Plone Forms Manual
Contents
1. Plone Forms Training Manual Michelle Loker 9 16 2010 Plone is a web based Content Management System Plone allows users to easily create edit and publish forms to a website The following will explain how to create edit and publish a form using Plone Form Gen Contents WU Nat IS Pone FOUN GON sprs E E A E E AAA 1 PUNE CALE LOS iero A E E E E E N E 1 Permissions to Edit Create forms ccccscccsccsccscccsccsccecccsccecceccesccecceccecccecceccesccucceccecccusceccesccecceccesccuccecceccoecceccescs 1 PFN NEO aea E E E E E tiene 1 What do need to build the Torm r ascsnerirnonrrir ararsan re EAA NAE 2 Do I have access to add a Plone FOrM essssessesssensesressrresesrrssrrerssrrrsrrressrressreessreessrreserresererserersereeserresereee 2 Steps to Create the FON iinscccsdesscssscsssssintpnatniacenetuneleiatesateisdeiadsbateiacpastnladoiuseteduiateialebetetacsisdsnuteistnianpiatninienatubeceteess 4 Beginning steps to creating a TON ss sssssensssseressserresssreresssrrresssrerossereeosserressereressererosserersssrereesserees 4 Creatine a FOr eea EE A EEE O E EE EE AEEA 4 FO O ETOO E ach e E E EA E E E NE 4 De E E S a E ena teuaseree cates nee 5 TELULAS E E A A E E E A E A E E E E A a 6 CEN a FOL e EEE E EE E EEEN A AEE AAAA 6 Edine Orm e lOG eacee eE a EER A E E E A EE 6 BY 21 E TO E E E E T E A E EE E eer ree 7 FRO FS nne TOn E oaa E E E E E E 7 FORMEI isa a N E E E T T E N anne sana E TEN ON N T NAN 8 TEV Pe SNS E2. a Extract Recipient From Leave this as none If this is changed it will override the recipients email entered in the default tab b CC Recipients Email address s listed in this area will be carbon copied on the form submission c BCC Recipients Email address s listed in this area will be blind carbon copied on the form submission d Extract Reply To From Leave as Your E Mail Address In the drop down you should see Your E Mail Address in the box This will not be your actual email address it will be the email address of the person submitting the form c Message Tab a Subject When the form is submitted this will be the default value for the email subject if you do not have a subject field for the user to fill out or if the user does not enter anything in the subject field b Extract Subject From The subject field is selected by default If you want to receive the subject from a different form field select the field from the dropdown list c Body prepended appended signature Text to be added to the body of the form d Include All Fields If checked this will show all fields responses when the form is submitted e Show Responses Note Include All Fields must be unchecked for this to work Select the form fields that you would like to view with the form submission These are the fields that will show in the emailed form submission f Include Empties Check this to receive headings for the
3. Select Add on Products Plone Configuration E page c Click the check box in front of a ido Peete restrictions PloneFormGen versions may very fi Calendar Maintenance d Click Install Collection Markup e Go back to the home page of the site f Navigate to the area of the site you would like to add the form folder to g Select the Add New menu Page 2 h Check to see if you have a form folder option if not log out and log back in then check again for the form folder option in the Add New menu i Continue with the steps below Page 3 Steps to Create the Form The steps below can be used to help with the form setup Beginning steps to creating a form a 2 Analyze what type of information you want to collect Determine what type of fields will help collect the information needed see the list of form fields starting on page 7 Lay out the form with the fields Determine who will be able to view submit the form All Users or Logged in Users Determine how you would like to receive the data email and or comma delimited format Set up the form directions below Test form submissions Creating a Form Form Setup Process A form folder must be added before a form can be populated with form fields The form folder will be the container for all form fields 10 Select the Add New menu Select form folder Note If you are creating multiple forms you will need to add a form folder for eac
4. display T adg new T Management Tabs The tabs located above are used to manage the web content on your site Note The tabs you see may vary depending on the type of permissions assigned to you Contents Tab This tab will only show when a folder is selected i e the form folder After you click the contents tab it will show all items within the selected folder For example if you have your form folder selected then click the contents tab it will show the form fields within that form folder View Tab This tab will show you a preview of what the form will look like The view tab can be used to test form submissions Page 1 Edit Tab The edit tab must be selected if you want to make changes to the form folder title or properties Rules Tab A person with administrator role can define actions that would apply to the form folder Sharing Tab This tab is used to share the form folder with specific users or groups Sharing Options e Can Add Can add content to the form usergroup ean add can edt can wiew can review e Can Edit Can make changes to the form B Logged in users T e Can View Can view the form e Can Review Can publish the form actions add new state Menu Bar The commands on the menu bar are used to take an action on the form x checkbox field x custom script adapter e Actions Used to cut copy rename or delete a form folder or field e
