Knowledge Base

Form builder features

General

List forms
Create a form
Edit a form
Set a name for a form
Set a description for a form
Display the name of the form at the top of the form
Display the description of the form on the top of the form (under the name if both are selected)
Include bootstrap styling on the form
Create a form from an existing content type
Show and hide fields based on the data entered in other fields (dependencies)
Delete a form
Control access to CMS published forms
Modify visual appearance of form (via css)
Submit and reset buttons
Produce forms that meet WCAG 2.0 accessibility standards
Produce forms that can be navigated using keyboard only
Display errors for invalid or empty mandatory fields
Ability to reset/clear form
Submissions can be stored "in perpetuity"

Fields & Validation

Add fields to a form
Move fields around on a form
Remove fields from a form
Set a Text input: Text field type
Set a Text input: Number field type
Set a Text input: Password field type
Set a Text area field type
Set a Email address field type
Set a Dropdown field type
Set a Checkbox field type
Set a Radio buttons group field type
Set a Date field type
Set a Date range field type
Set a WYSIWYG field type
Set a File field type
Set a Hidden field type
Set a Credit Card info field type
Set a Heading field type
Set a Paragraph field type
Set a Line break field type
Set a label for a field
Display the field label on the form
Set and display field tooltip text on the form
Set and display field placeholder text on the form
Set an HTML name attribute for a field
Set a class HTML attribute for a field
Set an HTML 5 input type attribute for a field
Set an id HTML attribute for a field
Set an input data type -  HTML 5 input type attribute for field validation
Set rules for field validation
Validate a Text input Text field for a text pattern, minimum length and maximum length
Validate a Text input Number field for a valid number, a text pattern, minimum value and maximum value. 
Validate a Text input Password field for a text pattern, minimum length, maximum length, must match other field, must have digit, must have symbol and must have capital letter.
Validate a Text area field for maximum length and minimum value.
Validate an Email address field for a valid email address. 
Validate a Date field for a correct date format, minimum date and maximum date.
Validate a Date range field for minimum date range difference, minimum date, maximum date.
Validate a File field for accepted extensions (any file or list of user specified extensions), maximum upload size (use default size as set in system or specify a max upload size up to system max).

Notifications & Processing

When the form is submitted successfully, redirect the user to a section
When the form is submitted successfully, redirect the user to a URL
When the form is not submitted successfully, redirect the user to a section
When the form is not submitted successfully, redirect the user to a URL
Display a default message to the user upon a successful submission (forms using the link or embed methods)
Display a default message to the user upon a failed submission (forms using the link or embed methods)
Set and display a message to the user upon a successful submission
Set and display a message to the user upon a failed submission 
Send copy of submission by email to TERMINALFOUR users
Send copy of submission by email to TERMINALFOUR groups
Send copy of submission by email to TERMINALFOUR users in a group by minimum user level
Send copy of submission by email to Non TERMINALFOUR users
Map a form field to the email subject when sending a copy of submission by email 
Attach files included in a form submission when sending a copy of submission by email
Send copy of submission by email to the person submitting the form
Ability to use a small and non-guessable url for a form

Submissions

Save submissions to TERMINALFOUR only: A hidden section that is not publishable
Save submissions to a named child section for publishing
Save submissions to a specified section for publishing
Map a form field to the content name
Map submissions to a channel for publishing
Edit submission
Set a submission as inactive

Payments

Process payments with a configured payment gateway
Set an amount to charge: manually entered
Set an amount to charge: mapped to a value entered in a form field
Set an amount to charge: calculated from a number of form fields
Set the currency to use: manually entered
Set the currency to use: mapped to a value entered in a form field
Configure a test payment provider
Configure a Stripe payment provider
Set a name for a payment gateway
Set a description for a payment gateway
Set a secret key for a payment gateway

Publishing

Include a form in a content type
Include a form in a page layout
Include a form in a content layout
Include a form in a content
Include the form in the CMS without an iFrame tag
Include the form in the CMS with an iFrame tag
Include the form as a standalone page

Reporting

View the total submissions
View submissions for the current day
View submissions for the current week
View submissions for the last 30 days
View submissions for the a date range
Select fields to display on the submission report
View the IP Address of the person who submitted the form
View the referring URL (the page that linked to the form)
View the URL of the page from where the form has been submitted
View a list of sections the submission is in
Download submissions as a CSV file
Delete a submission
Purge a submission
Bulk delete submissions
Order submissions by column
Filter submissions by text
Select the number of submissions to be shown on a page

Security & Technical

Encryted submissions on the formbank server
Automatically decrypt submissions on the TERMINALFOUR server
Set submissions to be downloaded to the TERMINALFOUR server via scheduled task
Connect to a Form Bank server in the EU
Connect to a Form Bank server in the US
Connect to a Form Bank server in Australia
Connect to a Form Bank server for testing
Connect to a Form Bank server over SSL
Connect to a Form Bank server from the TERMINALFOUR server using private/public key pair
Disconnect from a Form Bank server
Publish forms within a clustered environment
Accept form submissions within a clustered environment
Use of a Cross-Site Request Forgery (CSRF) token to guarantee one time form submissions