Form Settings
In this article, you will find information about accessing the Forms Settings and the validations available to customize your Form.
To access the Form Settings:
Navigate to the Forms section.
Open a Form you wish to customize.
Click Settings in the top-right corner of the screen.
Form settings dialog
Settings Options
The following options are available in Forms Settings:
Store Records
By default, all submitted records are saved in the database. This option allows you to view and export the saved records from the queries overview. If you do not want to store data (due to policies in your organization), you can uncheck the box.
Disabling this option will prevent database records from being stored, but any file uploads made as part of the form submission will still be retained. If you do not want the files to be stored, ensure that any process or method used to process, move, or copy them to a different location also removes the file.
Captions
Customize the labels of the Submit, Next, and Previous buttons used in your Form.
Styling
Set a stylesheet to give your Form custom styling. You have an option to disable the default styling. Enabling the Disable default stylesheet option will prevent a default stylesheet to be added to the pages where the Form is placed.
Validation
Define a message that is displayed when a field is mandatory, when a value is not supplied, or when the value is invalid.
The following Validations are available:
| Validation Type | Description |
|---|---|
Mandatory error message | The error message is displayed for a field that is marked as mandatory but a value has not been provided upon submission. This setting can be overwritten on a field level - |
Invalid error message | The error message is displayed for a field if the value provided is not valid (a regular expression has been setup but the input does not match). This setting can be overwritten on a field level - |
Show validation summary | Enable this option if you wish to display a summary of all the error messages on top of the Form. |
Hide field validation labels | Enable this option if you wish to hide individual field error messages from being displayed. |
Mark fields | You can choose to not mark any fields or only mark mandatory or optional fields. |
Indicator | Choose which indicator to use when a field has been marked as mandatory. The default indicator is |
Autocomplete
The autocomplete setting for the overall form can be changed from the default of "None" to "On" or "Off". Setting this explicitly will control how the browser offers automatic prompts to the user when completing the form.
Multi-page forms
The settings available in this section allow you to customize how multi-page forms are presented to site visitors.
| Option | Description |
|---|---|
Paging display | Select whether paging information is displayed at the top and/or bottom of the form. |
Paging display format | Provide a format string for the paging details. By default |
Page caption format | Provide a format string for rendering the page captions. By default |
Show summary page | Select whether a summary page is displayed at the end of multi-page forms, where a user can review their entry before submitting. |
Summary heading | Provide the heading for the summary page. |
These options will only be available if the feature is configured for display.
Moderation
Enabling this feature allows the moderator to manage the approval status of a form. This can be used in a number of scenarios. For example, if the form submission will be publicly shown, you can control which are published.
Fields displayed
By default, a constant set of fields are displayed when form entries are shown in a list. You will see the first three fields in the form, plus some system information like the record state and the date it was created.
To customize this, turn off the "Display default fields" option and select the ones you wish to display.
Data retentions
To help protect site visitor privacy, rules can be configured in this section for the automatic deletion of submissions. You can set how long to retain records for each state (submitted, approved or rejected).
A background service that carries out the actual removal of records needs to be enabled in configuration. If that is not running, a notification will be displayed.
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