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:
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):
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.
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.
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
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.
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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