Documentation

Forms Configuration Reference

Here’s an overview of all the Forms configurations so you can quickly find a configuration you need.

Forms Options

You can export and import forms between Sites. To access the Export / Import menu, navigate to Site AdministrationContent and DataForms. Click the Options icon in the upper right then Export / Import.

You can export or import forms.

See Exporting and Importing Forms and Importing and Exporting Pages and Content to learn more.

Form Settings

Each form has its own Settings menu.

To access the Settings menu, choose the desired form (for example, Guest Survey Feedback). Click the Settings icon in the upper right.

Form Options

The Settings menu contains these options.

Section Field Description
General Require User Authentication Requires sign in before submitting the form
General CAPTCHA Requires answering CAPTCHA questions when submitting the form
General Save Answers Automatically Saves answers to the form automatically
General Select a Storage Type Sets the storage adapter for managing submitted records; not editable after the form is saved.
General Select a Workflow Select a workflow definition to review the form submission; workflow is deactivated by default.
Personalization Redirect URL on Success Specifies a redirect URL once the form is submitted successfully.
Personalization Submit Button Label Changes the label of the Submit button to something more appropriate for your specific use case (e.g, Vote or Register).
Notifications Send an Email Notification for Each Entry Specifies whether an email notification sent to the form creator each time a form record is submitted.

Email Notifications

Here you can configure the Forms app to send a notification email each time a form entry is submitted. You should set up a mail server first; see Connecting to a Mail Server to learn more.

You can add notifications to a form.

Field Description
From Name The sender's name; this could be the Site name, the form name, or anything else informative to the recipient.
From Address The sender's email address; You can use [email protected] to prevent recipients from replying.
To Address The recipient's email address (e.g., [email protected])
Subject An informative subject line tells the recipient what happened.

To learn more, see Configuring Form Notifications.

Form Widget Configuration

You can configure the Form widget deployed to a Site Page. To access the Configuration menu, click the Options icon next to the widget title → Configuration.

Setup

Here you can choose the desired Form to be used in this widget.

Select the desired form to be used in this widget.

Sharing

Here you can embed this application on other platforms besides DXP.

Select the desired platform where the Forms app can be embedded in.

Scope

Here you can change the widget’s scope from Global, Site, or Page.

Select the desired scope for the Form Widget.

Instance Settings

The Forms configuration entry in Instance Settings is identical to the Forms entry in System Settings (below); the instance settings override the system settings, which will set the default values across the system. See Understanding Configuration Scope for more information.

For a description of each configuration property, see System Settings.

System Settings

There is currently only one system level Forms configuration entry. To configure the properties in the Liferay UI,

  1. Go to the Global Menu (global icon) → Control Panel.

  2. Click System Settings.

  3. Click Forms under the Content and Data section.

Configure Forms in the System Settings menu.

Alternatively, configure the backing DDMFormWebConfiguration service with a .config file named

com.liferay.dynamic.data.mapping.form.web.internal.configuration.DDMFormWebConfiguration.config

Place the file in Liferay Home/osgi/configs. See Using Configuration Files for more information.

Field Description
Autosave Interval (autosaveInterval) Sets the value in minutes to auto-save a form; setting 0 disables auto-save.
CSV Export (csvExport) Determines whether administrators can download Form Entries as CSVs.
Default Display View (defaultDisplayView) Sets how the Forms are displayed in the search container.
Guest Upload File Extensions (guestUploadFileExtensions) Enter the comma-separated list of accepted file extensions. By default the following list is supported: doc, docx, jpeg, jpg, pdf, png, ppt, pptx, tiff, txt, xls, and xlsx.
Guest Upload Maximum file Size (guestUploadMaximumFileSize) Set the maximum file size Guest User can upload via the Upload field. This is configured for authenticated Users in the Documents and Media application's configuration, and system-wide limits are defined in the Upload Servlet Request System Settings entry, in the field named Overall Maximum Upload Request Size. By default the limit is 25 MB.
Maximum Repetitions for Upload Fields (maximumRepetitionsForUploadFields) If the field is configured as repeatable, set maximum number of times the field can be added to the form by the User (applies equally to Guest Users and logged in Users). By default the limit is 5.
Maximum Submissions for Guest Upload Fields (maximumSubmissionsForGuestUploadFields) Set the maximum number of times a Guest User can submit a form that includes a Guest-enabled Upload field. The Guest User's IP address is used to keep track of submissions. By default the limit is 5.

Additional Information