Episerver CMS iconBuilt-in forms functionality (Legacy)

Forms are a key element of many websites to collect information to provide a better user experience. Some examples of forms are Contact us, Sign up for our newsletter, Sign up for an event, and Apply for a job.

This topic describes the built-in forms functionality in Episerver CMS which is available through a form property. The form property is added to a page template or a block during implementation. On the Episerver sample site, the forms functionality is made available through a Form block.

You can still use this functionality on older versions of Episerver but we recommend that you use the block-based Episerver Forms add-on. The block-based approach to web forms has the following advantages:

Using the built-in forms functionality

Locate the Forms property (its location depends on your system configuration), and click the button to access the Select Form dialog, the "entrance" to forms management.

Managing forms

Forms are administered in the Select Form dialog box, from where you can view all web-based forms on the website, organize them in folders and use them in content. You can place forms in a selected folder when you edit or create them. You can delete form folders but you can only delete empty folders.

  • Click Edit to edit an existing form. You can save the existing form with a new name to keep the original.
  • Click Delete delete a form. You can also delete forms from within the Edit Form dialog box.
  • Click Select to select a form, and then Use to use the selected form in content.
  • Click No Form to remove a link to a form that is currently used in content.

Creating a form

Start by creating the layout, then add the desired form fields. Complete the form by providing a name and defining the usage, then save it to become available for linking into content.

Viewing and exporting form data

If you chose to save the form data in the database as a posting result, the aggregated form data can be retrieved for viewing and exporting. Open the content (page or block) where you have linked to the form in the All Properties editing view, and locate the Forms property. Select the View data option to access the form data.

Forms data displayed is aggregated from all instances (page or block) where the form is used, if needed select a date interval to filter the data and click Search.

Before exporting, you can clean up the data by deleting any incorrect postings. Select the postings to export (click Select all to include all), and select the desired format to export to:

  • Export to Excel exports the data to a Microsoft Excel file.
  • Export to XML exports the data to an XML file.

Exporting forms

You can export forms between Episerver CMS websites. When you export a form, an XML file is created, which is then imported to the other website. Select a form to edit, go to the Import/Export tab, and click Import or Export.

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Episerver User Guide 18-2 | Released: 2018-03-19 | © Episerver 2018 | Send feedback to us