10 things you didn’t know about Sitecore Forms

1. Create a multipage form

With Sitecore Forms you can easily create wizard like forms by adding multiple pages in your form.

From the structure category, add additional pages onto your form.

To navigate beteen the pages. Add submit buttons on the pages. On the buttons you can change the behaviour by setting the navigation step field to previous or next.

2. Show an inline thank you message

Don’t want to redirect your users to a seperate page after the form was submitted? You can use the multipage form also to show an inline thank you message after submit.

Just add a page in your form after the actual form containing a thank you message. On the submit button of the form set “Navigation Step” to “Next”.

You can still assign submit actions on the submit button when navigation step is set to next.

3. Add conditional fields

This great new feature was introduces with the release of Sitecore 9.1.

Apply conditions by selecting the field and opening the conditions editor on the right.

4. Analyse the usage and performance statistics

In the forms editor there is a performance tab. On this tab you gain some insights regarding the usage of your form. Find out how many times the form was viewed and how often it was submitted or abandoned.

There is even more, each field in your form has its own performance tab. This gives you insight on the dropouts and validation errors on those components. You can spot the abandonment rate, the error rate and the average time spend on the field.

5. Integrate with marketing automation

Sitecore Forms has 3 build-in submit actions to integrate with marketing automation.

You can trigger goals, campaign activities and outcomes from a form submit.

6. Add custom tailored regex validation

In Sitecore Content Editor, you can add additional regex validations under /sitecore/system/settings/forms/validation, create a item of the “Validation” template (or copy an existing one). Put in your own regex and error message.

Assign the new validator to the controls of choice by opening them under /sitecore/system/Settings/Forms/Field Types/Basic/Email and add the validator to the item.

7. Customise the html output

The forms are made out of seperate components rendered by an mvc cshtml file. Those files are stored in /view/formsBuilder/FieldTemplates. You can tailor these cshtml file to your requirements.

This way you can enforce certain styling or classes on the html, or adapt the entire html to fit your needs.

8. Plugin your own submit action

You can create your own custom submit actions to be wired into Sitecore Forms. This is done by creating a new class extending the SubmitActionBase where you can freewheel with your own code.

Once done, you just need to register your action in Sitecore under
/sitecore/system/Settings/Forms/Submit Actions.

Check out the Sitecore documentation for a detailed walkthrough on creating your custom submit action.

9. Create a custom control

It is also possible to create custom controls or fields to put on your form. What about a captcha control, or a rich text field?

It’s a bit more complicated to create than a custom submit action because you will have to brush up your Speak2 knowledge. However, it’s still a do-able task.

Dive into creating a custom control using the Sitecore Documentation.

10. Install Sitecore Forms Extensions

Have a head start and install the Sitecore Forms Extensions module. This will add numerous custom submit actions and custom controls into your Sitecore Forms.

  • Google Recaptcha
  • File Upload
  • Rich Text Fields
  • Hidden Fields
  • Advanced Send Email Action
  • Custom Validators
  • Value Provider Conditions
  • Store binding values

Check it out!

5 thoughts on “10 things you didn’t know about Sitecore Forms

  1. Scott Szeglowski says:

    adding option for guests to add a signature to form submission would be useful.. I.’e I agree to terms and conditions, for a waiver, etc.

  2. Viacheslav says:

    Regarding option #2 – it is good to have ThankYou message as next form’s page but if we will use “Next” option rather than “Submit” – we can send a form multiple time with slow Internet connection.
    Asnwer from Sitecore Support:
    “Please, consider using the ‘Submit’ value in the ‘Navigation step’ field to avoid considering the form as an ‘abandonment’ after the session expiration. Also, you could place the ‘Thank you page’ at the separate Sitecore item and use the ‘Redirect to Page’ submit action to navigate to it.”
    Source: https://joaoneto.blog/2020/03/16/when-multi-page-forms-submission-are-accounted-as-abandoned/

  3. Oliv says:

    Hi your modules really help me a lot, i wonder if you can enhance your modules with custom datepicker, because sitecore Forms date wont work on IE nor safari(because they use input type date instead of jquery) sitecore suggested to make a custom field or manipulate javascript, but i hope you could enhance your form modules extension

    Thank you in advance!

    1. bart.verdonck says:

      Hi, thanks for you suggestion. I don’t have any plans to add a custom datepicker as it would involve a choice on a js-framework to use to support this. I believe most of the javascript libs that provide a custom datetime picker work with a simple text field. I suppose it’s a mather of adding the correct css classes on the field for those frameworks to translate them into datetime pickers.


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