Resources

The Resources area of Form System Management, contains all of the content in the form including:

• Questions

  • Whether they're optional / mandatory

  • Validation warning messages

  • Help text

• Help text/guidance

• Email content

• Drop down /check box/radio button options

You can use Resources to:

a) Quickly find and edit a resource

b) Add JavaScript to support things like Google Analytics

Editing a resource

Editing resources is as simple as:

a) Finding the resource you want

b) Clicking on it in the 'Resource Key' column

For example, a common use case for updating Resources is the creation of custom email receipts. Below we can see in the Resources screen there's a drop down to select a specific form. If left blank this shows all resources that are not form specific.

We can see at the top the 'DefaultEmailBody' and 'DefaultEmailSubject' are there. So if I want to change the content of these I simply need to click on the hyperlink for each resource:

This provides a UI like the following:

This can be either plain text like the above, or a rich HTML email template like the following:

Which results in an email like this: