Form and Form Results Quick Reference

UNIVERSITY WEB SERVICES

Form and Form Results Quick Reference

Form Options

Field Name Description
Page Name (required) The name the form will have in the Site Content tree. This will also be used as the final part of the URL when published.
Placement Folder (required) Be sure you place this in the form directory you created in step one above. The last location you were within the site should automatically appear here. Modify it by clicking on the folder icon and browsing for a different location within the site.
Display Name A way to provide a shortened label for Breadcrumbs that is different from the Title of the Browser/Page.
Title (required) Title will be used to display on the web browser.
Display Navigation Radio option: Yes or No; Allows you to turn off the display of the automated Left Navigation tree.
Include in Left Navigation Radio option: Yes or No; Allows you to remove a page from display in the automated Left Navigation.

Form Instructions

Field Name Description
Form Instructions (required) Content editor for display above form fields. Use this to add special instructions or an introduction for people filling out the form.

Form Submission Options

Field Name Description
What should this form do with submissions? These check box options determine how results should be sent/stored. Use "send-email" to send each submission as a separate email. Use "save-to-excel" to store each submission as a row in a single excel spreadsheet in Cascade CMS. You can choose one or the other OR BOTH.
If saving results to CMS YOU MUST FIRST CREATE A "FORM RESULTS" FOLDER. SEE QUICK REFERENCE BELOW.
Choose a file in the folder in which you want to save the file. Click on this field to browse to the file inside the “Form Results” directory or folder you previously created
Enter file name to be saved (skip the file extension) Enter a name for the excel file that will be stored inside the form results folder.
If results are to be Emailed  
Email address from which the emails will be sent Enter email address you want to appear in the resulting email. This can be useful for setting up email filters for various form submissions.
Email Subject (Title) Enter subject line you want to appear in the resulting email. This can be useful for setting up email filters for various form submissions.
Email Address to receive results Enter single or multiple email addresses to receive form submissions. To enter multiple email addresses, select the green plus icon. Enter one email per line.

Adding options to your form

Field Name Description
Form Item Use this to add multiple fields to your form. Use the green plus icon to add addition fields to the form. You can rearrange fields using the up and down arrows that appear once more than one field is on the form.
Field Type (required) Dropdown – Use this to specify the type of field (examples: text, text area, password, dropdown, radio button or checkbox)
Name (required) Specify the Name of the form field. The name will be sent in the email results and/or stored in the excel file. You will use this to link information gathered from the form to the field it came from.
Label Enter a user-friendly label for the form field. This is what your page visitor will see next to the field.
Default Value Specify whether the form field should default automatically to specific content.
Required Field Use this to designate whether a form field is required or not. Web visitors will not be allowed to submit forms unless all fields marked “required” have been filled.
Submit Button Text (required) Specify the label on the Submit button.

Form Confirmation

Field Name Description
Form Confirmation Text (required) Content that will be presented to web visitors who successfully fill out the form.

Folder for Form Results

Field Name Description
Folder Name (required) Be sure to give your folder a unique name. The name the folder will have in the Site Content tree. This will also be used as part of the URL for any pages stored within the folder. Keep it lower case and don't use spaces. Hyphens or dashes are fine.
Placement Folder (required) Use the folder browser to find where you would like to store your new folder - It will default to the last location you were within the site. Change folders by clicking on the folder icon and browse to a different location within the site.
Title Title for document. The Title can help those searching Cascade CMS find this file more easily.This can be a "friendly" name using upper and lower case and spaces
Include in Left Navigation (required) Allows you to include or exclude the folder as a menu item on your site’s left-hand navigation.  If yes, the title or landing page of your folder will become a new navigation item. NOTE: unless you really want your visitors looking through your submissions, you will want to check "no" on this.
Restart Navigation (required) Allows you to restart the navigation from a selected folder. Again, most likely you will want this set to "no."