Creating a form

You will require this information when you would like to add a new form to your Haiku website.

Step by step instructions to adding a Form:

1. Navigate to the Forms library on your website, ensuring that you are logged in and have the require permissions.

2. Use the ‘Add new’ drop-down and select ‘Form’

   Open

   

    

3. You will be taken to an edit form which will allow you to build the form that you can then add various fields to. The form is broken down into five tabs:

   1. ‘Content’ tab:

      1. ‘Title’ - This is the title of the form and will show at the top of the form.

      2. ‘Summary’ - This is the information that will be used about the form that is shown in search results and listings, as well as showing between the page title and the form prologue.

      3. ‘Submit Button Label' - You can use this field to customise the wording on the submit button for the form.

      4. ‘Show Reset Button’ - Use this field to define if a reset button is available for users on the form.

      5. ‘Reset Button Label’ - You can use this field to customise the wording on the reset button for the form.

      6. ‘Form Prologue’ - This is a rich text field that allows you to add content that will be displayed above the fields of the form.

      7. ‘Form Epilogue’ - This is a rich text field that allows you to add content that will be displayed below the fields of the form.

   2. ‘Overrides’ tab (This functionality is for advanced users only, information on how to use these fields is built into the system help text. Any changes made on this tab can cause the form to behave unexpectedly):

      1. ‘Custom Success Action Type’

      2. ‘Custom Success Action’

      3. ‘Custom Form Action’

      4. ‘Form Setup Script’

      5. ‘After Validation Script’

      6. ‘Header Injection’

      7. ‘Custom Submit Button Label’

   3. ‘Thanks Page' tab:

      1. ‘Thanks title’ - This field is the title of the Thank you page

      2. ‘Thanks summary’ - This plain text will be used in search results and listings.

      3. ‘Show All Fields' - Check this to display the input for all fields on the thank you page (except label and file fields).

      4. ‘Show Responses’ - Use this field to pick the fields whose inputs you'd like to display on the success page, if you do not want to show them all using the previous field.

      5. ‘Include Empties’ - Check this to display field titles for fields that received no input. Uncheck to leave fields with no input off the list.

      6. ‘Thanks Prologue’ - This text will be displayed above the selected field inputs.

      7. ‘Thanks Epilogue’ - The text will be displayed after the field inputs.

   4. ‘Settings' tab:

      1. ‘Exclude from navigation’ - If selected, this item will not appear in any navigation portlets or tiles, but it will be available to select for the dropdown navigation for the section that it is contained within.

   5. ‘Categorisation’ tab:

      1. ‘Categories’ - Use this field to select any categories that you would like to associate with the form. To use categories, you will need to first create them in the Taxonomy of your website.

      2. ‘Types’ - Use this field to select any types that you would like to associate with the form. To use types, you will need to first create them in the Taxonomy of your website.

4. Next, save the changes to the form, and you will then be taken to your newly created form.

5. When you create a form for the first time, it will be created with three basic fields. You can keep, edit or remove these fields whilst building the form.:

   1. ‘Your E-Mail Address’

   2. ‘Subject’

   3. ‘Comments’