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Forms

Forms

We have a couple different methods for displaying forms on our WordPress website:

MS Forms allows anyone within the college to set up a simple form using their Office 365 account. The form can then be embedded on a web page.

In screenshot #1 you’ll see a vertical scrollbar. This can make it difficult for users (especially on mobile) to view the entire form. To eliminate the scrollbar, you can adjust the height of the form screenshots #2 & #3. You’ll see by increasing the height from 3500px to 4250px we’ve eliminated the scrollbar screenshot #4.

MS Forms allows non-web content admins to to create a form and easily access the submission data. MS Forms is limited in how complex the forms can be. However, it’s nice that the form creator has access to these settings.

Once the form creator has the form configured how they would like, ask them to provide the embed code which can be found under “Collect Responses”

 

Gravity Forms is a WordPress plugin we use to build website forms. You can build pretty sophisticated forms with the plugin.

Forms

View a list of forms that have been set up on the website. The status column shows whether a form is active or inactive. The views and entries columns shows the number of times the form was viewed and submissions received.

New Form

  1. Select from a template or start with a blank form

  2. Enter form title and description

3. Build the form by selecting from “Standard Fields” or “Advance Fields” sections

4. To build complexity in the form enable conditional logic to hide/make visible fields based on what is selected in a preceding field

Entries

Click to view individual entries

You can send a note to the person that submitted to the form.

Form Settings

Access Title, Description, Layout and Button options from this setting

Form Settings > Confirmations

Choose a confirmation type from text, page, redirect and enter the message you’d like the submitter to receive when they hit submit

Form Settings > Notifications

Send to Email - is required and is typically the person requesting the form

From Name - typically enter the name of the person submitting (if collected on the form)

From Email - recommended to use chhs_webmaster@mail.colostate.edu mailbox as the from address

Reply To - recommended to use no-reply@colostate.edu address

BCC - optional but recommended to BCC chhs_webmaster@mail.colostate.edu mailbox

Subject - is required and is typically the form name and last name of submitter (if collected on the form)

Message - is required and typical to place a custom message and select either {all_fields} or specific form fields click {..} to see list of available fields

Click “Update Notification” at the bottom to save changes

Form Settings > Personal Data

Set retention policy for this particular form

Form Settings - reCAPTCHA

Plugin Settings

GF License key needs to be entered on each site within the CHHS WordPress environment

 

Plugin Settings > reCAPTCHA

Enter reCAPTCHA v3 site key and secret key on every site within the CHHS WordPress environment

Site Key - 6Lfsh2seAAAAALxth5u1_e0WvjMKu87EaPwR82mL

Secret Key - 6Lfsh2seAAAAAAqCvLWVaT4m9vFnpnxnv9MqArXm

 

Import/Export

  1. Select a form to export from the dropdown list

  2. Select fields to export

  3. Select Date Range or keep empty for all entries

  4. The export will be in a .csv format