Form Settings

How to create a form? #

Visibility hidden

Step 1: Click on Add Input, the following modal will be shown with available fields.

Visibility hidden

Step 2: Choose the appropriate field type from the select box that you want in the form.

Visibility hidden
Visibility hidden

Step 3: Select the desired field type and click on Add Input.

Visibility hidden

Step 4: And then, type the text into the desired fields.

           1.1: To set the label name (Eg: First Name) (Required)

1.2: To set the width of fields. (Eg: 50).(Required)

1.3: To set the help tips for this corresponding field. (Optional)

1.4: Indicates whether this field is required when the checkbox is checked or not required when this checkbox is not checked. (Optional)

1.5: To set custom CSS code to customize a particular field (Eg: bg-danger). (Optional)

Step 5: And then, click on Save.

Step 6: To see the form that you have created, click on icon on the side menu.

Visibility hidden

And then the created from will be displayed.

Visibility hidden

Form Creation #

Form Creation ( Text, Phone, Email, File, Text Area ) #

Visibility hidden

·       The first field is created with Label Name: First Name, Width: 100%.

·    The second field is created with Label Name: Last Name, Width: 100%, Help tips: Last Name, Required: Checked, and Custom Class: bg-danger.

·       And then, click on Save.

·       Output is shown below:

Visibility hidden
  • If Custom Class field is empty, the below screenshot shows how the output looks
Visibility hidden

·       If the width is set to 50% for both fields, the below screenshot shows how the output looks

Visibility hidden

·       If you place the cursor over Information icon, it will display the Help Tips that you have saved with the field and the * near the label name indicates that this field is required.

Visibility hidden

Form Creation (Radio Button, Checkbox, Select Box) #

  • The extra option in Radio, Checkbox and Select field is Add Option.
Visibility hidden
  • By clicking on Add Option, you can add options for the corresponding fields and the options fields are required.
Visibility hidden
  • After clicking on Save, the output will be shown as below:
Visibility hidden

How to edit a form? #

Edit form label #

Step 1: To edit the form field, click on the icon.

Visibility hidden
Visibility hidden

Step 2: You can edit the corresponding field which you want to edit and click on Save.

Edit the order of the form #

Step 1: To edit the order of the form, go to Settings > Forms.

Visibility hidden

Step 2: Click and hold on a card and you can swipe the card either upwardly or downwardly and place the card at the desired position.

Visibility hidden

Step 3: Click on Save.

Note:  You can minimize each field card by clicking on icon and maximize each field card by clicking on icon or you can minimize or maximize all cards by clicking on Minimize All.

Visibility hidden
Visibility hidden
Visibility hidden
Visibility hidden

Example #

  • Here we have changed the position of Last Name to the top.
Visibility hidden
  • This will be the output on Settings > Forms.
Visibility hidden
  • This will be the output on Save on Create QR.
Visibility hidden

How to delete a form field? #

Step 1: Go to Settings > Forms.

Visibility hidden

Step 2: Click on icon to delete a form field.

  • If you have not created a user using the form field you will get an alert message like this:
Visibility hidden
  • If you created a user using this field you will get an alert message like this:
Visibility hidden

Step 3: If you proceed to delete the field click on Yes, delete! or you can cancel the delete operation by clicking on No, cancel.

How to select a Preset Form? #

Visibility hidden

Step 1: Click on the select box to select desired Preset Forms.

(Note: Users can create their desired forms from scratch in Default Form)

Visibility hidden
Visibility hidden

Step 2: Users can preview the preset form, by clicking on the button and click on  button.

Visibility hidden

Note:

  • Users cannot delete a preset form but can edit the preset form.
  • When users change the form, they need to change the shortcode on Template Settings, Mobile Settings, and Vcard Settings.

How to upload a form? #

Visibility hidden

Step 1: To upload a form, click on the button and click on button.

Visibility hidden

Note: Fill all the fields.

Visibility hidden

Step 3: Click on Upload File, and the uploaded file set as default form.

Visibility hidden

Powered by BetterDocs