You need to be logged in as an Administrator or at least have access to the form section of your site.
Login and click on the Form link, if not visible, add /form after your url,. Example: www.sharpschool.com/form
At the form library, select the Manage Form Templates link. This brings you to a list of all the Form Templates in the current category. Clicking on the Add Form Template link will open up the Rich Text editor where you can design and create your custom online form.
Enter a Name for your form. This will be the display name for your form. On sites with multiple language support, Locale is used to describe the language of the form.
To add the template to one or more categories, click the folder icon to the right of the Category field. A list of categories and subcategories will appear.
The Template Content area is the body of your form. The Rich Text editor grants you the ability and freedom to design the form as you choose. You may design and customize the form to your specifications.
In addition to the normal formatting functions available in the Rich Text editor, additional form only features are included in the editor.
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Icon
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Definition
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Function
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Checkbox
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Inserts a checkbox.
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Radio Button
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Makes a button for selecting a single option among a group of options.
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Text Field
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Creates a field for text input.
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Text Area
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Makes a field for text input with multiple rows.
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Selection Field
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Creates a drop-down menu box.
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The next section will go into more detail on how to set up each of these individual form input components.
Tip: To have a more organized form structure, use Tables to organize your input fields and field descriptions.
The On Submission area gives options which allow you to control how the form submissions are saved. Save data to default location will save the form submissions in the Form Builder along with the template.
Do Not Save Data can only be selected if the Email Notifications are enabled; there will not be any online record of the submission if this option is selected; example usage: a form that contacts one person.
Save data to specified folder will save each Form Submission as an entry in a folder in the Workspaces or eLearning Server. Save and attach to specified Workflow connects the form submission to a workflow which can be used to trigger a series of tasks.
The After Submission area allows the author of the form template to specify what a user sees after the form has been submitted. By default, the form will reload the page that the form was accessed from.
The user can be redirected to a specific URL once the form has been filled out. Show Specified Message will display a custom message after the form is submitted before returning the user to the default location.
You can select Send email notification to specified users or addresses to send an email with the form contents each time the form is submitted. To add users already on the site, click on to open the user picker. When the pop-up window appears, select the groups and site users to be emailed on form submission and click . Once all the users to be contacted have been added to the list at the bottom half of the user picker, select .
To add e-mail addresses not associated with user accounts on the site, enter them into the Email Addresses field. If there are multiple addresses, they should be separated by a semi-colon (;). In email notifications, the Title field appears as the subject line of the notification message.
Once the information has been filled out, click the Validation Check button to ensure that all the input fields have been configured correctly. If any fields require additional configuration, a message will be displayed above the Rich Text editor area, detailing the necessary changes. Complete the configurations and click the Validation Check button again. When the Successful indication text appears, click the Next button.
Check off any fields you wish to be mandatory. A form cannot be submitted unless the mandatory fields are populated. You can also enter in a customized Error Message to display when the Mandatory fields are not filled out on submission.
Click Publish Form Template to create the new form template. This will create the first version of your form template. To continue editing the form template before publishing, click Back to return to the editor page.
Pitfall: Clicking Cancel will return you to the /form page and exit the form template creation process!