Create/Edit Custom Form Field

There are several different field types that can be added to any Custom Form.  Each field type has properties to allow you to collect many different types of information.

Here is a list of the Field Types you can collect using a Custom Form and their associated properties:

   

Type:

Text Box

This field type is used to collect a single line of text data.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS / Search Element:

This will link a Custom Form field to an RSS Element and/or a Site Search Element.

RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed and are defined as follows:

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

NOTE: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

NOTE: You will need to make sure that the Form Item View page property for the Form List View Page is set or that the layout for the Form List View contains a link to a Form Item View Page so that the links in the RSS will work.

Site Search Elements are used to store form data for the results set that is displayed when a site search is performed and are defined as follows:

title: Select this value for any field you wish to be used by Site Search as the Title of the submitted form data in the search results.
description: Select this value for any field you wish to be used by Site Search as the Description of the submitted form data in the search results.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Size:

The size in characters of the input field.

Maximum Characters:

This is the maximum number of characters that you will allow to be entered in this field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field.

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder).  Also, take care not to connect to a Contact field that cannot store the same type of data or you may experience unexpected results (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

   

Type:

Text Area

This field type is used to collect multiple lines of text data.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Maximum Characters:

This is the maximum number of characters that you will allow to be entered in this field.

Rows:

The total number of rows of text to display in the input field.

Columns:

The total number of columns of text to display in the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field.

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (i.e. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

  NOTE: Text Area fields cannot be Quiz Questions.

 

 

   

Type:

Pick List

This field type is used to collect one or more values from a drop-down list of predefined values.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Size:

The size in characters of the input field.

Allow Multiple Values:

If you want to accept multiple values, check this box.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (i.e. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Choices:

"Choices" allow you to display a list of items with each item in the list representing a (optional) corresponding "value" that is actually stored with the form data.  Enter the displayed choices and their optional properties, separated by a pipe symbol "|".  Separate each choice with a carriage return. See available properties below. All properties are optional.

Properties:

  1. Label

    Enter the label that you want to appear for the choice.

    Example: Label 1

  2. Value

    Enter the value that you want to be stored if this choice is selected by the Visitor. If a value property is not included, then the label is used for the value.

    Example: Label 1|Value 1

    You may include a blank value if you do not want a choice to have a value (e.g. -Select one-|).

  3. Selected by Default

    Enter "on" if you want this choice to be selected by default or "off" if you do not want it to be selected by default. This is useful for multi-selection pick list and check box Fields.

    Example: Label 1|Value 1|on

  4. Trigger

    If you want this choice to act as a trigger that filters choices in a different target Field, then enter the target Field name, then a "=", and then the list of filtered values (separated by commas) that you want to appear in the target Field. This property only works for pick list Fields. Also, this property only works when this Field is an office use only Field that does not appear on the Custom Form. The trigger will also work when a Submitted Form is being edited from a Form Item View Page and the Visitor does not have access to office use only Fields.

    Example: Label 1|Value 1||category=category_1,category_2

  5. Upload Folder

    If you want uploaded Files to be placed into a specific Folder when this choice is selected, then enter the Folder ID for this property. This will override the Folder that is selected for all file upload Fields on this Custom Form if this choice is selected. You must have edit rights to the Folder ID that you enter. You can find the ID for a Folder by editing the Folder and then looking in the address bar of your browser. This property only works for pick list Fields (that do not allow multiple selection) and radio button Fields.

    Example: Label 1|Value 1|||123

You may enter a blank line for a choice in order to create a blank option for the Field.

If you need to use a property that comes after a property that you don't need to use, then you will need to include a single pipe and blank value for each preceding property. For example, if you need to use the upload folder property but don't need to enter some other properties, then you can enter a choice line like the following example: Label 1||||123

If you want to e-mail an additional administrator when a Visitor selects a specific choice, then you may add ^^example@example.com^^ to the end of the choice line, as can be seen in the example below. You should replace example@example.com with the administrator's e-mail address. Also, the administrator e-mail properties must be set in the Page Type Properties for the Custom Form. This feature is supported for Custom Forms but not Product Forms.

Choice 1 ^^example@example.com^^

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer: Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

   

Type:

Radio Button

This field type is used to collect only one value from a list of values.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data (see [FORMS & VIEWS]) will be able to view and modify this field.

Choices:

"Choices" allow you to display a list of items with each item in the list representing a (optional) corresponding "value" that is actually stored with the form data.  Enter the displayed choices and their optional properties, separated by a pipe symbol "|".  Separate each choice with a carriage return. See available properties below. All properties are optional.

Properties:

  1. Label

    Enter the label that you want to appear for the choice.

    Example: Label 1

  2. Value

    Enter the value that you want to be stored if this choice is selected by the Visitor. If a value property is not included, then the label is used for the value.

    Example: Label 1|Value 1

    You may include a blank value if you do not want a choice to have a value (e.g. -Select one-|).

  3. Selected by Default

    Enter "on" if you want this choice to be selected by default or "off" if you do not want it to be selected by default. This is useful for multi-selection pick list and check box Fields.

