Introducing forms

Last updated Thursday, October 26, 2017 in Sitecore Experience Platform for Content Author, Designer, Developer, Marketer
Keywords: Reports, Web forms

You use the Sitecore Forms application to construct web forms that record and report information provided by contacts to your website.

With the Sitecore Forms application, you can:

  • Create forms from templates.
  • Create new forms by dragging custom elements from the Form elements pane onto the form canvas.
  • Apply form validation.
  • Customize your forms with company styling.
  • Run reports on form performance.
  • Export data from forms to Excel.

This topic describes:

The Sitecore Forms dashboard

You open the Sitecore Forms application from the Sitecore Launchpad.

You open the SItecore Forms application from the Sitecore Launchpad.

The Sitecore Forms dashboard gives you an overview of all forms, the forms you have created, and the available templates. The right pane contains general details about forms (such as the creation date) and form performance. From the menu, click Create to create a new form.

The Sitecore Forms dashboard gives you an overview of all forms, the forms you have created, and the available templates.

Form elements

You use the elements in the Form elements pane to quickly build your forms by dragging elements directly to where you need them. There are default elements available for form fields such as Text, Email, Dropdown list, and so on.

To make it easier to find the elements that you want to use, all the elements are organized in categories, such as Basic, Lists, Structure, and Security. You can collapse or expand these element categories, so you do not have to scroll through a lengthy list of all the available elements.

Use the Form elements pane to find the elements you need.

Multipage forms

If you want to create a long form with multiple sections, you can use the Page element to break the form up into multiple pages and make it more user-friendly. Ultimately, this could lead to a higher success rate of your form.

Styling

You can add styling to your forms. For example, you can use the colors and fonts of your company branding. As well as the HTML styles that you can add to texts, in the Styling section of the Form elements pane, you can set CSS styles for form elements.

Note

We recommend that you preview your form before publishing it on the website. The way that the form displays in the Sitecore Forms application might not reflect the actual styling of the form on the webpage.

Reporting

The Performance tab in the right pane of the Forms dashboard provides information about the interaction with contacts. The reports have a number of fields providing detailed information about a specific form. You can also export form data to a CSV file.

Send feedback about the documentation to docsite@sitecore.net.