The Form Manger is a key module of the Brilliant Directories Platform it contains all the forms that are used on your site. 


Forms are the way members or visitors are able to submit data to your site so this is the place to edit, create and customize forms to collect the data you want from your members and visitors.


There are a few primary things you should know about this section:

  • How To Access The Form Manager
  • How To Search For Forms In The Form Manager
  • How To Create A New Form Field When Customizing A Form
  • The Explanation To Each Section Available To Edit Inside Any Form Field, That Being A Custom or Pre-Existing Field.
  • How to embed a form into a web page.


New websites are launched without a custom version of the default forms, in order to edit a form, you will need to Customize the form to your site first:




Default forms will only show up as Customized if a change has been completed. If the form is not edited then the site will continue to use the default version of the form, and it will prompt the following error message  when trying to save the default form:



Once a form is cloned the system will automatically add copy-of to the title of the form. This will avoid internal naming conflicts within forms. 




How To Access The Form Manager:


To access the Form Manager please proceed to the Toolbox Tab in the admin and select the drop down option "Form Manager":





How To Search For Forms In The Form Manager:


As mentioned previously the Form Manager contains all the forms used on your site by both members and visitors. 


To search for these forms you need to use the search box at the top right corner of this module:





As a tip: Our forms at times have rather long names so it is a bit complicated to recall the exact name for the form you are searching for.  We recommend that you search for forms using keywords, so for example if you want to add a custom field to your Event form you would search for that form using the keyword "Event" and so on. 


Additionally here is a list of the most common forms that you, your members and visitors will interact with:

  • Feature - Blog Articles - This is the form referenced in the following article: How To Add A Blog Post
  • Feature - Classifieds - This is the form referenced in the following article: How To Post A Classified
  • Feature - Coupons - This is the form referenced in the following article: How To Post A Coupon
  • Feature - Events - This is the form referenced in the following article: How To Post An Event
  • Feature - Jobs - This is the form referenced in the following article: How To Post A Job Offer
  • Feature - Member Articles - This is the form referenced in the following article: How To Post An Article
  • Feature - Photos - This is the form referenced in the following article: How To Post A Photo Album
  • Feature - Products - This is the form referenced in the following article: How To Post A Product
  • Feature - Properties - This is the form referenced in the following article: How To Post A Property
  • Feature - Soundcloud - This is the form referenced in the following article: How To Post An Audio Track
  • Feature - Videos - This is the form referenced in the following article: How To Post A Video
  • Listing - Account Login - This is the form that your members will need to use every time they want to log into their profiles:


  • Listing - About - Member - This is the form where your members can write a description about themselves or their company and have it display on their profile page:


  • Listing - Additional Details - Member - This is the Form inside the member dashboard where your members can add their professional information:


  • Listing - Contact Details - Member - This is the form inside the member dashboard where members can add their contact and main location information:


  • Website - Contact Us - This is the form that allows any visitor to contact you for any concern they may have:


  • WHMCS - Paid Signup - This form is dynamic and will be used for the signup process of all your paid products:


  • Sign Up - Free Member - This form is dynamic and will be used for the signup process of all your free products:


  • Bootstrap Theme - Get Matched - This form is used for any direct or indirect contact with your members on the front end of your site:



How To Create A New Form Field When Customizing A Form:


To create a new form field you need to follow three steps:

  1. Find the form you need to add the form field to.
  2. Click to edit the form.
  3. Click the "New Form Field +" button at the top right corner of the page.


In the following example we wanted to create a new form field in the "Feature - Classifieds" form:



The Explanation To Each Section Available To Edit Inside Any Form Field, That Being A Custom or Pre-Existing Field:


All form fields have the same available sections to edit, some form fields use all the sections, some form fields only use some of the sections, and some form fields section options can only be used in specific scenarios and specific places. 


In general, customizing forms is not something we recommend if your not a developer, however, these instructions should help you if what you are trying to do is a very simple change like adding a text field for members to add some sort of custom data.

The following is a list of all the different form field sections available to edit:

  • Field Label Name
  • Database Variable Name
  • Field Type
  • Required
  • Placeholder Text
  • Field Instructions (help text)
  • Default Field Value
  • Enter CSS Class
  • Outer Element ID
  • Transcription Options
  • Show In Display View?
  • Show In Input View?
  • Show In Email View?
  • Show In Preview View?
  • Show In Table View?
  • Separate Options With Commas


Please click on each section to be taken to the explanation of said section.




Field Label Name:


This section is the area where you add the label/name of the information you want your members or visitors to submit via a new form field. 



Here is an example of how that form field now shows up in the "Listing - Additional Details - Member" form:



As you can see the label clearly indicates what information should be entered in the text input area next to it. 



Database Variable Name:


This section is the area where you add the variable name of how you want this particular data to be stored in the database of your site.  If you create a field without this information whenever members submit the information it will never be stored. 

Its important to note that all existing form fields have a database variable and those should not be changed unless doing so for a very specific purpose knowing all consequences that can happen by doing so. 


This is where you would add the data base variable: 



Its important that you note that all database variables should only contain lowercase characters and there should be no spaces in the variable name, if you need to use more than one word for the variable please use underscores to separate them.


Field Type:


This section of form fields is where we determine the type of form field we actually want to create.


The following is a list of all the different type of form fields you can create with little or no coding knowledge: 

  • Button:
    This field type option does require knowing a bit of code, you would use this field type if you need an action to happen after clicking the button.

    For example the login button performs the action of logging members into their account after clicked on:


  • Checkbox Select:
    This field type is useful if you want your members to select multiple different options of data for a particular purpose.

