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Other information
This advanced application lets you create both simple and
complex questionnaires with unlimited number of
configurations, required fields, contributing to
your web site interactivity. PHPForms is a simple
program, which, however, can work wonders: why spend
a lot of your business time corresponding with your
customers to know their opinion?
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 PHPForms Members Documentation
- Admin Part
- Forms
- Members
- Form Options
- Form name
- Copy fields from
- Form color
- Member
- Submit to
- Send file (link/attach)
- Message displayed after submission
- HTML mail text
- Preview form
- Reload BACK
- Redirect to
- Field Options
- General
- Default
- Field check
- Export settings
- Field mail options
- Field's "Advanced" options
- Field's "Advanced" options for File Upload fields:
- Get Code to Insert on your Web Page
- 1) link to the form
- 2) HTML code
- 3) php include()
- 4) JavaScript include
- Radio Button, Check Box, Drop-down list
- File Upload Fields
- Multi part Forms
- Forms with PayPal Payments
- Forms with 2CO Payments
- Predefined Lists
- Mail Templates
- Form Submissions
- Sort Submissions
- View / Delete Submissions
- Search Submissions
- Export Form Submissions
- Newsletter
- SMTP
- Admin Settings
- Back Up
- Forms
- In this section you can see the list of all available forms.
- - Click Create form to create a new form.
- - The Send to column shows whether user submissions are stored in a database
 or sent to the specified email address  .
- - Click Edit Form Options
 in the Command column to edit the properties of the form.
- - Icons in the Command column allow you to preview the form
 , get the code to be inserted into a web-page  , edit form options or delete a form with all related pages and fields  .
- Members
- This section allows you to add / edit / delete users who have access to their members part (see Members Part below)
- To add a new user, click 'Add member'. Define his login parameters and email address. Once you click 'Save', an email notification with the login details is sent to the email address you specified.
- Click the 'Edit' icon (
 ) next to the username to edit a member. Click the Delete icon () to delete the member.
- Press 'Newsletter' to send members any announcements or news. You can upload files, insert images, set background color using an in-built HTML editor (see the screenshot).
- Form Options
- On this page form properties are displayed.
- Form name is the value used to identify the form in the admin area only
- Copy fields from represents a drop-down menu with all the existing forms. Select the form you want to copy the fields from
- Form color sets the color for the form
- Member is the field where you can assign the form to a member (see the section Members below)
- Submit to specifies the destination of form submissions (database and/ or email address)
Note: if you don't choose any email template or specify an incorrect email address (multiple emails can be separated by commas), we do not guarantee that the submissions will be sent to your mail box.
- Send file (link/attach). The field is normally used for file upload forms. Once this check box is ticked, the uploaded files will be sent attached to the email body. Otherwise, the email will contain a browse/download link to the file, which is stored on your server within the phpForms directory in the folder called 'files'. Database submissions contain only open/download links to the uploaded files.
- Message displayed after submission is the alert message displayed after the form is submitted. Leave blank if you do not want to display a pop-up message after the form submission.
- HTML mail text. If the check box is ticked, your emails will be sent in an HTML format. You can use HTML tags and strings in your Mail Templates (see Mail Templates below )
- Preview form before SUBMIT. If checked, users will be able to preview the form before submission.
- Reload BACK. If checked, after the form submission users will be redirected to the page they came to this form from.
- Redirect to (http://... or blank). If you want to redirect a user to a certain URL after the form is submitted, type the URL in the "Redirect to" field. If no URL is set, the user stays on the form page.
- - Form requires the confirmation of visitor. Select from the drop down menu 'I agree' to add a frame with a text you specify below. The 'Submit' button in this case won't be active until the I agree check box is selected in the form.
- - Button captions are the names of navigation buttons on the pages for multi-part forms and Submit button. The button names can be changed to your preferences.
- - Database export settings. Use this option ONLY if you want to export form submissions to an external (third-party) database. If checked, you'll need to specify your database host name, port, database username/password, database name and the table where the data will be exported to. Also, you can test the connection by pressing the button 'Test connection'.* To export the form submissions to the specified database, go to the section Submissions and tick Database Export (see Export Form Submissions below).
*NOTE: PHPForms creates tables when a test connection is run, however, the database must already exist in your MySQL.
