Yearly Archives: 2022

Validation Patterns for Numbers, Text and More

Formsite validation patterns examples

A popular request from form builders is how to set validation patterns for text input fields. For example, with a Short Answer item the form owner can set the Validation setting to collect answers that match a preferred format.

The list of validation patterns includes:

  • Text only
  • Number
  • Alpha-Numeric
  • CC Expiration Date
  • URL
  • Phone Number
  • US Phone Number
  • Currency
  • US Currency ($)
  • Whole Number
  • 12 Hour Time
  • 24 Hour Time
Continue reading

Enable Specific Weekdays with the Calendar Item

Formsite enable specific weekdays example

Formsite’s Calendar item lets form owners collect dates from a monthly calendar popup. Other settings like minimum and maximum dates and the ‘today’ variable makes the Calendar item powerful already. A recent enhancement now lets the Calendar item disable and enable specific weekdays.

Examples of forms that use the Calendar include:

The Calendar Item

Formsite’s Calendar item has settings that let form owners collect dates in the preferred format. Editing the item shows a format setting with a list of common date formats. The date format automatically shows the selected date in the correct format so it’s saved in the result correctly.

Another setting lets form owners set a minimum and maximum date allowed. For example, entering July 1, 2022 as the min date only allows for choosing that date or a date after. Setting the max setting to Aug 31, 2022 would prevent choosing any dates after.

Formsite enable specific weekdays default value

The ‘today’ variable allows for setting dates relative to the day the visitor is completing the form. A common use for the variable collects the date of the result by adding a Calendar item with the default value set to ‘today’.

Using the variable with modifiers lets form owners set default and min/max dates relative to today. For example, setting the min to ‘today-30’ only allows for entering dates up to 30 days in the past. Setting the max value to ‘today+7’ allows for 1 week from today.

For age restrictions, calculate the number of days like 21*365 to see how many days for a 21-year old (7665). Using that as the max setting on a Calendar item for their birthday allows only those who are 21 years old and older.

Formsite enable specific weekdays settings

Enable Specific Weekdays

The Calendar item recently received an enhancement to let the form owner choose which days of the week to show. That lets form owners only allow days the organization is open, like Monday-Friday.

To disable weekends or any weekday, simply uncheck the box in the Calendar item and those days will not allow selections.

Continue reading

Preview Link and Preview PDF for Review and Print

Formsite Preview Link print

Formsite online form builder is fast and easy form building software for collecting information online. Some customers have asked for a way to save or print their forms for future reference or as a backup. As a result, forms now have a Preview Link on their Share pages that make printing and saving easy.

The Preview Link opens the form with all items and pages visible, which allows the viewer to see every item without having to complete the form. For Pro 2 and higher service levels, the Preview PDF creates a PDF version of the same thing.

Continue reading

Passing Workflow Data to the Final Document

Formsite’s powerful Workflow functions let form owners pass data from one form to another through an emailed link. This feature is essential for many processes like approvals and any other arrangement that requires input from more than one person. A common behavior is to collect all Workflow data from each step into the final result as a record or receipt.

For example, a typical approval process looks like this:

  1. The employee completes the form and submits their time-off request.
  2. An email goes to the Supervisor that contains the request details. Included in the email is the Workflow link that passes the request data into the 2nd form.
  3. When the Supervisor reviews and approves the request, another email goes to HR with another Workflow link.
  4. Once the HR department approves the request, the system creates the final document containing the complete data.
Continue reading

Two-factor Authentication (2FA) Available for Everyone

Formsite Two-factor Authentication example

Formsite account owners at all paying service levels are now able to use two-factor authentication (2FA). Two-factor authentication lets account owners set up a second requirement for allowing access to an account. The first method requires a correct username and password combination, and the second requires a correct code.

The code gets provided by an application on a mobile device or computer and resets after a short time to guarantee that the device is present. The account owner sets up the application with Formsite to provide the unique code as the second factor for authentication.

Continue reading

Routing Notification Emails Based on Answers

Formsite routing Notification emails

Notification emails send after submitting forms and can use conditional logic to know which ones to send. For example, a form owner can set up several identical emails that send to different account owners based on an answer chosen in the form. Many form owners choose to make a copy of the email and set logic to tell when to send each one, but there’s a better way. See how routing Notification emails with Email Routing items works.

Continue reading

Notification Formats and Choosing the Right One

Formsite Notification formats example

Notifications are emails sent by Formsite after every new form result gets successfully created. Form owners send emails for many reasons and the Notification formats vary depending on the desired outcome. Example Notifications include:

  • Auto-reply to the form visitor with next steps or confirmation of receipt
  • Email the result data to the form owner or responsible department
  • Results backup for insurance against accidental deletion
  • Workflow links to pass data between forms
  • Acknowledgement of successful payment
Continue reading

Repeat Fields and Pages for Multiple Entries

Formsite repeat fields examples

Many forms have the need for collecting multiple entries from a single source. For example, registration forms with one or more registrants need the ability to repeat fields for each one. Formsite provides a few ways to set up forms for repeating fields and pages for entering multiples.

Examples of forms needing repeat fields include:

  • Registering multiple people
  • Order forms for selecting more than one product
  • Signing up for two or more events
Continue reading

Description Text Formatting and Custom Styles

Formsite Description Text sample

The Description Text item lets form owners add formatting content to their forms. This content is text content, images, and sometimes custom code. As with the Custom Code item, the Description Text content does not collect answers so they appear as formatting items, not input items. Considering that they are not input items, they do not appear in the results but only on the form itself.

Examples of content added with the Description Text item:

Continue reading
Billions of forms submitted