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Creating Sign-up and Registration Forms

In order to create powerful, easy-to-use forms on, we use a tool called Gravity Forms. You must undergo the Advanced WordPress training to have access to Gravity Forms.

Sign up for Advanced WordPress training

What is Gravity Forms?

Gravity Forms is a WordPress plugin that enables Editors to create robust online forms. In addition, the data gathered from these forms can be exported into CSVs, collected through emails sent to a certain person(s), and more.

Each office and department should have one designated Editor. Please submit a request to to designate an Editor for your office or department and set up training.

What types of forms can be created?

There are many types of forms that can be created ranging from simple to complex:

  • Contact Us

  • Sign Up/Register

  • Online Payments...

  • ...and more!

Form Building Features

Sometimes a plain form isn’t going to meet your needs - luckily there are many ways to customize and tailor the functionality of your forms, including:

  • Scheduling the availability of forms

  • Entry limits

  • Save and continue later

  • Notifications for users/owners

  • Conditional logic

Creating a New Form

  1. Access Gravity Forms from your WordPress dashboard.

  2. This will open up several options. Select New Form.

  3. Add a Title and Description. The title appears at the top of your form and the description appears just below the title.
    The title and/or description can be hidden if needed.

  4. Once you create the form, you can view the form ID which is needed to embed the form into a page.

Adding Form Fields

Gravity Forms comes with a tutorial for each new form showcasing how to add, remove, and rearrange form fields. Thoroughly reading this short tutorial is expected of Editors.

1. Start by selecting a field type from the nifty floating panels on the right.

2. Once you've found the field type you want, click to add it to the form editor here on the left side of your screen.

3. Click on the edit link to configure the various field options.

4. Drag the fields to arrange them the way you prefer.

5. Once you're happy with your form, remember to click on the 'update form' button to save all your hard work.

Adding a Confirmation Message

So your user has finished filling out your form and they encounter a blank page. How are they supposed to know their form was successfully sent

Be sure to add a friendly confirmation message so that they can rest assured that their information was sent. This will also prevent duplicate entries.

  1. Go to the Form Editor.

  2. Hover over Form Settings.

  3. Click Confirmations.

  4. Select Add New.

Configuring Email Notifications

Email notifications can be sent to you, your co-workers, and your users who successfully fill out a form. These notifications should contain key information depending on who is on the receiving end.

  1. Go to the Form Editor.

  2. Hover over Form Settings.

  3. Click Notifications.

4. Click Add New.

There are many fields that can be filled out to customize your new notification. These can be set up to notify certain people/office/departments conditionally depending on what the user selected when filling out the form, or to simply send the same notification no matter what the user selects.

NOTE: Incorrectly setting up notifications can result in data loss and other issues, so please consider contacting Web Services and have us do the heavy lifting.

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  • 30-Aug-2016