Form Builder Overview
What is the Form Builder Extension?
The Form Builder Extension allows you to create custom forms, for public or private viewing by your clients, and insert those forms into pages in your site using provided shortcodes.
When you first install the Form Builder Extension, a new “Form Builder" menu will be added to your main WP-Client sidebar. If you click into the Form Builder menu, you will be presented with a few different tabs.
From this tab, you will see a table containing all of your existing published and draft Forms. Included in the table will be additional data such as what Clients/Circles the Forms are assigned to (or if they are public), how many Answers have been submitted for each Form, and the Form Type (One-Time, Multiple, or Period). From this table you edit or delete any existing Form, as well as modify what Clients/Circles are assigned to private Forms.
Also from this tab, you can create a new Form by clicking the "Create New Form" button.
How to create a new Form?
When creating a new Form, you will have multiple fields to fill out:
This will be the title of the Form that will appear in multiple locations, including as part of the Form itself when displayed for clients in the frontend using the corresponding shortcode.
You can divide the Form into "sections" using Steps. Each step can have as many or as few individual fields as you like, and each Step can be renamed from the default "Step 1, Step 2, etc" by hovering over the Step title and clicking the pencil icon (note that the default Step titles will still appear when building/editing the Form, but frontend users will see the custom titles you set). You can add more Steps by clicking the green + button, and you can delete existing Steps by hovering over the desired Step and clicking the red X.
Fields will act as the core foundation of your Forms, as these will be how your clients provided information through the Form. Various field types are available, from simple text boxes, to date pickers, to radio buttons, and more. To add a new field to the Form, simply click and drag the desired field type from the right-side box, and drop it into the desired Form Step. From there, you can click on the field within the Form to expand it, and you will be able to fill out details like the title and description labels, set requirement status, and also get a preview of how the field will look on the Form itself. From the "Appearance" tab you will also be able to adjust aspects such as field width, placement of the description text, as well as add some custom CSS classes if desired.
These settings default to what you have set at WP-Client → Form Builder → Settings (see below for more info). You can choose to modify these settings for this specific Form from this window. Any changes that are made will be automatically saved when the window is closed.
Use the "Who can access this Form?" dropdown to determine if you prefer this Form to be visible to everyone, only logged-in users, or only specifically assigned Clients and/or Circles.
Check this box if you want the assigned Clients to be notified via email when the Form is saved/published. The default notification content can be modified by clicking the "Notification Settings" link below this checkbox.
When the Form is created to your liking, you can choose to Save it (which will make it live), or Save it as a Draft. In either case, after the Form is saved the corresponding shortcode for the Form will be displayed at the top of the page, which you can easily copy and paste it in the desired page of your site where you prefer to display the Form.
Saving and Displaying Forms
Once the Form is built and saved/published, you will be able to display the Form using the shortcode that is created after saving. To display a Form in your site, you will just need to insert the corresponding shortcode into the desired page. See example shortcode below:
[wpc_client_form id="ID#" /]
The ID# would be replaced with the numerical ID of the Form, which can be found by clicking "Edit" inside the desired Form. So a real-world Form shortcode might look like this:
[wpc_client_form id="8" /]
Wherever that shortcode is placed, the Form will be displayed in that page for the appropriate users. If a non-authorized user attempts to view the Form, it will display the Permission Error text (from your settings) instead of the Form.
From this tab, you will be able to view, search, filter, and optionally delete all of the Form answers that have been submitted by users. By default the table will display the title of answered Form, the client's username (if they were logged-in), their IP address, their browser info, the URL of the page the Form was on, and the date the answer was submitted. From here you can click "View" on any individual submission, and you will be able to additionally view the actual submitted Form field data that the user filled out.
From this tab, you will be able to adjust the various settings that are available inside a Form. The settings here will be used as the default values whenever a new Form is created, though you can adjust these settings individually inside a specific Form if desired.
Use this setting to determine how multiple steps are laid out and presented to the user when filling out the form, such as in an accordion, in individual "pages", etc. This setting will only apply to Forms with more than one step.
Use this setting to determine if a Form is a One-Time, Multiple, or Period timeframe. One-Time Forms can only be answered once per-user, Multiple Forms can be answered unlimited times per-user, and Period Forms can only be answered once per-user in each timeframe (Example: once per day, once per week, etc).
Give Access to Previous Steps
Use this setting to choose whether or not to give users the option to go back to previous steps in the Form.
Text For Previous Step Button
This will be the text that appears on the button that navigates to the previous step in the Form.
Text For Next Step Button
This will be the text that appears on the button that navigates to the next step in the Form (except for on the last step).
Text For Submit Last Step Button
This will be the text that appears on the button that submits the Form on the last step.
This will be the text that a user will see once they successfully submit a Form. You will also be able to set a custom redirect URL inside individual Forms if desired.
Use this setting to determine if the Form field labels default to left-aligned or top-aligned in relation to their fields.
Use this setting to determine if the Form field descriptions appear above or below their respective fields.
This will be the text that a user sees when they attempt to view a Form that they do not have permission to access.
Already Answered Error
This will be the text that a user sees when they attempt to view a (non-Multiple) Form that they have already answered.