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Custom Forms (Form Builder)

Menu Path: Communication > Custom Forms

The Custom Forms module is a powerful, no-code tool that allows you to build dynamic data collection forms. You can use it for job applications, customer satisfaction surveys, event RSVPs, or specialized B2B quote requests.

How to Build a Custom Form​

Click "Create" to enter the Form Builder interface.

1. Form Settings​

  • Form Name: Give it an internal name (e.g., "2026 Developer Job Application").
  • Success Message: Define what the user sees after clicking submit (e.g., "Thank you, HR will contact you shortly.").

2. Drag-and-Drop Builder​

Build the structure of your form by adding fields:

  • Text Inputs: For short answers like "Name" or "Company".
  • Textareas: For long-form answers like "Cover Letter".
  • Dropdowns / Radio Buttons: Force the user to select from pre-defined choices (e.g., "Years of Experience: 1-3, 3-5, 5+").
  • File Uploads: Allow users to attach PDFs or images (e.g., "Upload Resume").
  • Required Checkbox: Mark essential fields as "Required" to prevent incomplete submissions.

3. Publishing the Form​

Once saved, the system generates a unique Shortcode or Embed code.

  • Copy this code.
  • Go to the Pages module, create a new page (e.g., "Careers"), and paste the code into the Rich Text Editor. The frontend will dynamically render the form.

Analyzing Submissions​

When users submit the form, their data does not just disappear into an email.

  1. Click on the Form name in the Custom Forms list.
  2. Navigate to the "Submissions" tab.
  3. You will see a data table of every response.
  4. Export to CSV: Click the export button to download the data into Excel for deeper analysis or to share with other departments.