- Field Options
- On this page field options for the selected form are displayed.
- To add fields to your form, click on the 'Edit form fields' icon () in the Command column. Click the icon (
 ) or the button 'Add field'.
- General
- - Field name is the value used to identify a form's field
- - Required mark. Checking the required mark option will only make the asterisk sign appear next to the field name informing user that this field needs to be filled in. In this case the user can potentially ignore the field leaving it blank though the form still can be submitted. In order to make certain field trully required, you'll also have to select the check rule in addition to checking the required mark. Note that the check rule option is only available for definite field types: Text, Password, Chechbox, Radio button, Select, Multiple select, Textarea, File upload (see Field type below)
- - Page. If your form consists of several pages, you can select from a drop-down menu which page this field will be on. You can edit Page Options by clicking on the icon next to the page name (1:: by default). See the screenshot:
- - Field type specifies the type of the field, which can be:
- - Text is a common text field
- - Password is meant for password entry (the value you enter in this field will be displayed in a form as an asterix string)
- - Checkbox is used to toggle one or several items in a form. All the values you enter for this field will be displayed in the form
- - Radio button is the button that must have one selection chosen out of two or more choices.
- - Select field displays all the values you indicate for this field, but allows only one value to be used at a time.
- - Multiple select displays all the values you set for this field and allows multiple values to be used at a time.
- - Textarea is a simple text box where the form users can input strings of characters, numbers or any other symbols.
- - File upload field allows form users to upload files by means of the form
- - Hidden allows to hide the field from the user's view
- - HTML is used to create HTML values in the form
- - Date is used to display dates
- - Img-code is a CAPTCHA (dynamic) image code
- - PayPal payment integrates PayPal to your form. Using a field wizard (see Forms with PayPal Payments below) you can set up the field, add products with prices. Once the form is submitted, users will be redirected to PayPal where they will be prompted to enter their credit card details or log into their PayPal account
NOTE:* You can have only one payment field in the form. If a payment field type is already added to the form, you cannot
- - 2CheckOut payment adds processing via 2CheckOut.com (see Forms with 2CO payments ). Once the form is submitted, users will be redirected to the 2CO page where they must enter their credit card information for a secure processing.
- nformat adds special formatting to the fields with the 'Numbers only' check rule. When you select this field type, you will see in the Field Options a section Number Format. In the admin area, you can enter data similar to this (###) ###-##-###. When users fill in this field, the value is formatted similar to this: (746) 345-68-123
- Default
- - Default value is used as a value that will be present in the field by default
- Field check
- Check rule specifies the rule to be used for this field. The possible values for this field are:
- - Not empty means that the field must contain any value
- - Numbers only allows only numbers in the field
- - Letters only allows only letters in the field
- - Email checks if the value in the field has an email format
- - Email and not empty checks the email format and the field input data
- - Chars interval specifies the length of input value for the field
- - Multi email and not empty. Once this check rule is selected, the field becomes required and the values entered in this field are checked for their format (it must be e-mail) . Users can enter e-mail addresses in different formats: separated with dots, commas, semi commas, spaces, etc. If you select an e-mail template (see Field mail options below) for this field, the message will be sent to all the email addresses listed in the field. The field type is perfect for Recommend Us forms.
- Export settings
- Name for export. Specify the field name that will be displayed in the database after the submissions export. This value must be entered only if you are going to export form submissions to an external database (see Export Form Submissions below)
- Field mail options
- - Email template allows you to select an e-mail template that will be sent to the form users. You can create different messages with any content in the Mail templates section (see Mail Templates below). Email template must be selected only for the fields where users are supposed to enter their email address.
