{"id":2305,"date":"2024-01-24T10:26:45","date_gmt":"2024-01-24T15:26:45","guid":{"rendered":"https:\/\/carleton.ca\/cutheme-docs\/?page_id=2305"},"modified":"2026-08-05T21:40:06","modified_gmt":"2026-08-06T01:40:06","slug":"advanced-training-module-4-forms","status":"publish","type":"page","link":"https:\/\/carleton.ca\/cutheme-docs\/advanced-training\/advanced-training-module-4-forms\/","title":{"rendered":"Advanced Training Module 4: Forms"},"content":{"rendered":"\n<section class=\"w-screen px-6 cu-section cu-section--white ml-offset-center md:px-8 lg:px-14\">\n    <div class=\"space-y-6 cu-max-w-child-5xl  md:space-y-10 cu-prose-first-last\">\n\n            <div class=\"cu-textmedia flex flex-col lg:flex-row mx-auto gap-6 md:gap-10 my-6 md:my-12 first:mt-0 max-w-5xl\">\n        <div class=\"justify-start cu-textmedia-content cu-prose-first-last\" style=\"flex: 0 0 100%;\">\n            <header class=\"font-light prose-xl cu-pageheader md:prose-2xl cu-component-updated cu-prose-first-last\">\n                                    <h1 class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px text-3xl md:text-4xl lg:text-5xl lg:leading-[3.5rem] pb-5 after:w-10 text-cu-black-700 not-prose\">\n                        Advanced Training Module 4: Forms\n                    <\/h1>\n                \n                                \n                                    \n\n<p class=\"wp-block-paragraph\">Forms allow visitors to interact with your website by submitting information, making requests, registering for events, providing feedback, and more. They are one of the most powerful tools for collecting information and connecting website visitors with your department or service.<\/p>\n\n\n                            <\/header>\n\n                    <\/div>\n\n            <\/div>\n\n    <\/div>\n<\/section>\n\n\n\n<p class=\"wp-block-paragraph\">In this module, you&#8217;ll learn how to create, configure, publish, and manage forms. You&#8217;ll also learn how to collect submissions, send notifications, and export responses for reporting or follow-up.<\/p>\n\n\n\n<h2 id=\"learning-outcomes\" class=\"wp-block-heading\">Learning Outcomes<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">By the end of this module, you will be able to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Determine when a form is the appropriate solution for collecting information.<\/li>\n\n\n\n<li>Create and configure forms using appropriate field types.<\/li>\n\n\n\n<li>Design forms that are clear, accessible, and easy to complete.<\/li>\n\n\n\n<li>Configure confirmation messages and notification emails.<\/li>\n\n\n\n<li>Embed forms into pages and other website content.<\/li>\n\n\n\n<li>View, manage, and export form submissions.<\/li>\n\n\n\n<li>Apply form design best practices to improve completion rates and data quality.<\/li>\n<\/ul>\n\n\n    \n    \n\n\n                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    \n\n\n\n<section class=\"w-screen px-6 cu-section cu-section--grey cu-section--cards ml-offset-center md:px-8 lg:px-14\" data-attributes=\"&#x7B;&quot;blockHeader&quot;&#x3A;&quot;All&#x20;Forms&#x20;Modules&quot;,&quot;blockBackground&quot;&#x3A;&quot;grey&quot;,&quot;numberOfPosts&quot;&#x3A;-1,&quot;showAllPosts&quot;&#x3A;true,&quot;blockType&quot;&#x3A;&quot;cards&quot;,&quot;contentType&quot;&#x3A;&quot;page&quot;,&quot;currentPage&quot;&#x3A;1,&quot;numberOfColumns&quot;&#x3A;3,&quot;showImages&quot;&#x3A;false,&quot;showDates&quot;&#x3A;false,&quot;showExcerpts&quot;&#x3A;true,&quot;showHours&quot;&#x3A;false,&quot;order&quot;&#x3A;&quot;ASC&quot;,&quot;orderBy&quot;&#x3A;&quot;title&quot;,&quot;showFilter&quot;&#x3A;false,&quot;taxName&quot;&#x3A;&quot;cu_page_type&quot;,&quot;moreButton&quot;&#x3A;&quot;none&quot;,&quot;categories&quot;&#x3A;&quot;70&quot;,&quot;tags&quot;&#x3A;&quot;&quot;&#x7D;\" data-page=\"2\">\n    <div class=\"space-y-6 cu-max-w-child-5xl bg-cu-black-50 max-w-screen-2xl mx-auto rounded-xl px-6 py-5 md:px-14 md:py-12 md:space-y-10 cu-prose-first-last\">\n\n                            \n\n\n<header class=\"mb-6 cu-pageheader cu-component-updated md:mb-12\">\n    <h2 id=\"all-forms-modules\" class=\"cu-prose-first-last font-semibold !mt-2 mb-4 md:mb-6 relative text-2xl md:text-3xl lg:text-4xl lg:leading-[3rem] pb-4 after:w-8 after:absolute after:h-px after:bottom-0 after:bg-cu-red after:left-px\">\n        All Forms Modules\n    <\/h2>\n\n    <\/header>\n        \n                \n        <div class=\"cu-loading hidden text-center mx-auto h-6 w-6 animate-spin rounded-full border-4 border-solid border-current border-r-transparent align-[-0.125em] motion-reduce:animate-[spin_1.5s_linear_infinite]\" role=\"status\">\n    <span class=\"!absolute !-m-px !h-px !w-px !overflow-hidden !whitespace-nowrap !border-0 !p-0 ![clip:rect(0,0,0,0)]\">\n        Loading&#8230;\n    <\/span>\n<\/div>\n\n                                        \n        <p class=\"cu-no-posts hidden\">\n            No\n            page\n\n            posts are available.\n        <\/p>\n\n                <div class=\"cu-column cu-component not-contained mx-auto grid max-w-5xl md:grid-cols-3 gap-6 md:gap-10\">\n                        \n                    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n    \n    \n        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h3 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        Creating &#038; Editing Forms\n    <\/h3>\n\n            <\/header>\n\n\n            <div class=\"flex flex-col px-6\">\n\n                        \n\n                                        <p class=\"text-base text-cu-black-700\">\n                    Learn how to create forms, add fields, customize settings, and collect information through your website.