. Specify the mode of the email to the administrator- HTML or text.
  • Attach File. If you have upload field you can choose whether to include it in an email or not.
  • Custom Text in Email For Administrator. Here you can add custom texts, images, and custom HTML to the e-mail message that is sent to the administrator, as well as choose which fields of the submitted form are included in the e-mail (set to ‘all’ by default).

3.2.3 Email to User

  • Send to. By checking the box the submitters will receive their copy of the filled form.
    Email From. Here you specify the email address from which the users receive the submission email.
  • From Name. Here you specify the sender’s name which is shown in submission email which the users receive. You can also select a field to be displayed as a sender’s name using + button, e.g. the submitter’s name field.
  • Reply to:(if different from "Email From"). ┬áHere you can specify the email address the user can reply to.
  • CC. Provide additional email/emails to send the submissions to. The receiver will be able to view all the emails receiving the submissions.
  • BCC. Provide additional email/emails to send the submissions to. The receiver will not be able to view the emails receiving the submissions.
  • Subject. You can provide a text to be used as a subject for the email. In addition using + button you can select any of the form fields to be set as a separate subject for the email or use it with additional text, e.g. Submission of + %Name%.
  • Mode. Specify the mode of the email to the submitter- HTML or text.
  • Attach File. If you have upload field you can choose whether to include it in an email or not.
  • Custom Text in Email For User. Here you can add custom texts, images, and custom HTML to the e-mail message that is sent to the administrator, as well as choose which fields of the submitted form are included in the e-mail (set to ‘all’ by default).

3.3 Actions after Submission
Here you can select the action that takes place after form submission. Following options are available:
- Stay on form: The user stays on the form page.
- Article: The user is redirected to the selected article.
- Custom text: Custom text is displayed on the screen.
- URL: The user is redirected to the provided URL.

3.4 Payment Options
3.4.1 Turn on PayPal. Allows making PayPal payments using Form Maker.
3.4.2 Checkout Mode. Choose the checkout mode:

  • Production (https://developer.paypal.com/webapps/developer/docs/classic/lifecycle/goingLive/)
  • Test Mode (https://developer.paypal.com/webapps/developer/docs/integration/direct/test-the-api/)

3.4.3 PayPal Email. Enter your PayPal email.
3.4.4 PayPal Currency. Choose your PayPal currency.
3.4.5 Tax. Add the tax amount if any.


3.5 JavaScript
Here you can define new JavaScript functions, which can be applied to the form. Three empty event functions are included:
- before_load(): Occurs before the form is loaded
- before_submit(): Occurs just before submitting the form
- before_reset(): Occurs just before resetting the form

3.6 Layout Options.
3.6.1 Description.To customize the layout of the form fields uncheck the Auto-Generate Layout box and edit the HTML.You can change positioning, add in-line styles and etc. Click on the provided buttons to add the corresponding field. This will add the following line: <div wdid="example_id" class="wdform_row">%example_id - Example%</div> , where <div> is used to set a row.
3.6.2 Auto Generate Layout. Check the box to return to default layout options.


3.7 Conditional Fields.
3.7.1 Add Condition. Press plus (+) button to connect specific fields. The following field types can be used for conditional fields: Simple text, Password, Textarea, Name, Address (Country field- only), Email, Number, Phone, Multiple Choice, Single Choice, Select, PayPal fields (except Total).
The formula of the conditional fields is the following:
For the main condition:
Show/hide+Field 1+if any/all+of the following match
For the case(s):
Field 2+ is/ is not+Value,

e.g.
Show Insurance ID if all of the following match
Country is not United States.


3.8 MySQL Mapping 
If you want to store the submitted data into another location of the internal or external database, then MySQL Mapping can be used. It allows using standard Insert, Delete and Update queries.
To access the feature go to Form Maker>Form Options > MySQL Mapping.
3.8.1 Add Query. Press the button for adding MySQL query.
The form with the included field IDs will appear on the upper right corner of the pop-up.
3.8.2 Connection type. Choose the connection between local or remote MySQL databases. 
Using Remote DB. Fill the required information:
Host. Specify the host for the remote database.
Username. Specify the username.
Password. Provide the password.
Database. Specify the database to be used.
3.8.3 Type Choose the query type (Insert, Update or Delete). Press Connect button below.
3.8.4 Select. Select the table, where you want to apply the query. 
After selecting a specific table, a Set of the table fields will be displayed.
Insert
SET

Check the box next to the table fields which need to be activated. Following up you can click on the text area of the table field and include a form field (and custom text whenever required ) which will be stored in that table field once the form is submitted.
Generate Query. After making the relevant changes in the SET, you should press the Generate Query button. The Query will be displayed in the box below.
Note: You can also create a custom query/ make custom changes to the query and press Save button. There will be no need to press Generate Query button again, since it will overwrite the manual changes.
Save. Press Save button to save the changes made.
Update. For the Update Query you should set a condition in the section called WHERE.
SET. Check the box next to the table fields which need to be activated. Following up you can click on the text area of the table field and include a form field (and custom text whenever required ) which will be stored in that table field once the form is submitted. 
WHERE. In the first column you should select the table field, in the second one set the relevant condition, whereas in the third column you should select the form field. 
Generate Query. After making the relevant changes in the SET, you should press the Generate Query button. The Query will be displayed in the box below.
Note: You can also create a custom query or make custom changes to the query and press Save button. There will be no need to press Generate Query button again, since it will overwrite the manual changes. 
Save. Press Save button to save the changes made. 
Delete. For the Delete Query you should set a condition in WHERE section. 
WHERE. In the first column select the table field, in the second set the condition, whereas in the third column select the form field.
Generate Query. After making the relevant changes in the SET, you should press the Generate Query button. The Query will be displayed in the box below.
Note: You can also create a custom query or make custom changes to the query and press Save button. There will be no need to press Generate Query button again, since it will overwrite the manual changes.
Save. Press Save button to save the changes made. 

You can Delete any of the created queries checking them in the SQL Mapping section and pressing Delete button.


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