- Field's "Advanced" options
- Field info
- - Field name is the name of the field you edit
- - Page title is the title of the page where the form is located
- Layout
- Here you can select the type of layout for the field. Move the arrow-like buttons to change the layout
- HTML
- - Field color specifies the color of the field
- - Caption style specifies the style that will be used to display the field's caption (i.e. you can enter a CSS style here, like below:
- - color: red; font-style: oblique; font-weight: bold; font-family:Tahoma;
- - font: 25px Courier; text-decoration:underline;
- - Control style specifies the style that will be used for input fields, for instance:
- - background-color: #ee0000; font-size: 26px; font-weight: bold; font-family:Tahoma;
- - width: 400px; height: 40px; width: 400px; height: 40px;
- - Max length specifies the ultimate length of the field
- - Size/Rows (depending on the selected field type) specifies the ultimate size or the ultimate number of rows for the field
- Field's "Advanced" options for File Upload fields:
- Field color defines the color for the field
- Caption style is the style for the field name
- Control style is the style for the field input
- File extension.Specify the allowed file extensions. Separate extensions by commas (e.g. jpg,png,txt,doc,etc)
- Max file size defines the maximum allowed file size for the upload. Enter the values in Bytes (e.g. to allow the upload of files sized 1 MB only, you should enter 1000000 in the field).
- Get Code to Insert on your Web Page
- To get the form's code or the link to the form, click on the get code icon - - in the section 'Forms' (see above).
- There are 4 ways (see the sreenshot below) to put the form on a web page:
- 1) link to the form
- The link to the form can be placed anywhere on a web page and it calls the form page itself with no other content that may be available on your web site.
- 2) HTML code
- In the text area you can see an HTML code that can be copy/pasted on your web page as is. If you need to make any modifications to the form's layout or style, this can be easily done using any HTML editor. Just copy the code under the 2nd point to the editor, modify the form's look and upload the code to your web page.
- NOTE: If you make any changes to the form via the admin interface (e.g. add/remove fields), you will need to generate the code again and replace the code on the page.
- 3) php include()
- This code can be placed on a page with a .php extension only. In the beginning on your file (on top of the <html> tag), you need to put the code, which is displayed in the 'get code' section. It should look similar to this: <?php include('/home/phpforms/public_html/pfmem_demo/phpforms.php');?>. Then put the second portion of the code (e.g. <?php form('63681eef6d');?> ) to the location where the form must be displayed.
- NOTE: If you make changes to the form via the admin interface, you will need to generate the code again and put it onto a web page replacing the existing code with the form's ID.
- 4) JavaScript include
- This type of code can be put on any web page with any extension. Put the code you see under the 4th point to the place where the form must be displayed.
- NOTE: When you do any changes to the form, there's no necessity to re-upload the code on your web page. The script will automatically update your form after the changes via the admin interface.
- Radio Button, Check Box, Drop-down list
- Select fields allow you to choose one item from the list of several items
- Radio button (group) allows you to choose one item from the list of several items (this button works like a switch)
- Checkboxes allow you to choose from 0 to N items
- Multiple select fields allow you to choose several items and represent the list of items (in rows) in one field.
- To create radio buttons, check boxes, select or multiple select fields, select an appropriate field type in the drop-down menu next to Field type (see above).
- A message 'If you change field type some settings will be lost. Do you want to continue?' will pop up. Click OK.
- Press the 'Edit item' button.
- Title is the value that will be displayed in the form. In other words, this is what your visitors will see in the form
- Value is the value displayed in the form submissions. This is what you receive to your email or database. See the illustrations below:
- Or
- To have a default check on the item, tick the item under the column Checked.
You can also set a predefined list for the fields. Select the list from the drop-down menu under Predefined and press the button 'Add predefined'. You can create a new predefined list and use it for your fields (see Predefined Lists below)
- File Upload Fields
- To create a file upload field, click on the button 'Add field' or the icon . Name the field, set the Required mark, select the page where the field will be placed and select the Field Type - File upload.
- A message 'If you change field type some settings will be lost. Do you want to continue?' will pop up. Click OK.
- If you want to make the field required, select a check rule 'Not empty'.
- The 'Advanced…' section. Here you can change the following for the field:
- - The field's Layout: caption next to /above the field
- - Field color specifies the color for the field
- - Caption style / Control style are the CSS control fields, where you can indicate CSS HTML to change the look of the field (e.g. color: red; font-style: oblique; font-weight: bold; font-family:Tahoma;)
- - File extension field specifies the allowed file types for the upload (e.g. png,jpeg,doc, etc.)
- - Max File Size sets the maximum allowed file size that can be uploaded via the form. Values are defined in bytes.
- Click on the button 'Save' to save the changes.
