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Displaying and Using Forms

A video short course...

A Guide to Displaying and Using Web Forms

Before reading this article you should read Web Forms Overview, Accessing the Form Editor, Building a Basic Web Form and Connecting Forms to Database Actions.

The content of this article is focused on customers that do not use the Elexio CMS for their entire church website. Customers who do use the Elexio CMS for your website will add and display forms as you would any other block. (See Creating and Arranging Blocks)

To display a form on a third party website, you'll need the URL of the page where your web form is stored. While viewing or editing your form simply copy the address that appears in your web browser address window. With that page address use the tools available from your website provider to link to the form page. It is outside the scope of the Elexio client service team to assist you with this process. Please do not contact support with questions that involve your third party website provider.

If you are not viewing or editing a form and would like to locate it, navigate to and select the Pages menu item (This menu displays after logging into the Elexio CMS, for details read Accessing the Form Editor).  If you are not using the full version of Elexio CMS all of the options displayed below will not be available.

All of your pages will be displayed in the pages window. Each page represents one of your forms.

To see details about each page (and it corresponding form) select any of the page icons which will highlight it, then the URL and other details will be displayed on the bottom of the page. You can use the Go button on the far right and you'll be taken to that specific page.

Before linking a page and its corresponding form to your church website you should adjust the form’s design elements.

 Adjust a Web Form's Design Elements

Three portions of the page design can be edited (Color, Page Title and Menu).  Design edits can be applied to all pages or a single page (see references to "scope" below)

Color - To change the color of the page where our form is stored navigate to Actions, then choose Change Content. Do not click on the form to edit it, rather a menu appears at the bottom and you'll select the menu item identified as Background Color.

The header and footer color can be adjusted. After making your changes, navigate to the right, select the button labeled OK and then save your changes by selecting Actions>Publish These Changes.

Text color is also adjustable. Use the design menu again located at the bottom of the page, select Text Color and follow the same steps described above for changing and saving the color of the header and footer. (Note: you will be able to adjust accent color, header text color, and footer text color).

Page Title - Each form page has a block at the top for your church name and a small version of your church logo. To adjust it, once you're in edit mode, hover over the block, and select it.

You can make text adjustments by simply highlighting the text and replacing your ministry’s name. The text block also has sample image file. This file should be a simplified small version of your church logo.(It is not recommended that you use a complex image file with a variety of colors). To replace the sample image file place your cursor just ahead of it, hit the back button. (You could stop here and have no image at all)

If you choose to the replace the image with a new one. You will do that by navigating to the menu at the top and choose the Insert Edit Image button. That opens a dialog box that will allow you to browse and locate the file you want. At the bottom of this browse window select Upload File. Then you'll be browsing your local drives where you can select the file that you would like. After uploading a file make sure it is selected and select the button labeled “Ok”. Your file should now appear in the text block above your ministry name. (Note-you may need to adjust the size which was an option in the add image window. This is a trial and error task, please do not contact support to request assistance adjusting your file size.)

The changes to the text box (a.k.a Rich Content Block) need to be saved by closing the block edit window. Before closing make sure to note the scope of your change. Changes to this text block that stores your name and logo can be applied to all pages (and thereby to all your forms), to just a single page or to a section of pages (do not select section, this is an advanced option).

Menu - Since your form will be linking off of your existing church website, a menu is provided to allow form users to navigate back to your church website once they are done with a form. To add items to this menu enter edit mode on your page (Actions>Change Content), hover over the block at the very top of your form storage page (this block shows three hash marks to the far right) and choose the edit menu item or just select the form itself.

The menu edit window will open. To add menu items, select the button labeled “add”, enter the display name for the menu item and the corresponding website address (i.e. your church home page) that you want to direct form users to when they select that menu item. Once you have added your menu items you can close the box by clicking the button on the right labeled “Ok”. (Make sure to adjust your scope as desired).

End

With your knowledge of building, connecting and displaying web forms you are ready to Build an Advanced Form or use a Form for Event Registration.

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