Forms

A form builder for Elgg

Manage forms

• From the admin backend go to Utilities -> Manage forms
• or go to /forms

Create a new form

• As a Site Administrator
• From the form overview page (see above) click 'Create form'
• Fill in a Title
• Fill in a URL to use for the form (the form will be available under /forms/<your entry>)
• Most of the rest of the form is optional but will give more information to the users
• Choose an Endpoint for the form results
  • this can be a CSV-file where a Site Administrator will have to download the results
  • or an e-mail endpoint
• Save the form (it's not yet ready for use)

E-mail endpoint options

• CC and BCC field configuration
• Uploaded files as attachment
• E-mail fields set as an additional To, CC or BCC

Compose a form

• As a Site Administrator
• From the form overview page (see above)
• In the Entity menu (three dots) click Compose
• Here you can
  • Add pages to the form
  • Add sections to a page
  • Add fields to a section
• To add fields to a section, drag them from the sidebar
• To edit a field, hover over the field and click the Edit icon (don't forget to Save changes to a field)
• Here you can change the label, add a help text, mark a field as required, etc.
• Pages, Sections and Fields can be reordered using drag-and-drop
• Once done Save the form
• Users can now use your form

Custom validation rules

• As a Site Administrator
• Go to /forms/validation_rules
• Click Add
• Here you can give it a Label
• Provide a regex for the field validation
  • For example, a Dutch postal code looks like 1234AB or 5678 CD
  • So the regex would be ^[0-9]{4} ?[a-zA-Z]{2}$
• Optional custom error message
• Save
• The validation rule can now be applied to a field on a form