Editing A Form

To edit an existing form, navigate to Dashboard > Website > Pages, and edit the website page where the form resides. Click the existing form to select it, and you will notice a "Form" item appears in the left sidebar, which allows you to configure the form. 

To ensure that your form works as intended: 

• Configure your form with a unique ID. 
• Add, remove or modify the fields that appear within the form. 
• Check the "On Form Submission" Settings, to confirm what should happen when the form is submitted.

Configure The Form With a Unique ID

Each form should be assigned a unique ID, which is used when referencing the form throughout Oncord. Avoid using spaces within an ID - it's good practice to use underscores _ instead. 

To configure your form with an ID:

• Click within the form to select it, and a "Form" button will appear in the left-hand toolbar.
• Click the "Form" button in the left-hand toolbar to open the Form Properties panel.
• Enter a unique ID in the "Form ID" field.

Add Form Fields

To add the fields that appear within the form to collect information:

• Click within the form to select it, and a "Form" button will appear in the left-hand toolbar.
• Click the "Form" button in the left-hand toolbar to open the Form Properties panel.
• Click the "Add Form Fields" option within the Form Properties panel.
• Drag and drop a new field element into the form.

Form Fields can also be reordered using drag-and-drop, either within the Form Properties panel, or within the visual page editor.

Important: Each field within the form should also have a unique ID set. This allows the system to save and display data correctly within other parts of the system.

There are two ways to manage the ID of a form field:

• Select the field within the visual editor, and use its dropdown menu to edit its properties.
• Or, select the field within the Form Properties panel.

Enter a unique field ID in the "Field ID" field. Avoid using spaces in the ID to prevent form errors.

"On Form Submission" Settings

The "On Form Submission" settings allow you to specify:

• If and where to send the admin e-mail notification.
• Whether a new contact record should be created by the form.
• The success message shown to the user on form completion. 
• Whether submissions of the form should be recorded in the Dashboard, for use with Automation etc.

To change the "On Form Submission" settings: 

• Click within the form to select it, and a "Form" button will appear in the left-hand toolbar.
• Click the "Form" button in the left-hand toolbar to open the Form Properties panel.
• Click the "On Form Submission" button, located towards the bottom of the Form Properties panel.