The Form Settings area is where you can go to set a number of different options for your form as a whole. To access this area, click the Form Settings button towards the top right. Here, you can modify the following features:
- Form Name
- Submit Label
- Post Submission Message or Redirect
- Save Submissions in the Submission Dashboard
- Email Notification Upon Error
- Multi-Page Form Options
- Displaying Error Messages
- Save for Later
Below, we will review each of these options and how you can enable/disable them on your form.
After initial creation, you can always change the name of the form here.
You can change the Object structure of your form here. Please note, if you delete an Object the fields pertaining to that Object will be removed from your form. To review Object structure, please click this help article here.
Change the text of the Submit Label.
Post Submissions Options
Upon submission, you can choose to either:
- Customize a thank you message via a confirmation popup
- Redirect the user to another website
Note: To not redirect to another website, you must remove any texts from the redirect URL even if the option is not selected.
Here, you can specify a particular email address to send a notification when there is an error.
Choose to save submissions in the Submission Dashboard
Under this section, you can choose to save a PDF copy of your submissions to Salesforce. You also have the additional options of uploading the PDF to your primary object's chatter feed or emailing the PDF to a specified email.
Here you have the option to choose if you'd like to make your form multiple pages. You can add a Navigation Bar and include page numbers or custom prefix for navigation bar items. You can also change the label of the navigation buttons.
Save for Later
Enable the save for later feature here. You also have the option of changing the labels on the Save and Discard buttons.
If your users trigger an error, for example, a formatting error with a field or entering text in a number field, you can choose to display the error message when a user advances to the next page or upon submission.