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Create and edit forms

This article explains how to create and edit forms and what the different fields on a custom form do.

Written by Cristiana Ghinea

Follow the steps below to create and edit a form in Access Raise.

Create a form

To create a form:

  1. Select the Tools module in the Manager.

  2. Click Create under Forms in the side menu.

  3. Enter the title of your form in the Title field.

    • The title you enter will automatically generate a URL for your form. You can change it by selecting the URL field and entering your desired URL.

  4. Select the Active box if you want the form to be visible on your site.

  5. Click the Custom page redirect field to select where you want to redirect your visitors.

  6. Click Insert page link when you're finished.

  7. In the Email organisation field, enter the email address that will receive a notification every time someone fills in your form.

    • You can add multiple email addresses but they need to be separated by a comma.

  8. Enter a custom confirmation message in the Confirmation Message field.

    • If you've already entered a Custom page redirect, it will override any Confirmation Message if both fields are completed.

  9. To add a banner image to your form, click the Image banner window, select your image and click Set as banner.

  10. Under the Add new field heading you will see a list of blue buttons containing the types of fields you can add to your form. Click one of the buttons to add the desired field to your form.

  11. If you want to change the order of a field in your form, simply drag and drop it to the desired position.

  12. Click Preview to see how the form will look on the website before you publish it.

  13. When you're finished, click Create.


Edit a form

To edit a Form:

  1. In the Manager, select Tools and then List under the Forms section.

  2. Click the pencil icon from the right hand column to edit an existing form.

  3. Make any changes using the above guide and update your form.


Form responses report

  1. In the Manager, select Tools and then List under the Forms section.

  2. Click the corresponding icon in the Export CSV column.

    • This will provide a report of all responses that have been made on the form.

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