Learn how to use the submission panel to dynamically create and deliver the information collected throughout your Smart Form.
The Submission panel contains a Submit button that allows respondents to complete the form and submit their answers. Respondents are first prompted to address any unanswered questions. You can also allow respondents to review and change their answers.
Tip You also use the Submission panel to determine what happens when respondents click Submit. For details, see Set the form destinations.
Open the Submission panel
1. Click the Submission panel, then click EDIT NODE.
2. The editor appears.
Preface
Use the preface to provide a title and introduction.
Customize the default sections
By default, the preface contains a title (h1) and introduction (h3) with some sample text. You can use these sections or add your own sections. To use the existing sections, select the sample text and replace it with your own text.
Add a new section
1. Click + beside Preface.
2. Select the type of section you want to add.
Heading 1, Heading 2, Heading 3 Add a first-level, second-level or third-level heading.
Rich Text Add a paragraph. You can format the text using options such as bold, italic, bullets and numbering. You can also insert webpage links.
Raw HTML Add content using HTML. This gives you full control to add any HTML element (such as headings, paragraphs, lists, linked images and webpage links) and format the content using CSS.
Image Upload an image. Note that the image is converted to a Base64 encoded string and is stored in the form template. This can significantly increase the form size if you add a lot of images, making it difficult for users to access your form on a mobile device or when using a slower network. As an alternative, use Raw HTML and link to a hosted image instead.
Hint Text Add content formatted as hint text. Note that you wouldn’t typically include hint text in the preface.
Rearrange the sections
Click (☰) and drag the section to a new location.
Remove a section
Click ( 🗑) beside the section you want to remove.
Change the panel label
You can use the section used to label the panel in the workspace. If you’ve used the same first section in multiple panels, you may want to use a different label so you can tell them apart.
1. Click ( 🏷️) beside Preface
2. Select the label you want to use.
Field Settings
You can customize the Submit button, let respondents review their answers, and include terms and conditions.
Field Settings
Submit Button Label
Respondents click the Submit button to complete the form. To customize the button label, select the existing text and replace it with your own text.
Style Class
You can enter a custom style class for the Submit button.
Enable Review
This option allows respondents to review their answers. Respondents can use the Back button to go back and change any of their answers.
- Click the toggle switch to select this option.
- In the Review Format list, select Custom HTML.
- The review information that will be shown to respondents is shown in the Custom HTML box. You can modify this information if you want.Tip You can copy the code to a text or HTML editor to make your changes, then paste the code back into the Custom HTML box.
Include terms and conditions
Include a terms and conditions statement with a checkbox. For details, see the instructions for creating a Legal panel.
When Form Data Contains Error
Choose what to do when the form contains an error such as unanswered questions.
When Form Data Contains Error
Disable Submit Button
Disable the Submit button so respondents can’t submit the form. Click the toggle switch to select this option.
Display error navigator
Choose when to show a button respondents can click to view and complete their unanswered questions.
As Default Always show the button if there are unanswered questions.
Only On Submit If there are unanswered questions, show the button when the respondent clicks the Submit button.
Never Don’t show the button. This means respondents won’t be shown a list of unanswered questions.
Error Button Label
Label for the button respondents can click to view unanswered questions. This message is shown above the Submit button.
Error Message
Message to display when the form contains unanswered questions. To customize this message, select the existing text and replace it with your own text.
Error View Footer
Message to display at the bottom of the form when respondents click “Review missed questions”.
Left-side and Right-side Content
Use the left-side and right-side content sections to add content (such as text or images) to the left or right side of the panel.
Tip This content will only be shown on the current panel. Use the smart form options to add a side panel to the entire form.
Add left-side or right-side content
Enter HTML content in the Left-side Content or Right-side Content box. You can use CSS to set the content width and position and to style the content.
Postface/Afterword
Use the postface/afterword to add text at the end of the panel.
Add a new section
1. Click (+) beside Postface/Afterword.
2. Select the type of section you want to add.
Heading 1, Heading 2, Heading 3 Add a first-level, second-level or third-level heading.
Rich Text Add a paragraph. You can format the text using options such as bold, italic, bullets and numbering. You can also insert webpage links.
Raw HTML Add content using HTML. This gives you full control to add any HTML element (such as headings, paragraphs, lists, linked images and webpage links) and format the content using CSS.
Image Upload an image. Note that the image is converted to a Base64 encoded string and is stored in the form template. This can significantly increase the form size if you add a lot of images, making it difficult for users to access your form on a mobile device or when using a slower network. As an alternative, use Raw HTML and link to a hosted image instead.
Hint Text Add content formatted as hint text. Note that you wouldn’t typically include hint text in the postface/afterword.
Rearrange the sections
Click (☰) and drag the section to a new location.
Remove a section
Click ( 🗑) beside the section you want to remove.
Save the panel
When you’re done adding content, be sure to save both the panel and the smart form.
Save the panel
Click Apply.
Important Do not click X in the top-right corner or the panel won’t be saved.
Save your smart form
Be sure to save your smart form often so you don’t accidentally lose your work. Any unsaved changes will be lost if you close your smart form or your web browser.
1. Click SAVE.
2. Select the type of changes you’ve made (Major, Minor or Quick Fix)
3. Add a note describing your changes.
4. Click SAVE.