Note: Forms are only accessible to content editors who are "power users" and designated "form managers." To be given access to forms, contact firstname.lastname@example.org.
There are three major steps for setting up a form on your site:
- Create sections to house and support your form
- Create your form in Form Builder
- Deploy form in section
First, create the section (folder or page) to house your form. If your form is going to go on a page titled “refer a student,” create a section called “refer a student."
Once you have created the section where your form will be located, you should then create three subsections (you can do this by selecting Actions > Create section) you will need to support your form:
- Thank You
- Form Failure
When you create the Submissions folder, be sure to check the box for "Archive section" (which means this section will never be published) and uncheck the box for "Show in Navigation."
When we finish this process, the Submissions folder will be one of the places you can find your form's submissions. Each form submission will become a new content item in this Submissions folder.
When you create the "Thank you" folder, be sure to uncheck the box for "Show in Navigation."
After you create the folder, add a content item (i.e. "Primary Content - Zone A") in this folder which be the message your users will receive when they have successfully submitted your form (such as when they will hear back from you about their submission, and who to contact if they need to make changes to their form submission).
When you create the "Form Failure" folder, be sure to uncheck the box for "Show in Navigation."
After you create the folder, add a content item (i.e. "Primary Content - Zone A") in this folder which be the message your users will receive when there was an error and their form was not successfully submitted.
This is the page your users will see when there is a technical error with their form submission, and you should give them instructions on what to do ("try to submit your form again") and who to contact if they continue to experience technical difficulties).
In the Dashboard on the left in TerminalFour, expand the "Engage" menu and select "Forms & Transactions."
This will load the form bank. From here you can create a new form or use the filter to find and select an existing form to edit.
Creating a new form
After you click the button to create a form, there are six steps or tabs you will need to navigate through in order to properly create your new form.
Give your form a name and description (these are the fields that the filter uses to search through all of the forms, so be descriptive, and use language that will help you find the form again). Pro tip: include the name of your department/program in the description.
Under "Display Options" be sure to uncheck all of these boxes.
When finished, select "save and continue."
Click on a static element (heading, paragraph, line break) or standard input field on the left to add it to the form preview on the right.
Once added, use the edit button on each field to create field titles, radio options, etc. (Find out more about the form fields options and how to use them, click here.)
Add as many fields as needed. Static elements can be used to break up your form with headings and text.
You can click and drag the fields to move them into a different place on the form.
When finished, select "save and continue."
This feature is still in beta testing and may not work as expected; you may want to skip this tab for now.
This is where you’ll tell TerminalFour where to save your form submissions, and where to redirect your users upon success and failure.
Save Submissions to: Select "specified section" and use the blue "Select Section" button to navigate through the site structure, and select the 'Submissions' folder that you just created in stage 1.
Submission name mapping: If you don't specify anything here, when each new submission gets added as a new content item to your submission folder, they will all have the same name -- the name of the form. I recommend that you map the submissions to one of your form fields that would be more unique and informative -- such as the user's name or their email address.
Redirect options on success: Select "Section" and then use the "Select Section" button to find and select the "Thank You" section you created during Stage 1.
Redirect Options on Failure: Select "Section" and then use the "Select Section" button to find and the "Form Failure" section you created during Stage 1.
Type in each email address to receive a copy of the form submissions via email in the non-system recipients address field. Separate multiple addresses with a comma (e.g., email@example.com, firstname.lastname@example.org, etc).
Subject field mapping: As with the submission name mapping, if you don't specify anything here, when each new submission gets emailed to you, they will only have the name of the form in the email subject line. I recommend that you map the email subject line to one of your form fields that would be more unique and informative -- such as the user's name or their email address.
In this tab, you will get a notification that the form has been created and is ready to be deployed.
Copy the TerminalFour tag to your clipboard and save your form. You will need to paste this tag into a "Form" content item in order to add your form to the webpage.
- After copying the form T4 tag in the previous step, navigate to the section where you’d like the form to be located and open the content tab.
- Select "Create Content."
- From the content type list, select "Form."
- Give the content item a name and then paste in the T4 tag into the content item, and then select "Save and Approve."