5. fields that were not answered d Template Allows for customization of outgoing mail don t change this e Encryption Used to encrypt the message body not necessary f Overrides Can be used to add custom coding to change the default form mailer Page 13 Page 14 Form Creator w out administrator role If you are the creator of the form without administrator role the following tabs will be available Defaults Addressing Message a Default Tab a Title Used to title the mailer adapter The default title is Mailer b Recipient s full name Name of the person receiving the form submission c Recipient s email address Email of the person receiving the form submission b Addressing Tab a CC Recipients Email address s listed in this area will be carbon copied on the form submission b BCC Recipients Email address s listed in this area will be blind carbon copied on the form submission c Message Tab a Subject When the form is submitted this is will be the default value for the email subject if you do not have a subject field for the user to fill out or if the user does not enter anything in the subject field b Body prepended appended signature Text to be added to the body of the form c Include All Fields If checked this will show all fields responses when the form is submitted d Show Responses Include All Fields above must be unchecked fo
6. if you had pages in the folder This option will also let you set a publish and or expiration date for the form Sharing for Training Request Form Specific or All Logged in Users You can control who can view and edit your item using the list below Sear ch for user or group A search Allow only logged in users to view submit the form user group can add can edit can view can review BB Logged in users 7 O Vv O Make sure the form folder is selected T Inherit permissions from higher levels Viewing Retrieving Saved Data In order to add or retrieve data from the save data adapter you must be the form creator or have administrative privileges ea eS E Click the sharing tab sae a ea ea og tee a Click the check box under can view for Logged in Fence users or type in specific users in the search for user or group box and assign the view privileges to them individually If checked uncheck the inherit permission from higher levels This is a very important step otherwise you may be giving more permissions than you intended This means if you have given more privileges to other areas of the site for specific users they would inherit this privilege on the form folder you may or may not want that Click the Save button Important Note Do not Publish the form If you have published the form select the State dropdown and choose Retract Provide the users with the URL for the form to do so select the for
7. or with checkboxes Adds a page to the form folder Typing in this field will appear hidden Allows for the same rating scale on multiple questions Allows formatted or hyperlinked text Label Only not a field for the user to enter data This field can be used by the form creator to add text information or instructions regarding Page8 Richtext Field Allows formatted or hyperlinked text Selection Field Allows for one selection with a radio button or dropdown menu style Text Field Text area that can be used to enter multiple lines of data i e Comments Whole Number A field that only allows integers Filed Adding Form Fields Now that the purpose of the form and the fields to collect the data have been determined the form can be built by adding the individual form fields actions addnew w checkbox field w custom cript adapter A datetime field 1 0 decimal number field E fiekiset folder 1 Select the Add New menu There will be a long list of fields to choose from 3 Select the type of form field you want een Add Selection Field a image to add ab label fieki Add Selection Field ue lines field Selection Field radio buttons or select n mailer adapter Defaults Overrides Selection Field Field Label mae Mult zelect field page What is your favorite color password field A selection field is like a multiple choice question Selection fields should be used PO ratin
8. to check common form information for the proper formatting The list at the right shows common form field validators used in Plone Select Save Page 10 Is awellHormed URL Defaultm Overrides Field Label Name Field Help Required Hidden Default The value the field should contain when the form is first displayed Note that this may be overridden dynamically Max Length The maximum number of characters the user will be able to input 299 Size The size of the text entry box oo in characters Validator Tests input against simple string patterns Is an E Mail Address Is one or more E Mail Addresses separated by commas Contains only printable characters Is avalid US phone number ls a valid international phone number Is a valid zip code Does not contain link spam 12 Click the view tab or the form View button to preview the form or continue using the Add New menu to add additional form fields Text Field home testform gt A text field can be used to enter multiple lines of text such as Add Text Field comments Text textarea field k Defaulte Overrides 1 Select the Add New menu Field Label Field Label is required please correct 2 Select text field 3 Field Label Fill in the field label required ee 4 Field Help Is optional determine if the user will need direction on what to enter 5 Required Check the box if you want to
9. NE N A E E A E E A ET 8 PAGING FOUN FICIGS oars E T E 9 Seleen o ail gl e P A E E S T EE A E E E E E ee ee 9 Saa An e A A E E E A TAE A E A E E E E E AE T E E E A E 10 aaa e E A EE A E E E A E A E E A S A E E 11 Edit Mailer Adapter snisesevasagetacnnccixaccncc lt deccsvatanuannausassucsinavearesveveuusdsssesnae ti usumsiuavaunguteseeusesucsasce die sunsivevaanaetesaaaneuasceeds 11 Determining your privileges for the Mailer Tabs ccccccsssscccccesseececceeseccceseeeeceesseaeceeeseaaeeessaegeeeesseees 13 PAM Oh CIS PII CS E A pecans E A A EA E A E E A EE E 13 Form Creator w out administrator role eessssssssssssrsreesseseessssrrrrrrttttrrreessessssrrrrttttrrrreeeusssseereereerreree 15 Sa E E E E tan E A NE E E E E E A A ET 15 Edit Thank YON Pape sorsien a aaa E a a a 17 TnK OUTI pte sages E E E E E E 17 SVED ATP cel nE E E E EEE 17 Add Ne DR TAGI getter mere ee ornare ence on re er ener eee ee eee eer ee eer eee 17 Change an Existing Save Data Adapter cccccssssccccccessecceceessececsseeecceceeseaecesseaaseceesaaasecessauaecessugeeeeeees 18 eye hag DA er ean en en er 18 FOCI CUMMINS SCION oi E NE EEE EE E Opon Jes PUD SING a FOr disiar a Aa eS ia 18 Option 2 Giving Permissions to Only Specific or All Logged in Users ccccceseccccceeseeeeeceeeeeeeesaeeeeeeees 19 Viewme R rievine Saved D l dicisu Page ii What is Plone Form Gen Plone Form Gen is an easy way for users to create forms on a Plone websit
10. Select none to choose not to display j A iis one a Thank You page to the recipient not recommended TEA e x 4 To edit the Thank you page Click on the pencil icon J tothe right of the Thank You 5 There will be two tabs available for editing Default 3 Fields Thank You Tabs Default Tab a Title Used to title the thank you page The default title is Thank You b Description Can be used to add a summary for the thank you page c Thanks Prologue This can be used to add additional text above the field responses that the user submitted similar to a header d Thanks Epilogue This can be used to add additional text below the field responses that the user submitted similar to a footer e No Submit Message The message the user will receive when they have not submitted the form successfully Save Data Adapter The save data adapter allows for form submissions to be saved in a comma separated value or tab separated value format The save data adapter is not added automatically with the default email form that is provided If the save data adapter needs to be added it can only be done by the creator of the form or someone with administrator role Add Save Data Adapter In order to add a save data adapter you must be the form creator or have administrative privileges 1 Make sure that the form folder is selected if not click on the title of the form in the navigation Select the wren
11. asses would you like Titan Files Introduction Titan Files Collaboration and Sharing
12. ch icon 3 Click the Add New menu Select Save Data Adapter Note If the save data adapter does not show in the menu you do not have sufficient privileges to add this to the form 5 Default Tab Default Saved data Overrides Title a Title Used to title the Save Data Adapter It is Save Data Adapter recommended to name this something easy like Reta Save Data Adapter SO if you need to go back Pick any extra data you d like saved with the form input Posting Date Time later it can be easily found HTTP_X FORWARDED FOR REMOTE_ADDR HTTP_USER_AGENT Download Format Tab Separated Values Comma Separated Values J Include Column Names Do you wish to have column names on the first line of downloaded input Page 17 b Extra Data Check the box in front of the item if you like to receive any of the selected data showing This is usually not necessary c Download Format Choose the type of format to receive the submitted form data 1 Tab Separated Values 2 Comma Separated Values d Include Column Names If checked this will show column headings with the submitted form data Save Data Tab a Save Form Input If there is saved data it will show here Overrides Tab a Execution Condition Additional custom coding can be added here Change an Existing Save Data Adapter 1 Make sure that the form folder is selected if not click on the title of the form in the navigation F 2 Click on the wrench ic
