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Form

The Form block and its blocks build a contact, quote or sign-up form in the editor. This page describes each block, the form settings, those of a field and multi-step forms.

Add the block

Insert the Form block (Add a block), or type contact or quote in the block search. First enter a name under Give a name to this form, then click Create form. The form arrives with one step, a group of fields and a first text field.

This page describes each block and each setting. To build a form from start to finish and receive its requests, follow Create a form.

The blocks that make up a form

The blocks of a form
BlockRole
FormGathers the fields, the steps and the submit button. It only accepts steps, a progress indicator and a resume prompt.
Form stepA step. Its number comes from its place in the form. A form becomes multi-step as soon as it contains several.
Form fields groupThe fields of a step, laid out as a block, in a row or in a grid like a Container. It accepts text, a heading or an image.
Form fieldA field, with its label, its input area and its description. It takes the name of its type, Text field or Email field for example.
Information noticeTells the visitor what their data is used for. Its wording is archived with the form.
Form submitThe submit button. Its label is written in the page. Without text, it shows Send.
Step navigationThe Previous step and Next step / Submit buttons of a step.
Form progressShows the visitor where they are in the steps.
Resume promptStyles the prompt shown to a visitor who left a form in progress. Optional.

To chain fields, select a field then choose Add before or Add after in the ⋮ menu, or type Ctrl+Alt+T or Ctrl+Alt+Y. A text field appears right next to it. On a step, the same shortcuts add a step.

Set the form

Select the Form block, Settings tab, Form settings panel.

The Form settings panel
SettingEffectDefault value
Form nameThe name that designates the form in the admin. Required. Renaming it does not change the form’s identifier.The name entered at creation
Analytics trackingCounts the form’s submissions in your analytics.On
Success messageThe message displayed after a successful submission, as plain text: HTML displays as is. When empty, the default message displays.Empty
Step modeClient-side: all the steps are loaded at once and sent in a single submission at the end. Save per step: each step is sent separately and the visitor can resume the form later. Shown on every form, which always has at least one step.Client-side
Resume session duration (days)The number of days during which a visitor can resume a form left in progress, from 0 to 360. At 0, resuming is disabled, with no cookie or prompt. In Save per step mode.7
Conversion stepThe step at which a submission counts as a conversion. Last step follows the last step, even if you add more. A specific step stays fixed: the following steps only enrich the contact. In Save per step mode, even with a single step.Last step
The Form settings panel of the “Quote request” form: Form name, Analytics tracking on, the empty Success message field and Step mode on Browser side.

When resuming is active, the returning visitor reads “You have a form in progress. Do you want to resume it?” with the Resume and Start over buttons. When the step to resume is not the first, its number follows the message, for example “(step 2)”.

The Resume prompt block changes these texts. The message is written in the page, the two buttons in its Button labels panel. While they are empty, the editor shows the texts the visitor reads. Its Styles tab sets the look of the prompt.

With the Email notifications panel, the site sends an email for each request. Click Add notification, then set its Recipients, the Sender name, the Subject, the Reply-to field, the Message and its Send conditions. Get notified of every request details each setting.

Choose the type of a field

The type is chosen at insertion, where each type has its entry in the block list. You can change it at the top of the field’s Settings tab. Clicking another type transforms the field in place: it keeps its label, its place and your styles.

Field types
TypePurpose
TextA line of free text.
EmailAn email address, checked by the browser.
PhoneA phone number.
TextareaA multi-line text.
NumberA number, with a minimum, a maximum and a step.
RangeA slider between two values.
Date and timeA date and a time.
Date rangeA start date and an end date.
FileA file sent from the visitor’s device.
File dropAn area where the visitor drops their files.
HiddenA fixed value sent with the request, invisible to the visitor.
Radio buttonA single choice among several options.
CheckboxSeveral choices among several options.
SwitchA yes or no choice.
SelectA dropdown list, with one or several choices.
ConsentOne checkbox per purpose, a newsletter for example. Never required.
AcceptanceA checkbox to accept a legal document, the rules of a contest for example. Can be required.
The settings of a Text field: the two rows of field type icons, then the Field settings panel with Placeholder, Required field and Show label on, Show description and Cursor on load off.

Create a form explains when to choose Consent or Acceptance.

Set a field

Select a field, Settings tab. The panels and their settings depend on the field type.

