Joel Varty walks you through a high-level usage of the Form Builder.
Part 1: Choosing an existing form or adding a new form
After adding the form builder module to your page, the first step would be either choosing from an existing form or creating a new form. You are able to reuse any form that has been previously used on other pages of your website. Let's walk through an example of creating a new form.
Part 2: Building your form
Once you have selected a new form, you will be brought to our new Agility form builder view. The first step would be working in the build tab. On the left panel, you have the ability to add a name to your form and add any relevant fields. The right panel will show the preview of what your theme will look like on your website. As you add fields to your form, the preview will update with these changes.
To add fields to your form select on the Add Button. Once selecting, you will be shown a fly-out will the field choices available.
Selecting on the edit button for each form field will allow you to update different options depending on that field type. In this example, you can see we have the option to add the field name, description, placeholder text, width of the field, and if this field is required.
Part 3: Storage for your form
All Agility forms submissions will be sent through to User Content in their own dedicated list. The Storage tab allows users to have some more options with their forms. Here users can choose where and from the submitted content will be placed outside of User Content. First, you are able to add an "email to" and "email from" along with an email template for the submissions. Furthermore, we give the ability to add a webhook that can direct submissions to any third party tool.
Part 4: The advanced tab
The advanced tab allows users to personalize the button label, success copy once the form is submitted and an error copy.
Part 5: Adding a theme to your form
By default, your form comes in a vanilla theme. You have the ability to set a global theme at the code level. However, we have given the ability to create a custom theme for your form. Here users are able to select from one of our preset themes and edit them as they wish.