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OUCampus Forms

Form Building Basics

The following information is intended as a basic, "how to" for the out-of-the-box features of building forms in OU. The content is tailored to DU web editors with our own feedback and suggestions from the official documentation that can be found at on OmniUpdate's website.

Create a New Form
  1. When logged in to your site, navigate to Content > Assets.
  2. Click New
  3. Click Managed Form.
  4. Fill out the Managed Form creation screen.
    Asset Name: Provide a descriptive, friendly name should be used that helps user select the appropriate asset to use (eg AHSS: Alumni Contact Form).
    Success Message: This message is displayed onscreen when form is submitted without error.
    Failure Message: This message is displayed when there is an error with form submission. A list of issues that are preventing the page from being submitted is also included.
    Save Results in Database: If this is unchecked, the only way to retrieve or receive the results is via an email notification.
  5. Create Form Elements
    • Use simple, one or two word labels in the Label field when creating form elements for the first time (eg "first name", "email", "comments", "city", "organization"). These labels become the form element IDs you can use when creating Email Notifications (see Email Notifications below).
    • After creating simple, one or two word labels in the Label field for each Form Element, Save the form.
    • Once saved, Form Element Names are permanent. Once you have saved the form, you can go back in and provide detailed labels for the Form Element (eg "What is your first name?", "What is your organization name?", "Please provide any additional comments:", etc).
    • For details on each of the form elements, please visit the OUCampus support for LDP forms.
    • NOTE: You MUST provide validation for any Required form element. Minimum character length of 1 is recommended if you are uncertain what type of validation to supply.
  6. Create Email Notifications (optional)
  7. Save the form.
  8. Publish the Managed Form Asset.
  9. Insert the Managed Form Asset into a new or existing page as needed.
  10. Publish the page.
  11. Edit form labels, rearrange items within the Managed Form Asset and republish as needed.

    An example of a fully completed form can be viewed at http://support.omniupdate.com/docs/ox/interface/content/assets/forms/images/exampleform.jpg.
Email Notifications (Optional)
  1. Click New Message to create an email message to have the form submission results emailed to one or more recipients. A new email message can be created for each recipient, or email addresses can be separated with a semi-colon.
  2. Required: Enter the email address of the recipient in the To field. More than one email recipient can be added by separating each with a semicolon (;) without spaces.
  3. Required: Enter the email address of the sender in the From field. More than one email recipient can be added by separating each with a semicolon (;) without spaces.
  4. Required: Enter a descriptive subject line for the email in the Subject field.
  5. Format the message body as you would a plain text email.
  6. Optional: You can include any information submitted in the form in the email using the Form Element Name with {{Form Element Name}} notation(eg Form Element Name: email -> {{email}} in any of the form fields). Having simple form field names makes inserting form field elements much easier.

    Here's an example of how all this fits together:
    Using Form Variables in E-mail Messages
Viewing Submissions
  1. When logged in to your site, navigate to Content > Assets.
  2. Edit the appropriate Managed Form Asset
  3. Click View Form Submissions in the upper right corner of the Managed Form screen.
  4. Optional: click Download CSV to export all existing data as a spreadsheet.
  5. Optional: delete individual submissions.