Creating Web Forms

SourceLink℠ offers easy-to-use forms that can be embedded in your website and used to collect information that can be automatically loaded into your records.

To create a new web form go to Setup on the navigator bar on the left side of the screen. Scroll down to Web Form Setup

Setup>Web Forms

Web Form Settings

Click on Web Form Setup and the listing of Web Forms will appear.

Web Form Setup

You will see a list of possible Web Forms. Click Edit under Options to see the details of each form. Click Add Web Form to create a new form. The number of Submissions and a link to view the submissions is available in the first column. A check will appear under Send Confirmation and/or Send Followup if  those options are selected in the Email Automation tab.

Web Forms Main Settings

The left side of the screen allows you to define/change the headings and where the data will be captured within SourceLink. The right side allows you to determine which fields will be required. The Description of Usage box allows you to put in notes about where and how this form is used.

The Form Message tab at the top of the page allows you to change the wording at the top and bottom of the screen, and also what text shows up when someone completes the form. Confirmation and followup emails can be set up in the Email Automation tab. 

Click on the Embed Code under Options to get the code for the form that can be copied and pasted into your website. You can also delete a form by clicking Delete under Options.

Pending Web Form Submissions

To see a list of submissions, click on Pending Tasks in the left navigation bar.

Pending Tasks

A list of web form submissions, if any are available, will be listed. Click to accept the submission or resolve conflicts with possible duplicates. After accepting a submission, the client record will be listed on the Dashboard.

For more information see Accepting Data from Client Intake Webforms.

Updated on August 10, 2022
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