The Forms Asset
A complete demonstration on how to create forms is available online.
To use the form template in Cascade:
- In the Horizontal Navigation bar (blue bar, top), select New > csusm > Form.
The "Opening" section allows you to add formatted text to precede your form.
"Form Item" provides you with several "Field Types" to include in your form:
- text - a single line text area, suitable for names, emails, addresses, etc.
- textarea - a multi-line text area, suitable for extended comments, descriptions, etc.
- password - a single line text area that does not display text typed in the field.
- This field data is not secure. It does nothing to encode user input when the form is sent.
- dropdown - a menu field to give users the ability to choose from the dropdown
- The "Value" fields are very important to dropdown fields. They become, in order, the menu options. To add "Value" fields, click the plus icon, just to the right of the word "Value."
- And the "Default Value" field is, as you imagine, the first and default menu option.
- checkbox - a field to give users the ability to choose from a series of checkboxes
- As with the dropdown menu, the "Value" fields become, in order, the checkboxes. To add "Value" fields, click the plus icon, just to the right of the word "Value."
- The "Default Value" field is, as you imagine, the first checkbox and is selected by default.
- radio - a field that works exactly like the checkbox EXCEPT that only one radio field may be selected, where any number of checkboxes may be selected.
- hidden - a field that allows you to insert form data that the users never see, but which is included with each form submission.
- info - a field that displays your "Value" text in the web form but which contains no fields for the users to interact with.
- The "Default Value" field is unused in this case.
- line - not a field at all. It inserts a horizontal line in your form.
- The "Value" and "Default Value" fields are unused in this case.
"Data Type" is, well, it's the type of data you expect: text or numeric.
"Label" is the text that precedes the form field in your form; this is what the users sees.
- If you label a form field "Email" and you chose to receive form results via email, what the user types in the form item labeled "Email" will appear in the From: line, when the form results are emailed.
"More Info" is a field where you may type explanatory information that will appear in italicized light grey text, below the field in your form.
"Required Field" box allows you to make this field required. Required fields will show a red asterisk to users, denoting this requirement.
Adding, reordering and removing field values:
- To add a "Value" field, click the plus icon [link to screen shot], just to the right of the word "Value."
- To reorder the "Value" fields, click the appropriate "up" and "down" arrows [link to screen shot], to the right of the word "Value," to move that value up or down.
- To remove a "Value" field, click the appropriate minus icon [link to screen shot], to the right of the word "Value."
Adding, reordering and removing form fields:
- To add a form field, click the plus icon [link to screen shot], just below the words "Form Item."
- Form Items that are added will inherit the number of "Value" fields that their parent Form Item have.
- To reorder the Form Items, click the appropriate "up" and "down" arrows [link to screen shot], just below the words "Form Item," to move that item up or down.
- To remove a "Form Item, click the appropriate minus icon [link to screen shot], just below the words "Form Item."
"Submit Button Text" is the text that will appear on your submit button.
"How would you like the results?" allows you to choose to receive form submissions via Email, File or Both.
- If you select "File" or "Both" the "Recipient" will receive an email with a link to the location of the file the first time the form is submitted. It is a good idea to test the form out to both see if it works, and to recieve the link.
Be sure to save the location of the file or search your email for “/cascade/forms/csv/” to quickly find it.
"Recipient" is a required field, where you type the email address of the person(s) who will receive the form data, via email.
- If you want more than one recipient, simply type all the email addresses, separated by commas.
"Subject" is a field where you could type the default subject for the data, emailed to the recipient(s).
"Return URL" allows you to set a destination page to be displayed after the users click the submit button. It is a page that lets the users know that their form was submitted successfully and where you can give them additional information and/or thank them for filling out your form.
- It is a good idea to create this "return URL" page before you create your form, so you can easily link to it when making your form.
- If you do not create a page for this purpose, your form users will be sent to a generic "thanks for your submission page."
"Require reCAPTCHA" allows you to include CAPTCHA in your form, to protect against its being used by spam-bots.