Secured Form Builder

Secured Form Builder


Get Started – ADD/DOWNLOAD CSV/MANAGE FIELDS/EDIT/DELETE FORMS

ADD A FORM

  1. Log into WebWiz@rd

  2. Click on the Secured Content Modules tab

  3. Click on the Secured 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 Secured Content Modules tab

  3. Click on the Secured 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

MANAGE FIELDS – ADD/EDIT/DELETE FIELDS

ADD A FIELD

  1. Log into WebWiz@rd

  2. Click on the Secured Content Modules tab

  3. Click on the Secured 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

DELETE A FIELD

  1. Log into WebWiz@rd

  2. Click on the Secured Content Modules tab

  3. Click on the Secured 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 Secured Content Modules tab

  3. Click on the Secured 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 Secured Content Modules tab

  3. Click on the Secured 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 Secured Content Modules tab

  3. Click on the Secured 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.