REC has a very flexible form building system which also allows you to create processes and set logic to control what happens when people fill in the form and when they save it. This guide aims to cover the fields which require extra explanation plus how to add forms to pages.
You access forms via Forms & Processes.
Main Form Details
You can take payments when a form is submitted, complete the following in this stage:
You can then set up the form fields in the next stage.
To set up Stripe for payments:
Admin > Connect > Payment Processors > Stripe
(add public & secret key from Stripe here, found in your stripe account > developer > api keys)
NB For GDPR - Enable the Stripe Cookies & *.stripe.com domain in Cookie Manager
GDPR Update: Showing Individual Form Responses To Users In Customer Area.
GDPR promotes showing people what information is held on them by you. You can now set which form responses the user has submitted in the User Area and the user can log in then click on the Your Form Response link in the Custom Links sidebar. The responses include all forms they completed either:
- When they were either logged in, or;
- Where their email address appears in the email address field of a submitted form
To set this up for the form:
- Tick or untick "Show In Customer Area"
- In Admin, go to "Customise User Area" and tick "Show Your Form Responses" as required, so that the link appears or not in the User Area when users are logged in.
You have now added the main form details. Edit the form to add the fields to it that you want to capture.
Next Step: Add Sections & Fields