- Multi part Forms
- To create multi part forms, create a form, click on the button 'Add page'. In the right hand section 'Page options' select the following:
- - Page title specifies the page's title
- - Top text is the text that will be shown above the form
- - Bottom text is the text shown below the form
- - Page color sets the color for the page
- - Page width (pixels) indicates the page's width in pixels
- - "Previous" button is the name of the button that leads to the previous page (leave blank to have 'Previous' by default)
- - "Next" button is the name of the button that leads to the next page (leave blank to have 'Next' by default)
- Click 'Save' to save the changes.
- To add fields to the page, click on the icon or the button 'Add field' (see Field Options for more info). Select the necessary field options and indicate the page where the field will be shown: in the field Page select the number of your page 1, 2, etc. depending on the number of pages you already added.
- Forms with PayPal Payments
- To create a form that interacts with PayPal, click on the button 'Add field' or the icon . Name the field, set the Required mark (optional), select the Field Type - PayPal payment. A message 'If you change field type some settings will be lost. Do you want to continue?' will pop up. Click OK.
- Click on the button 'Wizard' (see the screenshot below)
- In the new section enter your account e-mail, preferred currency, check Require Payer Address if you want PayPal to collect payer information for you (for example, to collect payer name or address, if you will be shipping any goods). For instance, let's presume you have a field called Name, Phone, and Address in the form. To pass the data to PayPal, you'll need to select from the drop down menu next to First Name: -> Name, next to Address: -> Address, Phone: -> Phone. When users enter the fields in your form, they will automatically be passed to PayPal to the corresponding fields you selected (see screenshot)
- Click 'Next'. Choose the payment type (one-time payment, subscription payment or donation). Click 'Next'. Choose the product type.
Add products, enter their name, price, setup fee.
Select 'Subscription Details' if required. Click 'Finish' to save the field.
- Now when everything is set up, you can get the form's code* (e.g. a link in the 1st point) and put it to your web browser, fill out the form and check if the redirection to PayPal is done correctly. And now the form is ready to use.
*NOTE: When you preview the form using the 'Preview form' icon (), the script doesn't redirect to PayPal, you only need to get the form () to make the redirection work.
- If the payment has been processed correctly, you will see the IPN and the order details by clicking on the browse icon -. However, if a visitor submits the form, but cancels the payment, the IPN field will be empty. Thus you'll know that no payments were processed.
- Forms with 2CO Payments
- To create a form that interacts with 2CheckOut.com, click on the button 'Add field' or the icon . Name the field, set the Required mark (optional), select the Field Type - 2Checkout payment. A message 'If you change field type some settings will be lost. Do you want to continue?' will pop up. Click OK.
- Click on the button 'Wizard' (see the screenshot below)
- In the new section enter 2Checkout information (2CO vendor number, 2CO product ID*, select the preferred 2CO Language). Choose the corresponding form questions (name, e-mail, address, etc.). When you have any data in your form that can be passed to 2CheckOut, you can select from the drop down menu within the wizard what fields data will be passed to the corresponding fields in 2CO (see screenshot)
- Payment integration is now completed. Click Finish to save your changes.
*NOTE: You need first to add products via the admin interface of your 2CO account.
- Predefined Lists
- Predefined list is the list of values which can be imported as items into the fields like "Checkbox", "Radio button", "Select", "Multiple select". For instance, the list of countries or the list of the email addresses of your support service. Click Add list to create new listing. Use the icons in the Commandcolumn to edit/delete lists.
- Edit list
- - List name specifies the name of the list
- - Add items option allows you to add a number of items specified from a drop-down menu. You can add up to 20 items at a time, and then select 20 again to enter more items to your list.
- Mail Templates
- You can create templates which will be pre-populated with the values submitted by users. These submissions are sent to the email address specified in the Send to email field (in the properties of the form) or to the address specified in the email field.
- Two types of tags are available: tags associated with forms and tags not associated with forms:
- 1. Tags not associated with forms:
- - [form-name] is replaced by the form name
- - [form-data] is replaced by the list "field-name :: field data"
- - [ip-address] is replaced by user's IP-address
- 2. Tags associated with forms:
- - [field-name#431bf861b7.b9d0be6e80#] is the name of a field
- - [field-data#431bf861b7.b9d0be6e80#] is the value of the field
- Select the form from the drop-down list of forms, and select the field from the list Page.Field - Field name. Click Name or Data at the bottom. This will insert the tag of the name or the field value into the template (see the screenshot below).