13. depending on how long the list is If three or fewer option are entered it will format the options with radio buttons otherwise it will format a list of four or more options as a selection list b Selection List Dropdown menu of options Red c Radio Button Button in front of each choice 9 The Overrides Tab at the top of the page is not really used This would change the normal settings of the form field which would require custom coding 10 Select Save 11 Click the view tab or the form View button to preview the form or continue using the Add New menu to add additional form fields String Field A string field is used to enter a short amount of text information such as name email and phone oo a 10 11 home gt testform gt Add String Field 4 string entry field Select the Add New menu Select Sting Field Field Label Fill in the field label required Field Help Is optional determine if the user will need direction on what to enter Required Check the box if you want to force a response for this field Hidden Check if you want the field to be hidden Default Type in a default value if you want the field to be populated when the user opens the form Max Length Max length is set to 255 by default This will usually be sufficient If not type the max length you prefer Size The size of the text entry box is set to 30 by default Validator A validator can be used
14. e Forms can be filled out and submitted via email or saved as a CSV or TSV file that can be accessed when needed Authenticated Log In To create or edit forms you must login to your Plone site by using your UW Oshkosh email login name and password To Log In 1 Select the log in button at the bottom right corner of the page 2 Login with your UW Oshkosh email login and password Do not type uwosh edu just type your user name 3 If you do not see a log in button at the bottom of the page you may also find it at the top of the page If you do not have a log in on your page at all you can still log in by typing login at the end the site URL up in the address bar for example www uwosh edu training login Note Once logged in you will only see a difference if permissions have been set for you to view add and or edit data See more information below Permissions to Edit Create forms Plone Navigation Once you are logged in if you have privileges to add a form you will see the tabs and menus The tabs and menus you see will be based on the permission that have been assigned to you therefore you may see different tabs and menus than what is provided in the picture below If you don t see the tabs and menus try refreshing the browser page If you still don t see the tabs menus contact your site administrator you may not have sufficient privileges to edit the site Preview of options contents vie yy sharing history
15. fields are used to populate the form so data can be collected There is a long list of form fields to choose from the most commonly used form fields are listed with an asterisk Note Some of these fields may vary slightly depending on which version of Plone you are using Icon we 10 ob LIF FIE E nats Field Name Checkbox Field Custom Script Adapter Date Time Field Decimal Number Field Fieldset Folder File Field Image Label Field Lines Field Mailer Adapter Multi selected Field Page Password Field Rating Scale Field Rich Label Field Field Description Allows for a checked or unchecked field option i e Yes No True False Allows the administrator to execute custom script customized programming would be needed Allows for date and time dropdown fields Allows for decimal and whole numbers Folder that groups categorizes form fields For example you may have a fieldset folder that groups General Information Name Address Phone Email etc Field to browser for a file The file field allows the user to attach a file An Image that can be added to the form folder Label Only not a field to enter data Allows for one line of data will not allow word wrap If the mailer adapter is applied form submissions will be emailed to the form creator or other specified email addresses Allows for Multiple Fields to be selected using the Ctrl key
16. force a response for this field Required 6 Hidden Select the hidden box if you would like the form SSN field to be hidden from the regular view eee should contain when the form is first displayed Note that this may be 7 Default Type in a default value if you want the field to be populated when the user opens the form 8 Rows Type in the number of rows that should show for the field Rows 5 9 Max Length Type in the max length for the number of Max Length cha ra cters the user can type If 0 is typed there wi l be no i maximum number of characters the user will be able to input Use 0 for no limit character limit I Reject Text with Links 10 Reject Text with Link Check the box if you do not want to es eg allow the user to insert links in the text field a 11 Select Save last modified Jun 18 2010 04 10 PM 12 Click the view tab or the form View button to preview the form or continue using the Add New menu to add additional form fields After all form fields are added Continue below to edit the Mailer Adapter Thanks Page and to add edit a Save Data Adapter Edit Mailer Adapter If the submitted form will be received by email you will need to edit the mailer adapter so the form submissions get emailed to the proper person Editing different parts of the mailer adapter can be done with the proper privileges What you see when you edit the mailer adapter will vary slightly dependin
