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Using Forms in OU Campus

Form Assets allow you to easily create and manage forms, surveys and polls in the content management system.

Creating a Form Asset

A Form Asset is created from the assets list view, which can be accessed from the Content tab in the global navigation bar (Content > Assets).

When creating a form elements and email messages are configured relating to the form. Once the form has been created you can insert the form onto a page via the WYSIWYG Editor.

To Create a Form:

  1. Navigate to the assets list view by selecting Content > Assets from the global navigation bar.
  2. Click the New button and choose Form from the modal that appears
  3. Fill out the Asset Info panel
  4. When complete, click Create to save the form.

When creating a new Form asset, the screen displays the following:

  • New LDP Form Menu:  Allows users to quicky navigate to a specific panel on the form creation page.
  • Asset Info Panel: The asset info panel is used to define basic information during setup and can be edited via Properties > General properties after creation. (see below for more details)
  • Access Settings Panel: Allows for initial access settings for Access Group and Available to be set for an asset. (See below for more details)
  • Elements Panel: As elements are added to the form they are displayed in the Elements panel.
  • Email Messages Panel: Specify at least one email recipient to which information from the form submission can be sent (See below for more details)
  • Form Settings Panel: Specify the Success and Failure Messages that are displayed upon a failed or successful completion (Required)
  • Elements Toolbar: Contains form elements that can be added to a form

Asset Info Panel:

This information can be edited after creation from the Assets List view > Edit menu > Properties

  • Asset Name: A descriptive, friendly name that will help users select the appropriate asset to use.
  • Description: Provide a brief summary regarding the asset’s intended purpose, usages, or content to help users select, organize and manage assets.
  • Tags: Used to categorize the asset. These are used to help manage assets by being able to filter or search by a single or multiple tags.
  • Lock To Site: Determines whether the asset will be available on all sites or the site in which it was created.

Asset info Panel

 

Access Settings Panel

  • Access Group: Defines the group that has access to edit this asset
  • Available To: Defines the group that has the ability to use the asset, i.e.; insert it on to a page

Access settings panel

Email Message Panel

Upon completion of the form, an email can be sent to one or more recipients that includes the form submission results . Add an email message by clicking the Add Button.   

  • To: Defines a recipient or recipients for the email to be sent to. More than one email recipient can be added by separating each email with a semicolon.
  • From: Specify the email address that should appear as the sender
    Example: If the email that should appear as the sender is the user's who filled out the form, then include {{email}} in the From field.
  • Subject: The subject line should be included in order to help the recipient classify the email
  • Body: To include the results of the form submission, the value of the Name field of an element can be passed. The syntax for this is to enclose a specific value in two sets of braces. 
    Example: If the name of an element is defined as comments, then include {{comments}} in the Body field of the email messages panel
  • By selecting Include all submitted values checkbox all responses to the form will be included in the body message of the email.

Email message panel

Form Settings Panel

Form Settings allows you to create custom system messages that display upon a failed or successful form submission to the database. The following elements are displayed in Form Settings:

  • Success Message: The message that displays to users after they have successfully completed a form submission
  • Failure Message: The message that displays when there is an error with form submission. A list of issues that are preventing the page from being submitted are also included in the message.
  • Save Results: This option is selected by default. When this option is selected, all form submissions are saved to the form submission archives.
    Remember: If “Save Results” is not checked, form submissions will not be archived.
  • Submission Button Text: The text within the submission button can be customized here, by default the text value is "Submit"
  • Advanced: Allows for additional formatting of message by adding attributes.

Form settings panel

Form Elements

Form elements are used to construct a Form. Elements can be added, configured, and deleted to create custom forms, polls and surveys.

Adding elements to an asset form is accomplished by either dragging the element onto the Elements panel from the Elements toolbar OR by clicking the green plus sign. Once an element has been added to the Elements panel, the text details can be added.

Single-Line Text Field:

An element that provides users with one line on which to input data. When used with legend, the default text that is entered is used to create text on a page, such as the title of the form or a disclaimer at the end of the form that does not include an input field.

Single line field example

Creating single line text field



Multi-Line Text Field:

A multi-line text field element provides users with a multi-line text field in which to input data. It is similar to the single-line text field element, except that the input field can take more input and can be configured to appear larger (this is done with the use of the cols and rows attributes in the Advanced Field)

Multi-line Example

Multi-line field

Required and Required Failure Text: Available for single-line and multi-line elements. Select the Required checkbox in order to compel the user to provide input for the element. When the checkbox is selected, the Required Failure Text field becomes available. Use this field to define the text that provides an error message for the visitor if the field has not been completed correctly prior to submission.

Default Text: An optional field that is available for single-line and multi-line elements. If a message is entered it is shown as the initial value for the form element. This message should contain a helpful tip or example of the desired entry format.

Radio Buttons

Radio button elements allow users to create a form element with multiple, predefined items of which one and only one can be selected by the user. Click the Add button next to Items in order to add a radio button with text. For the Advanced field, dataset, addclass, and the fieldset attributes can be used with radio buttons.

 

Radio Buttons example

Radio Buttons

Checkboxes

The Checkboxes element can be used to create form element with multiple, predefined items of which none, one or more than one can be selected by the user. Click the Add button next to Items in order to add each checkbox and define the text. Preselecting one or more checkbox items when creating or editing the form, will preselect the items on the published page also.

Checkboxes example

Checkboxes element

 

Date/Time Picker

The date/time picker element provides users with the ability to select a calendar date and/or time of day, and is often utilized in situations such as purchasing tickets or selecting an attendance date.

The format dropdown provides the option to toggle between a date and time, just date or just time.

date and time picker

date and time element

Drop-Down

This form element provides users with the ability to select an item from a list of pre-defined options using a drop-down style menu. Click the green Add button to add each item.

For information regarding the Forms Advanced Fields visit the OmniUpdate Support Site.

Inserting a Form

To insert a form on a site page:

  1. Click the green Content Region edit button
  2. Select the insert asset icon from the JustEdit Toolbar
    Select insert asset icon
  3.  Select the form and click Insert
  4. Select Save and exit from the WYSIWYG
  5. Form will populate on the page, click Publish