Oct
11
2017

Website Support Clinic update – Cloning forms checklist

If you’re looking to clone one of our EdWeb form templates, here’s a handy checklist of edits you’ll have to make to it before publishing.

Templates

Forms have been a recurring topic at recent support clinics.They can seem daunting to build, but to help get you started, we have templates for you to clone and edit to fit your form requirements:

Register your interest/Make an enquiry

Sign up to our mailing list

Book an appointment

Report an error

Feedback form

Checklist

When you clone one of our forms, there are a few key items you’ll need to check and modify:

Save to your site

This first and most important step after cloning one of our forms is to go into Location & navigation and move the form to somewhere in your site.

If you press save before doing this, it will save in the EdWeb Demonstration site, and you will not be able to edit or move it. If this does happen, email Website Support (contact details below), letting us know what site you’ll need the form moved to.

Delete initial markup

Each template beings with a bit of markup linking you to wiki guidance on using the form template. Delete this component.

Submission settings

Many of the forms have customised submit button text and confirmation messages. Are these wordings relevant to your form purposes? If not, modify the text.

Emails

You’ll need to set up any email notifications, whether it’s emailing someone in your department completed submissions, or sending the submitter a confirmation email.

Setting up form submission emails (EASE login required)

Send automated emails to form submitters (EASE login required)

Components

Consider the different facets of the components you might need to change:

  • Whether they are required or not
  • Any helptext that shows
  • How the component name is worded
  • Radio buttons versus multiple checkboxes (in select options components)

Get in touch

If you’d like assistance or advice with any website task, drop us an email to book a support session.

Email Website Support

Website Support Clinics information

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