Managing Forms

This document details the following topics:

• Updating a form
• Previewing a form
• Managing form steps
• Managing fields
• Custom form changes
• Regenerating the form code
• Changes requiring form code regeneration
• Embedding the form
• Sending a test email
• Deleting a form

Updating a form

To update a form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and click on its Edit row action link.
4. Make your changes across the following tabs:
   • Details
   • Settings
   • Fields
   • Form Code
   • Security
   • Email Notifications
5. Navigate to the 'Form Code' tab.
6. Select GENERATE FORM CODE.
7. Use the confirmation modal to finalize the generation of the new form code.
8. Select SAVE.

Previewing a form

To preview a form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to preview and select its Edit row action link.
4. Select PREVIEW FORM.

Managing form steps

This section on managing form steps discusses the following topics:

• Enabling and disabling form steps
• Removing fields from a form step
• Updating a form step
• Deleting a form step

Enabling and disabling form steps

To enable or disable form steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form whose form steps you want to enable or disable and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Enable or disable form steps using their respective toggles.
6. Navigate to the 'Form Code' tab.
7. Select GENERATE FORM CODE.
8. Use the confirmation modal to finalize the generation of the new form code.
9. Select SAVE.

Removing fields from a form step

To remove fields from a form step:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field you want to remove from a form step, then drag and drop the field to another form step. Alternatively, you can disable form steps to ungroup all fields.
6. Navigate to the 'Form Code' tab.
7. Select GENERATE FORM CODE.
8. Use the confirmation modal to finalize the generation of the new form code.
9. Select SAVE.

Updating a form step

To update a form step:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the form step you want to update and select EDIT.
6. Make your changes.
7. Navigate to the 'Form Code' tab.
8. Select GENERATE FORM CODE.
9. Use the confirmation modal to finalize the generation of the new form code.
10. Select SAVE.

Deleting a form step

To delete a form step:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the form step you want to delete and select its DELETE link.
6. Navigate to the 'Form Code' tab.
7. Select GENERATE FORM CODE.
8. Use the confirmation modal to finalize the generation of the new form code.
9. Select SAVE.

Managing fields

This section on managing fields discusses the following topics:

• Updating a field
• Updating a field validation rule
• Removing a field validation rule
• Disabling a field

Updating a field

Editing a field involves the following steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field you want to update and select EDIT.
6. Make your changes.
7. Select SAVE.
8. Navigate to the 'Form Code' tab.
9. Select GENERATE FORM CODE.
10. Use the confirmation modal to finalize the generation of the new form code.
11. Select SAVE.

Updating a field validation rule

To update a field validation rule:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field with the field validation rule you want to update and select EDIT.
6. Find the field validation rule you want to update in the 'Validation Rules' section, then make your changes.
7. Select SAVE.
8. Navigate to the 'Form Code' tab.
9. Select GENERATE FORM CODE.
10. Use the confirmation modal to finalize the generation of the new form code.
11. Select SAVE.

Removing a field validation rule

To remove a field validation rule:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field with the field validation rule you want to remove and select EDIT.
6. Find the field validation rule you want to remove in the 'Validation Rules' section, then select REMOVE VALIDATION.
7. Select SAVE.
8. Navigate to the 'Form Code' tab.
9. Select GENERATE FORM CODE.
10. Use the confirmation modal to finalize the generation of the new form code.
11. Select SAVE.

Disabling a field

Disabling a field involves the following steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Navigate to the 'Fields' tab.
5. Find the field you wish to disable. Next to the field name, select the blue toggle to turn it off. The toggle will then appear black, indicating the field is disabled.
6. Navigate to the 'Form Code' tab.
7. Select GENERATE FORM CODE.
8. Use the confirmation modal to finalize the generation of the new form code.
9. Select SAVE.

Custom form changes

Insites provides the flexibility to implement custom changes to the generated form code, enabling you to develop custom features efficiently from the Instance Admin. Alternatively, you can start with the generated form code, copy it to your preferred Integrated Development Environment (IDE), make the necessary changes to the code, and then deploy your customized form code to your Instance. This approach lets you get the base code level from the visual form builder, significantly shortening development time.

Making custom form code changes consists of the following steps:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Select CREATE FORM to create a new form. You may also update an existing form.
4. Navigate to the 'Form Code' tab.
5. Select GENERATE FORM CODE.
6. Customize the form code.
7. Select GENERATE FORM CODE.
8. Use the confirmation modal to finalize the generation of the new form code.
9. Save your form customization by selecting CREATE FORM when creating a new form or selecting SAVE when updating a form.

Regenerating the form code

Changes made to a form often require that the form code be regenerated. This action updates the form code so that changes made using the form builder are reflected in the form code used to render the form on the front end.

The following steps provide a general overview of the process of regenerating the form code:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to update and select its Edit row action link.
4. Make your changes. The system alerts you if the changes made necessitate a form code regeneration.
5. Navigate to the 'Form Code' tab.
6. Select GENERATE FORM CODE.

Changes requiring form code regeneration

The following actions necessitate a form code regeneration:

• Recaptcha changes
• Button alignment changes
• Button color changes
• Button label changes
• Enabling and disabling button icons
• Enabling and disabling form steps
• Adding and deleting fields
• Enabling and disabling fields
• Updating a field
• Updating the sort order of fields

Embedding the form

To embed a form into a page:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to embed to a page and select its Edit row action link.
4. Navigate to the 'Form Code' tab.
5. Add the following snippet to the <head> section of your page or layout:
6. Insert the following snippet where you would like your form to be placed on the page:

Sending a test email

To send a test email:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form from which you want to send a test email and select its Edit row action link.
4. Navigate to the 'Email Notifications' tab.
5. Navigate to the Autoresponder or Workflow tabs to configure an autoresponder or workflow email, respectively.
6. Construct and configure your test email using the available fields.
7. Select SEND TEST EMAIL.
8. Fill out the form for sending a test email.
9. Select SEND TEST EMAIL.

The input requirements for creating a test email are as follows:

Deleting a form

To delete a form:

1. Navigate to Forms from the main menu.
2. Select All Forms.
3. Find the form you want to delete and select its Delete row action link.
4. Finalize the deletion of the form on the confirmation modal.