How to Create New Form - Magento

After you install this wonderful FREE extension webforms mentioned in our post "Magento - Create Custom Forms FREE!", you would need to follow certain steps to create wonderful forms. But as mentioned in the post, this FREE version is only limited to create only 3 forms and each form is limited to only 10 fields, you would absolutely need Web Forms Pro2 Extension to fulfil all your requirements.





CREATE NEW FORM



After installation you should see Web-forms item in the admin menu of your store.
1. Select Manage Forms from the popup menu.
2. Press Add New Form.
3. In the dialog screen enter Name of the form and press Save and Continue Edit.



Form action buttons





Delete Form

Delete the entire form and all form data including customer submitted results.

Add Field Set

Add new field set to the form.

Add Field

Add new field to the form.

Duplicate Form

Duplicate the form with all fieldsets, fields and form parameters. Creates inactive copy of the current form. It doesn't duplicate submission data.

Save

Save the form and go to Manage Forms page.

Save And Continue Edit

Save form and stay on the current page.



Form parameters



Information

Name

Sets name of the form.

Code

This is technical parameter intended for developers. You can use it to identify the form in your scripts.

Description

This parameter sets html text to be displayed on the page with the form. You can use it to give additional information to the customer regarding the form. It disappears when form is successfully submitted.

Success text

This text appears after the form is successfully submitted.

Display in menu

Display the form in admin popup menu.

Status

Enable / disable form in the frontend.

General Settings

Registered customers only

Set form accessibility only for registered customers.

Survey mode

Limit submission only to one result per customer. Customer are identified by IP or customer id if they are logged in.

Redirect URL

Redirect customer to specified URL after successful form submission. You can use CMS URL keys for this field.

Result Approval Settings

Enable approval

Enable approval of the result in result grid view. It is used to publish submission results in the frontend. Good example of usage is testimonials forms.

Enable approval status notification

Send notification e-mail to customer when the result is approved or disapproved.

Result approved notification email template

Template for approved notification e-mail.

Result NOT approved notification email template

Template for NOT approved notification e-mail.

Print Settings

Print template

Select template for results PDF files. The template can be created in System > Transaction Emails page.

Attach PDF to email

Create PDF version of the result and attach it to the admin notification e-mail.

E-mail Settings

Send results by e-mail

Enable sending new results by e-mail to specified notification e-mail address.

Duplicate results by e-mail to customer

Enable duplicating of the results to the customer's mailbox.

Notification e-mail address

E-mail address to be used to send new results.

Add header to the message

Add header with general result information like Store Group and Customer IP to the result notification e-mail.

E-mail template

Set e-mail template for admin notifications. See this page for more information.

Customer e-mail template

Set customer e-mail template for admin notifications. See this page for more information.

Captcha Settings

Captcha mode

Set Captcha behavior for the form.
  • DefaultForms Settings value will be used.
  • Auto. Captcha will be shown for unregistered customers and hidden for logged in users.
  • Always on. Always show Captcha.
  • Off. Don't show Captcha.

Files Settings

Files upload limit

Maximum upload file size in kB. If not set Forms Settings value will be used.

Images Settings

Images upload limit

Maximum upload image size in kB. If not set Forms Settings value will be used.

1 comment:

  1. You’ll need a merchant account if you wish to accept Credit Card transactions online. These accounts accept and hold the credit card transaction money.

    regards-
    Magento development

    ReplyDelete