Create individual form
- Select the WEB → Forms module.
- Click Create new record (to the left of the Form name heading).
- Now click the Predefined form button.
- Select an initial template, specify a form name and a location and click Next.
- Note Initial template: choose between a Blank form or one of the Predefined forms to add to it. If customizing the Predefined Forms, you will also need to add your own privacy policy.
- Now click on Done! The corresponding form will be loaded and can now be updated.
- A privacy policy must be stored and an e-mail address must be stored in the Send Finisher E-Mail (Recipient) in order to be able to save the form.
- In order to configure the finisher e-mail (recipient) correctly, a recipient address and a sender address must be entered here. If you use an email field, you can select the email field in the sender address. This way the entered mail address will be set as the sender of the form in the inbox.
- If the form cannot be saved, it was stored in the wrong directory to which you do not have write access.
Include the form on your page:
- Select the WEB → Page module.
- In the page tree, select the desired page in which the form should be displayed.
- In the middle content area, click Create new content element.
- Select the Forms tab and select the Form element.
- In the element that opens, navigate to the PlugIn tab and select your created form.
- Clicking the Overwrite Finisher Settings box loads a new tab where you can now overwrite the send settings stored in the form.
- Save and close!
Additional fields
To create additional fields, you can click Create new element in the form. Now select a field by clicking on it. This will automatically be created at the lowest position. The newly created form element can be moved using Drag&Drop.
For a text (single-line) or text field (multi-line) a name of the element should be entered, a description of the field can be entered, a placeholder (this value will NOT be transmitted) can be entered and / or a default value (this value will be transmitted) can be set. In addition, it can be selected whether it is a mandatory field and whether the entry should be specially checked. Entry should have the following, only then the form can also be sent:
- Alphanumeric,
- Non-XML text
- E-mail field - here it is checked whether the entry is a valid e-mail address.
- a minimum and or maximum character length - length of the string
- Integer
- Floating point number
- Range of numbers from to
If you want to choose from different options, there are 3 ways to implement them. Checkbox (single and multiple selection), dropdown (single and multiple selection) and the radio button (either / or selection).
In the case of the simple checkbox, a label and a description can be added and these can be stored as mandatory fields (example 1: "I agree to the course conditions", example 2: "I have taken note of the privacy policy").
For a checkbox with multiple selections, a label and a description can also be set. The individual selection options can be entered in the Options item. The field Label is printed in the form, the field Value is the value that is given, options can be prechecked by checking the checkbox Selected. A selection from the options can also be defined as mandatory and it is possible to have a certain number of options selected (minimum and maximum).
The dropdown selection options are called Single selection and Multiple selection in the form editor. A label and a description of the field can also be entered here. It is possible to enter an Inactive option (quasi a placeholder e.g.: "Please select") different options, a selection obligation and a check (how many options should be selected).
- For the user a multiple selection in a dropdown field is not self-explanatory. The person filling out the form must hold down the [CTRL] key on the keyboard to make a multiple selection.
Radio button is a decision field. A label and description, the options can be entered and the selection obligation can be selected.
- In case of a radio button, only one option can be selected.
The Privacy Policy field must be used when requesting information that is not covered in the general contact privacy policy. The self-created privacy policy can be stored as a document (PDF), link to an internal page or link to external URL. If the privacy policy is not added, the form will not be output in the frontend.
If the Date selection field is used, a description and a placeholder can optionally be entered. A date format must be set (e.g.: "d/m/Y"). By default, the format Y-m-d is stored. If this is not changed, no other format will be accepted and the form cannot be submitted until the form filler has adjusted the date. It is possible to include a calendar as an overlay (this checkbox is set by default, here the date format d/m/Y must be entered). Furthermore, a time can also be queried by selecting the Display time selector checkbox. It is also possible to set a mandatory selection of the field.
The hidden field does not appear in the form. In the backend, a special value can be specified in the form, which is then sent via e-mail only to the recipient or is sent in the database under Form results (if the Save e-mail in database finisher is selected).
If a general text, which is only informal for the person filling in the form, is to be entered, the Static text element can be selected. You can include a heading ("Name of Element") and also normal text in body text layout with no linking or formatting capabilities.
- An example would be a conference registration with a query if attending the evening program and a selection of the buffet that would be provided (vegan, vegetarian, halal, kosher...). "This selection only concerns participants of the evening program:"
The Field Group element is used to summarize information visually. A title can be created as a legend and fields can now be created in the Field Group element.
- E.G.: The title of the field group could be "Personal:". In it there are text fields to retrieve the first name, last name, email address and phone number of the form filler.
optional finisher
The following finishers can be added or completed by you. You can use them, but you do not have to.
When the form is submitted, a standard text "Thank you for your message, we will process it as soon as possible" is currently output. This text can be supplemented by you.
- To update the confirmation message, the Confirmation message finisher must be selected and the appropriate text entered in the text field (without formatting option, no links possible).
When the form is submitted, you can be redirected to another page. For example, the program page of the conference. If a confirmation text was entered, it will be ignored and it will be redirected directly to the entered page.
- To generate a redirection to another page after sending the form, the finisher Forward to a page must be selected.
- Here a page must be selected or a PageID must be entered.
- If the finisher Save email to database is selected, the completed form data is stored in a database in Typo3. These are then visible in the Web > Form Results module after selecting the corresponding form and can be exported as CVS.
- All entries are entered in one cell each and the individual queries are separated with commas. In Excel, the item Data -> Text in columns can be set to divide all contents into individual columns.
Customize CSV:
- Select first column,
- In the tab Data - Select Text in Columns
- Select Separate to split the data into columns and confirm your selection by clicking Next.
- Select Comma, as comma is currently used to separate the data and click Finish.
Check the following points:
- Is there a privacy policy on the form?
- In the Email to Recipient finisher:
- Is a field selected in the subject that is no longer used in the form?
- Is a recipient stored in the form or in the plugin via which the form is integrated on the website?
- Is another address stored in the Address field of the sender? - Only one address may be inserted here.
If all items are filled in correctly, please contact the service desk.