The Field settings panel
SettingEffectDefault value
PlaceholderThe grayed text shown in the empty input area. For the Text, Email, Phone, Number and Text area types.Empty
Required fieldPrevents submission while the field is empty. Absent for a consent.Off
StyleModern: an enhanced list. Classic: the browser’s dropdown. For a choice list.Modern
Enable searchAdds a search field above the list. For a choice list.Off
Multiple selectionLets the visitor choose more than one option. For a choice list.Off
Show labelShows the label above the input.On, except for a hidden field
Show descriptionShows a help text under the input.Off
Focus on loadPlaces the cursor in this field as soon as it appears, when the form opens in a modal for example.Off

Constraints

The Constraints panel limits what the visitor can enter. It shows for the types that have any.

The Constraints panel
SettingEffectTypes
AutocompleteTells the browser the expected data, Full name or Postal code for example, so that it offers to fill it in.Text, Email, Phone, Text area, Number
Min and MaxThe smallest and largest values accepted.Number, Range, Date and time, Date range
StepThe gap between two values. When empty, only whole numbers are accepted. 0.01 accepts two decimals.Number, Range
Min length and Max lengthThe number of characters expected.Text, Email, Phone, Text area
RowsThe height of the input area, in lines.Text area
Pattern (regex)A regular expression that the input must match, checked by the browser.Text, Email, Phone, Text area
Accepted typesOne checkbox per family of files. Checking nothing accepts all the types a form can receive.File, File drop
Max file size (MB)The size of each file, 10 MB by default. The setting’s help gives the total size a submission can send.File, File drop
Static valueThe value sent with the request.Hidden

The options of a choice field

For a radio button, a checkbox and a choice list in the Modern style, the options are written in the page, arranged in groups. A group’s name is optional: it serves as a header. On an option or a group, Add before and Add after add another one in the same place. A selected option has the Selected by default setting, which preselects it on load.

Options can also come from your content, through the Source setting. For a choice list in the Classic style, it is in the field’s Options panel. For the other choice fields, it is in the Group settings panel of each Options group, except on an Acceptance.

  • Manual: you write the options. On a classic list, with Add group and Add option.
  • Content type: the list takes the published content items of one or several types. A category can also be checked: its terms become the options, your cities or your brands for example.

With several types checked, each list takes the name of its type and the group name entered is not used.

Conditional display

Without a condition, a field is always visible. The Conditional display panel shows or hides it depending on the value of another field.

  1. Click Add condition.
  2. Choose the Action, Show this field or Hide this field.
  3. In When field, choose the trigger field.
  4. Choose the Operator among equals, does not equal, is not empty and is empty.
  5. Enter the Value.

The steps of a form

The form’s + offers Form step, Form progress and Resume prompt.

The settings of the step blocks
BlockSettingEffectDefault value
Form stepStep labelThe name of the step in the progress indicator. Optional.Empty
Form progressShow step labelsShows each step’s label under its indicator.Off
Next step / SendRoleAuto: next on intermediate steps, send on the last. Next only: always goes to the next step. Send: always sends the form.Auto

The Previous step button does not appear on the first step. Without text, the buttons show Previous and Next.

The information notice

The Information notice block tells the visitor what their data is used for and how long it is kept. It carries a link to your privacy policy. Its wording is archived with each version of the form.

  • A form that asks for an email address or a phone number without an information notice shows a warning in its settings.
  • A form that carries several notices shows a warning: only the last one is archived.

Style the fields

The field group spaces its fields 16 px apart, through the Form fields group style. Each field spaces its label, input and description 8 px apart, through the Field style. The input area carries the Field control style: a thin border and slightly rounded corners. While typing, the border takes the main color. It is drawn in the editor as on the page.

A field’s Styles tab offers its states: Default, Hover, Focus, Required, Disabled, Valid and Invalid. The box of a radio button or a checkbox also has its Checked state. A switch’s knob is set separately: select it in the document overview. Colors and typography are set as on any block: see Color a block and Format a text.

Each piece of the form has its Animations tab, except a switch’s knob (Animate a block).

On a phone

The field group is laid out screen by screen, like a container. Two fields side by side on a computer, first name and last name for example, can stack on a phone.

Accessibility

  • Each field’s label is tied to it: a screen reader reads it when the field takes focus. Keep Show label on, unless you have a specific reason.
  • Focus on load is useful in a modal. On a page, it makes the visitor jump to the middle of the page: reserve it for forms that open over the page.
  • The Autocomplete setting lets the visitor fill in their details without retyping them.

See also

Updated on

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