    Example: Label 1|Value 1|on

  4. Trigger

    If you want this choice to act as a trigger that filters choices in a different target Field, then enter the target Field name, then a "=", and then the list of filtered values (separated by commas) that you want to appear in the target Field. This property only works for pick list Fields. Also, this property only works when this Field is an office use only Field that does not appear on the Custom Form. The trigger will also work when a Submitted Form is being edited from a Form Item View Page and the Visitor does not have access to office use only Fields.

    Example: Label 1|Value 1||category=category_1,category_2

  5. Upload Folder

    If you want uploaded Files to be placed into a specific Folder when this choice is selected, then enter the Folder ID for this property. This will override the Folder that is selected for all file upload Fields on this Custom Form if this choice is selected. You must have edit rights to the Folder ID that you enter. You can find the ID for a Folder by editing the Folder and then looking in the address bar of your browser. This property only works for pick list Fields (that do not allow multiple selection) and radio button Fields.

    Example: Label 1|Value 1|||123

You may enter a blank line for a choice in order to create a blank option for the Field.

If you need to use a property that comes after a property that you don't need to use, then you will need to include a single pipe and blank value for each preceding property. For example, if you need to use the upload folder property but don't need to enter some other properties, then you can enter a choice line like the following example: Label 1||||123

If you want to e-mail an additional administrator when a Visitor selects a specific choice, then you may add ^^example@example.com^^ to the end of the choice line, as can be seen in the example below. You should replace example@example.com with the administrator's e-mail address. Also, the administrator e-mail properties must be set in the Page Type Properties for the Custom Form. This feature is supported for Custom Forms but not Product Forms.

Choice 1 ^^example@example.com^^

Quiz Question:  Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)
Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

   

Type:

Check Box

This field type is used to collect one or more values from a list of values.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data  will be able to view and modify this field.

Choices:

"Choices" allow you to display a list of items with each item in the list representing a (optional) corresponding "value" that is actually stored with the form data.  Enter the displayed choices and their optional properties, separated by a pipe symbol "|".  Separate each choice with a carriage return. See available properties below. All properties are optional.

Properties:

  1. Label

    Enter the label that you want to appear for the choice.

    Example: Label 1

  2. Value

    Enter the value that you want to be stored if this choice is selected by the Visitor. If a value property is not included, then the label is used for the value.

    Example: Label 1|Value 1

    You may include a blank value if you do not want a choice to have a value (e.g. -Select one-|).

  3. Selected by Default

    Enter "on" if you want this choice to be selected by default or "off" if you do not want it to be selected by default. This is useful for multi-selection pick list and check box Fields.

    Example: Label 1|Value 1|on

  4. Trigger

    If you want this choice to act as a trigger that filters choices in a different target Field, then enter the target Field name, then a "=", and then the list of filtered values (separated by commas) that you want to appear in the target Field. This property only works for pick list Fields. Also, this property only works when this Field is an office use only Field that does not appear on the Custom Form. The trigger will also work when a Submitted Form is being edited from a Form Item View Page and the Visitor does not have access to office use only Fields.

    Example: Label 1|Value 1||category=category_1,category_2

  5. Upload Folder

    If you want uploaded Files to be placed into a specific Folder when this choice is selected, then enter the Folder ID for this property. This will override the Folder that is selected for all file upload Fields on this Custom Form if this choice is selected. You must have edit rights to the Folder ID that you enter. You can find the ID for a Folder by editing the Folder and then looking in the address bar of your browser. This property only works for pick list Fields (that do not allow multiple selection) and radio button Fields.

    Example: Label 1|Value 1|||123

You may enter a blank line for a choice in order to create a blank option for the Field.

If you need to use a property that comes after a property that you don't need to use, then you will need to include a single pipe and blank value for each preceding property. For example, if you need to use the upload folder property but don't need to enter some other properties, then you can enter a choice line like the following example: Label 1||||123

If you want to e-mail an additional administrator when a Visitor selects a specific choice, then you may add ^^example@example.com^^ to the end of the choice line, as can be seen in the example below. You should replace example@example.com with the administrator's e-mail address. Also, the administrator e-mail properties must be set in the Page Type Properties for the Custom Form. This feature is supported for Custom Forms but not Product Forms.

Choice 1 ^^example@example.com^^

Quiz Question:  Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)
Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

   

Type:

File Upload

This field type is used to upload an Attachment to the Submitted Form. For example, a Visitor might want to upload a picture or a PDF in order to share more information. An Attachment will be deleted automatically when its Submitted Form is deleted. Attachments can be found easily via My Attachments in the Files tab.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Upload to:

Select the Folder where the File will be stored.  This ensures the proper file access rights protection for the file.

Size:

The size in characters of the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

  NOTE: File Upload fields cannot be Quiz Questions.
NOTE: For Product Forms, this field type is not supported.

 

 

   

Type:

Information

This field type is used to add custom text and information between fields.

Name:

This is the Name of this field.  It is displayed for positioning purposes only.  Since this field type does not collect form data, it is not exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Information:

Enter text or HTML in this area that you wish to be displayed in the Custom Form and Custom Form Confirmation.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data  will be able to view and modify this field.

