Support and Documentation

How to make a custom form module
  1. In the header, click |mi-add|.

  2. From the Create list, select Custom Form. A blank content edit page appears.

  3. In the Internal Name field, enter a name for the form. Brightspot uses this name in various widgets, such as Recent Activity or search results.

  4. In the Title field, enter the form's title.

  5. In the Description field, enter the form's description.

  6. Under Items, design your form by doing the following:

    1. Add fields by clicking |mi-add_circle_outline| and selecting one of the following:

    2. Remove existing fields by clicking |mi-remove|.

    3. Order the fields by hovering over |mi-crop_din| and dragging |mi-open_with|.

    4. Modify fields by expanding the form and making settings for label, description, type, placeholder, and required as necessary.

  7. Under Actions, configure what Brightspot does with the submitted data; click |mi-add_circle_outline| and select one or more of the following:

    • Data Collection Action—Saves the submitted data into an external file. An external application can read the file into a database.

    • Email Action—Sends an email containing the form's data to a specified address, such as an email address for a sales representative. For details, see Email.

    • External Submit Action—Submits the form data to an Internet address. For details, see External submit.

  8. In the Success Message field, design a message that appears when Brightspot successfully ingests the form's data.

  9. In the Error message field, design a message that appears when Brightspot cannot successfully ingest the form's data.

  10. Click Save (for site-level forms), or complete your site's workflow (for section- and item-level forms).