    For example if I wanted to create a field for members to select their top 3 favorite foods it would look like this:



    This is how it would look like in the front end of your site:



  • Custom HTML:
    This Field is for developers or people familiar with code, it is meant to add any custom HTML and CSS. The HTML and CSS in this case need to be added inside the "Field Label Name Section".

    This field type could be used for adding a custom date picker to a form. You would need to embed the "Bootstrap Theme - Start DateTime Picker" widget in the field label name section of the field.

    You would embed the widget with the following format: [widget=Bootstrap Theme - Start DateTime Picker]


  • DropDown Select:
    This field type is useful if you want your members to select from multiple different options of data for a particular purpose.

    For example if I wanted to create a field for members to select their top favorite food it would look like this:


    This is how it would look like in the front end of your site:


  • Multi-Line Text Input:
    This field is useful for allowing your members to add paragraphs for a particular purpose. This is how it would look on the front end of your site:


  • Email Address:
    This field is useful if you want to collect email addresses, it will automatically make sure if the email entered is valid or not.


  • Radio Select:
    This field type is useful if you want your members to select from multiple different options of data for a particular purpose.

    For example if I wanted to create a field for members to select their top favorite food it would look like this:


    This is how it would look like in the front end of your site:


  • Title heading:
    This field type is useful if you want to add a title before a particular field.

    This is how it would be set up:

    This is how it would look in the front end of your site:



  • Website Address:
    This field is particularly useful if you want to collect a URL from people and want to make sure the URL is valid.

    This is how it would look in the front end of your site:



  • Yes or No:
    This particular field type is useful for asking Yes or No Questions.

    This is how you would set up the field:

    This is how it would look in the front end of your site:



  • Hidden Field:
    This field type is useful for anyone who wants to hide a field in a form. Usually people use these to create fields but not make them available until a later date.

  • Lightbulb Icon Tip:
    This field is particularly useful if you want to get a message/note noticed on a form.

    For example:


  • Phone Number:
    This Field Type is Particularly useful for people that want to collect phone number and want to make sure the phone numbers are valid.  This field will automatically only accept phone number usual characters.




Required:


This form Field section is specifically designed to determine whether or not a field is necessary to submit a form.

This is where you set that up:

This is how it would look in the front end of your site:


Placeholder Text:


To find this form field section you need click on the "Edit Button" for the field.  This section allows you to add highlighted text inside the field that will be filled out.  So for example if I create a field for people to enter their favorite foods I might want to put in example in the field so that they know how to fill out the field more intuitively.

Here is an example of how to set that up in the form field:

Here is how it would look in the front end of your site:



Field Instructions:

To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to add highlighted text under the field that will be filled out.  So for example if I create a field for people to enter their favorite foods I might want to put helpful instructions on what to do to fill out the form properly.


This is how to setup the section in the form field:


This is how it would display in the front end of your site:



Default Field Value:


To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to add a pre-filled section on the form. This is particularly useful incases when you want entice members to select a specific option.



This is how to setup the section in the form field:
This is how it would display in the front end of your site



Enter CSS Class: 


To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to add custom CSS classes to enhance the design of your fields. This is particularly useful for developers/Web designers. If your not familiar with CSS we do not recommend using this field.




Outer Element ID:


To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to add custom CSS to change the layout/alignment of your fields. This is particularly useful for developers/Web designers. If your not familiar with CSS we do not recommend using this field.





Show In Display View?:

To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to decide whether or not the data entered in the field you created will show up in the front end of your site by selecting "Yes" or "No". By front end of the site we mean the public view of your site. important to note that this particular setting does not apply for all forms. Some forms may require additional customizations for variables to show up in different areas. This setting is mainly for the "Listing - Additional Details - Member" form.







Show In Input View?:


To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to decide whether or not the field you created will show up on the form your customizing by selecting "Yes" or "No". This is particularly useful incases when you want  to create fields taht you know you will need in the future, but you don't want your members to fill them out yet. 




Show In Email View?:


To find this form field section you need to click on the "Edit Button" for the field.  This section allows you to decide whether or not the data entered in the field you created will show up on emails. This is particularly useful if you find an email template including information of a field you created but you do not want that information to be shown on an email template message at the moment. So you can look for the field in the form and set it up so that the data associated with that field does not appear in emails. 

 

An example of this could be lead emails, by default members get email notifications about leads, in that notification they usually can see the lead's name, if you didn't want the lead's name to appear, you could find the form where the lead was submitted and change the name field to not display in emails.




Show In Preview View?:


To find this form field section you need to click on the "Edit Button" for the field. Before sending off any manual email to your  members the system pops up a preview of what that email will look like. This section allows you to decide whether or not the data entered in the field you created will show up on email previews.




Show In Table View?:


To find this form field section you need to click on the "Edit Button" for the field. Many times after submitting a form that data is collected in a module of our system. That module then displays in an organized fashion that data so that the admin of the site can easily manage it. We use tables to organize the data in our modules. This section allows you to decide whether or not the data entered in the field you created will show up on tables in the admin.



An example of data being displayed in a table format are any of your form inquiries:




Separate Options With Commas:

This particular option is meant to be used for all multiple choice type fields. Essentially it allows you to add a list of options which you can then format to be used as a drop down where members can select one option out of the list or checkbox where members can select multiple options from the list.




How To Embed a Form in a Web Page:


To add a form to a Web Page go to 


Content > Edit Web Pages > select the page > Edit 


Here you can simply call the form using this format:



[form=your_form_system_variable]





Please keep in mind that you can also use the Bulk Actions to disable, delete and enable forms: