Creating and Managing Custom Forms

TABLE OF CONTENTS

Navigate to: CMS > Manage Forms

Znode provides a form builder tool that allows Administrators to create and manage forms. Administrators can also include any forms in CMS Pages.


Adding A Form

Navigate to: CMS > Manage Forms > “Add New” button

Administrators can create a new form from this screen by following the below steps:

  1. Add required details

  2. Save progress using the "Save" or “Save & Close” button

 

Detail

Description

Form Code

Enter a unique value that can identify a form. Form Code is required when CMS Page is created using a Form Template

Form Description

Enter details to describe the form.

 

Editing A Form

Navigate to: CMS > Manage Forms > “Edit” action

Administrators can manage form attributes from this screen. 

They can use any global attributes or attribute groups to add to the form.



They can edit the form by following the below steps:

  1. Add/Remove required attributes or attribute groups

  2. Save progress using the "Save" or “Save & Close” button

Deleting A Form

Navigate to: CMS > Manage Forms > “Delete” action

Administrators can delete the form by following the below steps:

  1. Click on the “Delete” icon

  2. The page reloads with action confirmation. Forms are now deleted

Using A Form In A CMS Page

Navigate to: CMS > Pages

Administrators can use any existing forms in CMS pages that use Form Template. This allows them to display forms on the web-store.

Forms can be associated with CMS Pages through a Form Widget by following the below steps:

  1. Create a CMS Page using a Form Template OR Edit a CMS Page which uses  a Form Template

  2. Edit CMS Page and navigate to the Content tab

  3. Configure form widget

  4. Save the changes using the Save button

  5. Publish the CMS Page to see the changes on the web-store (optional)

Configuring Form Widget

Administrators can configure the following using the form widget:

  1. Form details which include:

Detail

Description

Form Code

Select a form code of a form which needs to be used

Form Name

Enter a name for the form

Action On Form Submission

Text Message - Select this option to display a text message upon the form submission on the web-store.

Redirect URL - Select this option to redirect users to another URL upon the form submission on the web-store.

Text Message

Enter a text message which will be displayed after the form is submitted.

Redirect URL

Enter a URL that will be opened after the form is submitted.

Submit Button Text

Enter a text which needs to be displayed on the submit button.



  1. Email details which include:


Detail

Description

Notification Email Address

Enter an email address on which CSRs or support team users will get the email notification of a new form submission

Notification Email Template

Select an email template which will be used to send an email notification to the email address added for the Notification Email Address field

Note: 

  • It is recommended to use the New Contact Request email template for this field.

Acknowledgment Email Template

Select an email template that will be used to send an email notification to the user whose email address is submitted along with the form.
Note:

  • It is mandatory to use a required attribute Email Address for the form to send an acknowledgment email to visitors.

  • It is recommended to use the Contact Acknowledgement email template for this field.



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