Creating a New Form and Adding Elements
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Owen McCrudden

Created Sep 26, 2023

Creating a New Form and Adding Elements

80
    s

Harcourts Dashboard

20 Steps
1

Click on Forms

Click on Forms
2

Click on Add New Form

Click on Add New Form
3

Firstly, you'll have to edit the form details.In Form name, type the name of your form. This will be visible on the site, so name appropriately.

Firstly, you'll have to edit the form details. In Form name, type the name of your form. This will be visible on the site, so name appropriately.
4

Type the email address of the recipient or multiple recipients separated by a comma and space e.g. abc@harcourts.net, xyz@harcourts.net. They'll receive any responses to this form direct to their email.

Type the email address of the recipient or multiple recipients separated by a comma and space e.g. abc@harcourts.net, xyz@harcourts.net. They'll receive any responses to this form direct to their email.
5

Type the subject line of the email that the recipient will receive. It should give context.

Type the subject line of the email that the recipient will receive. It should give context.
6

Type a Thank You Message that will be displayed to the website user upon submitting.

Type a Thank You Message that will be displayed to the website user upon submitting.
7

Click on Save

Click on Save
8

Click on Add Form Elements to start building out the form.

Click on Add Form Elements to start building out the form.
9

Click on Header

Click on Header
10

Type your header, which should state the purpose of the form.

Type your header, which should state the purpose of the form.
11

Use the Text Field to allow a short user input e.g. Name.

Use the Text Field to allow a short user input e.g. Name.
12

Within Validation Rules, you can adjust the maximum/minimum character length of the response and make a response required.

Within Validation Rules, you can adjust the maximum/minimum character length of the response and make a response required.
13

Email Address allows a user to enter their Email Address.

Email Address allows a user to enter their Email Address.
14

Telephone allows users to input their telephone number.

Telephone allows users to input their telephone number.
15

Single or Multiple Options allows you to ask a multiple choice question in which the user can select one or multiple responses.

Single or Multiple Options allows you to ask a multiple choice question in which the user can select one or multiple responses.
16

It could be used to ask a user their "Preferred Contact Method", for example.

It could be used to ask a user their "Preferred Contact Method", for example.
17

A multi-line text field may be used to get a longer text response. It could be used for something like an enquiry, as it provides a larger space for the user to type in.

A multi-line text field may be used to get a longer text response. It could be used for something like an enquiry, as it provides a larger space for the user to type in.
18

When you're happy with the form, click on Save Form Elements

When you're happy with the form, click on Save Form Elements
19

To put the custom form in a page, simply drag and drop the DIY Form block from the Forms category in the web builder.

To put the custom form in a page, simply drag and drop the DIY Form block from the Forms category in the web builder.
20

Link the Form

Click to Link your DIY Form and select the form you created earlier.

Link the Form
Well done!
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