User Guides: Forms
Bulk Add / Predefined Choices in Form Fields
When using a field with Choices (Drop Down, Multi Select, Checkboxes, or Radio Buttons) clicking the Bulk Add / Predefined Choices allows you to select a category and customize the predefined choices or paste your own list to bulk add choices. Choices must be separated by a single line break. Custom Choices It is…
Changing the form title
You can edit the form title directly from within the form editor. First, access the form that you want to change the title on. This is done by clicking on Forms on the left side menu of your WordPress admin, then by clicking on the form that you want to edit. Next, click on the…
Common Form Field Settings
Introduction When editing a form, many of the fields you use will offer the same group of settings. This article helps explain the most common ones. Fields usually offer three tabs of field settings: – General – Appearance – Advanced The settings most commonly offered in each of these tabs are listed below. General Settings…
Conditional Logic in Form Confirmations
Sometimes you may want to send a user to a different page or display different information to them based on what they submit within the form. In this article, we will show you how to use conditional logic within your form confirmation messages. This article assumes that you have already created your form, as well…
Configuring Form Confirmations
Upon submitting a form in Gravity Forms, the user will be presented with a message or directed to a new page. By default, this is a simple message letting them know that the form has been successfully submitted and thanking them for their submission. In this article, we will show you how to change your…
Configuring Form Notifications
What Is A Notification? When a user submits a form, it can be quite helpful for the site administrator to receive a notification that a form has been successfully submitted. This ensures that you do not have to constantly check your Entries table to see if anything has been submitted. In this article, we will…
Create a New Form
In the Forms menu available when logged into your BBWP site, you will see a link that says New Form. When you click on New Form, you will be presented with a box asking for the Title and Description of the new form. You must give your form a name before you can begin, but…
Email Routing in Form Notifications
Within each Form notification, you have the option of configuring additional routing. This is similar to conditional logic, in that different events can cause the notification to go to a different recipient. In this article, we will show you how to configure routing options within your notification. First, start by accessing the notification that you…
Enable Conditional Logic For A Form Field
Introduction The Enable Conditional Logic option in the field settings allows you to create rules to dynamically display or hide the field based on values from another field. In order to use conditional logic, you will need to add a field to your form which supports conditional logic. After enabling conditional logic for a field,…
Enable Conditional Logic for Form Notifications
Conditional logic can be used with Notifications to determine which notification is sent to the user based on the data they input into the form. Notifications Settings Go to the Notifications settings page of the form to enable conditional logic. Here you can determine the criteria for sending the Notification. Example In this example we…
Fields Available for Forms
The Form Toolbox consists of 3 primary field types: Standard, Advanced and Post. To add a field to a form simply click on the name of the field you would like to add. To edit a field you have added to a form, simply hover over the field you would like to edit and click…
Form Confirmations List Page
Listing The Confirmation list page allows you to see all the confirmations for a particular form. The list of confirmations may be sorted alphabetically by clicking on the “Name” column header. Hovering over the confirmation name reveals the quick toolbar confirmation actions, each of which is described below: Quick Toolbar Actions Active/Inactive Active sets the…
Form Editor
Form Settings The Form Settings page provides an overview of the settings available for a Gravity Forms form. Field Toolbar When hovering over or clicking on a field in the Form Editor you will be able to access several different options to modify or interact with the field in the Field Toolbar. In the top…
Form Fields CSS Ready Classes
With “Ready Classes”, you can easily create more advanced alternative layouts for the fields in your forms. Essentially, Ready Classes are class names that you can add to the parent element surrounding each field to take advantage of predefined styles included in the default form stylesheet. How to Use Ready Classes To add a Ready…
Form Settings
By clicking on the form name, form description or form settings link from the New Form or Edit Form screen, you will activate the form settings interface. The form settings interface consists of three tabs. Each tab consists of options and settings for the form. Form Basics Title Enter the title of your form.…
Forms List Page
The forms list page displays a list of all your forms. From this page you can manage and edit your existing forms and get a quick rundown on basic analytics such as views, number of entries, and the conversation ratio. Filter Toolbar The filter toolbar allows you to filter which forms you would like to…
Resend Form Notifications
If you failed to receive a notification, Gravity Forms makes it easy to re-send that notification with just a few simple clicks. First, access your entries. To do so click on Forms on the left side navigation menu, hover over the form that you want to view the entries of, and click on Entries. You…
Save and Continue Form Functionality
Save and Continue functionality is a critical feature that many individuals rely on when building large forms. By utilizing Save and Continue functionality, users are able to save their place and come back to the form without the need to start over again. In this article, we will show you how to use the Save…
Setup a Donation Form in your BBWP site
Step 1: Create a Form Create a new form by clicking New Form under Forms on the left side of your dashboard. Give it a name that distinguishes it from your other forms. Use something like “Donation Form.” For more details please review the article on how to Create a New Form. Step 2: Build…
Using Calculations with Number form fields
Introduction When using a Number field with calculation enabled or a Product field set to Calculation type, you are able to easily perform calculations. In this article, we will show you how to set up a calculation in a Number field. Note: The Total field type cannot be used within calculations. Within this article, only…