When creating or editing a form, you must set the overall properties of the form to determine how it will behave. The form properties page looks like this:
Following is an explanation of each area of this page.
Form name: Type in the name of your form. This will appear at the top of the form page when it is viewed online.
Form activation: This setting determines whether the form can currently be accessed by anyone. The possible settings are:
Active: The form can be accessed online.
Inactive: The form cannot be accessed online. If you have a link to an inactive form and someone clicks it, they'll get a message that the form is not active, which you can customize below.
By date range: You can enter the dates during which the form should be active. This allows the form to automatically activate and deactivate at the dates you supply.
Require users to log in to view this form: If you select this option, then you can choose a subset of your members who are allowed to view the forms; other members, or those without a login, will not be able to access it (but rather will get a custom message you can set at the bottom of the page).
If you check this option, then you will have a couple of extra options available:
Restrict access by rule: Choose this to limit the form to only certain users. You can use any rule you have created to limit access, which means that you have almost infinite flexibility in determining who can and can't access the form. See Building criteria rules for more information. If an unauthorized user attempts to access your form, they'll get the Unauthorized message you can create below.
Allow multiple submission by a user: By default, if you choose to restrict a form, the system assumes that each user should only be allowed to submit the form once. If you check this option, each user can submit the form as often as desired.
This form involves payment or invoicing: Check this option if you wish to create payment fields and collect money via this form. Leave it unchecked if you do not need to create payment fields. If you check it, you'll get the following options:
GL account for invoice: You can choose which of your GL accounts will be used to track the money paid by the member. (See General Ledger for more information.)
Note: The GL account you choose here becomes the default for each payment field on the form. If you wish, you can also specify different GL accounts for specific payment fields. See Form fields for more information.
GL account for payment: You can choose which of your cash accounts will receive the money from the payment.
merchant account for payment: Choose which payment gateway will be used for processing the credit card used by the member to pay. (See Managing account gateways for more details.)
allow user to be invoiced without making payment: Check this option if you want to offer an invoice (pay later) option in addition to payment by credit card for this form.
Send email to admin for each submission: If you select this option, you can supply one or more admin email addresses that will receive a copy of each form submitted via email. Separate multiple email addresses with commas (,) or semicolons (;).
Send confirmation email to user upon submission: If you select this option, the person submitting the form will get a copy of the form via email after they submit it. You must supply the following information for this option:
"To:" email address: Choose which field in the form will contain the email address to which you wish to send the confirmation.
"From:" email address: Type in the email address from which the responses should be sent. In other words, when a form submitter receives their form via email, it will be "from" the email address you supply here. This will be the address to which someone can reply when they receive their form.
Note: Make sure that the "from:" address is on your email domain to avoid your messages being labeled as spam by your members. However, if you don't want replies to the email, you can choose something like noreply@yourdomain.org (replacing yourdomain.org with your email domain).
Use confirmation message below: Choose this if you want the email confirmation message to be the same as the online confirmation page for the form (see below).
Use email template: Choose this if you have already created an email template you wish to use as the confirmation email. Again, this is the email that is sent to the form submitter.
Limit total form submissions to: If you check this option, you can specify a total number of submissions. After this total is reached, no one else will be able to submit the form unless you change the limit or remove entries (see Managing form responses). Anyone who attempts to access the form after the limit is reached will see the Limit reached message you create below.
Make form submissions anonymous: Select this option if you do not want to know who sent in each form. If you choose this, then you'll have no way of knowing who sent in each form, even if you chose to restrict access to logged-in members. This option is useful for voting forms.
Display user form submissions on a public web page: Check this option if you wish to set up a front-end web page containing submitted results of the form (for example, if the form is for classified ad submissions and you want to display the resulting submitted ads). See Setting up a layout for a submissions page for details. If you choose this option, you'll have a second option as well:
require approval before showing entries: Select this option if you wish to review each submission before approving it to display online. Leave it checked off if you wish form submissions to immediately go online (you can always disapprove of a submission after the fact).
There are five tabs at the bottom of the page for various content areas used by the form. Each uses the built-in HTML editor for rich, formatted content.
Instructions: This content will appear at the top of the form, under the title but above the first field.
Confirmation: This message will be displayed on the screen after a person submits the form. Depending on your settings above, it can also be used as a confirmation email for the form submitter.
Unauthorized: If you restrict a form to certain users, this is the message that appears to an unauthorized user who tries to access the form. For example, if you restrict the form to active members, any inactive member who tries to access the form will see this message instead of the form itself.
Limit reached: If you set a limit to the total number of possible submissions above, this is the message that will display to people who try to access the form after the limit is reached.
Not active: This is the message that appears to people who try to access the form after you have made it inactive (see above).
Once you have chosen your settings and added the appropriate content,
save the form options by clicking 
below.
Then you
can create or edit form fields or perform
other form-related tasks.