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Form Assets

Form assets are used to create and manage forms, surveys, and polls. As part of the LDP module, form assets require LDP to be purchased and activated before they can be created in your site. Additionally, form assets require a database to store form submissions.

How forms appear on your website depends on your site design and styling.

Create NewLink to this section

To create a form asset:

  1. Navigate to Content > Assets.
  2. Click the green +New button.
  3. Select "Form."
  4. An asset name is required. Description and tags are optional, but tags can make it easier to find when searching for an asset to place on a page. Checking "Lock to site" means the asset can only be used in the site where it was created.
  5. Set access settings for the asset if desired.
  6. Add form elements from the panel on the left.
    • Each element needs a label, or the question to be answered, and a name. The name is automatically created from the label and used to record any answers to that question. Element names can only be edited before you save the form, and are limited to thirty-two characters. Elements cannot have identical names.
    • All elements can have helper text, which instructs users how to answer the question.
    • All elements can be marked as required, so that users have to fill them out to submit their form answers.
    • All elements have an "Advanced" field where attributes can be added if desired.
    • The available elements are:

      Provides users with one line to answer a question. You can set validation for it, such as for a minimum answer length, or to validate an email address. If you set this element to "Required," you also have to set a failure message telling the user why they didn't answer properly.

      Provides users with a multi-line field to answer a question. You can set validation for it, such as for a minimum answer length, or to validate an email address. If you set this element to "Required," you also have to set a failure message telling the user why they didn't answer properly.

      Makes a multiple choice question where only one answer can be selected. Click +Add next to "Items" to make the answer options. The answer items can be reordered and deleted, and click the circle to the left of the item for it to be pre-selected on the form.

      Makes a multiple choice question where none, some, or all of the choices can be selected. Click +Add next to "Items" to make the answer options. The answer items can be reordered and deleted, and click the square to the left of the item for it to be pre-selected on the form.

      Provides users a list from which they can select an answer. Click +Add next to "Items" to make the answer options. The answer items can be reordered and deleted, and click the circle to the left of the item for it to be pre-selected on the form.
      Provides users a list from which they can select one or more answers using Ctrl+Click. Click +Add next to "Items" to make the answer options. The answer items can be reordered and deleted, and click the square to the left of the item for it to be pre-selected on the form.
      Creates a pop-up where users can choose a date and/or time.
      Instead of making a question, the Instructional Text element gives you a mini-WYSIWYG where you can format text to display in the form.
  7. Configure one or more optional email messages. When a form is completed, it can email the submission results to one or more people.
    • More than one addressee can be added to an email by separating each address with a semicolon.
    • The "From" and "To" fields must both be properly formatted email addresses, or the form won't send emails.
    • Insert the value of a form submission into any of the fields by using the Name of that element surrounded by double braces {{ }}. For example, you might want to send an email to the person who submitted the form with follow-up information. In the form, you would ask for their email address, and the element Name would be email. Then in the email message, you would put {{email}} in the "To" field, and the email would send to whatever address a form submitter put as their email.
    • Check "Include all submitted values" for every question answer to be added to the "Body" text when the email is sent.
  8. Configure success and failure messages for form submissions. While you can format the text using the mini-WYSIWYG editors, the appearance of the messages is also defined by your site styling.
  9. Check "Save Results in Database" to record form submissions.
  10. If CAPTCHA was enabled for your site in site settings, the "Include CAPTCHA" box is available. Check this to place a CAPTCHA item that form submitters must fill out.
  11. Use "Submission Button Text" to customize the submission button text.
  12. Click Create to make the asset.

Your asset is now available for use on pages, but must be published before it appears on any live web pages.

When viewing a form asset, you can also see a preview of the form XML.

UseLink to this section

LDP Forms are designed to allow users to easily create surveys, volunteer sign ups, appointment forms, and other types of questionnaires. It is not recommended to use LDP Forms to collect sensitive information such as credit card or social security numbers.

Form Submissions

If form results are saved in a database, you can view them in OU Campus. Either:

  • In Content > Assets, hover over a form asset and select Review > Form Submission.
  • While viewing a form asset, click Form Submissions in the top toolbar.

The submissions list shows columns for submission date, ID number, and unless disabled, the IP address of the submitter. It also shows a column for each element and the submitted answer (if any), labeled with the Name of each element.

Click "Export CSV" in the top-right corner to download a CSV form with all the form submission data. Clicking "Delete All" permanently clears the submissions, and cannot be undone.