With Name and Data tags you can select what data will be displayed in the email sent after the form submission. When you select a field and click on the button Name, this adds the field name to the message. The same is with the button Data which adds to the message the value entered by users in your form.
Please note, that the email template you modify by the Name and Data tags must be used only for the form you selected in the template (you'll need to select this template in the Form or Field Options). The template must be selected only for the fields where users are supposed to enter their email address.
- If you checked 'HTML mail text' in the Form Options, you can also use HTML tags in the Email Templates to add a special touch to your messages. See Basic HTML tutorial
- Form Submissions
- The section contains all form input data that was submitted to the database.
- Sort Submissions
- The following data sorting capabilities are available:
- To sort submissions by name click Form Name.
- To sort by date and time of submission, click Date/Time
- View / Delete Submissions
- To view the submission, click the 'View submit' button -
- To delete a certain submission, click on the deletion icon -
- Search Submissions
- To open the submissions manager, click on the link 'Search submits'. In this section you can search the selected form submissions by a date range, submissions group and any field's value. Click 'Select submissions' to select the searched submissions. From here, you can either delete all the submissions or export them to CSV / SQL / Database (see Export Form Submissions below)
- Export Form Submissions
- To export form input data to a CSV file, press the button 'Export>'.
In the right hand section you can select submission groups for the export. Select the form name and check 'CSV export' to export all its submissions to a CSV file.
Check 'SQL Export' to export form submissions to a data file with an *.sql extension that contains the script for table creation.
Check 'Database Export'* to export data to the database specified in the form options.
*NOTE: If the field names in your form contain special characters or there are several fields with the same field name, it is recommended to use an SQL export feature, which results can be easily copied / pasted to the database query line and run the script for execution.
Click on the 'Export data!' button to export the selected form submissions. Press the button 'Delete Export!' to delete form submissions from the database.
- To navigate through the submissions, click 1, 2, 3, etc. below the submissions list. The page number shows up only if a certain amount of submissions is made.
- Newsletter
- The section contains all the forms that include a field or several fields with the following check rule: "Email" or "Email and not empty".
- Here you'll be able to send mail to all users who submitted your forms.
- In the command line click on the icon 'Edit Newsletter' () next to the form name. The newsletter editor will pop up. Here you can write messages that will be sent to all form submitters. Set the Subject and From address for your newsletter, write the message and click 'Send Newsletter'.
- If no user submitted the form, you will see the message "There are no members in this group.", which means that there are no email addresses to send your message to.
- SMTP
- The feature allows you to adjust SMPT Mailserver settings to match the server send_mail settings and domain mailserver.
To change your SMTP settings, open the file \cnk-conf\smtp.cfg and edit the below parameters:
- Use_SMTP - if this parameter's value is "1", the script will send mail via SMTP, if you set the value to "0", PHP Forms will send mail using the php mail() function;
- SMTPServer - Your server's SMTP hostname;
- SMTPAuth - If your server requires SMTP authentication, set this parameter to "1", if no authentication is required, then set "0";
- Username- username that is used on your mail server (if the value in SMTPAuth is set to "0", then leave the field blank);
- Password - password (if the value in SMTPAuth is set to "0", then leave the field blank);
- FromEMAIL - From e-mail address;
- IsHTML - if you want to have HTML format for your emails, set "1"; to set Plain Text format indicate "0"
- Admin Settings
- This section allows you to change the administrator login parameters:
Admin username is the value used for the administrator login
Password is the value used for the administrator login
Email address is the script administrator email address
- Back Up
- The backup section allows you to create copies of your current database with forms, submissions, e-mail templates, etc.
- Click on the 'Create backup' button to create a backup file. Click on the 'Download backup file' icon (
 ) next to the backup name. Click the icon 'Restore backup file' ( ) to restore a certain copy of the database. Click the 'Delete' icon () to delete the backup file from the admin interface.
- To avoid any loss of data, it is recommended to back up your script's database every several days or after the changes done to your forms. Also, the backup files can be used during the script's transfer from one server to another. To move the database, you'll only need to create a backup copy -> download it to your computer -> upload it using the 'Upload' button in the Backup section and click the icon 'Restore backup file' () to restore the database on your current script location.
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