Form Manager

Introduction

The form manager page is the first page you will see upon logging in to Wufoo. It is a listing of all of the forms you have created, along with different actions you can perform on each form. Additionally, you may view statistics on your forms, and begin creating new forms from this page.

Requirements

To use the form manager, you will need a Wufoo account. In addition, most of the actions and settings will only be available if you have at least one created form. If you do not have any forms, you can create one from here.

Interface Overview

You can get to the form manager from any page in Wufoo by clicking the Forms tab at the top.

The form manager interface displays all the forms on your account in a vertical list. To edit a form or any of its properties, hover over the form to view the taskbar buttons.

If a form has new entries today, next to the title will be an icon that displays how many entries have been received today.

A box to filter your forms by title is located in the upper left of the page. In the upper right of the page, there are buttons for creating a new form, viewing form statistics, and sorting your list of forms. These settings will remain the next time you login, so if you can only see some of your forms, make sure the filter box is cleared.

Creating a New Form

Click the “New Form!” button at the top right of the page to create a new form. Doing so will take you to the form builder. After you save your form in the form builder, it will appear in the Form Manager. Each form you create will have the following properties:

• Unique URL - Wufoo hosts every form for you, so each form is given a unique URL that you can share. This URL is based off of the form name, and will be in the following format: http://username.wufoo.com/forms/form-name/ where username is your Wufoo username, and form-name is the name of your form. Please note that unique URL’s are only relevant if your form is public.

• Secure Forms - If you have a paying plan that includes secure forms, they will automatically be converted to a secure URL (https) if someone tries to access the unsecure URL (http).

• Defaults to Public - A public form means that anyone can fill out your form. When you create a form, it will automatically be set to public.

• Form Limit - Each plan has a limit on the amount of forms you can create. Creating a new form will count as 1 form towards this limit. You can find out how many forms you have left by looking at the message located at the bottom of the form manager.

Managing Your Forms

Each form has a number of settings and properties that can accessed by hovering over the form’s name. The following is a breakdown of all actions that can taken for each form in the Form Manager.

• Entries - An entry is the word we use to describe 1 submission to your form. This link will take you to the Entry Manager, which will allow you to browse, edit and delete all of your entries.

• Edit - This link takes you to the form builder where you can modify your form.

• View - This icon only appears if the form is public. Every public form has a URL associated with it. Clicking this link will take you to the public version of the form.

• Notifications - Wufoo’s notification system allows you to control the various ways in which you can receive updates about new form submissions. Currently, Wufoo supports email, RSS, and mobile alerts.

• Payment - Wufoo’s payment integration allows you to direct your users to a payment gateway like Authorize.net, Google Checkout and Paypal after they submit a form.

• Code - The code manager presents you with multiple options for placing a form on your own site.

• Protect - This will allow you to set a password on your form. People will have to enter the password before they are able to view and fill out your form. This is only available if your form is public and you have a paying plan.

• Duplicate/Delete - The ‘+’ and ‘-’ icon over to the right allow you to duplicate or delete a form. Deleting a form will require confirmation, and duplicating a form will create a new form with the same name and ‘Copy’ appended on the end. Duplicating a form counts as a new form and will decrease the number of forms you have available to your account by one.

• Public and Private - Toggle this checkbox to switch between a public form (anyone can fill it out) and a private form (only you can fill it out).

• Themes - The drop down box over to the right controls the look of your form. We provide a default theme that is what you see selected, but you can also make a theme with the theme builder and then select the theme from the drop down. No pressing of a save button is necessary. Once you select a theme from the drop down, it will be applied to the form.

Filtering and Sorting Your Forms

Options for filtering and sorting your forms are located at the top of the form manager. On the left side, type in the filter box to narrow down the forms. Only forms whose titles contain the filter text will be shown.

The right side has three buttons for sorting your forms: date created, date edited, and the number of entries a form has received today. If you sort by entries today, any forms that have not received entries will be sorted in alphabetical order.

Public, Private, and Password Protected

Using the checkbox located at the far right of the form name, you can toggle a form between public and private. You may also designate a public form as password protected using the Protect button underneath your form. Here is the difference between the three:

• Public - A public form can be filled out by anyone. They can go to the URL of your form and submit an entry just as you can. This is the default setting for all Wufoo forms. Also note that a form must be set to public in order to include it on your blog or website.

• Private - A private form can only be filled out by someone with access to your Wufoo account. In other words, they have to be logged in to your account in order to fill out the form. If someone tries to go to the URL of your form, they will receive a message saying the form is not public. If you would like to add entries to your form, you will access the form in the entry manager.

• Password Protected - Using the Protect button you can set a form as being password protected. If a user tries to access your form, they will be prompted to enter a password in order to view the form. This setting is optimal if you wish for others besides yourself to fill out a form, but do not want it open entirely to the public.

My form cannot be viewed by the public

Viewing a Form’s Statistics

Click the ‘Statistics’ button at the top right of the page, a panel will slide down with statistics related to the forms you have created.

The graph shown represent hows many entries a form has received over the selected time period. The y axis is the amount of entries, and the x axis is time. You can change the time frame by clicking “Today,” “Week,” “Month,” or “Year” along the right side of the graph. The graph will refresh to reflect the new time frame. You can also change the selected form using the drop down over to the left. The drop down contains a list of all of your forms. Changing the selection will automatically update the graph.

Once you open the statistics panel it will remain open (even upon revisit) until you close it. To close the panel, click on the “Statistics” button at the top right again.

How do I duplicate or delete an existing form?

Why is my form saying, “Only one submission per user.”?

If you’ve configured your form to accept only one submission per IP address, then the form will not let more than one submission from a specific IP address. This could have adverse effects if multiple users from the same building or organization need to submit a form because many networks share an IP address. This setting can be changed in the Form Settings tab when editing your form.

Why is my form saying “This form is no longer accepting submissions.”?

If you’ve configured your form to turn off after a certain number of entries, or to turn off at a certain date and time, then you’ll see this message. “Turn Form Off After X Entries” will turn off your form when the total number of entries reaches that number X. This is for the total number of entries in the form, not just for the month. This total does not include any entries which have been deleted. “Schedule Form Activity” will allow you to set a beginning and ending date/time for your form to be available. These settings are both available in the Form Settings tab when editing your form.

Why is my form saying “This form cannot be viewed by the public.”?

Your form has been set to private. To resolve this, go to the Form Manager, and locate the form with the problem. Over to the far right, make sure the checkbox titled “Public” is checked off.

Why am I getting a 404 page on my form?

If your form hasn’t been deleted, and it’s still listed in your Wufoo form manager, there are two things that you may want to check before contacting Wufoo support for help.

• Title Change - If you changed the title of your form, and you’re using the version of the form url with the title in it, you’ll need to use the updated url. We provide the other versions of the urls so that you can update your title without changing your link or embed code snippet.

• Admin-Only Fields - Admin-only fields are not shown on the form, they can only be updated through the entry manager. If your form contains all admin-only fields, then no form will be displayed. In order to see your form, you’ll need to edit the field settings for your form’s fields.

Can I copy a form to or from another account?

Sorry, but all accounts in Wufoo are completely separate. There is no way to transfer a form or its data to another account.