Form and form field settings

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This guide is a reference and explanation of the options and settings encountered when creating and configuring a form in Snapforms.
It is intended to use this guide while actually stepping through process to be able to easily understand the instructions.
Not all functionality and features are covered in this guide.

If it is your first time creating a form with Snapforms, please start with the ‘Creating and publishing a form‘ quick start guide.

1. Creating a form
To create a new form, while in the “Forms” page from the left navigation, simply click the “New Form” button  
When creating a form, the name will determine the forms URL. Your Snapforms username and your form name will make up the direct URL for the form.
An example of the URL will be: https://youruserid.snapforms.com.au/formname
If you do not wish to use the direct Snapforms URL when sharing the form, you have several other options which will be covered later in this guide.

Form starting types: 

  • Blank – When you know what form you need to build and want to start with a fresh canvas.
  • Templates – Start with one of the pre-build form templates, and edit it as needed.
  • Duplicate – Make a copy of another form in your account (minus any responses received).
  • Done 4 You – We make your form for you, according to your requirements.

3. Form Builder:

The Snapforms form builder has been designed to be as simple and as user friendly as possible. Fields can be dragged from the left field menu, to the form on the right side.  Snapforms will automatically snap the fields into columns as needed dependent on where you drop the new field. To edit a field that has been added to a form, simply hover over the field and click “Edit Field Details” .

From this overlay, you can also duplicate a field (will require a new label) to enable quick population of a form with many similar fields (headings etc.) this will also retain any advanced settings for the field.

Every field type has its own unique advanced settings. These can be accessed by clicking “Edit Field Details” and then by expanding the options with the “Show Advanced Options” button:

Fields can be dragged around and reordered as needed once the form has been populated.

4. Field Types

Currently Snapforms supports the following fields (along with their general uses):

  • Short Answer: The most common field. Used to capture short free text entry for most types of information form users such as first name or last name
  • Long Answer: Used to capture longer free text with multiple lines such as descriptions or comments
  • Dropdown List: Used to present a list which the user can select one option from, such as “Title” or “Gender”
  • Checkbox: Allows for a checkbox to be displayed on the form, often used as agreements to terms and conditions, acceptance of something or opt-in. This field also allows a hyperlink which can open a lightbox popup with further text (such as detailed terms and conditions they are agreeing to or a privacy policy etc.)
  • Choose One: Radio style button fields. Allowing viewing of a number of options at once, but only selecting one. Often used for a “choose your preference” type field
  • Choose Multiple: Checkbox style fields. Allowing viewing of a number of options at once and allowing multiple selections. Often used as a “select all that apply” type field
  • Email Address: Only accepts entries that are in a valid email format. If a form auto responder email is turned on, it will email to the first Email Address field on the form
  • Date Select: Clicking in this fields brings up a calendar pop up, allowing a date to be selected
  • CAPTCHA Verification: Enables a CAPTCHA on the form for further security/anti spam measures
  • File Upload: Allows the ability to upload files for the form
  • Signature: Allows the user to digitally sign using their mouse/touch.
  • Poll: Allows for a poll to be presented to the user, the results of which can be shown on the submission page
  • Add An Image: Allows the use of an image (such as a banner) to a form.
  • Add A Heading: Add a formatted heading to your form.
  • Add Formatted Text: A complete visual text editor, or you can switch to an advanced HTML editor allowing highly formattable text.
  • Add Divider: Add a section divider (horizontal line) to your form.
  • Page Break: Splits the form in to multiple pages. The user can navigate through the pages of your form using next and previous buttons.

5. Advanced settings

Every field has some unique advanced settings specific to its field type. There are however some common advanced settings that are regularly used.

  1. Show the field for the user to type in to, without showing the field name (question).
  2. Field label will overwrite the field name, this therefore allows fields with the same names, but keeps the data well segregated in the database and export
  3. Insert a default answer to the field
  4. Insert some placeholder text that disappears when the field is clicked
  5. Add some text just below the field
  6. Allows Snapforms to run some basic validation on the data entered (such as only numbers, must be a phone format etc.)
  7. Conditional logic can be turned on to show/hide the field under certain conditions explained below

 

6. Conditional Logic

Conditional logic can be turned on in the advanced settings of each of your fields. This allows the hiding, or showing of this field when certain conditions of other fields are met.

An example below:

This rules settings will “Show” this field on the form only if “Tim” (case sensitive) is entered into the First Name field and somewhere in the Comments field the word “Yes” is contained.
You can do the same to “Hide” a field as well under certain scenarios. This is useful for a complex form that only needs to show relevant sections if certain options (potentially in a drop down or choose one field) are selected.

7. Form Format Options

A form can have it’s styling and format drastically adjusted by ticking various options in the “Optional Look & Feel Settings” on the left hand side of the form builder

.

  1. Change the default colours of form features
  2. Change the general font and font size of the form
  3. Add a border (with type, thickness and colour) to the form
  4. Custom CSS, this can target specific elements of the form and greatly customise them if required

 

8. Additional Form Creation Steps

After designing the front of the form, you can select “Save & Next” at the bottom of your form. The next page allows you to manage the submission settings for the form.

  1. Enable notification emails to be sent to your specified email address each time the form is submitted by a user. This email will contain a summary of the data entered onto the form. You are able to control the subject and content of the notification email.
  2. Send a formatted auto-reply email (using our WYSIWYG or HTML editor) to the email address of the person filling in the form. This might be a thank you, a confirmation email or sending some follow up information post form submission.
  3. If you have multiple form administrators on your account, you can define who has the ability to see the form in their account and download any responses received (View) or also edit the form (View and Edit) (Note that sub users are available on our enterprise plan only)
  4. This is where you can put some content as a confirmation page after the user has submitted the form. You can also just redirect the submitter to another website (or back to the start of the form) if required.

 

9. Publishing A Form

Once you have finished building the form, you can publish it, making it accessible externally via either the forms direct link, or by embedding it on your website using the provided code snippet.

Once you click publish and finish, your form is now complete and ready to be used!

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