17. g ecale field ab rich label field woe Tichtext field B Save data adapter when you want to provide options for the user to choose from and you only want to g Wf selection field receive one response ab string field Default BE tent field The value the field should contain when the form is first displayed Note that this may be overridden dynamically 1 Select the Add New menu fl thanks page f f 1 whole number field Options 2 CI IC k on Se ect ion F ie id Use one line per option Note that this may be overridden dynamically Note you may optionally use a valuellabel format restrictions 3 Field Label Fill in the field label Flexible radio for short select for longer Selection list Radio buttons Page 9 required A selection field label will likely be in the form of a question 4 Field Help Is optional determine if the user will need direction on what to enter or choose 5 Required Check the box if you want to force a response for this field 6 Default Type in a default value if you want the field to be populated when the user opens the form 7 Options Type in the options that should display for the person submitting the form Each new option should be on its own line shown in the Add Selection Field picture 8 Presentation Widget Choose what format you would like your answers to appear for the user a Flexible Plone will pick either selection list or radio button
18. g on the type of privileges assigned to you If the mailer adapter is enabled by default it will send an email to the person who creates the form This can be changed on the default tab if you have the proper permissions Note There is also a way to change where all emails go site wide This would need to be changed by someone who has administrative privileges If you enter an email address in the default tab of the mailer Page 11 adapter and the form submissions are not going there the email address information may have already been changed for site wide emails which overrides the email address you enter in the mailer adapter Page 12 Determining your privileges for the Mailer Tabs 1 Make sure that the form folder is selected if not click on the title of the form in the navigation piia A cana delte edit Mailer al xX f 2 If you are not in edit mode select the wrench icon 3 Select the pencil icon d to the right of the form actions Mailer Administrative Privileges If you have an administrator role the following tabs will be available Default Addressing Message Template Encryption 7 Overrides a Default Tab a Title Used to title the mailer adapter The default title is Mailer b Recipient s full name Name of the person receiving the form submissions c Recipient s email address Email of the person receiving the form submissions b Addressing Tab
19. h form Title The title for the form is required The title will show in the URL and it is searchable Description Type a short description of the form this is recommended because it may help users find your form more easily The form description is optional and searchable Submit Button Label The submit label is the default label a user filling out the form will click when they are done with the form The default title for the button is submit but this can be changed by simply typing the desired text in the submit button label box Reset button If checked this will add a reset button to the form When clicked by the user it will set the form back to the original state Adapter Action Mailer If checked this will email the form submission s to the person who creates the form This can be changed by the form creator or by someone who has an administrator role Add Form Folder Titio Training Request Form Description Computer Training Request Submit Button Label MT Show Reset Button Reset Button Label Acton Adapter W Mailer Thanks Poge C None Thank You force SSL connection heck the te mas Form Protogue Form f pilogue e 7 Eu E Note It s recommended to edit the mailer adapter so it will show exactly who is receiving the form submission To edit the mailer adapter see directions below under Edit Mailer Adapter Thanks Page This is what the use
20. m folder Copy and paste the URL in the browser address bar and send it to the necessary users It will prompt them to log in before they can view submit the form actions display home training requestform gt save data adapter Save data adapter Make sure that you have the form folder selected S Click here to get the saved input Click the contents tab Click on the Save Data Adapter title clear saved input Click on the link that says Click here to get the saved input e Re ing H puts saved File type text comma separated values Choose to either save or open the data You can choose to clear the saved input by selecting the Clear Saved Input button Note Make sure you have saved the data if you need it before selecting the Clear Saved Input button The clear saved input button will clear ALL of the saved data be very careful when using this Example Save Data Adapter Excel File Page 19 Michelle Loker Training Staff name last name_ topic Training Request Training Please what word 2007 classes would you like Create and Edit a Document Formatting Text Tables and Charts Controlling Page Appearance Formatting Text Controlling Page Appearance Page 20 what excel 2007 classes would you like Excel Creating Spreadsheet Excel Tables and Charts Excel Formatting Cells and Worksheet Structure what tita n files cl
