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Learning Centre

General Options

You can use the general options to set the overall function of your form.

Locating general options

To locate general options in Form Builder, select the appropriate form then choose the “Options” tab from the toolbar located at the top of the page. Once on the “Options” page, select “General Options” from the vertical menu located on the left side of the page.

Editing General Options

Enter your general options setting as required then click the “Save” button at the bottom of the page to confirm your selections.

Available general options

This option sets the date and time the form will become available to the public. It is set to the day before the form was created as default. This ensures that the form is active when created unless this setting is altered. Opening the form prior to the listed date will display the “Form – Not Available” message. This text can be edited under the Message Options.

Select this option to add a closing date to your form. This selection will trigger the “Closed Date/Time” field to become available.

This field sets the date and time the form will close. Visiting the form after the listed date will display the “Form – Closed” message. This text can be edited under the Message Options.

Select this option to add a document number to your form. This selection will make the “Document Number” field available.

Enter the document number for the form. Document numbers are recorded as part of a response and can be displayed using a token. They are often used to identify forms for the purposes of record keeping and ecommerce.

This option will add a response limit to your form. The response limit will close the form once it’s been answered a set number of times.

Enter the document response limit. Opening the form after the limit has been reached will display the “Form – Response Limit” message. This text can be edited under the Message Options.

Selecting this option will allow you to redirect users to a URL on form completion. This will override the message displayed by the closing page of your form.

Users will be sent to this URL upon form completion. Use the full address from the browser’s address bar in this field. Include the http:// or https://.

You can add a banner image to your form by using the “Browse” button to select an image from your local drive or network. Click the “Upload” button to complete the process. This image will appear at the top of each page in your form.

Note: not all forms include the option for a banner, despite the presence of this field. This will vary depending on the design of your website.

Select the menu to display on your form using the dropdown. Menu look and position will match that of your interior template. The option to display menus on forms is not available on all sites due to CMS and page design.

Multiple Responses

This option will allow multiple responses from a single user.

Single Response

This option will allow a user to respond to the form only once. Completing the form will add a cookie to the visitor’s browser that will prevent them from interacting with the form again. Deleting this cookie will disable this limitation.

Single Response Updateable

This option operates identically to “Single Response”, with the added feature that users can return to the form to update their responses after initial submission. This feature is controlled through a cookie added to the browser when the response is submitted. Deleting this cookie will disable the ability to return to the form and update responses.

Activating this option allows form administrators to edit user responses through the “View Individual Responses” section of the responses tab. If you have version 2.1 or later, users only need access to the form’s responses to make edits and checking this box is not required.

This option enables the save feature for a form. When active, each page will display a “Save” button. When a form is saved it will give the user an option of emailing themselves a link to continue the form, or a bookmark they can use to return directly. Users can return to a saved form and continue but once a form is submitted it can no longer be edited.

This option adds a “Clear” button at the bottom of each page. This button will remove all answers form the current page.

The application records the IP address of users when they fill out a form. Selecting this option will disable IP address logging making form responses anonymous.

Selecting this option will disable all validation associated with the form. This includes required answers, as well as format and data mask requirements for validation on text fields. When this option is active a warning will appear on the public facing form to warn that validation is disabled. This option is usually used for testing and is not recommended for  active forms.

This option will allow you to limit responses to a certain range of IP addresses. Users attempting to complete the form from outside the selected IP address range will not be able to access the form. Selecting this checkbox will add an additional item to the options menu at the top left of the interface, “IP Address Range Options”. This option will allow you to add a list of IP address ranges. The form will not accept responses that come from outside the provided IP ranges. This is often used to limit responses to a particular network so that outside users cannot respond.

This option will turn on the status tracking options. It will also add an additional entry to the option menu at the top left of the interface: “Status Tracking Option”. This will allow you to create custom status options that you can then add to individual responses. Individual responses will now also include a commenting feature to record additional notes.

This option turns on the API (Application Programming Interface) functions for your form. An additional menu option, “Web API Options”, will appear in the upper left menu. This menu option provides additional information and resources on using the API with your form.