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Form Maker

Step by step guide


Step 3: Configuring Form Options and Form Layout

3.1 General Options
3.1.1 Published. Choose whether to publish the WordPress form or leave it as a draft.
Save data (to database). Choose whether to have the submitted forms in the submissions section or have them only sent to the Admin’s email (this should be done in Email Options section).
Theme. A distinct theme can be applied to each new form. The themes can be accessed by selecting Form Maker > Themes on the top menu. A large number of themes is available for selection. You can preview the theme as well as make changes in the CSS of the theme to make desired changes with the button right next to it.
Required fields mark. The required fields mark can be customized and changes from the default asterisk symbol.
Save Uploads. Choose whether to have the attachments saved in your database or not.
Front end submissions access level. Check the user levels who will be able to view the front end submissions page, when it’s published.
Fields to hide in frontend submissions. You can select specific fields not to be displayed within the front end submissions page. This includes both the actual fields and their statistical data.


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.
  • 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"). Specify an alternative email address to which the administrator will be able to reply upon receiving the submitted form.
  • 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.
  • Email Empty Values. Choose whether to include the fields, which are left empty, within the email to administrator 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. Here you select the Email field in the Form to send out the email to.
    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"). Here 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.
  • Email Verification. Choose whether to have email verification for the submitted forms or not.
  • Verification link expires in. Set a timing (in hours) during which the user can verify the form submission.
  • Custom Text in Email.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. It can handle any type of custom HTML text. Similar to the Custom Text in Email (both for user and administrator) this option can include the entry values, e.g. Thank you %Name% for your request, we will contact you.
- URL: The user is redirected to the provided URL.

3.4 Payment Options
3.4.1. Payment Method. Choose the payment method which will be used with the form. By default that will be PayPal. If you want to get access to other payment options refer to Form Maker add-ons.
3.4.2 PayPal Currency. Choose your PayPal currency.
3.4.3 Tax. Add the tax amount if any.
3.4.4 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/)
3.4.5 PayPal Email. Enter your PayPal email.

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(): before the form is loaded
- before_submit():before the form is submitted
- before_reset(): before the form is reset


3.6 Conditional Fields.
3.6.1 Add Condition. Using plus (+) button on the upper left hand you can connect specific fields. The following field types are allowed to be used as conditional fields: Simple text, Password, Textarea, Name, Address (Country field- only), Email, Number, Phone, Multiple Choice, Single Choice, Select, PayPal fields (with an exception of the Total field).
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.

Hide State if all of the following match
Country is not United States.


3.7 Layout Options.
To make changes in layout navigate to Form Maker>Form Options>Form Layout.
3.7.1 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.
3.7.2 Auto Generate Layout. Check the box to return to default layout options.

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 there. It allows using Insert, Delete and Update queries. In addition to the standard entries the user information (Submission ID, User ID, Username, User email ) of the logged in users can also be stored or used within the queries.
To access the feature go to 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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