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Home : Support : Tutorials : Custom Forms

Custom Forms

This documentation applies to QuantumCMS version 5.

QuantumCMS includes a tool called the Custom Form Builder that allows you to create response forms, surveys, and the like. When a form submits, an email is generated with the inputted data and sent to the recipient specified in QuantumCMS.

Adding a Form

Step 1:

Click on the Settings option in the top navigation and select “Custom Form” from the menu.

Step 2:

Click the Add button and fill out the required fields to set up the basic properties of the form. Below is an overview of the Form Details.

Form Details

Support Text

You will also be required to fill in content under the Body Text, Acknowledgment Text, and Form Expired Text tabs. You will have use of the standard content editor to format your content.

Adding Questions

Step 1:

After Saving the Custom Form, you will be able to add Steps and Questions. Begin by clicking the Steps button.

Step 2:

Forms can be more than one step (more than one screen). If your form will be more than one Step, click the Add button and fill out the Name field. Press the Save button when you are finished.

Step 3:

Click on the Questions button.

Step 4:

Click the Add button to create a new Question and fill out the required fields. Below is an overview of the question options.

Question Properties

Question Options

Several Question Types allow users to choose from multiple answers. If you choose a Question Type such as checkbox list, radio button list, or dropdown menu, then you must supply Question Options.

Step 1:

Click the Question Options button.

Step 2:

Click the Add button, fill out the Option Text, and Save for each Question Option.

Alternatively, you can import a file that lists out the options. The file needs to be saved as plain text (e.g. QuestionOptions.txt) and each option should appear on its own line.

Example:

Car
Truck
Motorcycle
Moped
Etc...

Copying Questions

If you have created a form in the past that includes a question or multiple questions that you would also like to use in your new form, you can copy them.

Step 1:

On the Questions screen, click the Copy Questions button.

Step 2:

Select the Form that contains the question(s) that you would like to copy and click the Search button.

Step 3:

Click the Copy button next to the appropriate result(s).

Sorting Questions

You can also change the order in which the questions will appear by clicking the Sort buttons on the Questions screen.

Creating a Form Page

Once you have completed building your form, you will need to create a page where it will display.

Step 1:

Using the Navigation Tree, access the section of the site where you wish to add the new page.

Step 2:

Click the arrow next to the Add Document button and select “Add Form” from the menu.

Step 3:

Fill out the details and select the form you just created.

Details Overview:

Step 4:

Publish and Save.