1 TABLE OF CONTENTS 1) Introduction 2 2) Installation 3 3) Backend functionality 4 1. MANAGE FORMS 4 1.1 Form listing 2.1 Edit Form 3.1 View Form Results 2. ADD FORM / CREATE FORM 5 1.1 Form information 2.1 Fields List 3.1 Form Creator / Create fields 3. FORMBUILDER SETTINGS 6 1.1 General Settings 2.1 Frontend Form Submission Settings 3.1 Frontend Date & Time Settings 4) Frontend functionality 9 1. GET EXTENSION APPEARING ON FRONTEND& FORM LISTING 10 2. FILLING & SUBMISSION OF FORM 11 3. CREATE USER/SEOFRIENDLY FORM 12
2 1) Introduction Custom Formbuilder is a complete solution for creating and managing custom forms on your Magento site. There are numerous occasions where a store owner may need their customers to fill out some web forms, be it a "Customer Satisfaction Survey" or collecting some specific clients' details. The Magento platform itself does not offer any extensive tool-set for creating custom forms. That's where the Custom Form Builder extension steps in to fill the gap. With this module, a store owner can create any number of custom forms, which will suit their exact needs. An easy-to-use backend form builder gives full control over the content and appearance of a form. You can add any number of fields, make any of them obligatory, select input type (Text, Selection and even File Attachment) for each one and apply input validation. On top of that, you can adjust the appearance by adding pre- and post-form content blocks and customizing the "Submit" button text. This Magento extension is a great tool which provides all kinds of advanced functionality when it comes to collecting user input. Originally developed in 2014, this extension is packed with so many features; we cannot list them all on this page. You need to try the demo. Extension Features o Form designer o Results manager o Conditional logic o Customer access settings o Contacts form o Testimonials o Surveys o Developer friendly o 100% Open Source Field types supported o Text o Textarea o Select o Multiple select o Radio o Checkbox o Date o Time o Date & Time o File Upload o Image Upload
3 2) Installation You can refer this online tutorial by: https://www.siteground.com/tutorials/magento/magento_connect.htm Before begin installation do some preparation: Disable Cache from Admin panel >System > Cache Management Disable Compilation from Admin panel > System > Tools Go to Admin panel > System > Magento Connect > login, Install by two ways: 1. By extension key (get extension key from Magento connect site or you may have) 2. Direct upload extension package After installation logout and login from admin panel
4 3) Backend functionality 1. MANAGE FORMS Admin panel > Form Builder >Manage Forms 1.1 Form listing Login to admin panel > click on Manage forms from Form builder menu, here all created forms are listed. 2.1 Edit Form Login to admin panel > click on Manage forms from Form builder menu Here all created forms are listed; select Edit from Action column against your preferred form to edit Follow same process as Add Form / Create form to edit form 3.1 View Form Results (Form records submitted by customers) Login to admin panel > click on Manage forms from Form builder menu Here all created forms are listed; select View Results from Action column against your preferred form This will redirect you to Results (i.e. form records submitted by customer) of the current form
5 2. ADD FORM / CREATE FORM Admin panel > Form Builder >Add Form 1.1 Form information This is where admin enters form s basic information like form title, background color, title image, form enable/disable etc
6 2.1 Fields List Fields on current form will be listed here with status, field input type etc 3.1 Form Creator / Create fields Main area of form is to add field on form Crate on Add new field button at right side to add single field, fill up necessary information, repeat action if need to add more fields Once created field, can be deleted by pressing Delete field button at right side of field created Click on Save form at right upper side if ready to save form.
7 3. FORMBUILDER SETTINGS Access by 2 ways: Admin panel > system > configuration > Formbuilder tab under PHXSOLUTION EXTENSIONS section at left side Admin panel > Form Builder > Formbuilder Settings 1.1 General Settings Settings related to whole extension Like enable/disable extension Show/hide extension link on topmenu,toplinks and footerlinks
8 2.1 Frontend Form Submission Settings Form submission related settings Like registered customers only or limit number of form submission per user Set redirect URL after form submission 3.1 Frontend Date & Time Settings Date & Time related settings while filling up form Like using JavaScript colander, time format and year range
9 4) Frontend functionality 1. GET EXTENSION APPEARING ON FRONTEND& FORM LISTING Get extension appearing on frontend by 3 ways: FROM TOPMENU IF ENABLED FROM EXTENSION SETTINGS FROM TOPLINKS IF ENABLED FROM EXTENSION SETTINGS FROM FOOTERLINKS IF ENABLED FROM EXTENSION SETTINGS
10 2. FILLING & SUBMISSION OF FORM Click on form from the list appeared by any of the above ways
11 3. CREATE USER/SEOFRIENDLY FORM Login to admin panel > click on cms menu > pages > add/edit page >add below code within content part with related form-id {{block type="formbuilder/frontend_form" name="frontend_form" form_id="1" template="formbuilder/form.phtml"}} SAVE PAGE WITH URL-KEY FOR EXAMPLE MEMBERSHIP-APPLICATION NOW YOU CAN ACCESS THIS FORM BY URL-KEY DIRECT LIKE: WWW.EXAMPLE.COM/MEMBERSHIP-APPLICATION