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Guide to using form builder module
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7.2
Komodo CMS User Guide – Form Builder Module Version 7.2 November 2014 Melbourne 33 Tope Street South Melbourne VIC 3206 Australia t +61 3 9282 9888 f +61 3 8699 1100 e [email protected] Sydney Level 2, 68 Moncur Street Woollahra NSW 2025 Australia t +61 2 9302 0200 f +61 2 9302 0239 e [email protected]
KOMODO CMS USER GUIDE – FORM BUILDER MODULE V7.2
Create web forms (surveys, polls etc) in minutes. The non-technical form builder includes email and
data management and a separate testing environment.
The Form Builder Module can be accessed from the Komodo grey menu bar under the Module drop
down list (Fig.1).
Fig.1
Creating Forms
To kick off the process, click on Add New Form button (Fig.2) and give your form a name (Fig.3).
Scroll to the bottom of this window and save the change. We will return to the Form Details page
later.
TIP: This widow is also where you’ll access the complete list of forms you have created and where
you come to edit and export data which is auto saved by the cms (from the Form Data tab).
Fig.2
Fig.3
The next step is to link your form to the page where it will be accessed from. To do this, go to the
relevant page and navigate to the dropdown Komodo > page properties in the grey menu bar.
Select the Form Tab from within the page editor, and then select the form you are linking to (Fig.4).
Remember to save the changes as you move through these stages.
Please note, only one form can be attached to a webpage at the one time.
Fig.4
You are now ready to design your form.
TIP: It is a good idea to set up a table (to create tables, please refer to the Komodo CMS General
User Guide – page 15) which will give your form a professional structure. For each form field you also
need to include a text label so using a table is the neatest way to achieve this. See Fig.5 below for an
example of the structure to use. Ultimately, the way you set-out your from is entirely up to you.
Fig.5
To add a form field, select Add New Item from the menu bar and then select Form Builder (Fig.6).
This will give you a range of form fields to choose from including:
Text Field
Drop Down Menu
Checkbox
Radio Button List
Spam Blocker
File Upload
Form Button
Fig.6
Let’s take a closer look at each Form Builder field options.
Fig.7
Text Field
A text field gives you the
option of a text box or a
text area (Fig.7) and you
can choose the width you
require. Using the style list
you can also choose the
text style you would like
used in the box.
Select ‘Mandatory: Yes’ to
make this a required field.
Tip: Ensure the field name
corresponds with the front
end field name for easy
identification and selection
when it’s time to set up the
backend of your form.
Validation rules for phone
numbers and email address
text inputs content items
have been introduced.
Setting this parameter will
prompt the web user by the
system to check and re-
enter the number, email
address accordingly.
Fig.8
Drop Down Menu
A Drop Down menu (Fig.8)
allows you to add multiple
options for a user to select
from. You can choose the
width you require, the
style of text as well as
making the field
mandatory. Choose a
default option to attract
attention.
Checkbox
A Form Checkbox allows you to gather data on multiple areas and gives you the option of a text box
or a text area and you can choose the width you require. Using the style list you can also choose the
text style you would like used in the box. Select ‘Mandatory: Yes’ to make this a required field.
Please note, you’ll need to create a check box for each individual criteria (as seen in the screen
capture below).
Radio Button List
Using Radio List buttons limits respondents to choosing only one option. So, if you need a yes or no
answer to a question, this is the form field to use. Once again, you can choose style of text, make the
field mandatory and choose a default option to attract the web user’s attention. There is also the
option of displaying radio buttons vertically or horizontally.
Fig.11
Spam Blocker
Web bots and
spiders crawl
through websites
looking for unsecure
web forms to spam
and inundate email
inboxes with email
junk. To ensure your
email inbox is not
one of these always
add the spam
blocker (Fig.11)
before the form
submit button.
Fig.12
File Upload
To allow web users to
attach a file/document
to your form (eg. Job
application form,
competition form etc)
utilise the ‘File Upload’
content item. First,
decide where the
attachment will be
saved – attached to
the admin email only
(1.) or within a folder
in the File Library (2.)
and select this from
File Save Location
dropdown. Set
remaining parameters
as required.
TIP: You’ll require
multiple File Upload
content items for more
than one attachment.
Fig.13
Submit button
There are two types of
buttons you can select
from – standard
button (Fig.13) and
image (Fig.14)
For both options there
are 3 types of form
buttons: Complete
Form Entry; Continue
Form Entry – use this if
your form continues
over another page or
several pages; Cancel
Form Entry.
You can choose the
text displayed on the
button as well as the
destination a
respondent goes to
after they click on
submit, like a ‘Thank
you’ page.
Fig.14
Submit button...cont.
If you select the image
display for the button,
you will need to first
upload the image to
the file directory and
then click on ‘Select
File’ to attach the
button image.
Complete all other
parameters as
required.
The final steps are to set-up the administrator area so you can direct where and to whom the
submitted form data goes to in your organisation.
Proceed to the next section of this document to find out how.
Form Settings – Visitor and Administration Email Notifications
After you have created your form by adding the required fields, return to the Form manager (Fig.2)
and click on the form in the Form Name column. You will see the following sections and options:
Visitor Email
This function sets up an automatic email response to respondents who complete the form. You will
need to have an email address field set up in your form for this option. Simply enter the email
address you would like the email to be sent from, the message (in Email Content) and select the
email address field from the Recipient Email Address Field dropdown (see screen capture of next
page).
Administrator Email
This function sets up an automatic alert to the form owner(s) with the details of form entries. Simply
enter the email address you would like displayed (eg. [email protected]), the
email address of the recipient (unlimited), the subject and the content you want displayed. Use the
Add Field Response To Email list to select the information you would like included in the email.
TIP: It’s important to place each recipients email on a separate line – ensure no spacing and comas
are added after each email address.
Missing Mandatory Fields Notification Options
Use this to alert respondents if they have not completed mandatory fields. Add as such as “please
complete the following missing mandatory field(s)” and then choose whether to set the message to
occur for each mandatory field or all at once.
Remember to always save your form details.
TIP: You have the option to leave this area of the form management area blank. The system will
capture the data regardless.
As well as setting-up email notification to the form owner(s), the system automatically collects and
stores the form data in a separate part of the form manager module to enable it to be exported at
any time.
Collect & Export Form Data
Collecting and analysing form data is made very easy with the export option included with the Form
Builder module. To export your data, return to the Form manager (Fig.1), select the relevant form
and then the Form Data tab. You will see the options to either Export Data or to Clear Data.
Export Data – data is exported into an excel spreadsheet which allows you to analyse the responses,
prepare graphs and charts, reports etc.
Clear All Response Data – this will permanently clear all the response data from form. Make sure
you have exported and recorded the details before you select the option.
Tip: Always test your form to ensure all fields are captured and that the recipient and administrator
emails have been set-up correctly and are capturing all the data as expected.