Tutorials

Editing Forms and Entries

The site developer will generally add new forms, but sometimes you may need to edit form contents and behaviors. Form editing permissions are limited to the Editor role, but all staff members can edit form entries. Form entries can also be edited directly on front end web pages by using the Inline Edit function.

The Forms List

After logging in to the site, go to the Forms list to see all of the forms on the site. Select the form you would like to edit. When you hover over the form name, you will see options to edit the form, settings, and entries. You can jump directly to the function you need. You can also change the selected form by using the chevron-shaped dropdown to the right of the form title.

Editing Forms

Form Fields

Choose Edit to see a list of form fields.

  1. Use the downward triangle icon to open the form editing panes.
  2. Edit the form title and the description field that provides instructions to users.
  3. For multiple choice forms, you can add and sort choices. Click Show Values to add shortened field names to make exported spreadsheets more compact.
  4. Use the Appearance tab to change the width of the field on its form and to move the description above or below the input. (Other fields are for design purposes and can be safely ignored.)
  5. Ignore the Advanced fields unless you are collaborating with a form designer.
Form Fields

Sorting fields

You can change the order of forms by dragging fields around the workspace using the top blue border where the form title appears upon hover.

Form Hover

Form Settings

Access the form settings from the forms list or along the top of the single form editing window. Settings control various form behaviors such as default description location, label placement, security, entry limits, and whether a user can save and continue later. Unless a setting is causing a form not to function properly, do not change settings without consulting the form designer.

Confirmations

Access confirmations under form settings. Confirmations are either messages or follow-up behaviors that happen after a user presses the Submit button. You may edit the Default message, add other messages that trigger based on certain form entries (like the contact information of a specific hatchery manage), or redirect to another site or external page. An experienced forms designer can use confirmations to pass form entry data along to a second form.

Do not change confirmations unless there is an urgent, obvious error. Instead, contact Lisa Kai’aihue to arrange new form behavior.

Confirmation

Notifications

Select Notifications under Settings to set up automated emails that follow form submission. Use these functions to send form data to a site administrator or other CIAA staff member. Use a separate notification to trigger an automatic email back to the person who submitted the form. Trigger multiple emails to job references or other email fields in the form. Choose Configure Routing to trigger custom messages based on the entries of any field in the form.

Notifications