Creating and Editing Forms - Carleton CMS Help Centre

Step-by-Step
1. Creating a form
2. Editing a form
Video Tutorial
1. Transcript
Try It Out!

Forms are a useful way to collect data from visitors to your website. For an example, see this sample form.

Step-by-Step

Creating a form

Add a new Form using the side or top menu.
Enter a form title and description. You will have the option to show or hide the title and description when displaying your form on a page.
Click Create Form
This will bring you to the Edit tab of the form menu. This tutorial will address editing the fields found in this tab.
1. To learn how to add or edit form confirmations (under Settings), skip ahead to the Form Confirmations tutorial.
2. To learn how to add or edit form notifications (under Settings), skip ahead to the Form Notifications tutorial.
3. To learn how to add your form to a page, skip ahead to the Adding a Form to a Page tutorial.

Editing a form

You will need to build your form by adding and editing fields. Start by choosing a field from the menus on the right side. There are many different types of fields you can insert. This sample form demonstrates some of the most common types of fields.
Add a field by clicking on it. Your field will appear in the main form editing section.
Customize your field by clicking on it.
1. You can change the field title under Field Label
2. You can add or edit the Description
3. Under Rules, you can toggle on that a field is Required or disallow duplicates by toggling No Duplicates
4. There are also many other ways you can customize specific types of fields. Next to each, there should be a question mark icon that will give you more information on the setting if clicked.
Add and customize more fields using the same method as above.
You can rearrange your fields by dragging the top of the field up or down.
Make sure to update your form using the Update button under the fields menus.

Video Tutorial

Transcript

Module Four: Creating and Editing Forms

Hello and welcome to Module 4 of our Advanced CMS Training. This video is part of our series on forms, and will cover creating and editing forms.

First, add a new Form using the top menu or the side menu. Add a form title and a description. Then click Create Form.

Build your form by adding fields from these menus. To add a field, just click on it.

Once a field is added, you can customize it by clicking it. You can change the Field Label, Description, and whether the field is Required or not.

There are many other ways to customize specific types of fields, and though this video will not cover them, you can hover on the question mark icon next to any feature to get more information about that option.

Next add more fields, and you can rearrange your fields by dragging them.

Once you’ve finished your form, click the Update button.

Try It Out!

This series of trainings will follow a single form from creation to downloading responses. Let’s start out with creating your form!

Create a new form.
Add and customize at least three different types of fields. Try to imagine what sort of fields you would need to include on forms for your website and test out the options available for those.
Rearrange your field into an order that makes sense to you.
Update your form.

Next: Form Confirmations

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