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Building forms

Index of the guides for building public-sector forms in Exponential - the information collector, accessible forms, spam protection and its third-party implications, CSRF form tokens, file attachments, mail to receivers…

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Address: https://doc.exponential.earth/exphelp/viewer/help/government/building/forms/README.md

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Building forms

This folder is for website creators, administrators and project managers who build forms on a public-sector site: contact forms, reports of problems, feedback, consultation responses, polls and simple requests. Exponential builds forms with the information collector: attributes of a content class that visitors fill in, stored as collections and optionally mailed. The guides cover the mechanism, how to make forms accessible and safe, and how to handle what is collected for as long as you keep it, and no longer.

Contents

  1. The pages
  2. Reading order
  3. Before you build a form

The pages

PageThe answer in one line
Information collector basicsCollector attributes, the form template, form types in collect.ini, where submissions go
Accessible formsLabels, instructions, errors, required fields and keyboard use for public forms
Spam protection and third partiesForm tokens, reCAPTCHA or hCaptcha and what using a third party means, and alternatives
CSRF form tokensHow ezformtoken protects every POST, the "form expired" page, the secret to set
File attachments in formsThe Enhanced File datatype for uploads, its limits and the risks of accepting files
Mail to receiversWho gets a mail for each form, per-form receivers, testing without sending real mail
Retention of collected informationReading, exporting and removing submissions on a schedule, with the audit record
Consultations and pollsA consultation class with a response form, and the poll type with one answer per user

Reading order

  1. Information collector basics.
  2. Accessible forms, CSRF form tokens and Spam protection and third parties before any form goes live.
  3. Mail to receivers and Retention of collected information before you collect anything real.
  4. File attachments in forms and Consultations and polls when you need them.

Up: Building a public-sector site, the index of all building guides, and Governments: start here, the start of the Governments section.

Before you build a form

Note This page describes features and common practice; it is not legal advice. Check the law that applies to your organization with your legal counsel.

  • To do: Is a form the right tool, or does the request belong in a case or transaction system? See Linking to online transactions.
  • To do: Which fields are needed for the purpose, and no more?
  • To do: Who reads the submissions, and who has infocollector/read?
  • To do: How long are submissions kept, and who removes them?
  • To do: What does the privacy notice next to the form say?

The general guides: Forms with the information collector, Building a contact form, Reading and exporting form submissions, Collected information.

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Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

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