Setting Form Options

This topic describes the options you can set for the entire form to control the ways public users interact with the form.

Enabling the Review Page

The review page presents all the fields of a multi-tab form on a single, scrollable page for efficient review of the entered data prior to submitting the form.

By default, the review page displays:

  • Form fields as read-only, but the end user can click the Edit button for each field group to modify the fields as needed.

  • All field groups expanded.

  • For multi-page view or single-page view.

  • For all forms, unless disabled.

To disable the review page:

  1. In the Intake Form Designer, click the Form Options link.

  2. On the Form Options dialog box, turn off Review Page.

  3. Click OK.

  4. Click Save.

Setting a Confirmation Step

You can enable one of the pages in a form as a confirmation page to display after the end user has filled in the information and submitted the form. You create the confirmation step in the designer and then set it to be the confirmation step in the Form Options.

When set as the Confirmation Step, the page displays:

  • At design time with the page tab filled in grey to indicate it is the confirmation step.

  • At runtime as the last page in the train stop drop-down list.

Note: The confirmation step does not display as part of the single page view.

To enable the review page:

  1. In the designer, click the Form Options link.

  2. On the Form Options dialog box, select the desired page from the Confirmation Step drop-down list.

  3. Click OK.

  4. Click Save.