  NOTE: Information fields cannot be Quiz Questions.

 

 

   

Type:

E-mail Address

This field type is used to collect a single line of text data that must be formatted as a valid internet e-mail address.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Size:

The size in characters of the input field.

Maximum Characters:

This is the maximum number of characters that you will allow to be entered in this field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Connect to Contact:

If you would like this field to be pre-filled with a field from the Submitter's Contact record, select the field your would like to connect.  When the Custom Form is submitted, the Contact field will be updated with the value submitted for this field. 

NOTE:  This feature will only work if the Submitter is logged into the system when the form data is submitted (ie. the Page containing the Custom Form is located in a non-public Folder). Also, take care not to connect this field to a Contact field that cannot store the same type of data (see Contacts for more information).

TIP: If someone needs to submit a Custom Form on behalf of someone else and the submitter does not want his/her Contact info prefilled or updated, then the submitter can add "?connect_to_contact=false" to the end of the URL in order to disable the Connect to Contact feature. An example appears below.

http://www.example.com/pages/custom_form?connect_to_contact=false

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

 

   

Type:

Date

This field type is used to collect a single calendar date, and attempts to resolve the date no matter what format is used to enter the date value.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Size:

The size in characters of the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation.  (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter.  This value is not case-sensitive.  Leading and trailing spaces will be ignored.

   

Type:

Date and Time

This field type is used to collect a calendar date and time (timestamp), and attempts to resolve the date and time no matter what format is used to enter the value.

Name:

This is the Name of this field.  It is displayed for sorting purposes and is the column heading when the collected form data for this field is exported.

The field name cannot contain the following special characters: ^ & [ ] < > /

RSS Element:

This will link a Custom Form field to an RSS Element. RSS Elements are used with Form List View Page Types to broadcast Submitted Forms as an RSS feed.

category: This is the RSS category that the Submitted Form will be in.
title: This is the RSS title for the Submitted Form.
description: This is the RSS description for the Submitted Form.

TIP: You must have at least one field in your Custom Form linked to an RSS Element before a feed can be created.

Label:

This is the Label that is displayed to the left of the field in the Custom Form, the optional Custom Form Confirmation, and when the collected form data is viewed.

Required:

If data must be present in this field for the Custom Form to be submitted, check this box.

Default Value:

If this field should be prefilled with a default value when the form appears, enter the value here. For example, if you have a "city" field on your form and you know that the majority of your Visitors will need to submit "Dallas", then you can enter that for a default value so that Visitors do not have to enter it.

Alternatively, you may check to use the Folder name as the default value. The field will then be prefilled with the Folder name for the Page that the form appeared on. If the form was embedded via a secondary System Region, then the Folder for the Page that was requested in the address bar will be used. See example below for how this feature can be used.

Let's say that you are the administrator for a school's website. You want to allow staff members to submit news articles via a form for both the Athletics department and the Fine Arts department. John should only have access to submit articles for Athletics. Mike should only have access to submit articles for Fine Arts. You can create one Custom Form with a department pick list field that is office use only with options for "Athletics" and "Fine Arts". You can check to use the Folder name for the default value. Then, you can setup two different Folders called "Athletics" and "Fine Arts" (make sure the Folder names match the department field options exactly). Then, create two different pages that have the same embedded Custom Form via a secondary System Region in a Page Style. Then, give John view access to the Athletics Folder and give Mike view access to the Fine Arts folder. Make sure that that Mike and John do not have edit or view access to the Folder that the original Custom Form is in. Now, when John or Mike submits the form on their own pages, they will not see the office use only department field and the correct department value will be submitted along with the form. You can then create two different Form List Views for the two departments using view filters so that website Visitors can view the articles for each department.

If this field is connected to a Contact field and the Visitor is logged in, then the Contact field value will be prefilled and the default value will be ignored. Also, the default value will be ignored even if the Contact field value is blank, so that if a User submits a form multiple times and wants a field to be empty, he/she won't have to remove the default value every time.

If a field does not appear on the form because it is an office use only field, the default value will still be submitted with the form, behind the scenes.

If the field is also required, the default value will meet that requirement.

Size:

The size in characters of the input field.

Position:

This is the vertical position or order of this field relative to all the other Custom Form Fields.

Spacing:

Select "Above" if you wish to create double-spacing above the field in the Custom Form.  Select "Below" if you wish to create double-spacing below the field in the Custom Form.

Office Use Only:

Check this box to hide this field from the Submitter.  Once the Custom Form is submitted, Users that have access to the form's data will be able to view and modify this field.

Quiz Question:

Check this box to include this field's value in the passing percentage calculation. (This field works in conjunction with the "Enable Quiz" and "Quiz Pass Percentage" properties of the Custom Form, which prevents the submitter from going to the "Next Page" without a passing percentage.)

Correct Answer:

Enter the value to match against the value entered by the Custom Form's submitter. This value is not case-sensitive. Leading and trailing spaces will be ignored.