Creating and editing Forms
- Viewing and managing Forms pages in the administrator
- Understanding options for the required Lead Company field on a Forms page
- Creating a Forms page to create a Lead record for Contact Us, Newsletter Signups, Applications, etc.
- Can I allow a visitor to save a Form submission and complete it later?
- Automatically hiding or unpublishing a Forms page on a future date
- Requiring attachment field to be populated on Forms pages
- Paginating forms and creating multiple pages
- Creating a Forms page
- Stringing multiple forms together by passing values from one Form to another through a URL
- Using valid date variables for Forms date fields
- How can I duplicate a Forms page so I don't have to recreate it from scratch?
- Enabling a WYSIWYG editor for text area or rich text area fields
- Reordering form and text elements on Forms page
- Using variables or text as a Default Value for Forms
- Using submitter's IP address as a Default Value
- Adjusting maximum lengths for Salesforce Elements in Forms
- Defining the Salesforce Record Type for a record created with Forms
- Reducing spam for Forms by enabling honeypot
- Setting metadata for a Forms page
- Sending confirmation emails to visitors with Forms
- Sending notification emails to admins and staff with Forms
- Accouting for differences in maximum character counts for Forms
- Displaying success messages or setting redirects with Forms
- Viewing a Forms page from within the Soapbox Engage administrator
- Allowing visitors to upload a file to Salesforce using Forms
- Variables available as the Default Value of a field on a Forms page
- Pre-populating values with logged in user's web account Username and Email
- Creating records related to logged in user's Contact or Account record
- Creating a Forms module for use with Soapbox CMS
- Customizing the submit button on a Forms page
