1. Start
  2. Installation
  3. Set Configuration Options
    1. Administration Configuration:
    2. Email Configuration
    3. SMTP Authentication
  4. Create New Form
    1. Viewing All Created Forms
  5. Add / Edit Form Field
    1. Form Field Ordering / Sorting
  6. Configure Preview & Completed Pages
  7. Configure Outgoing Emails
    1. Additional Settings:  Priority  & File Upload Attachments
  8. Generate Code
  9. Customization Options
    1. Working with Templates
  10. Change Log
  11. Road Map
  12. Feedback & Requests

Unlimited Form Builder & Manager

Version: 1.0.1

Unlimited Form Builder & Manager is a do-it-all tool for creating, managing and implementing any number of forms across your website.

Installation

Unzip the ZIP archive provided after purchasing.

  1. Unzip the download (assuming you have done this).

  2. Upload entire unzipped package to folder:  /form-builder/

    Example:  http://www.your-domain.com/form-builder/

    SET PERMISSIONS:

    /uploads/        --->    777 / Writable
    /system/cahce/        --->    777 / Writable

    NOTE:  Steps to change folder name below.  For quick install its recommended
    you use /form-builder/

  3. Create a new MySQL database for Unlimited Form Builder & Manager

    NOTE:  Be sure to write down or remember the exact database name, MySQL database
    server address (if not localhost) and the username and password to acess it.
    This must be correct correct for step #5.

  4. Using the database management tool of your choice (PHP MyAdmin Usually) run the contents of the form-builder.sql file that unzipped in step 1 as a QUERY.

    OR

    Or use the "Import" feature and browse your computer for the .sql file and run the import.

  5. Your new database should now be populated.  Next you are to add your database connection  credentials to the database config file:

    Location: /application/config/database.php

    Lines 40, 41, 42 & 43

    Example:

        $db['default']['hostname'] = "localhost";
        $db['default']['username'] = "mysql_username";
        $db['default']['password'] = "mysql_password";
        $db['default']['database'] = "form_builder";

    NOTE:  REMEMBER to replace / change the above values with your database details from step # 3

  6. You should now be able to acess the administration  area using URL (substitute your domain):

    http://www.your-domain.com/form-builder/index.php?/admin/

    Initial Login Credentials:

    username:  admin
    password:  admin

    NOTE:   After logging in proceed directly to the "SETTINGS" area from the top navigation
        menu.

        Change your administration login credentials and configure your outgoing Email
        settings.  Use the feature "Send Test Email to Administrator" to make sure
        Email is configured correctly.

  7. MISSION COMPLETE!

Set Configuration Options

Configuration

 

Administration Configuration:

Set your username & password after logging in with the default username and password of "admin".

Remember what you change these to.  You will be required to login to the administration area each time you use it.  You will stay logged in for 2 hours by default.

If you do not remember your administration username & password there is a  "Send Login Details" link / option to have the login credentials emailed to the administration email address on record.

Email Configuration

SMTP Authentication

If your SMTP mail server requires authentication enter your account username / password in the fields provided.

 

Create New Form

Create New Form

Creating a new form is a quick process.  Click the menu option "Create Form".  Enter the new forms name and description.

Once the new form is created you can move on to changing templates, adding fields, outgoing emails and customize the preview and completed form pages.  Once you have configured all options for the new form you can set it to  "ENABLED" status.   On initial creation your new form defaults to "DISABLED" status.
 

Viewing All Created Forms

The "Available Forms" dashboard view shows you all created forms with several options.

  1. Manage Form

    Click here to mange and administer the selected form.
     
  2. Edit Form
     
  3. Disable Form
     
  4. Delete Form
     

 

Add / Edit Form Field


Add a New Form Field or Edit Existing Field

Creating form fields is a simple process. Based on "Field Type" selected you are presented with the following:

Form Field Ordering / Sorting

 

To change the order of your created form fields simply click on the field you wish to change the order of. Drag it to the position you want and drop it. 

Configure Preview & Completed Pages

 

Creating / Editing the HTML page displayed after submitting your form (preview) then completing your form (completed) are easily customized using the WYSIWYG editor.   All form fields created are linked under the HTML editor.  Simply place your cursor where you want the form fields value to be shown and click on the field link.

 

Configure Outgoing Emails

 

You have the ability to create as many outgoing HTML Emails as you wish.  Outgoing Emails have many customizable options so you can deliver exactly what you want, to whom you want.

 

Additional Settings:  Priority  & File Upload Attachments

Available Email configuration settings after initial creation.  Use the Edit Email option to configure.
 

Set the Email priority.   3 being "Normal".   1 being "Highest".   5  being "Low"

If you are using "File Upload" field(s) select "Yes" if you would like the files uploaded to be attached to the Email.  This normally is only set as "Yes" if the outgoing Email is delivered to you or another administrator.

 

 

Generate Code

 

IFRAME Implementation:

  1.  Enter the "Width" of your content area you wish to insert your form into.  Click "Get Code"
     
  2. Step #1 copy the SCRIPT tags and follow the directions on where to place them within your HTML document.
     
  3. Step #2 copy the IFRAME  tag content and place into your content area where you wish to have the form display.
     

DIRECT Form Access:

Use the http:// URL to access the form directly.  This URL gives you the option to link directly to the form not using an IFRAME.   If you use the direct form URL you will want to customize the HTML template files to match your website.

Templates Used:

This section lets you know the templates that are involved with the HTML form output.  Three (3) forms are always used.  Form display,  preview page, and completed page.
 

Template Location:

INSTALL-FOLDER/application/views/form-display/

 

Customization Options

In this section are some tips and tricks to help you with Unlimited Form Manager & Builder.  Over time more tips and tricks will be added to help you get the most this tool.

Working with Templates

There are three (3) template files that generate the HTML output used with any created form.

  1. Form Display Template
  2. Form Preview Page Template
  3. Form Completed Page Template

The template folder is located at:

INSTALL-FOLDER/application/views/form-display/

There are 3 folders within the /form-display/ template above.  Each holds the main form display templates, preview and completed templates.

  1. /form-display/form/
  2. /form-display/preview/
  3. /form-display/completed/

Making Template Changes:

It is suggested if you are going to start making changes to any of your HTML form templates that you duplicate / copy the default template and give it a new name.

Steps:

  1. Copy /form-display/form/form-display-default.php
     
  2. Paste copied file into same folder:  /form-display/form/
     
  3. Rename copied file to a name of your choice.  (IE:  my-form-display.php)
     
  4. Do this for the preview and completed templates also
     
  5. Login to the administration program and select the form you are working with. Click the "Edit Form"  option.   Select the new form templates for the main form, preview & completed templates.
     

Why do this?:

Doing this keeps the default template originally shipped and unzipped in place with no changes.  You can revert back to it, or use it as a reference.  Also during future upgrades we may be adding features and updating the default template.  If you are using the default templates you may lose your changes.

Change Log

Version - 1.0.1 -  (Build #29) - August 24th

 

- Version - 1.0.0 -  (Build #28) - August 18th

Road Map

To be updated after release

Feedback & Requests

If you are looking to provide feedback or have any custom requests you would like us to provide a quote for please send an Email to:   jason@jasonpberry.com