Toolbox » Form Manager
Link: https://support.brilliantdirectories.com/support/solutions/articles/12000046441-toolbox-form-manager
The Form Manager is a key module of the Brilliant Directories Platform as it contains all the forms that are used around the site.
Forms are the way members or website visitors are able to submit data to the site, so this is the place to edit, create and customize forms to collect data from the members and visitors.
How to Access The Form Manager
To access the Form Manager, navigate to Toolbox >> Form Manager:
Default Forms
Every Brilliant Directories site will come with a set of default forms that the site owner can utilize and these forms will have a DEFAULT FORM tag as can be seen down below:
To learn more about the default form types, please refer to the article down below:
Customized Forms
By default, new websites are launched without any customized forms:
Once a form is customized, it will start appearing above the Default Forms:
To learn how to customize a default form, please refer to the article down below:
Bulk Actions
There are a set of bulk actions available for custom and brand new forms:
To learn more about bulk action for forms, please refer to the article down below:
Duplicate Forms
As we went over earlier, if a default form is customized, it will appear on the top section under Form Manager:
In instances where the edits made are removed and the default form and customized version of the form have the same values, the Duplicate banner will display with a yellow background as can be seen in the image above.
This means that these forms can be disabled or removed from the site as the site won't be able to use the default and most updated version of the form.
Please keep in mind that editing only the Form Settings and reverting them back to its default version will not cause a form to display as Duplicate, changes have to be made on form fields and removed later on for the system to consider it as Duplicate.
Allowed Frontend HTML Tags
The owner of the site can restrict or allow HTML elements that are used in frontend forms.
This setting can be found by going to Settings >> Advanced Settings >> Allowed Frontend HTML Tags:
NOTE: For security reasons, there are some HTML elements that are never allowed: <input>, <textarea>. <link>, <form>, <meta>, <applet>, <frame>, <iframe>, <script>, <style>, <base>, <body>, <html>, <object>, <?, <?php
Important Information:
- At this time, default and/or custom forms can't be imported or exported.
- Searching and filtering records based on what members have saved for form fields can be done through the database using SQL queries.
- The leads form is closely linked to the leads system. This is why most of the changes that can be made to these forms should be done through the Lead Settings section. Customizing the get matched form can cause conflicts with the leads settings, we recommend using the default form, and only editing the get matched form to add new fields, but not to remove or change the field settings as this may affect the form functionality.
