Overview One of the most frequently asked questions when it comes to building a Formidable Forms business process is “How do I build a workflow to assign tasks, track sequence completions, and move to next steps?” Workflows can be complicated. Oftentimes, there are security considerations such as “How can I allow the project manager to [Read More…]
Integrate QR Code With Formidable
Requirement A long-term client asked us to integrate QR Codes with Formidable Forms. This particular client runs an agency out of Denver, Colorado. Her client is a grocer. This grocer uses Formidable Forms to sign up ambassadors (affiliates) and partners. When an ambassador entry is submitted, the user is sent an email that includes this [Read More…]
How to Provide Instant Feedback on Forms
Quiz Building Anyone? Are you using Formidable to build quizzes? Many people are and Formidable allows you to build really nice quizzes right out of the box. But, what if you have special requirements like this poster in Formidable’s Slack Community. The Requirements Have a ‘check answer’ button after each multiple choice question. If all [Read More…]
Populate Form B with Form A Values via Email Link
The Requirement A client engaged us to create a method by which an automotive service department would receive a scheduling request via a Formidable form. The email that is sent with each new entry must have buttons to accept either the primary requested date or an alternate requested date. Clicking the acceptance button then triggers [Read More…]
Understanding Formidable’s Star Rating Field
Overview A question posed in the Formidable Slack community regards the display of a Star Rating field that was added to a Custom Post Type (CPT). The poster wants to understand why the CPT doesn’t display the star icons, specifically as it relates to this source code as rendered in the CPT when shown in [Read More…]
Return to Previous Page
Problem One request we receive frequently is: How can I include a link on a page to return to the previous page? Solution If you view any of the codex detail pages, at the top of the page, you’ll see one of the following links: Return to Actions List or: Return to Previous Page or: [Read More…]
Passing an Option in Query String and Setting Select Value
Overview Formidable provides a built-in method for setting a default value on fields by passing a query string parameter. To do this, simply pass the name of the parameter and its value in the query string, like this: /page-name/?color=blue If you want to capture the value of “blue” as the default value in a field, [Read More…]
Count Entries Shortcode
Introduction When we built this site, we envisioned the code snippet area to be a reference resource for experienced Formidable developers. However, as this site grows, we are making adjustments for a broader audience. Keep asking your questions. We appreciate it! If you need help with a code snippet that you found on this site, [Read More…]