21. of the item you would like to edit mac ete a l m Mailer OKB Aug 10 2009 03 52 PM 4 Click on the edit tab ab Your E Mail Address 0k8 Aug 10 2009 03 52 PM 5 Make the changes needed to the form field Bi Sehin 2 sd Comments OkB Aug 10 2009 03 52 PM 6 Select Save m E Thank You 0 kB Aug 10 2009 03 52 PM What is your favorite color 0 kB Aug 11 2009 09 58 AM Deleting form fields Method 1 Easier Method 1 If you are not in edit mode select the wrench icon of to the right of the form title 2 Click the delete icon X next to the form field to be deleted 3 Select Save Method 2 1 Make sure that the form folder is selected if not click on the title of the form in the navigation 2 Select the Contents tab 3 To delete an item select the checkbox in front of the item and click the delete button Reordering form fields 1 Ifyou are not in edit mode select the wrench icon f to the right of the form title 2 Click and hold the reorder icon i in the row of the item that you would like to reorder drag and drop up or down to the appropriate location Method 2 Make sure that the form folder is selected if not click on the title of the form in the navigation Select the Contents tab 3 Click and hold the reorder icon i in the row of the item that you would like to reorder drag and drop up or down to the appropriate location Page 7 Form Fields Form
22. on 3 Click on the pencil icon tothe right of the form actions save data adapter 4 Make the changes you need to the save data adapter tabs below Save Data Adapter Tabs Default Title Extra Data Download format Tab Separated Values Comma Separated Values Show Column Names Saved Data Will show all of the saved data information If you delete the information from this area it will be gone be careful not to delete this information until you have it saved or no longer need it Overrides Custom coding Administrative Privileges Needed Form Administration Before the form is made available for submission the setup of the form should be complete with the form adapters in place mailer and or saved data adapter The next step is to determine one of two ways to administer the form Option 1 Publishing a Form view Publishing a form will allow all visitors of the site to actions addnew view submit the form 1 Make sure that the form folder is selected if not click on the title of the form in the navigation 2 Click the State dropdown menu 3 Options a Publish Publishes the form directly to the site Anyone can view the form Page 18 Option 2 Giving Permissions to Only b Submit for Publication This is used if there is a workflow set up and it needs to be approved before published c Advanced Gives the option to publish the whole folder and everything in the folder i e
23. on ai to the right of the form title shown in the Form View Mode picture on the previous page 2 The form will be in edit mode shown in the Form Edit Mode picture on the previous page Note There are three separate parts of a form 1 Form Fields Are shown towards the top of the form in the order they will appear on the form 2 Form Actions There are two different types of form actions available By default only the mailer adapter is added unless unchecked in the form set up process Both form actions can be used simultaneously e Mailer The mailer adapter will email the form submissions to the form creator site administrator or to other email addresses if specified e Save Data Adapter Will save the form submissions to a CSV or TSV file on the Plone site Page 6 3 Thanks pages The thanks page will send the form submitter a thank you that verifies the data they have entered If none is selected for the thanks page the user will not receive a form submission thank you 3 To edit a form field click the pencil button next to the specific form field you would like to edit 4 Make the changes needed to the form field 5 Select Save Method 2 actions v add new v state 1 Make sure that the form folder is selected if not click on the home gt training request form Training Request Form Up one level title of the form in the navigation 2 Select the Contents tab ae 3 Click on the title
