Adding/Editing a Form

  1. Click  the “Forms” tab from the LiveWhale dashboard.
  2. If you are adding a form, click “+Add a New Form,” otherwise find and click on an existing form to edit.
  3. Fill out the form with your content. See form options and descriptions below.
  4. When finished, click the “Save this form” button at the bottom. We suggest testing your form.




    Form Options

    Option Description
    Title Required: Enter the title of the form
    Star If this content is especially important you can flag it as important, click the star in the section labeled “Star content” in order to highlight it.
    Share content Click the globe labeled “Share content” to allow borrowing and reuse by other content managers.
    Introductory Text Enter a brief introductory text, such as instructions to the user about what the form is and how to fill it out.
    Thank you text Enter a thank you text, visible to the user upon form submission.
    Form Elements Construct the form by adding as many form elements as you need. To add a new element, click “Add another element.” To reorder elements, drag an element by the crosshairs icon to a new position in the list. For each element, you will be able to set the element’s label, type, whether or not it is required, instructional/help text, and a list of possible options if appropriate for the element type.
    Status Scroll back up and find the status menu at the top righthand corner of the screen. Choose the status for this form. “Live” will allow the form to be selected and placed on a page. “Hidden” will hide it from selection menu.
    Tag Tag the form with any relevant tags. Tags help sort and classify forms. Tags are not necessary.  You can click in the field labeled “Tags” and type a keyword; tags will be suggested to you, or you can create a new tag. If you are unsure what tags are available in your group, click “Show all tags” to display them all and select the relevant ones.
    Form Action Choose a destination for the data submitted by users. You have the option of storing it in the database, e-mailing it, or both. If you choose to have it e-mailed, you will be presented with an additional field for an e-mail address(s). Email addresses should be comma-separated.
    Only accept submissions Restrict submissions to a particular range of dates, enter those dates in the section labeled “Only accept submissions on dates.”
    SSL security If this form should be secured using SSL (HTTPS), check the box labeled, “This is a secure form.” This only needs to be used if sensitive data is being transmitted to the server by visitors to the site. 

Embedding a form in a web page

  1. Navigate to the webpage on which you’d like to place the form and select “Edit Page.”
  2. From the editor’s toolbar, select Form from the widget (red +) drop down menu.
  3. Select the form you wish to display on your page. A preview of the from will appear on the left side of the dialog box.
  4. Then choose the Insert Form button on the bottom right.

Screenshot of Form Widget selection in the CMS dashboard

Screen shot of Form Widget dialog box

 

Viewing and exporting form submissions

  1. From the Forms tab, find the form you wish to view submissions from, and select “View Submissions.”
  2. You can view the results in a print-friendly format or download the results into a Comma-Separated-Value (CSV) file for use in Excel.
  3. “View Submissions” will not visible until a submission is made.
  4. Select the checkbox to insert headers into the .csv file.

Screen shot of Form View Submissions in Dashboard

 

Screen shot of View Submissions by Type in Dashboard


Deleting a Form from the Dashboard

  1. From the Forms tab in the dashboard, find the form (of forms) you wish to delete and check the box next to it.
  2. Choose “Delete” from the drop down menu above.
  3. Select “Go” to the right of the drop down menu.

Removing a Form from a Webpage

  1. Navigate to the page holding the form and select “Edit Page.”
  2. Find the Form Widget that was placed on the page.
  3. Click on the widget so it’s highlighted and delete.
  4. Conversely, you can leave the widget on the page, and mark your form as “Hidden” in the dashboard. The form will no longer be pulled onto the page by the Form Widget.

Screen shot with Inline Form widget highlighted