Creating a Form

Reduce paperwork and make communications easy for your users. You can use web forms for contact pages, applications, event registrations and more.

Reduce paperwork and make communications easy for your users. You can use web forms for contact pages, applications, event registrations and more.

First-time use

This feature is available through a plugin that needs to activated before first use.

To activate: From the WordPress dashboard, click Plugins in the left menu. Find Formidable Forms in the list of plugins, and click Activate.

HIPAA Warning

WashU Web Theme forms are not HIPAA-compliant and should not be used to collect protected health information (PHI).

See the guidelines to appropriate communication of PHI » 

 

Create a new form

In addition to the instructions below, you can check the Formidable Forms Knowledge Base for more guides to creating forms.

  1. In the dashboard, click Formidable > Forms.
  2. Click Add New.
  3. Select a pre-existing form template or enter the name of your new form.
    Screenshot showing option to create new form or choose an existing template.
  4. Click the blue Create button on the right side of the page.
  5. In the form editor, the available fields are listed on the right side of the screen. To add a field, click on the button with the field name, and it will appear at the bottom of your form.
  6. Re-arrange the order of fields by click-and-dragging the Move Field icon (top right of the field; see screenshot below).
  7. Change the field label by clicking Title.
  8. Each field has specific settings that you can define. See the properties of each field by clicking on Field Options. Note the Required checkbox, which determines if the field must be completed for a user to submit the form successfully.
  9. Getting fancy: If you want a field to appear based on users’ responses to another question, click Use Conditional Logic. Then use the dropdowns to specify the conditions of the field’s appearance.
  10. Click the blue Update Form button on the right side of the page to save it.

More about field types

Formidable Forms contains basic and validated fields and provides a way to add static content to your form.

Form fields

  • Single Line Text: Allows the user to fill in any data in a simple text box.
  • Paragraph Text: Allows the user to fill in multiple lines of text in a single box.
  • Email: Creates a field in which users can enter an email address and validates that the data entered matches an email format (e.g., example@wustl.edu).
  • Phone Number: Creates a field in which users can enter a phone number.
  • Website/URL: Creates a field in which users can enter a website and validates that the data entered matches a website format (e.g., .com, .edu).
  • Date: Creates a date picker with which users can select a date.
  • Time: Creates fields with which users can enter a specific time.
  • File Upload: Allows the user to upload a file when submitting the form.
  • Checkbox: Allows the user to select one or more options from a list.
  • Radio Button: Allows the user to select a single piece of data from a list.
  • Dropdown: Allows the user to select a response from a list of existing options. One of the values will be selected by default. Note: You can avoid the default selection of an option by selecting the show values checkbox and creating an entry with a label such as Select… and a blank value.
  • Hidden Field: Does not appear to the user.
  • CAPTCHA: Displays an antirobot test for your form. Do not use a CAPTCHA on your form unless you have a significant spam problem.

Layout

  • HTML: Allows you to enter any text content with HTML on your form. This is useful for including instructions or descriptions for the user.
  • Section Heading: Divides your form into sections using headings.
  • Page Break: Divides the form into multiple pages. You can select what you want the buttons to say on each page.

Put your form on a page

After you’ve created and saved your form, you can add it to any page of your site.

  1. Navigate to the page on which you want the form to display.
  2. In the page editor, click on the content area where you want the form to appear.
  3. Above the editor, click Formidable.
    Screenshot showing button to insert form, which is located above the content editor.
  4. In the window that appears, use the dropdown at the top to select the form you wish to display.
  5. Uncheck the box for Display form title.
  6. Uncheck the box for Display form description.
  7. Click Insert Form. A shortcode, which is used to display the form in the browser, will appear in [square brackets] in your content editor.
    You can cut and paste this shortcode to move the form to any location on the page. Just take care not to alter the shortcode in any way when you move it.
  8. When your form is in place on the page, click Update to save your changes.