24. r this to work Select the form fields that you would like to view with the form submission These are the fields that will show in the emailed form submission e Include Empties Check this to receive headings for the fields that were not answered Other Privileges If you have other privileges such as content editing you will see the following tabs Default 3 Message T Li a Default Tab a Title Used to title the mailer adapter The default title is Mailer b Message Tab a Subject When the form is submitted this is will be the default value for the email subject if you do not have a subject field for the user to fill out or if the user does not enter anything in the subject field b Body prepended appended signature Text to be added to the body of the form c Include All Fields If checked this will show all fields responses when the form is submitted d Show Responses Include All Fields above must be unchecked for this to work Select the form fields that you would like to view with the form submission These are the fields that will show in the emailed form submission e Include Empties Check this to receive headings for the fields that were not answered Page 15 Page 16 Edit Thank You Page 1 Make sure that the form folder is selected if not click on the title of the form in the navigation Click on the wrench icon 3 To exclude a Thank You page
25. r will see after they have submitted the form Force SSL connection This is for a secure connection forms being used on campus should not need this This would be used with sensitive data such as social security or credit card numbers etc Form Prologue This can be used to give an introduction to the form The text in this area can be formatted with the editor toolbar located above the text area Page 4 11 Form Epilogue This can be used to display text at the bottom of the form under all of the form fields The text in this area can be formatted with the editor toolbar located above the text area 12 There are additional optional property tabs above the form title The Default Tab should be selected 13 Set additional optional properties for the form folder by clicking on the tabs shown below Categories Dates Ownership Settings and Overrides Default Categorization Dates Ownership Settings Overrides Default This is the tab used to add a title description submit text reset button mailer thanks page prologue and epilogue This is the setup portion of the form Categorization Can be used to add keywords that will help categorize your content 14 Click Save Default Form After adding the form folder Plone provides a general email fill able form shown at the left below This form is useful if you are only looking to receive email address subject of email and comments from the
26. t 1 0 decimal number field e Add new Used to add form fields to the form isat okier file field Preview of form fields available onthe add new menu gt ab label field e State The state of the form determines who will be able to view the form maier adapter gt Private Only those who have been given specific permissions to add edit view review sss or have administrative role will be able to take action on the form ae gt Published Anyone coming to the site will be able to view the form rating scale field ab rich label field wee richtext field N save data adapter ee selection field What do I need to build the form E aera teo rec text field Do I have access to add a Plone Form gt pacino 1 whole number field If you have a current Plone site you may be able to add a Plone form restrictions 1 Select the add new menu el add new Check if you have a form folder option Do not select this option yet Continue with Steps to IE collection Create the Form below Note For each form you will need to create a separate form 5 i folder are 3 If you do not see a form folder option you will need to add this to the site by following the steps torm tons below Note To do so you must have administrative privileges Sy ira a Select Site Setup at the bottom right side Site Setup folder of the page Configuration area for Plone and add on Products ae b
27. user To change the default form use one of two methods listed below Form View Mode Form Edit Mode field Your E Mail Address m Changes saved Subject home gt training requestform Training Request Form Your E Mail Address lloker uwosh edu Subject en Comments Comments m form actions enabled delete edit thanks pages delete edit Thank You Page 5 Form Views By default after the form setup is complete the form will be showing in view mode There are two different types of form views e Edit Mode Edit mode can be used to make changes to the form 1 Click on the wrench icon a to enter edit mode More specific instructions on editing different parts of the form are located below under the sections Editing Form Fields Editing Mailer Adapter and Editing Thanks Page e View Mode View mode shows how the form will look and can be used to test the form submission If edit mode it currently selected there are two methods to get back to view mode Method 1 1 Click on the view icon to the right of the form title to enter view mode Or Method 2 1 Click on the view tab above the form title to enter view mode Editing a Form The default fields provided E mail Address Subject and Comments can be easily changed deleted or reordered by using one of two methods Editing form fields Method 1 Easier Method 1 Ifyou are not in edit mode select the wrench ic
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