Using Gravity Forms Creating A Form

Gravity(Forms:(Creating)a)Form!

1. To%create%a%Gravity%Form,%you%must%be%logged%in%as%an%Administrator.%%This%is%

accomplished%by%going%to%http://your_url/wp?login.php.%

2. On%the%login%screen,%enter%your%username%and%password,%and%click%on%the%

“Log%In”%button.%

3. Once%you%log%in,%you%will%be%taken%to%the%Dashboard%for%your%site%(see%an%

example%below).%

4. With%Gravity%Forms%installed,%your%left%hand%menu%will%contain%a%“Forms”%

item.%%Click%on%this%item,%to%load%your%Forms%screen.%

5. The%Forms%screen%allows%you%to%view%any%existing%Gravity%Forms.%%You%may%

have%0%or%more%forms%listed%on%this%screen%depending%on%whether%or%not%your%

group%has%used%Gravity%Forms%before.%

Setting'Up'A'Form'

Once%you%make%your%way%to%the%forms%section.%%You%will%need%to%add%a%new%form%to%

begin%capturing%data%from%your%users.%

1. To%create%a%new%form,%click%on%the%“Add%New”%button%at%the%top%of%the%page,%

just%below%the%gray%Admin%Bar.%

2. Once%you%click%the%button,%the%form?editing%screen%will%appear%with%the%title%

“New%Form”.%%We%will%do%all%of%our%editing%from%this%screen.%

3. Before%creating%the%form,%we%must%fill%in%its%basic%settings.%%To%access%the%

settings,%hover%the%mouse%over%the%“Untitled%Form”%until%the%“Edit”%button%

appears.%%Click%on%the%“Edit”%button%pictured%below.%%

4. Clicking%edit%will%bring%up%a%set %of%options%to%fill%in.%

Fill%in%a%Title%and%Description%that%will%be%displayed%along%with%the%form.%%

Next,%we%will%set%up%the%message%users%receive%after%filling%in%a%form.%

5. The%Confirmation%tab%allows%you%to%set%the%text%that%the%user%will%see%after%

they%submit%your%form.%

The%Confirmation%Message%radio%buttons%allow%you%to%choose%how%your%users%

will%see%your%Thank%You%message.%

a. Text%–%Will%replace%the%form%fields%with%the%message%that%you%type%in%

the%large%text%box.%%%

You%can%include%data%from%the%form,%such%as%a%name,%by%using%the%

“Insert%Merge%Tag”%drop?down%menu.%%This%menu%will%include%any%

fields%that%have%been%added%to%the%form.%%To%use%the%“Insert%Merge%

Tag”,%you%must%first%save%the%form%to%register%the%fields%in%the%drop%

down.%

% %

b. Page%–%Will%direct%the%user%to%a%pre?existing%page%after%submitting%the%

form.%%When%selecting%this%radio%button,%the%large%text%field%will%be%

replaced%by%a%drop%down%that%lists%a l l%the%pages%in%your%site.%%You%can%

choose%any%page%from%your%site.%

c. Redirect%–%Will%be%used%rarely,%this%takes%you%to%a%page%that%is%not%on%

your%site.%%If%you%choose%this%option,%you%will%be%presented%with%a%text%

box%to%type%in%the%desired%URL.%%You%can%pass%the%form%data%to%the%URL%

using%the%“Pass%Field%Data%Via%Query%String”%checkbox.%%Again,%this%

option%should%only%be%used%in%special%cases.%

6. Once%you%have%finished%with%the%settings,%it%is%a%good%idea%to%save%the%form.%%

Do%this%by%clicking%the%“Save%Form”%button%in%the%right%hand%column%of%the%

edit%screen.%

% %

7. After%clicking%the%button%Gravity%Forms%will%present%a%dialog%box%asking%what%

you%would%like%to%do%next.%

In%most%cases,%you%will%choose%“Continute%Editing%this%Form”%to%add%more%

fields.%%However,%the%other%options%may%be%valid%if%you%have%nothing%else%to%

add%to%the%form.%

8. With%the%form%saved%once,%the%“Save%Form”%button%will%become%“Update%

Form”,%and%you%will%not%be%presented%with%the%above%dialog%box%again%for%this%

form.%

Adding'Form'Fields'

You%can%add%many%types%of%fields%in%Gravity%Forms.%%The%main%ones%you%will%use%are%

separated%into%two%groups:%Standard%Fields%and%Advanced%Fields.%%Standard%Fields%

contains%all%the%basic%fields%you%may%want%to%add%to%a%form.%%They%don’t%contain%any%

special%validation%or%attributes.%%Advanced%Fields%contains%fields%for%capturing%

specific%kinds%of%data%like%dates%or%email%addresses.%%You%can%add%as%many%fields%as%

you%like%to%a%form,%and%each%field%only%requires%a%few%steps.%

% %

1. Adding%a%field%requires%locating%it%along%the%right%hand%side%of%the%page%in%one%

of%the%field%sections.%

2. To%add%a%field%into%your%form,%click%on%the%button%with%the%name%of%the%field%

that%you%would%like%to%place.%

3. This%will%insert%a%field%named%“Untitled”%at%the%bottom%of%your%form.%%%

4. Once%the%field%is%in%the%form,%you%can%edit%its%properties%in%much%the%same%

way%that%you%edited%the%form’s%settings.%%Hover%your%mouse%over%the%field%

name%(“Untitled”%in%this%case).%%The%field%background%will%turn%blue.%%Click%on%

the%“Edit”%button%that%appears%in%the%blue%area%near%the%top%right.%

% %

5. The%different%types%of%fields%will%have%different%edit%options.%%However,%all%

allow%you%to%edit%the%Field%Label%and%Description.%%These%will%be%displayed%

when%a%user%views%the%form.%

6. All%fields%also%give%you%at%least%two%Rules%that%you%can%select:%

a. Required%–%This%checkbox%will%require%a%user%to%fill%in%a%field%before%

submitting%the%form.%%If%the%user%attempts%to%submit%the%form%without%

filling%the%field,%the%user%will%be%alerted%to%fill%in%the%form%before%

continuing.%

b. No%Duplicates%–%The%value%for%the%field%must%be%unique.%%It%must%a%value%

that%no%other%user%has%submitted%before.%

% %

7. The%Advanced%tab%contains%many%options,%but%all%you%may%really%be%

concerned%with%is%the%Field%Size%option.%%This%can%be%set%to%Small,%Medium%or%

Large%to%change%the%look%of%the%field.%%It%is%safe%to%leave%the%field%at%Medium%for%

now.%%

8. With%your%options%set,%you%can%hide%the%editing%section%by%clicking%on%the%

“Close”%button%at%the%top%of%the%blue%field%section.%

9. It%is%a%good%idea%to%save%often.%%When%you%finish%a%field,%you%can%click%the%

“Update%Form”%button%to%save%your%progress.%

You%can%repeat%this%process%for%each%field%that%you%would%like%to%add.%