Viewing Form Information

After a form is created, you can view its information in the Forms folder. To view a form, follow these steps.

1. Access the folder that contains the form you want to view.

2. Click the form you want to view.

3. The View Form screen displays.

4. Click the Form Properties tab.

5. The following table explains the information on the screen.

Learn About the Fields on the View Form screen

Field	Description
Form Title	Title used to reference the form
FormID	ID number automatically assigned to form
Status	The form’s current status
Description	Extended description for the form
Form Data	The type of form data: Mail or Database.
Form Submissions	The maximum number of times a user can submit the form. This is typically used with polls and surveys to limit one user’s influence over the results.
Assign Task to	Users and groups to whom a task will be automatically assigned whenever a site visitor completes the form.
Content Properties	Displays the properties of the form’s content
Content Title	Title of content associated with form Note: The content name is the same as the Form name.
Content ID	Content ID number assigned to content
Status	The status of the content
Last Editor	Last user to edit the content
Start Date	Date and time when content will go live on Web site (if set for future date)
End Date	Date and time when content will be removed from Web site (if set for future date)
Date Created	Date and time when content was created

Viewing and Editing a Form’s Properties

To see and update additional form information that does not appear on the View Form screen, view its properties. To do so, follow these steps.

Learn About Viewing a Form’s Properties

1. Navigate to the form’s View Form screen, as described in Viewing Form Information.

2. Click Form Properties ().

3. The Form Properties screen displays a subset of form information.

Title and Description

Database or Mail - if form data is emailed whenever a site visitor submits it, enter mail property information below. See Mail Properties

Autofill form values - checked by default, this allows the form’s fields to fill automatically when a logged-in site visitor has previously completed the form.

Limit Submission - when checked, you can enter the number of times a user can submit a form in the Number of Submissions text field

Assign task to - see Viewing Form Information

Form block’s ID number

Mail Properties

Learn About Mail Properties

Mail Properties

Field	Description
To	Email address to which the form is sent when submitted. See Also: Retrieving email Address from the Submitted Form
From	Text that appears in the email’s From field. See Also: Retrieving email Address from the Submitted Form
CC	Text that appears in the email’s CC field. See Also: Retrieving email Address from the Submitted Form
Subject	Text that appears in the email’s subject field. See Also: Retrieving Form Data Into the Subject and Preamble Fields
Preamble	Beginning text of the email. See Also: Retrieving Form Data Into the Subject and Preamble Fields
Send data in XML Format	A green check means email data will be in a structured XML packet. A red X means the email data will be in a standard mailto format. For more information, see Sending Data as XML.

Learn About Retrieving email Address from the Submitted Form

Retrieving email Address from the Submitted Form

In the Mail Properties section of the Edit Form screen, you can select email addresses submitted on the form to be inserted into these Mail Property fields:

From

So, instead of entering a static email address, it can be dynamically retrieved from the user’s form submission. For example, you want to retrieve the “from” field of an email from the information a user enters when completing the form.

To do this, use the OR to addresses in field dropdown lists circled below. These lists contain fields that dynamically retrieve data from the submitted form.

Note that the To and CC fields can accept fields whose validation type is email address or email address list. On the other hand, the From field can only accept fields whose validation type is email address (that is, a single email address).

Learn About Dynamically Retrieving an email Address from the Form Submission

To set this up, follow these steps.

1. Add a form field whose Validation type is Email address or Email address list . The field prompts the user completing the form to enter his email address. Label the field something like Enter your email address.

Note: If the field allows more than one address, add on-screen instructions to separate each address with a semicolon (;).

2. Go to the Edit Form screen > Mail Properties section.

3. Move to the field labeled From:.

4. At the dropdown list following OR to addresses in field, select the field you created in Step 1.

Now, when a user completes the form, the value he enters in the field created in Step 1 is used for the email’s From address.

Learn About Retrieving Form Data Into Subject and Preamble Fields

Retrieving Form Data Into the Subject and Preamble Fields

You can retrieve data from a submitted form directly to the form’s Subject and Preamble fields. (The subject is a standard mail field, and the preamble is text that appears at the beginning of the email.)

For example, the form may provide a list of your products. While the user is completing the form, he selects a product that he is interested in. The product then becomes the subject line of the email.

Note: Since a Textarea field can span multiple lines, it can only be used with the preamble. However, a plain text field can be used with both the subject and preamble.

To retrieve data dynamically from a form field into the email’s subject line or preamble, follow these steps.

1. Add a form field that collects the information you want to insert into the email’s subject line or preamble. See Also: Adding a Field to the Screen

2. Go to the Edit Form screen > Mail Properties section.

3. Move to the field labeled Subject or Preamble.

4. At the dropdown list following OR use text in field, select the field you created in Step 1.