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Monday, February 06, 2012
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How to Set Up the Helferlein Form
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This article shows how to set up the Helferlein Form Module.

  1. Log in as the Page Editor for the page you wish to add the form (usually admin)

    Add the Helferlein Form Module to the page
     
  2. Up in the Control Panel, Select the Helferlein Form on the modules drop-down.
  3. Enter a title, choose a pane and click "Add Module To Page"
  4. Open the Settings for the module
  5. Set the module settings as you need them
  6. Expand the Form Settings
  7. Configure the form as follows:
    1. The "Submit mode" alows you to select if the form is stored in the database or sent via email. You must choose one or more options here for the form to work at all.
    2. The Mail Address(es)" is used to enter the email address or addresses where the form is sent. Note: the SMTP settings for the website must be set for this to work.
    3. The "E-mail format" allows you to select HTML or it defaults to plain text
    4. The "Redirect URL" allows you to specify the URL where the user will be redirected to once they complete the form and press "Send"
    5. The "Auto approve submissions" allows submissions to be automatically approved and removes the need for screening. The submissions function requires the Submit mode to include "Save submission in database"
    6. The "Width" field sets the form width, eg 500px
    7. The "Required Field Marker" sets the character that will be used to identify required (mandatory) fields in the form
    8. The "Show approved submissions" specifies where the approved submissions are displayed. These are all users with view access to the module.
    9. The "Buttons" option sets whether a button or Link is used at the bottom of the form for "Send"
    10. The "Keep for (days)" specifies the number of days a submission will be displayed
    11. The "Group by" field enables you to group output by a form item.
    12. The "Render as headline" allows you to specifiy one form item as a headline when displaying submissions
    13. The "Align headline" field is used the align the form left, right or centre
    14. The "Options" field allows you to include Captcha, Show the date and show labels (on displayed submissions)
    15. The "Show validation summary as" field a sumamry on the page and/or a message alert
    16. The "Display in Dropdown-List" field allows you to include the form item in the drop down list for "Edit submissions"
    17. Press "Update" when complete

 

Now that the form settings are in place, proceed to "How to Add Fields to the Helferlein Form" article.
 

 

  
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