Creating and Customizing Forms in Advantage CSP

Oren Shapiro

Created Mar 25, 2024

Creating and Customizing Forms in Advantage CSP

13
    g

Advantage CSP

30 Steps
1

Click on Form Manager

Click on  Form Manager
2

Click on Add new record

Click on 	Add new record
3

Enter Form Name

Enter Form Name
4

Enter the SEO name.

This is your friendly URL. If you leave this blank the system will use the form name, but you may want a shorter name (friendly URL) or the URL might be messy with special characters. Create a short memorable name without spaces or special characters and replace spaces with dashes (-).

Enter the SEO name.
5

Enter CSS Classes

If applicable.

Enter CSS Classes
6

Click on Form Fields

This is where you will add your form fields, like requesting a name, email, phone number etc.

Click on Form Fields
7

Select the Form Field in the Drop Down Menu

Select the Form Field in the Drop Down Menu
8

Click on Text Box

As an example.

Click on Text Box
9

Click on Add Control

Click on Add Control
10

Edit the Form Field

Click on the Pencil to edit the form field functions.

Edit the Form Field
11

Enter the Name of the Field

If collecting a Full Name enter something like "Name" but this could E-mail, Address etc.

Enter the Name of the Field
12

Enter Label Text

This is an identifier and usually the same as the Form Field Name.

Enter Label Text
13

Enter Container CSS Classes

If applicable.

Enter Container CSS Classes
14

Enter Label CSS Classes

If applicable.

Enter Label CSS Classes
15

Enter Control CSS Classes

If applicable.

Enter Control CSS Classes
16

Checkoff if the Field is Required

If applicable.

Checkoff if the Field is Required
17

Enter Text for the Required Field

Enter short text to notify user why the form is required.

Enter Text for the Required Field
18

Click on Send In Email:

If you want this identifier to be sent in the email confirmation.

Click on Send In Email:
19

Choose between a Watermark or Label

Choose between a Watermark or Label. Whether you want the "Name" to be a Watermark within the form field out a label outside of it.

Choose between a Watermark or Label
20

Click on Message Content

Click on Message Content
21

Click Title

Optional: Enter the title of your form.

Click Title
22

Click on Footer

Optional: Enter text that would appear at the footer of your form.

Click on Footer
23

Click on Success

Enter text that would appear at the successful completion of your form.

Click on Success
24

Click on Validation Failed

Enter text that would appear if the form failed to validate.

Click on Validation Failed
25

Click on Failure

Enter text that would appear if the form failed to submit.

Click on Failure
26

Click on Email Messages

Click on Email Messages
27

Click on Send Email to Submitter

Click on Send Email to Submitter
28

Type "Form Completion"

Type "Form Completion"
29

Click on Send Email to Admin

Click on Send Email to Admin
30

Click on SMTP Configuration

Enter your SMTP Configuration settings here.

Click on SMTP Configuration
Well done!
Create how-to guides like this in a snap. Get Tango now.