The Form Manager is a key module of the Brilliant Directories Platform as it contains all the forms that are used around the site.
Forms are the way members or website visitors are able to submit data to the site, so this is the place to edit, create and customize forms to collect data from the members and visitors.
How to Access The Form Manager
To access the Form Manager, navigate to Toolbox > Form Manager:
There are 4 types of default forms. These forms can be organized as following:
-- Feature Forms
These are the forms utilized by the members of the website when posting any feature type. In this example, we are showing the Classifieds form:
All the Feature Forms can be found when searched for the wording "Feature":
Not sure which feature type is using which form? Navigate to Content > Edit Post Settings and the forms system names will be available as a column under "Form to Use":
Then search for the form using the keyword search in the Form Manager:
-- Listing Forms
These are the forms utilized by the members of the website when they are managing their profiles via member dashboard:
All the Listing Forms can be found when searching for the keyword "Listing":
Not sure which membership level is using which form? Navigate to Finance > Membership Plans and click "Edit" on the preferred membership plan:
In the Member Dashboard tab, the listing forms being used will be available:
-- Member Forms
These are the forms utilized by the members or potential members of the website when they are logging in, signing up and upgrading their profiles.
All the Member Forms can be found when searching for the keyword "Member":
Where to find these forms on the front-end:
Login form --> yourdomain.com/login
Upgrade form --> yourdomain.com/account/upgrade
Signup forms --> yourdomain.com/checkout/1
Important note: For signup forms, the number after /checkout/ comes from the Membership Plan ID#:
-- Website Forms
These are the forms utilized by the members of the website or website visitors when they are contacting the website via Contact Us form, when submitting Leads, when reporting a post or when subscribing for a newsletter:
All the Website Forms can be found when searching for the keyword "Website":
Where to find these forms on the front-end:
Contact Us form --> yourdomain.com/about/contact
Getmatched form --> yourdomain.com/getmatched
Newsletter forms --> Will appear on the footer and on the sidebars if allowed.
By default, new websites are launched without any customized forms:
To customize a default form, click Customize under Actions:
This will open the Edit view of the preferred form:
Clicking on the Save Changes button without making any changes:
Will display an error message as there were no changes made to the default form:
For a form to be considered "Customized", there needs to be a change to at least one of these highlighted settings on a form field:
After making preferred changes and clicking on Save Changes:
The system will display a pop-up where it is possible to change the forms Nickname and Variable Name:
We recommend changing the forms nickname and variable name if:
- This is a feature form for a cloned/newly created feature that is not a default feature (turning blog articles to website news for example while keeping the blog articles feature)
- This is a listing form to be utilized on member profiles that is on a new membership level created (having unique form names on each membership level will keep things organized / How To Assign Different Member Forms To Various Membership Levels)
- This is a website form that will be being called on a custom widget created (creating second Contact Us page for example)
We do not recommend changing the forms nickname and variable name if:
- This is a feature form but for existing default feature
- This is a listing form that is shared on all membership levels
- This is a website form that is being called on multiple widgets (changing the variable name of default Contact Us form for example, will cause this form to not to display on the front end as this default form being called on a default widget with its system name)
Bulk actions are available for Customized Forms, select all the customized forms at once:
Or select these forms individually:
Then select one of the available actions and click Apply:
As we went over earlier, if a default form is customized, it will appear on the top section under Form Manager:
In instances where the edits made are removed and default form and customized version of the form have the same values, the Duplicate banner will display with a yellow background as it can be seen in the image above.
This means that these forms can be disabled or removed from the site as the site won't be able to use the default and most updated version of the form.
Please keep in mind that editing only the Form Settings and reverting them back to its default version will not cause a form to display as Duplicate, changes have to be made on form fields and removed later on for the system to consider it as Duplicate.