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Form properties and notifications

Form properties control how your form works, where to send submission notifications and what information you show after a visitor submits a form. The properties are specific to each form and they are distinct from page properties.

In this article:

What form properties are for

By specifying the relevant form properties, you can:

  • enable visitors to submit the form once or multiple times
  • allow visitors to modify their latest submission
  • advise visitors that a form is closed
  • close the form when you receive a particular number of submissions
  • close the form on a specific date and time
  • direct visitors to a web page after they complete the form
  • change the default Send form button label to text of your choice – for example, Submit or Register
  • choose who to send submissions to, how often to send notifications, and whether to include submission data in email notifications or not
  • accept file attachments with form submissions and in email notifications of new submissions
  • offer email receipts
  • include your own receipt message

Edit form properties

  1. Go to the form you wish to edit.
  2. Go to Edit > Edit formsbuilder page.
  3. Under Modify the form, select Form properties. The Edit your form properties page appears:

    Edit your form properties

  4. Optionally, to help block spam submissions, choose when visitors need to identify a piece of text or audio before they can submit the form:

    • Only when not signed in
    • Always
    • Never
    Note: SiteBuilder uses Google reCAPTCHA to help block spam submissions. Forms with reCAPTCHA enabled are inaccessible to people in countries where Google products are blocked, such as China.
  5. Choose an option to control how many times visitors can submit the form:

    • Users can submit multiple copies
    • Signed-in users can submit one copy and cannot change it later
    • Signed-in users can submit one copy but can change it later
  6. At the bottom of the published form, visitors see a button labelled Send form by default. To change the label, enter your label in the Submit button caption box.
  7. To allow users to save their progress, select the checkbox Offer logged in users the chance to save their submission and return to it later.
  8. Select Enable automatic deletions of old submissions if you would like old submissions to be deleted automatically. Under the box Age limit for submissions in months, type in the length of time (in months) that you would like to keep submissions for. For example, if you type in 6, any submissions over 6 months old will be automatically deleted.
  9. To close the form, select Close the form now (users cannot submit the form when this is checked). If you select this, visitors see the message entered in the box What text should your users see when this form is closed.
  10. Optionally, to close the form after a particular number of submissions:

    • select the checkbox Close form after a specific number of submissions
    • enter a number in the Submission limit box
  11. Optionally, to close the form on a particular date and time:

    • select Close form on this date
    • specify the date
    • choose a time from the drop-down list
  12. Optionally, to specify a web page to direct visitors to after they submit a form:

    • select Go to another page after form is completed
    • use the button to find a page, or enter the URL (web address) in the box, excluding the https://warwick.ac.uk part – for example, to direct visitors to https://warwick.ac.uk/mysurvey/thanks, enter /mysurvey/thanks

Notifications

  1. To send notifications of new submissions to the relevant people, go to the section How should we tell you about completed forms? and enter each recipient's email address in the Email addresses box – one per line.
  2. Enter a descriptive Email subject line that makes sense to recipients – for example, ITS101 module survey response.
  3. To send an immediate notification of each submission to the recipients, select Email me completed forms as soon as they are submitted. For payment forms, immediate notifications to one or more email addresses can be sent when a payment is made, but this will not include form submissions where a payment is not made.
  4. By default, email notifications do not contain submission data as email is not secure. To override this property and include submission data in the email notifications, select Include submission data in email.

    Note: all forms in SiteBuilder use HTTPS. Email, however, is not a secure medium – you should not use email to send personal or sensitive data.

    For payment forms, it is not possible to include submission data or attached files.
  5. To include attachments the visitor submits with their form in email notifications, select Include files attached to the form. Note that this is only possible when you also select Include submission data in email.
  6. Optionally, specify when to send notes of submissions to the recipients:

    • Once a day
    • Once a week
    • Once a month
    • When the form is closed
  7. Choose an option to control what email receipts are sent / offered to those who submit the form:
    • Offer the user an email receipt - all users, whether logged in or not, are offered an email receipt
    • Do not offer an email receipt - no users are offered an email receipt
    • Automatically send email receipts to logged-in users - logged-in users are automatically sent an email receipt; users who are not logged in are not offered a receipt
    • Send email receipt on successful payment - this is visible only on payment forms and enables the users to receive a receipt after a success payment
    Note: If the payment form includes an email field, a separate email is also sent from Online Payment on successful payment. The email would include details such as the transaction ID and payment amount.
  8. To display custom text to users after they have submitted the form, type it in the text box Message.
  9. To change the email address where the email receipts are sent from, edit the email address in the text box From this address.
    Note: If you change the From this address from the default no-reply@warwick.ac.uk sender, you should only use an email address with the warwick.ac.uk domain (email addresses with @wbs.ac.uk or other external domains will prevent the email receipts from being sent).
  10. To include custom text in the above email receipts, type your message in the text box What text should go at the top of your users' email receipts.
  11. When you have finished editing the form properties, select Publish at the top right of the screen.
  12. Select Done to view the published form.

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