> For the complete documentation index, see [llms.txt](https://shaunh.gitbook.io/element-john-deere-feature-list/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://shaunh.gitbook.io/element-john-deere-feature-list/forms.md). # Forms Forms can be accessed by going to Content > Forms from your dashboard. ### Export Form Responses to Spreadsheet {% embed url="" %} ### Document Uploads in Forms The document upload widget needs to know what file type to expect for optimal results. If you get a blank document submitted in a form, you might check the settings. {% embed url="" %} ### Form Rules (Dynamic Forms) The most common use for this has been to send a notification to a different salesperson for each location. {% embed url="" %} This video shows how to add email notifications determined by the selected location. {% endembed %} Another use case is to show some dynamic content based on a condition. {% embed url="" %} Dynamic Fields {% endembed %} {% hint style="info" %} If you are using Form Rules to dictate notification routing, be aware that a global notification setting will override the form rules. {% endhint %} ### Form Modal Feature Modals help your customers stay on the page to continue shopping. We have this built-in to our showrooms. But, this functionality can be helpful throughout your site. So, we're building a modal widget that will allow this for a form on any page. {% embed url="" %} ### Custom Subject Line for Contact Us form A Custom Subject Line option for the Contact Us form can be accessed through the Brow Navigation ![](https://2051756409-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3MbuyGt2hSNJg4QtdX%2F-M3bqq0_3-prZurwVnFX%2F-M3brGd2f24-CxSsolQe%2Fimage.png?alt=media\&token=f030f0b0-efb9-4b03-87d1-61336f226571) ### Adding Get a Quote form to Showrooms To add a Get a Quote form to a showroom:\ Click Pages\ \ Select the desired showroom page ### Get a Quote \ Drag the Form widget onto the page\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27901868/image.png)\ \ Click Edit on the form widget\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27901880/image.png)\ \ Select the Get a Quote form (name may vary)\ \ Click More options\ \ Under CSS classes enter the following:CSS: get-a-quote d-none shortline-get-a-quote\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27901946/image.png)\ \ Click the Advanced button\ \ Click the Model button\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27901987/image.png)\ \ Under UseAjaxSubmit change the field from False to True\ ![Image Placeholder](https://element.helpdocs.com/desk/file/27901973/image.png)\ Click the Save button\ \ Click the Publish button on your page\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27902018/image.png)\
### Adding Special Offer Registration form to Showroom To add a Special Offer Registration form to a showroom:\ \ Click Pages\ \ Select the desired showroom page\
### Special Offer Registration \ Drag the Form widget onto the page\ \ ![](https://element.helpdocs.com/desk/file/27901868/image.png)\ \ Click Edit on the form widget\ \ ![](https://element.helpdocs.com/desk/file/27901880/image.png)\ \ Select the Special Offer Registration form \ \ Click More options\ \ Under CSS classes enter the following:
special-offer-form d-none\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27902056/image.png)\ \ Click the Advanced button\ \ Click the Model button\ \ ![](https://element.helpdocs.com/desk/file/27901987/image.png)\ \ Under UseAjaxSubmit change the field from False to True\ \ ![Image Placeholder](https://element.helpdocs.com/desk/file/27902062/image.png)\ Click the Save button\ \ Click the Publish button on your page\
### Creating a Form 1\. Open the Content tab on the toolbar. Next, click the Form link under Types of Content. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425154546272.320636.20180425154546272WFkCw.png)\ 2\. Click the green Create a Form Button.\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425154901550.320636.20180425154901550oUn6f.png)\ 3\. Give the new form a title. Click the green Create and Go to Add Fields Button. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425155121793.320636.20180425155121793JjmOv.png)\ \ 4\. The form editor will open. Add content to your form by dragging widgets from the right hand side of the screen into the Body Block. **(5 - 19 is an example of using the form editor.)**\ \ 5\. Click the layout link in the top right hand corner. Here you can choose different grids. For this example we will start with a 6 x 6 grid. Click the 6 x 6 grid and drag it to the Body content area. This will split the body into two content sections.\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425162006232.320636.20180425162006232rcAc0.png) \ 6\. Click the Content Link in the top right hand corner of the screen. \ \ 7\. Drag a Text Box to the top left body block. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425162529720.320636.20180425162529720Ww2mz.png)\ 8\. Click edit to give the Text Box a title. Title this Text Box "Name."\ \ 9\. Click Save.\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425163414023.320636.20180425163414023XMtey.png)\ \ \ 10\. Add a Text Box to the right body block. Title this text box Email. Make this text box required by checking the required field box. \ \ \* Making an email address or phone number field required is recommended. This will ensure your ability to respond to completed forms. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425164644331.320636.201804251646443316bXwG.png)\ \ \ **At this stage your form should look like the image below.** \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425164829887.320636.20180425164829887Bgkpd.png)\ \ 11\. Click the Layout link in the top right hand corner of the screen. Add a Grid-12 below the 6 x 6 grid. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425165329868.320636.20180425165329868721Sz.png)\ 12\. Click the Content link in the top right corner of the screen. \ \ 13\. Drag a Paragraph Text Box into the Grid-12 Body Block. Title the Paragraph Text Box "Message."\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425172627994.320636.20180425172627994S7BOg.png)\ 14\. Drag a CAPTCHA Widget under the Paragraph Text Box. \ \ \* This step is recommended. Having a CAPTCHA will keep your form safe from bots. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425173539010.320636.20180425173539010zQNbH.png)\ \ 15\. Lastly, you have to enter an email address for the form. Click the settings link in the top right hand corner of the screen. \ \ 16\. Click the check box that is labeled "list of email addresses."\ \ 17\. Enter one or more email addresses. These email addresses will be notified when a form is filled out. \ \ \* In the event of adding multiple email addresses, separate each email address with a hard return (hitting the enter or return key)\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/292687.20180621215715820.292687.201806212157158207CGX9.png)\ \ 18\. Click the Validate Emails Button. A green message will appear if the email addresses are valid and were enter correctly.\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425175252533.320636.20180425175252533V9xKc.png)\ \ 19\. Click the green publish button to save your new form.\ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425175411692.320636.20180425175411692FkQL6.png)\ \ 20\. After publishing the form, you can add it to pages in the page editor. \
### Editing a Form 1\. Open the Content tab on the toolbar. Next, click the Form link under Types of Content. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425154546272.320636.20180425154546272WFkCw.png)\ 2\. Click the form you wish to edit. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425181602133.320636.20180425181602133yZjJa.png)\ \ 3\. Edit the form using the drag and drop form editor. \ \ \* Change the layout by clicking the layout link in the top right hand corner of the screen\ \ \* Change settings by clicking the settings link in the top right hand corner of the screen\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425182247923.320636.20180425182247923XzVrI.png)\ \ \* Add widgets by dragging them into the content section of the form\ \ \* Delete widgets by clicking More > Delete\ \ \* Edit widgets by clicking edit\ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425182539820.320636.20180425182539820kSzOr.png)\ \ 4\. Hit the green publish button to save changes to the form. \ \ ![](https://tw-desk-files.teamwork.com/i/290685/attachment-inline/320636.20180425182335879.320636.20180425182335879bxYmt.png)
### Pre-populated Category field in Call to Action Forms for New & Used Equipment If this would help you to better organize your sales effort and better track your market share, we will be happy to set this up for you. ![](https://2051756409-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3MbuyGt2hSNJg4QtdX%2F-MDVE8aV9Ys9rcE90Q-o%2F-MDVIIlpacA3-qojCBFF%2Fimage.png?alt=media\&token=8a21201e-295c-4ebf-a26b-314dcd7be18b)