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January 12, 2022

Posted by: Lauren Labick

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Updating a Form Using the CaptainForm Plugin

Editing form fields

If you have the CaptainForm plugin, you will need to edit this form in the backend. In the dashboard, click "CaptainForm" in the left panel. You will then see a list of your forms if you have more than one. To edit a form, click on the title of the form. Your form will appear. You will notice the fields turn blue when you hover your mouse over them. To edit one, hover until the field is blue and then click on it. Options will appear to the left of the form. Here, you can change the label/name of the field, change whether or not the field is required, and if there are dropdowns or multiple choices in your field, you can edit those as well. CaptainForm saves automatically every few seconds so you don't have to worry about click a save button.

How to access your database of form entries

If you want to access the database of form entries, head to the CaptainForm plugin in the left panel on the dashboard. To expand the options for your form, click on the right-pointing arrow all the way to the right hand side of your form bar. It is located next to the trash can icon. When clicking this arrow, the arrow will toggle to a downward position and open additional tools below the form bar. Click on "submissions". Here, you will see all submissions that have been submitted through this particular form. You can use the search bar at the top to find a specific submission and you can also export the entire list into a CV spreadsheet file by clicking the dropdown to the right of the page that says "export to".

Adding or changing an email address recipient

To change the email address that receives form notifications, click CaptainForm in the left panel of your dashboard. Click on the title of your form. Click on "2 Settings" at the top of the page towards the right. This will open a dropdown menu. Click "notifications". Towards the top of the page, you will see "Email Notifications" followed by "Recipients". Below, you will see the email(s) that are currently receiving notifications for this particular form. To change an email address, hover over the email until you see an orange button with a pencil icon that says "edit". Click the button. A dialog window will appear where you can change the email address. Click the teal "save notification" button to close the box. Then click the teal "save changes" button at the top right of the screen to save all changes. To add an additional email address, click the yellow "new recipient" button. Type the email address in the blank field in the dialog box that appears. Click the teal "save notification" button to close the box. Then click the teal "save changes" button at the top right of the screen to save all changes.

 

Learn more about Captain Form

 

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