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Publishing

The publish tab provides different ways of surfacing your form. From here, you can make the form live, take it offline, and make it visible in your website's navigation.

You can also restrict a form to being accessible to just customer services staff if you wish.

Publishing to the website​

  1. Navigate to the form record and click the Publish tab in the top navigation bar.
  2. Toggle Live, so that the toggle goes green (on position).
  3. The Publish tab will save this automatically. Once it is saved, the Save button will read Saved and turn green momentarily.
  4. You can optionally make the form visible, by toggling Visible. This makes the form appear in site searches and category content lists on your website.
  5. Click the View Live link to go to the form on your website.

Take a form offline​

In some circumstances, you may need to take a form offline for a period of time. To do this:

  1. If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.
  2. With the form open, you'll be on the Pages tab and will see the form structure. Click the Publish tab to open up the Publish tab. If this is not enabled, you first need to add a page to your form.
  3. Toggle Live, so that the toggle goes grey (off position).
  4. The Publish tab will save this automatically. Once it is saved, the Save button will read Saved and turn green momentarily.
note

Accessing this form on the website will now show an error saying the form is unavailable. No submissions to it will be possible until it is made live again.

Hide a form from navigation​

In some circumstances, you may wish to have a form live (accessible), but not shown in your site's search or category lists. This can be achieved by setting the Visible toggle to off.

  1. If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.

  2. With the form open, you'll be on the Pages tab and will see the form structure. Click the Publish tab to open up the Publish tab. If this is not enabled, you first need to add a page to your form.

  3. Toggle Visible, so that the toggle goes grey (off position).

  4. The Publish tab will save this automatically. Once it is saved, the Save button will read Saved and turn green momentarily.

Make available for internal use only​

In some circumstances, you may wish to have a form live, but only accessible to your customer services staff. This can be achieved by setting the Internal only toggle to on.

  1. If you don't already have the form open, begin by finding your form in the form list and click on the title to open the form.

  2. With the form open, you'll be on the Pages tab and will see the form structure. Click the Publish tab to open up the Publish tab. If this is not enabled, you first need to add a page to your form.

  3. Toggle Internal only, so that the toggle goes green (on position).

  4. The Publish tab will save this automatically. Once it is saved, the Save button will read Saved and turn green momentarily.

note

Accessing this form on the website will show your site's standard 404 Not Found page.

Embed the form on another website​

When a form is made embeddable a snippet is made available to use on third-party websites. The form can be themed to match the styling of the page it's embedded on and the height and width can be adjusted.

The width and height can either be fixed or auto. When the width is set to auto no width is applied to the iFrame and can be set by the site embedding the form. When the height is set to auto the height be set so the entire form is visible within the frame.

Creating a new theme​

To create a new form theme click on the "Theme" dropdown and select "Create new theme". There are three ways to create a theme:

Simple: Select the background colour, button colours, font colour and font family.

File: Upload a CSS file.

External: Provide a URL to a CSS file.

Editing a theme​

Select the theme and click the "Edit theme" link below the drop down. When saving the theme can either be updated or a new theme can be created.

Deleting a theme​

When editing a theme and a "Delete" button will be available at the bottom of the theme editor.

Previewing an embedded form​

When a form is embeddable the selected theme can be previewed on the right hand side of the page. This is not a functional form so fields cannot be filled or buttons pressed. The form pages can be switched using the navigation at the top right of the page.