See the "accessList" item in the Hidden Fields tab for more information.
Use OmniUpdate (OU) forms for online data entry and collection. OU forms have a good spam filter and are more secure than sending paper forms. OU forms can be emailed to any users you designate and can also automatically populate an Excel spreadsheet everytime a form is completed.
A limitation of OU forms is that electronic signatures are not an option.
Step by Step Instructions
Step 1 - Insert the Form
Place your cursor on the page where you would like the form and click the Insert/Edit a Form icon in the toolbar.
Step 2 - Name the Form
Under the General tab, name the form using only lowercase letters and limit the name to one word if possible. No other properties need to be defined in the General tab.
Include the same name in the ID under the Advanced tab.
Step 3 - Arrange Form Elements in a Table
You will now see a dotted outline of the form on your page. If it doesn't do so automatically, place the cursor inside the form. You may need to stretch the dotted outline to place the cursor inside. Don't worry about the size of the form at this step.
Click the Insert/Edit Table icon on the toolbar to insert a new table.
Choose the number of columns and rows you want your form to have. In this example, we are creating a table with two columns and six rows. You do not need to define any other parameters.
If you discover later that you need more or less columns or rows in your table, right click inside the table and make adjustments using the menu that appears. There are also table row and column icons in the toolbar.
Step 4 - Add Labels
Place your cursor inside the table where you want the label of the first element (e.g., name, phone, email) and type of the name of the element.
Mark Required Field
Type an asterisk (*) after the label of all required elements. If all elements are required, you can indicate "All fields are required" at the top of the page and omit noting each individual element is required.
Select only the asterisk and make it italic.
Apply the required class to the label by going to the Styles drop down menu in the toolbar and selecting Marks a required field. This will turn the asterisk red.
Step 5 - Add Form Elements
Now you need to add the entry element for the data you want submitted. There are three types of form element icons in the toolbar to choose from.
Insert/Edit form input element is for shorter text responses (e.g. name, address, email, phone), a check box, radio button, file, masked password, submit button, file attachment, or reset button.
Insert/Edit form select element is for adding a dropdown list from which a user can select one or more answers.
Insert/Edit textarea element is for longer responses such as comments.
To insert an entry field, place your cursor in the table cell where you want the element to be located. Next, choose one of the Insert/Edit element icons mentioned above that fits the type of data you want your visitor to enter.
Remember to include a submit button in your table. Submit buttons are available in the Insert/Edit form input element icon.
Text Fields, Radio Buttons, Checkboxes, etc. (Input Element)
The Name field gives the text element a name in the code. The user will not see the name of the element.
Under the General tab, name the element using only lowercase letters or numbers. If it is more than one word, separate the words with an underscore (example_one). Enter this same name in the Id field under the Advanced tab.
Remember the name you give this element because you will need to enter it again to send the form to the intended recipient.
The Value field will populate the element with text that the user sees. The Value field can include plain text with spaces and uppercase letters.
OU provides Submit and Reset buttons. For custom buttons, enter the text you want on the button in the Value field and the button will be sized accordingly.
Select the type of element you want to insert from the dropdown menu. Be sure to include a submit button for your form.
For radio buttons and checkboxes, use the same Name for all the items in the group and give each item a different Value.
A pixel size can be entered. A size of 50 is good starting value of try. Otherwise, you can specify a pixel width and height for the element.
Border Color and Background Color
Please leave these parameters empty.
You may use this parameter.
When finished selecting the element parameters, click Insert. You should see the element in your form. If you don't like how it appears, select it again and click the Insert/Edit form input element icon and adjust the parameters.
Dropdown List (Select Element)
Name or ID
This field will populate the selection options in the dropdown list. The user will see the text entered in the Name or Id field but not in the Value field. The Name or Id field can contain spaces and uppercase letters, but the value cannot. Click the green "add" button once you enter the Name or Id. Make sure you enter the selection options in the order you want them to appear in the dropdown list. If you make a mistake in the list, click the red X todelete the option.
The value field gives the dropdown element a name in the code. The user will not see the name of the element. Under the General tab, name the element using only lowercase letters or numbers. If it is more than one word, separate the words with an underscore (example_one). Remember the name you give this element because you will need to enter it again to send the form to the intended recipient. It is also recommend, but not required, to enter this same name in the Id field under the Advanced tab.
Default selected value
Enter the value for the selection option you want to appear first in the list.
Multiple selections allowed
Check the box if you want the user to be able to select more than one option.
All other criteria are optional. When finished, click Insert. The dropdown list will automatically size itself to accommodate the amount of text.
Text Areas (Textarea Element)
Insert/Edit textarea element
The Name field gives the text area element a name in the code. The user will not see the name of the element. Under the General tab, name the element using only lowercase letters or numbers. If it is more than one word, separate the words with an underscore (example_one). Remember the name you give this element because you will need to enter it again to send the form to the intended recipient. It is also recommend, but not required, to enter this same name in the Id field under the Advanced tab.
You must enter at least a space in the Value field for the form to work. (If your form breaks contact web support) If you want text to appear in the text area box, enter it in the Value. The Value field can contain standard type using spaces and upper case letters.
You need to specify how large you want the text area to be. A good starting point to try is 10 rows by 50 columns. View the form and adjust the element size accordingly.
All other fields are optional. When finished, click Insert.
Step 6 - Define Form Functions
Once you have all of the elements inside your form completed, highlight one of the inserted elements and click the Insert/Edit a Form icon in the toolbar.
Select the Hidden Fields tab. Use the Hidden Fields reference table (last tab) to determine what types of Hidden Fields you need to make your form function. The recipient is the only required field. All other fields are optional.
For example, if you want the form to be sent to webadmin@UND.edu, enter recipient in the Name or Id text box and webadmin@UND.edu in the Value field. Click the green add button to add this setting to the form. Click Insert.
To correct Hidden Fields already entered, click the red X to delete it and re-enter the field.
Make sure to click the green add button to add each field.
Step 7 - Make the Form Work
Note: This will only work on .cfm pages. If you need a form on a different type of page (.php or .html) please Submit a Support Ticket.
In order to make the form send and receive data, include the Global: Send Mail asset on the page. Place your cursor directly above the form (outside the dotted line area) then choose the Insert/Edit Asset icon from the toolbar .
In the Asset Browser, type form and press enter. Select the Global: Send Mail asset and click Select Asset.
You will see the asset label in the form.
Step 8 - Publish and Test
Save and publish your page. Test your form to make sure it works. If an element isn't working or appearing properly, highlight it in the form and go back into the forms toolbar to correct the mistake.
Use this table to determine what types of Hidden Fields you need to make your form function.
Remember to mark the corresponding label as required.
Predefined Elements (Assets)
Predefined elements include a set of state names and country lists.
To include these assets in your form:
- Place your courser in your form where you want the asset.
- Click the Insert/Edit Asset icon on the toolbar.
- Select the asset. The predefined elements available are:
- Country List - Full Name 1 (list of countries)
- Country List - Short Code 1 (list of abbreviated countries, two letter short codes)
- State List 1 – (list of states in the U.S.)
- Do not include more than one predefined asset on a page or you will get page error. There is also a Country List - Full Name 2 and Country List - Short Code 2. These can be used if you need more than one country list on the same page.
Do not use OU's "Managed Form" assets documentation to create forms. That feature is not available to UND content developers.