Web Forms | Halogy User Guide

Web Forms

Web Forms are simple ways to allow users to get in touch with the website administrator through a form. Once a web form is submitted emails are sent to both the user and the administrator and a ticket is created containing the content of the message, the fields that were posted as well information on the user.

Table of Contents


Creating a Web Form

To create a web form click on Web Forms > All Web Forms, from within the administration portal, then click on Add Web Form. You then simply give the web form a name which will form the reference, and then fill out the form based on what you want the system to do once the user has posted the form (the Outcome), for example sending the user to a different page or presenting a custom message.


Referencing a Web Form

Web forms can be outputted in templates by simply using the {webform:REFERENCE} tag, where REFERENCE is the automatically produced reference of the web form (found in the All Web Forms page).

The code that will be automatically produce will be a parent div, a label and the input field for every form field in the set. For example the default field set 'Enquiry Form' will produce a name field, email field and message field. These fields can be styled through CSS.

The containing form will need to be placed in the template manually, as well as the Submit button. This allows the template developer to gain complete control of the look and feel of the web form. For example in the template code below an Enquiry web form has been referenced inside a form with a Submit button under that.

<form name="my-form" method="post" action="{page:uri}">
   {webform:my-enquiry-form}
   <input type="submit" value="Submit Enquiry!" />
</form>

NOTE: Web forms require additional tags in the template which present errors and message based on the outcome. Please make sure your template includes {message} and {errors} tags.


Using Tickets

For all posted web forms a ticket will be produced. This ticket will be sent through email to the user and to the website administrator (or the CC email address set up in the web form). It will also be stored in the administration portal and will show in the Dashboard when new and unseen.

Each ticket can be opened or closed by an administrator or any user with the appropriate permissions. This helps staff to track the status of each ticket and leave notes if necessary. Once a ticket has been looked at the bold status will be removed.

Tickets can not be replied to from within the system itself, but by clicking on the Email link you can reply to the ticket through your regular mail client and the ticket ID will be automatically placed in the subject


Custom Web Forms

Custom Web Forms can be created by selecting "Custom" from the Field Sets drop down. This will prevent any form fields being automatically added to the code but the default web form code will still be added.

By adding custom fields such as in the example below, you collect whatever data you want to and not be limited by a default field set. For example you could collect the address of the user or perhaps an age range.

You can also specify which fields are required by using a field by the name of "required" and using a pipe to separate the fields.

<form name="my-form" method="post" action="{page:uri}">
   {webform:my-custom-form}
   <input type="text" name="required" value="Name|Age" />
   <input type="text" name="Name" />
   <select name="Age">
       <option value="">Select age...</select>
       <option value="Under 18">Under 18</option>
   </select>
   <input type="text" name="What do you think of my website?" />
   <input type="submit" value="Submit Enquiry!" />
</form>