This guide will show you how to Add, Edit, Delete and Move Fields on a Simple Form

When you edit a Field on the form it will indicate whether or not that specific field is linked to the database. If you Add Existing Database Client Fields to the form it will save the answers against the Client Record if they opt in to join the website. You can also set these Fields to Load client information when the form user is logged in and Save client information when the form user is logged in.

1. Login to your administration website
2. Select Content from the Main Menu
3. Select Edit Content
4. Select the Form you wish to Edit
5. It will open in Step 2 Layout

A. Add New Fields

1. Hover over an existing Field
2. Click the green plus icon on the right to Add Field directly under that Field
3. A Settings window will pop open, you have two options:

Option 1 - Add Existing Database Client Field to Form

1. Select Existing Database Client Field (refer to screenshot).
2. A list of Existing Database Client Fields will show
3. Select the Fields you wish to Add to the Form, you can select more than one
4. Click Done

Option 2 - Add New Field directly to Form

1. Select a Client Field Type
2. Specify the Field Title
3. Specify the answer/s if applicable
4. Select "Show a hint for this field" and specify hint, if applicable
5. Select "This field is required", if applicable (refer to screenshot below to see explanation of Required Fields and Field Hints)
6. Specify Location of Title
7. Click Done

B. Edit Fields

1. Hover over an existing Field
2. Click the Pencil icon on the right
3. A Settings window will pop open (refer to screenshot).
4. A green information box will indicate if the Field is linked to an Existing Database Client Field
5. Specify new Title, if required, the field will remain linked to it's Existing Database Client Field.
6. Select "Show a hint for this field", if applicable
7. Click the (+) button next to "Show a hint for this field" to insert hint text
8. Select "This field is required", if applicable
9. Specify Location of title, if you wish to change it's current Location
10. Select or Deselect the Loading/Saving of client Field information when client logged in
11. Click Done

C. Delete Fields

1. Hover over the Field
2. Click the Red Cross icon
3. Click Yes, delete, to Permanently delete the field from the form.

D. Move/Re-order Fields

1. Hover over the Field
2. Click and Hold the Blue Arrow and Drag the Field into desired position
3. Click and Hold the blue triangles to resize the field outlines (refer to screenshot).

E. Edit Confirmation Message

1. Click Next, Once you have finished Editing the Fields and text on the Form
2. Click on the plus icon next to Confirmation text when submitting form without joining website.
3. Insert the Confirmation text, if applicable
4. Click on the plus icon next to Specify Confirmation text when submitting form without joining website.
5. Insert the Confirmation text, if applicable
6. It will indicate the joining method that has been set in a green information box at the bottom of this page
7. Click Next to specify Notifications
8. Select the administators who need to receive an email notification when the form is submitted
9. Click Next to specify Location
10. Click Next to specify your Display Options
11. Click Next to specify Location
12. Click Next to specify Options
13. Click Next to specify Search Engine options
14. Click Finish

1. Optimise content for Search Engines
2. Allocate content in Location
3. Specifying Content Options
4. Viewing Form Submissions in Reports
5. Copying Content

1. Why is my content not displaying in the front end of the site?
2. How do I Add a new Form?
3. Where do the Form Submissions go?