If you use forms on your Website, you may need to make changes to them from time to time—or even add new ones.
Below you will find the instructions on how to do this through Craft:
Viewing forms
To view your forms, look for the Forms menu on the left-hand side navigation:
Editing, viewing entries and form settings
Here you can edit the form, view the entries or create a new form:
Click the cog to edit the form or change the settings.
Click the number under the Entries column to open the form entries
Click the red 'New form' button to create a new form
Form entry email notification
This is setup in the form settings area. You can set an internal email and also one that goes to the person submitting the form:
To email: is the internal email notification
Send email: this needs to be toggled on so that a confirmation email will be sent to the email address entered on the form (if relevant). Further down the page, you can set the email content:
Please note that if an internal email notification is set, it will contain the form entry data and a link to the form entry in the website.
Exporting entries
To export the entries to excel, go to the Utilities menu on the left hand side navigation. Then choose Form Tools:
Creating a new form
In the forms module, click the red button 'New form'
If there are fields you want to use that are not available, you will need to enable them.
Navigate to Settings in the left-hand side navigation, then look for the Wheel Form plugin
Here you can choose which fields are enabled:
If you can't access this area, you may need your website admin user to do this for you.
If you aren't on Craft 3 or 4, please view the below instructions for Craft 2.
Craft 2
Craft 2
Viewing forms
To view your forms, look for the Form Manager menu on the left hand side navigation:
Editing, viewing submissions and form settings
To edit an existing form, click Forms in the Form Manager sub menu, then click the name of the form you wish to update:
You can also change the settings of the form in this area
In the Notifications tab, you can set an internal email and also one that goes to the person submitting the form:
Send notifications - this is the internal email notification
Send confirmation - this needs to be toggled on so that a confirmation email will be sent to the email address entered on the form (if relevant). Further down the page you can set the email content.
To view form submissions, click Submissions in the Form Manager sub menu. Then click the form you want to view the submissions for:
Exporting submission
To export form submissions, click Exports in the Form Manager sub menu. You'll see a list of prior data exports from your forms, and you can click 'New Export' to download a new set of data:
Creating a new form
To create a new form, go back to the Forms sub menu, and click 'New form' in the top right corner:
To view existing fields or create new ones, go to the Fields sub menu.
You will need to create any fields you intend to use in your forms here prior to adding them. You can specify the name of the field and the type of entry you require from the user, including format and length. Click a 'Field' to edit it or click the 'New Field button on the top right-hand side to add a new field.
