University of Oregon

UO Blogs: Formidable Plugin

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Formidable is a plugin that allows you to create and utilize forms that are can be viewed on your blog. Premade templates include a job application, a contact us form, and a form that allows you to gather information about your users including their contact information.

In addition to using the premade forms, Formidable also allows you to design and utilize your own forms. For example, Formidable is the plugin that would be used to create polls or gather data from individuals who view your blog.

After activating Formidable, a menu item that allows you to create and utilize the forms will appear (on the left side of your screen, located under "Comments"). In this menu, the form templates and custom creation options are available.

To create a new form from a template:

  1. Click on Templates
  2. Located under Default Templates, you can select the form in which you would like to edit.
  3. Mouse over the template you would like to use and click “Create Form From Template.” This will bring up a menu that allows the fields of the form to be edited. It looks something like the screen shot below depending on the form that you choose.

The information on the left hand side of the page labeled “Fields” and “Pro Fields” can be dragged and dropped into the form.

By dragging the individual fields, the order of the information can be manipulated and put into the proper order. The fields can be duplicated, deleted, or dragged by highlighting them (click on what you would like to edit to highlight). This makes three small option icons appear in the upper right hand corner.  The icons look like this:

After the form has been edited, scroll to the bottom of the page and click “Create Form.”

 

To create a custom form:

  1. Select “Forms” on the sidebar.
  2. Click on the "Add New" button at the top of the page
  3. This will redirect you to a page that gives you the option create a pre-built form from a template again or to create a new blank form with any information that you want. 
  4. Click “Create” under the blank forms box.
  5. Now you will be able to drag information from the Fields and Pro Fields to your form. 
  6. When you are finished, click “create.”

After the forms have been created, a setting menu will appear. This will allow you to make changes based on four tabs: General, Emails, Customize HTML, and Create Posts. 

Under the General tab (see below for a screen shot), changes can be made regarding who gets to see the form, who can submit the form and what happens after the form is submitted. This tab allows the submission confirmation message to be updated and changed. It also determines what happens after submission. For example, the blog viewer can be redirected to another URL after submitting their information.

Also, the General tab allows editing to take place regarding who gets to log in and view the information, who can submit information, who can edit submitted information as well as how many different form submissions a single user is allowed to complete. The General tab also allows for the turning on and off of spam management. 

Under the Email tab (see below for a screen shot), email responses can be customized. For example, this tab allows for the changing of default email addresses, auto responses, and the formatting of messages. Basically, the email tab allows for the editing of correspondences between you and the individual providing you with information.

The customize HTML Tab is exactly as it sounds; this tab allows you to edit the form using HTML.

The final tab is titled Create Posts (screen shot below). This allows you to use the information given to you by your readers and create a post. Under this tab you are able to edit the type of post, as well as the content. It also presents the option to label and categorize the information found in the forms. At the bottom of the settings feed, it gives the option to add some custom information to the posts. This tab could potentially be helpful to publish reviews given by your readers. Note: in order to see the additional options, you must check the "Create A Post" checkbox first.

After you have your forms and all of the settings that go with them perfected, you can put them into your blog posts. To do that:

  1. Create a new post
  2. Click on the insert form icon. It is located between the name of the post and the body next to Upload/Insert.
  3. That will bring up a new window that allows you to select the form you wish to use and edit a few minor settings. 
  4. When you are all ready, click insert form.
  5. In the body of the blog, it looks something like this [formidable id=8 title=true description=true] until you publish the post.
  6. After you publish the post, it looks exactly like it did when you were editing it. Keep in mind, it may look a little different than the one below depending on the specifics of your theme.