SiteApex Administration Help & Tutorials

Please use the topic links below to see a list of tutorials for that particular topic or module. Or you can use the search button to search for help on a specific topic. 

Note: there are a few non-default modules listed here. Please contact sales if you are interested in any of these modules.


Building a Form - Security

Auto Process Requests - Choosing "Yes” to auto process means each form is immediately marked as the status "Processed". Also, if the form was associated to a secure group under the person becomes a secure user immediately after submitting their form response.

Answering "No” to this feature gives you an opportunity to process forms manually on each response. Allowing you to examine the person’s request before considering it "Processed”. It makes no difference to the system if you manually or automatically process forms. This feature’s only purpose is to offer you a method for managing your forms. You can also make custom statuses by going to "Manage Statues" at the top your Form Builder module.

Associate to groups - To create stite users from your responses or to move contacts into a Newsletter group you will need to attach the responses to a security group. Choose your security group in the drop down.

If you choose to "Auto Process" (see feature above) form responses will automatically be placed in the security group. If you choose not to "Auto Process" responses you can manually move responses into groups when viewing the forms Responses. See this article explaining form responses and actions you can apply to them.

Auto Apply Status - If you want to apply a specific status to this forms responses as soon as they are submitted turn on "Auto Apply Status". You can then choose which status to apply to them. You can create custom statues in the "Manage Status" area of Form Builder.

In addition to applying a status to new responses, there is an extra feature where the system will automatically change the status for existing responses that have the same email address with a new response. 

This could be useful in situations where multiple forms have one desired outcome for someone to become a member for example. Instead of tracking statuses of one person's responses across multiple forms, you could have this feature update the status for responses from other forms so you don't have the risk of contacting the same person twice for follow up etc.

Form Builder Auto Apply Status to Response

User Expiry (Optional) - If you set the form to auto-process and create or update users using forms, you can also set an optional User Expiry for those users. Simply select the expiry that best suits your requirements, or fill in a static expiry date (yyyy-mm-dd format) if you need users to expire on an exact date.

Please note that user expiry in this form relies on autoprocess being enabled, it will not be set if you manually "Make me a user" in the form admin. When a user hits the expiry day it prevents them from logging into the site in any way. They will need to fill out a renwal form that would set a new exipry date on that user.

Store user IP address - Includes the site vistors IP address. Turn this on if you are receiving a lot of spam. You can contact support and let them know a particluar address is being spammed and we can possibly look into blocking it from accessing your website.

Include submitted data in emails - Adds all form fields and answers to the owner notification email and Thank you message.

Store form's page name - Adds a reference to the web page the form was filled completed on.

List All Processed Submissions - Throw back to the old "Guestbook". You can publicly display all form responses on the form page below the form. Examples might be a testimonial page or public review page. Again remember this is public unless placed on a secure page.

Store File Uploads Securely - If you are using the File Uploader field on your form and are concerned about storing this files securly turn this on. This will place the files on your site in a location that cannot be accesesd publicly. As the site administrator you can retrieve these files directly from the form response once logged into your SiteApex Admin.

Click to to go the the next article: Building a Form - E-commerce