This guide will show you how to Add, Edit, Delete and Move/Resize Fields on a Client Search Form.

Client Search Forms are used to give your website users the ability to search for Clients that are in your website database. Examples of Client Search Forms include, Find a Member, Find a Landscaper, Find a Job Seeker and so on.

A Client Search Form is made up of the following pages:

Step 2 Layout

This is the Search Landing page, where users select the answers they wish to search for.

E.g. On this page you may have a State Field, where a user could select the answer VIC to search for all Client's in your database who work in VIC.

Step 3 Results

The Results page displays a list of clients from your database that match the search criteria.

E.g. This page may have the State Field, Business Name Field and a Firstname Field.

Step 4 Profile

A user will land on this page when they click on the Client's name from the Results page. The Profile page display information on a single client only.

E.g. This page may have the State Field, Business Name Field, Firstname Field, Phone Number Field and Website Address Field.

1. Login to your administration website
2. Select Content from the Main Menu
3. Select Edit Content
4. Select the Client Search Form you wish to Edit
5. It will open in Step 2 Layout
6. You can now edit fields in Step 2 Layout or Step 3 Results or Step 4 profile with the information below

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
4. Select the Client Fields you wish to Add to the Form, you can select more than one
5. 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 which Client Field the Field is linked to in the database
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. If you are Editing Fields on the Step 3 Results page, you can
    1. Select to Use the field's client answer as the hyperlink to the Client Profile
    2. Select to Use this field as a heading
11. Click Done

C. Delete Fields

1. Hover over the Field
2. Click the Red Cross icon - (refer to screenshot)
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, Drag to move the Field into desired position
3. Click and Hold the Blue triangles, Drag to resize the field outlines (refer to screenshot).

1. Create a Client Search Form

1. How do I specify options for a Client Search Form?