Create a Standard Form

Contents

Summary
Standard Forms are those created entirely in the PathFactory platform, unlike External URL and Custom HTML forms which are originally built outside of PathFactory.

Create the form

Click on the gear icon on the main screen (top right). On the popup menu that appears, select Forms.
Forms Menu
On the Forms Library, to add a new form select +Add Form.
The Add Form window will pop up. Type in the name of your new form and then click Add Form.
Add Form button
The new form will appear in your form library. The default form type is Standard.
Standard Form radio button

Look and Feel

Click anywhere within the title section to change the form’s title and description.
Edit form title and description
If you want an image to appear on your form click the box next to Enable Header Image.
Enable Header Image checkbox
When you are done making changes to the title and description click Update to save.
Update button
Click the image space to edit the form’s image.
Edit image for form
Click the image you want on your form. A yellow box will appear around the selected image. Click Apply to save your selection.
Apply button
Click anywhere within the body of the form to edit the available fields.
Edit form fields
Select and deselect any of the fields by clicking on them. You can assign fields to be displayed or not, and within those you choose to display, you can designate them as required for the viewer to fill out. When you are finished, click Update to save any changes you made.
Form fields popup menu
Click anywhere within the submit field to edit the form type section.
Submit button
You can edit the text which appears on the submit button. Click Update to save your changes.
Update button

Click anywhere within the contact field to edit this section.
Radio buttons for customer contact
If you don’t want to give users the option of not being contacted deselect the opt-in box. You can change the text which appears on this part of the form. You can also include a link to your company’s privacy policy. When you are done making changes click Update to save.
Update button
Toggle On the Cookie Consent if you want to allow visitors to consent to cookie tracking while submitting the form.
Cookie consent radio button
Click anywhere within the cookie consent field to edit this section.
Cookie consent check box
Click Update to save your changes.
Update button