This guide requires a user with Form Manager or Restricted Editor role with Individual form access. If you don't have access to Forms, you will not be able to make the necessary changes.

 

After setting up the form, you are ready to adjust the settings. From the Build tab, select the Setting tab. Here are some of the main areas of interest:


General Settings

Make sure that you are in the General sub-tab of Settings, and these are your options:

  • Title - this will change the title of the form, but this will not update the form ID.     
  • Administrative Description - This description will not be available publicly and is only for internal use.  
  • Category - This should be selected already, but you can change the category if you wish. This is used to organize the forms when you place it on a page. 
  • Disable saving of submission - This may be useful if the grant or government regulations require that you do not store the information in a database. 

Closing a form

  1. Make sure that you are in the Form sub-tab of the Settings
  2. Go to Form status 
  3. Select Closed
  4. Save your changes


Confirmation

  1. Make sure that you are in the Confirmation sub-tab of the Settings
  2. Go to Confirmation Type
  3. Select Inline, you may use other types, but they may require you to build a 2nd page.
  4. In the Confirmation Message section, using the WYSIWYG enter your confirmation message. You may add as much content to this message as you need.
  5. Save your changes


Emails/Handlers

In most instances, you will want an email for Confirmation (to the user) and a Notification (to you). In this example we will show you how to build both. If you are not using either, you can skip this section.

  1. Make sure that you are in the Emails/Handlers sub-tab of the Settings
  2. You have two options:
    • Add Email - An email is an email sent upon the forms submission
    • Add Handler - A handler is used to process a form by an external application
  3. For our purposes, we will be using the Add Email button

Setup a Confirmation Email

  1. Click the Add Email button
  2. Change the Title to "Confirmation"
  3. Change the To field so that it goes to an Email element in the form. If no Email element is available, you will not have a way to send a confirmation email to the person.
    1. In the Send From section, these should remain as the defaults.

      From email should always be [site:mail]; changing this may result in an unsuccessful transmission.

    2. From name should always be [site:name]
  4. Change the Reply-To email
    1. Change from Default to Custom Reply-to Email address
    2. type or paste in an email address, this can be only one email and not multiple.  
    3. If you do not set up the Reply-to email, any responses will be sent to the Web Team, and we will need to forward the emails.
  5. In the Message, you can customize this section

    1. In Subject change the dropdown to "Custom subject...", and put your subject line in the space provide

    2. In Body change the dropdown to "Custom body...", and create your message in the space provided.

    3. If you want to have them receive their answers, you will need to add this into the custom body text editor:
      Submitted values are:
[webform_submission:values]
  6. In the Included Email Markup/Values, deselect the top checkbox so that all of the checkboxes are unchecked.

  7. Save the confirmation email handler.
  8. Save the Emails/Handlers configuration


Notification

  1. Click on the Add Email button
  2. Change the Title to "Notification"
  3. Change the To field so that you can use a custom email, use the dropdown and find "Custom To email address". In the space provided, add your email address. If you need the email to go to multiple people add the emails addresses separated by commas.
  4. In the Send From section, these should remain as the defaults.
    1. From email should always be [site:mail]; changing this may result in an unsuccessful transmission.
    2. From name should always be [site:name]
  5. In the Message, you can leave it as the default. If you want to customize it, follow step 4 in Confirmation Email.
  6. In the Included Email Markup/Values, select the top checkbox so that all the checkboxes are checked.

  7. Save the notification email handler
  8. Save the Emails/Handlers configuration