# Form Builder

# ADD/DOWNLOAD CSV/Duplicate Forms/MANAGE FIELDS/EDIT/DELETE FORMS

## ADD A FORM


 1. Log into **WebWiz@rd**
 2. Click on the **Standard Modules** tab
 3. Click on the **Form Builder** module
 4. On the left-hand side of the page under **Related Actions** click on **Add a form**
 5. Click the **Basic Details** tab
 6. Fill in the **Name** and **Thank You Page** choose from the **Browse** button
 7. Click on the **Page(s)** tab
 8. Check off the page(s) you want to have the form on from the **Show Form on These Pages** options
 9. Click on the **User Confirmation** tab
10. Fill in the **Send Confirmation Email** option, **Subject**, and **Message**
11. Click on the **Notifications** tab
12. Fill in the **Administrators** option, **User Selected** option, **From Address** option, **Subject** and **Introduction Message**
13. Click on the **Labels**
14. Fill in the **Form Title**, **Form Description**, Check the **CAPTCHA** information is correct and **Submit Button Text**
15. Click the **Advanced** tab
16. Fill in the **Generate CSV** option, **Save Uploaded Files** option and **Include CAPTCHA** option
17. Click on the **Save** button at the bottom of the screen

## DOWNLOAD THE CSV FOR THE FORM


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Download the most recent CSV for this form** icon (the open book with the arrow) beside the form you want to download the **CSV**
5. The **CSV** (Excel spreadsheet) will be downloaded to your computer

## Duplicate FORMs


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Duplicate this form** icon (the two overlapping pages) beside the form you want to duplicate
5. You will now see a new [DUPLICATE] … form which you can now Edit, Manage fields, and Duplicate this form (see how to do that below)

**MANAGE FIELDS - ADD/EDIT/DELETE FIELDS**

## ADD A FIELD


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Mange Fields** icon (the three dots and three lines) beside the form you want to manage the fields
5. On the left-hand side of the page under **Related Actions** click on **Add a field**
6. Fill in the **Field Label**, **Purpose**, select the **Field Type** option, **Error Message**, select the **Required** option and select the **Label Position** option
7. Click the **Save** button at the bottom of the page

## EDIT A FIELD


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Mange Fields** icon (the three dots and three lines) beside the form you want to manage the fields
5. Click on the **Edit** icon (the pencil) beside the field you want to edit
6. Make changes to the **Field Label**, **Purpose**, select the **Field Type** option, **Error Message**, select the **Required** option and select the **Label Position** option (if necessary)
7. Click the **Save** button at the bottom of the page

## DELETE A FIELD


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Mange Fields** icon (the three dots and three lines) beside the form you want to manage the fields
5. Click on the **Delete** icon (the x) beside the field you want to delete
6. A confirmation screen will appear asking you to confirm the deletion of the field
7. If you are sure, click **OK**, and the field will be deleted
8. If you clicked it by mistake, or changed your mind, click **Cancel**, and you will return to the **Fields** page

**MANAGE OPTIONS - ADD/EDIT/DELETE OPTIONS**

## ADD AN OPTION


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Mange Fields** icon (the three dots and three lines) beside the form you want to manage the fields
5. Click on the **Manage Options** icon (the three dots and three lines) beside the field you want to manage the options
6. On the left-hand side of the page under **Related Actions** click on **Add an option**
7. Fill in the **Display Text**, **Value,** and the **Default Value** option
8. Click the **Save** button at the bottom of the page

## EDIT AN OPTION


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Mange Fields** icon (the three dots and three lines) beside the form you want to manage the fields
5. Click on the **Manage Options** icon (the three dots and three lines) beside the field you want to manage the options
6. Click on the **Edit** icon (the pencil) beside the option you want to edit
7. Click the **Basic** tab (if necessary)
8. Make changes to the **Display Text**, **Value,** and the **Default Value** option (if necessary)
9. Click the **Save** button at the bottom of the page

## DELETE AN OPTION


1. Log into **WebWiz@rd**
2. Click on the **Standard Modules** tab
3. Click on the **Form Builder** module
4. Click on the **Mange Fields** icon (the three dots and three lines) beside the form you want to manage the fields
5. Click on the **Manage Options** icon (the three dots and three lines) beside the field you want to manage the options
6. Click on the **Delete** icon (the x) beside the option you want to delete
7. A confirmation screen will appear asking you to confirm the deletion of the option
8. If you are sure, click **OK**, and the option will be deleted
9. If you clicked it by mistake, or changed your mind, click **Cancel**, and you will return to the **Options** page

# HELPFUL HINT

* Add your options to each field as you create them, so nothing is missed on the form.

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**Documents**

- [IT Basics](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/it-basics-xiENBIGERR)
- [WebWiz@rd™](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/webwizrd-2tEcTavTxo)
- [Email Services](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/email-services-esUwHOyM9u)
- [AODA (web accessibility)](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/aoda-web-accessibility-GCC6vMCC0l)
- [3rd Party Services](https://support.remwebsolutions.com/s/ad0e2649-4834-4a41-9529-97bbbae25229/doc/3rd-party-services-eKNwxzXQLO)