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Submission Form

5 minutes to read

Caspio allows you to easily create forms that gather information from your users. After you deploy your form on a website, the information gathered is validated and stored in your data source.

Note: Only app users with permission to create new records in the data source table can submit a record.

Steps to Create Submission Forms  

  1. Select fields:  
    1. In the upper panel, select the Add elements button.  
    2. Select Forms > Submission Form. 
    3. In the Data source panel, select a table or view that will be the primary data source for your DataPart.

      Note: If a view is selected as a data source, records are submitted to a table marked as editable in the view configuration.

    1. From the Available fields panel, select the fields you want to use in your form. To do that, click the field or drag and drop it into the Selected fields section. You can bulk-add all the fields by clicking the Select all button.The Select fields step of the submission form creation showing a list of fields to be included in a sample form.
    2. Select Next.

      Note: For the Next button to be available, at least one field must be selected. 

  2. Optional: Configure sections in which you want to display groups of fields:
    1. In the Elements panel, click Add > Section and select the new section.
    2. On the General tab, enter the section heading and description to display on the form.
    3. On the Appearance tab, select the number of columns in which you want to display the fields. The columns are of equal width.
    4. For each section that you want to display, repeat steps a. through c.
    5. Rearrange the order of sections using drag-and-drop.
  3. Configure fields:   
    1. In the Elements panel, select a field.   
    2. In the General and Appearance tabs, configure additional settings. The options available depend on the selected form element. Learn more.
    3. Rearrange the order of fields in sections and columns using drag-and-drop.
    4. Once the configuration is ready, click Save.
  4. Optional: If you want to add customizable HTML content for descriptive text, links, or graphics to the AppPage, click Add > HTML block and edit the code.
    You can format the content in the visual editor or enter your custom code. HTML blocks support inserting parameters.

After creating a Submission Form, in the right panel, you can edit its source and fields. This option may be helpful when you want to add or remove fields from a data source or change a data source to a different table or view.  

Designer view of a sample submission form showing configuration options.

Interactive controls

In this section, you can configure Header controls, which appear in the DataPart title area as action buttons for app users. To add a new control, click Add. Then enter a label for the control and select the action that clicking this control will result in. You can choose from the following:

  • Go to AppPage redirects to a specific page in your app. For example, you can add a “Create” header control, giving app users quick access to create new records.
  • Go to URL redirects to a custom URL. You can use this option, for example, to build navigation between AppPages deployed on your own website.

When either redirection option is used, session parameters are automatically passed between the DataPart and the destination page. For Go to AppPage, you can configure an alternative option to pass query string parameters instead.
To learn more, see Communication Between DataParts.

Configuring destination pages

Set up a destination page to which your users will be directed after form submission. You can choose to clear a form and display a pop-up message or direct users to a particular AppPage or URL. For instance, in an order management app, you can redirect a user who submits an order to a list of their orders. 

To configure a destination page in your Submission Form: 

  1. In the right panel, select Destination Page. 
  2. From the On form submit dropdown, select a relevant option: 
      • Show custom confirmation page – Directs the user to a specific page. For this option, you can customize the content of the page in an HTML editor or as custom code. To pass values dynamically, insert parameters with the parameter picker. Learn more about parameters.
      • Show floating confirmation – Clears form and displays a pop-up message. 
      • Go to URL – Directs the user to a specific URL. For this option, enter an address in the URL field.
      • Go to AppPage – Directs the user to a specific AppPage. For this option, select an AppPage from the AppPage dropdown.

Configuring notifications

You can also configure notifications, which are automatic messages sent to the app users who submitted records with Submission Form DataPart. They can be used, among others, to inform app users about successful data submission or further steps they should take after submitting a form. 

To configure notification emails in your Submission Form: 

  1. In the right panel, select Notifications. 
  2. Click Add. 
  3. Fill in the following fields: 
    • From – sender email address. 

Note: Sender email address must be verified in the account settings. 

    • To – email address of the notification recipient. 
    • Subject – subject line of your email 

In the To field, you can use parameters to dynamically pass values from the data source fields. 

  1. Configure the message body. You can do it in an HTML editor or as custom code. To pass values dynamically, insert parameters with the parameter picker. Learn more about parameters.
  2. Select Save. 
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