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Getting Started

Basically, you can have an Action Form module fully functional simply by going to the Manage Action Form main page and hit Save. This creates a contact-like form with default settings. But for the sake of this guide various options will be briefly described below. Use the left menu to navigate to each topic for detailed information.

Watch the video or read below for more information on how to get started.

Getting Started with Action Form



Before you proceed make sure you have Action Form installed on your site. You can download it from Action Form Download Page and install it from Host > Extensions screen. You will also need to have a page created for your action form.

Create Action Form Module

  1. When the desired page is opened, select the Modules option in the top menu. The Modules option is identified with a green arrow on Figure 1. This will open the  Add Module window.

  2. When the Add Module window opens select the Add New Module option, identified with the blue arrow on Figure 1.

  3. Then select the Category drop down box and specify All Categories.

  4. Now select the Module drop down box below the Category drop down box and scroll to locate the avt.Action Form module, identified with the orange arrow on Figure 1.

    Figure 1: Identifies Modules Window



  5. Now click the Add Module button located at the bottom of the Add Module window to add the action form to the page.

  6. The action form identified in Figure 2, is inserted on the page.
Figure 2: Displays AVT. Action Form


 

Currently the avt.Action Form is not configured and you will need to do so by selecting Manage > Manage Form link. 
  • Important: Note that you will need to unlock the 30 Day trial or Activate for Production before you are able to see the screen in Figure 2.


Just by going into the Manage Screen and hitting Save you will have a standard contact form like in the screenshot below.



Manage Action Form

  1. To manage the Action Form you created, select the Manage menu then the Manage Form link, as shown in Figure 3. This opens the Manage Action Form main page.

    Figure 3: Identifies Manage Form link



    • When you select the Manage menu identified on Figure 3, the Manage Form window opens. From here select the Manage Form link identified with the green arrow. This link opens the Manage Form main page.

  2. On the Manage Action Form main page you will notice four tabs. These are four steps to configure and manage the form.

    • Display Mode (Step 1: Initialization)

    • Form Builder (Step 2: The Form)

    • Submit Actions (Step 3: Resource Action)

    • Tracking and Reporting (Step 4: Tracking)
On the main page notice that Display Mode (Step 1: Initialization)is selected as the first step to define the action form. 

Configure Action Form

The Action Form is configured with the Manage Action Form configuration menu. You will need to configure the Display Mode (Step 1: Initialization), Form Builder (Step 2: The Form), Submit Actions (Step 3: Resource/Action) and Tracking and Reporting (Step 4: Tracking) pages.

Display Mode (Step 1: Initialization)

The first step for configuring the action form is to go to Display Mode (Step 1: Initialization). On this page you are able to define the layout of the action form using 4 options. These options are specified in the Open Form In drop down box, identified in Figure 4. The following list specifies these four options.
  • Popup (modal javascript dialog)

  • Inline (hides the text and shows the form instead)

  • Own Page (will redirect browser to another page)

  • Always Visible (skips Step 1)
Each option determines how the user sees the form. Each could present additional options for configuring the appearance, layout and behavior of the action form. The default is Always Visible which shows the form initially on the page. This is the most common scenario.


Figure 4: Identifies Display Mode Options


Form Builder (Step 2: The Form)

The next step to configuring the action form is Form Builder (Step 2: The Form), identified in Figure 5. It allows you to customize the form fields and adjust various options such as UI settings, validations, etc. You can add, remove, enable, disable and reorder fields accordingly. Note that disabled fields will not appear in the form on the front-end, making it a good option to hide fields without deleting them.
Figure 5: Displays Form Builder (Step 2: The Form) page




You can add more fields using the Add Custom Field and Add Predefined Fields buttons. The predefined fields are simply some fields we thought of to make the initial configuration process easier. They can be further customized just as a custom fields can.

Tip: To easily see all options related to the fields, use the Expand All link which expands the General, UI Settings and Validations options for all fields. The Collapse All option closes these options. 

On this screen you can also enforce Security features such as protecting the form with CAPTCHA or configure the Cancel and Submit buttons. These features are displayed on Figure 6.

Figure 6: Displays Security and Button Features



Submit Actions (Step 3: Resource/Action)

The next step to configure the action form is Submit Actions (Step 3: Resource/Action) (Figure 7). It determines what happens when the form is successfully submitted by the user. There are nine sections, each offering specific functions such as email notifications, user registration, SQL queries and so on. These run in the context of the submitted information.

Figure 7: Step 3: Resource/Action page



Tracking and Reporting (Step 4: Tracking)

The final step to configure the action form is Tracking and Reporting (Step 4: Tracking), identified on Figure 8. It specifies ways you can monitor and track the data submitted by the user. Tracking allows you to build reports, send email notifications and submit form data to remote URLs.

Figure 8: Displays Step 4: Tracking page



This concludes the Getting Started Guide. For more information about each option please refer to other pages in this documentation.

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