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Form Builder Wizard: Set Form Action

Once you have completed your first question and response you are presented with a screen (seen in the screenshot above) from which you must select your next action.

  1. If you have selected to allow multiple pages in the form, you can add a new page.
  2. If you have selected to allow multiple sections, you can add a new section to the current page.
  3. Add a new question to the current section
  4. Add text to the current section. (This text is not numbered and does not allow for user input.)
  5. Add an answer group (or other input field) to the current question.
  6. Preview the form in a new browser.
  7. Update advanced options.
  8. Finalize the form.

Simply repeat actions 1 through 6 until the form contains all the required elements. (Remember that the Wizard is forward-only and you cannot return to the other elements (pages, sections, etc.) to correct them or add to them. Instead, if you make a mistake or want to add elements to previous pages and sections, you will be able to make such changes once you complete the wizard. Adding elements (actions 1 thru 6) was explained in preceding sections.

Advanced settings can be modified by clicking the Advanced Options link. These settings are explained in the next section. Here we will simply review the process of Finalizing the form.  

One of the advanced settings is autoresponse emails (see Advanced Options below).  If this option is selected, the next screen you will be presented with when you "Finalize the form" is the Email Composer screen.   

Autoresponder

The following settings are available:

  • Email Subject.

  • Sender's Email Address: Appears in the "From" line in the e-mail's header.

  • Append Submission Results to the end of the email (i.e., after any text entered in the editor/textbox).

  • Email Body: For HTML formatted emails, use the Rich Text Editor.  To send text formatted emails "Switch to Plain Text Editor".  Note that you can also add user input to your e-mail.  For example, a textbox added to the form was named "Applicant". The form submitter is required to enter his or her full name.  Therefore, if the name should be included in the autoresponse email, place the variable in curly braces wrapped by the word userinput.  E.g., Dear {userinput:Applicant:userinput}...

Note: The default e-mail subject and sender email address can be changed.  These defaults are set in the Web.config file (in the application's root directory) and the key names are DefaultSubject and DefaultSender, respectively.  These settings are not modifiable via the web application.

The final screen of the Wizard is the Form Confirmation message page.  

Confirmation Message

Simply enter the text to appear when the form is successfully submitted.  To add HTML formatting, click the Switch to Rich Text Editor link.  To accept the default confirmation (also set in the Web.Config file by the  key) leave the field blank and click next to go directly to the Form Overview.  At this point you are able to modify any element that requires modification or add, delete and reorder form elements, or change advanced settings.

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