\n                                    <\/p>\n            \n        <\/div>\n    \n    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n        <a href=\"https:\/\/carleton.ca\/cutheme-docs\/advanced-training\/advanced-training-module-4-forms\/creating-editing-forms\/\" class=\"cu-button cu-button--red cu-button--small\">\n            View Page\n            <span class=\"sr-only\">\n                titled\n                Creating &#038; Editing Forms\n            <\/span>\n        <\/a>\n    <\/footer>\n<\/div>\n\n            \n                    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n    \n    \n        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h3 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        Embed Forms on a Page\n    <\/h3>\n\n            <\/header>\n\n\n            <div class=\"flex flex-col px-6\">\n\n                        \n\n                                        <p class=\"text-base text-cu-black-700\">\n                    Learn how to embed forms into pages, configure display options, and test form submissions before publishing.\n                                    <\/p>\n            \n        <\/div>\n    \n    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n        <a href=\"https:\/\/carleton.ca\/cutheme-docs\/advanced-training\/advanced-training-module-4-forms\/embed-forms-on-a-page\/\" class=\"cu-button cu-button--red cu-button--small\">\n            View Page\n            <span class=\"sr-only\">\n                titled\n                Embed Forms on a Page\n            <\/span>\n        <\/a>\n    <\/footer>\n<\/div>\n\n            \n                    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n    \n    \n        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h3 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        Form Confirmations\n    <\/h3>\n\n            <\/header>\n\n\n            <div class=\"flex flex-col px-6\">\n\n                        \n\n                                        <p class=\"text-base text-cu-black-700\">\n                    Configure confirmation messages and redirects to provide feedback and next steps after a form submission.\n                                    <\/p>\n            \n        <\/div>\n    \n    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n        <a href=\"https:\/\/carleton.ca\/cutheme-docs\/advanced-training\/advanced-training-module-4-forms\/form-confirmations\/\" class=\"cu-button cu-button--red cu-button--small\">\n            View Page\n            <span class=\"sr-only\">\n                titled\n                Form Confirmations\n            <\/span>\n        <\/a>\n    <\/footer>\n<\/div>\n\n            \n                    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n    \n    \n        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h3 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        Form Notifications\n    <\/h3>\n\n            <\/header>\n\n\n            <div class=\"flex flex-col px-6\">\n\n                        \n\n                                        <p class=\"text-base text-cu-black-700\">\n                    Configure email notifications to automatically notify administrators and users when forms are submitted.\n                                    <\/p>\n            \n        <\/div>\n    \n    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n        <a href=\"https:\/\/carleton.ca\/cutheme-docs\/advanced-training\/advanced-training-module-4-forms\/form-notifications\/\" class=\"cu-button cu-button--red cu-button--small\">\n            View Page\n            <span class=\"sr-only\">\n                titled\n                Form Notifications\n            <\/span>\n        <\/a>\n    <\/footer>\n<\/div>\n\n            \n                    \n<div class=\"not-prose cu-card rounded-lg @container md:max-w-xl flex flex-col gap-3 bg-white shadow-lg shadow-cu-black-100 group duration-300 ease-in hover:scale-[1.02] hover:shadow-cu-black-200\">\n\n    \n    \n        <header class=\"flex flex-col gap-3  px-6 first:mt-6\">\n                \n        \n    \n    <h3 class=\"line-clamp-3 text-lg font-semibold text-cu-black @sm:md:text-xl leading-6 @sm:md:leading-8\">\n        View &#038; Export Entries\n    <\/h3>\n\n            <\/header>\n\n\n            <div class=\"flex flex-col px-6\">\n\n                        \n\n                                        <p class=\"text-base text-cu-black-700\">\n                    View form submissions, review individual entries, and export responses as CSV files for reporting and analysis.\n                                    <\/p>\n            \n        <\/div>\n    \n    <footer class=\"px-6 pt-3 mt-auto md:pt-5\">\n        <a href=\"https:\/\/carleton.ca\/cutheme-docs\/advanced-training\/advanced-training-module-4-forms\/view-export-entries\/\" class=\"cu-button cu-button--red cu-button--small\">\n            View Page\n            <span class=\"sr-only\">\n                titled\n                View &#038; Export Entries\n            <\/span>\n        <\/a>\n    <\/footer>\n<\/div>\n\n                    \n        <\/div>\n        \n                \n    <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to create, manage, and embed forms to collect information, automate notifications, and support website interactions.<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":522,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_cu_dining_location_slug":"","footnotes":"","_links_to":"","_links_to_target":""},"cu_page_type":[54],"class_list":["post-2305","page","type-page","status-publish","hentry","cu_page_type-advanced-training"],"acf":{"cu_post_thumbnail":""},"_links":{"self":[{"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/pages\/2305","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/comments?post=2305"}],"version-history":[{"count":5,"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/pages\/2305\/revisions"}],"predecessor-version":[{"id":4263,"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/pages\/2305\/revisions\/4263"}],"up":[{"embeddable":true,"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/pages\/522"}],"wp:attachment":[{"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/media?parent=2305"}],"wp:term":[{"taxonomy":"cu_page_type","embeddable":true,"href":"https:\/\/carleton.ca\/cutheme-docs\/wp-json\/wp\/v2\/cu_page_type?post=2305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}