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Create a Standard Form

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

  1. Click on Add Form.

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    Form Configuration screen
  2. The Add Form window will pop up. Type in the name of your new form and then click Add Form.

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    Add Form button
  3. The new form will appear in your form library. The default form type is Standard.

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    Standard Form radio button

Look and Feel

  1. Click anywhere within the title section to change the form’s title and description.

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    Edit form title and description
  2. If you want an image to appear on your form click the box next to Enable Header Image.

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    Enable Header Image checkbox
  3. When you are done making changes to the title and description click Update to save.

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    Update button
  4. Click the image space to edit the form’s image.

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    Edit image for form
  5. Click the image you want on your form. A yellow box will appear around the selected image. Click Apply to save your selection.

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    Apply button
  6. Click anywhere within the body of the form to edit the available fields.

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    Edit form fields
  7. Select and deselect any of the fields by clicking on them. Click Update to save any changes you made.

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    Form fields selection
  8. Click anywhere within the submit field to edit this section.

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    Submit button
  9. You can edit the text which appears on the submit button. Click Update to save your changes.

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    Update button
  1. Click anywhere within the contact field to edit this section.

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    Radio buttons for customer contact
  2. 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.

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    Update button
  3. Toggle On the Cookie Consent if you want to allow visitors to consent to cookie tracking while submitting the form.

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    Cookie consent radio button
  4. Click anywhere within the cookie consent field to edit this section.

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    Cookie consent check box
  5. Click Update to save your changes.

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    Update button
Updated on November 3, 2022

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