Support and Documentation

How to make form modules
How to make a contact form
  1. In the header, click in the search field. The search panel appears.

  2. From the Create list, select a content type (such as Article).

  3. Toward the right of the content edit form, select |mi-more_horiz|> Overrides.

  4. Expand Layout Overrides.

  5. From the Above, Aside, or Below list, select one of the following:

    • Add After—Inherits the block's modules from the parent level and adds a contact form under them.

    • Add Before—Inherits the block's modules from the parent level and adds a contact form above them.

    • Replace—Replaces the block's modules inherited from the parent level with a new contact form.

  6. Click |mi-add_circle_outline|, and select Form. A form appears.

  7. In the Shared selection field, click |mi-search|. A content picker appears.

  8. From the Create list, select Contact Form.

  9. Click New. A blank content edit page appears.

  10. 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.

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

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

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

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

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

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

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

  14. 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.

    Your form looks similar to the following:

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

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

  17. Click Publish.

  18. Click Back. You return to the content picker.

  19. Click the form you just created, and close the content picker.

  20. Complete your site's workflow and publish the item.

How to make a custom form
  1. In the header, click in the search field. The search panel appears.

  2. From the Create list, select a content type (such as Article).

  3. Toward the right of the content edit form, select |mi-more_horiz|> Overrides.

  4. Expand Layout Overrides.

  5. From the Above, Aside, or Below list, select one of the following:

    • Add After—Inherits the block's modules from the parent level and adds a custom form under them.

    • Add Before—Inherits the block's modules from the parent level and adds a custom form above them.

    • Replace—Replaces the block's modules inherited from the parent level with a new custom form.

  6. Click |mi-add_circle_outline|, and select Form. A form appears.

  7. In the Shared selection field, click |mi-search|. A content picker appears.

  8. From the Create list, select Custom Form.

  9. Click New. A blank content edit page appears.

  10. 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.

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

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

  13. 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.

  14. 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.

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

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

  17. Click Publish.

  18. Click Back. You return to the content picker.

  19. Click the form you just created, and close the content picker.

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