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Create a Form as a Resource
Create a Form as a Resource

Learn how to embed a form into a resource so that you can tag and share it amongst your communities.

Alli Pierpont avatar
Written by Alli Pierpont
Updated over a week ago

If you're new to uConnect's Form tool, check out this article to learn how to create one.

Once you've created a form, make sure you save it, then follow the instructions below or watch this quick video to learn how to create a Form as a Resource.

Video Walkthrough on How to Create a Form as a Resource:

Written Instructions on How to Create a Form as a Resource:

First, make sure you created your Form already under Engage>Forms. Then follow these steps:

  • Navigate to Publish > Resources > Add New Resource

  • Within the Block Editor, add a Forms block in one of the following ways:

    • Type in a backslash "/" and then the word "Forms" to add in a Forms block

    • Click the black button on the left side to browse the blocks library and search for "Forms" to add a Forms block

  • Next, select the Form you created from the dropdown list and once you select it, the Form will populate.

  • Then, decide what you'd like the form title to be called (Note: might be redundant if you've named the resource after the form) and description). You can leave the title blank if you just want the title to be the actual title of the Form and then you can update the URL on the right-side with how you want to identify the page.

  • Finally, you have additional settings as your disposable that you can toggle on or off for the Form. To view these settings, you can click on the Form block itself or you can select the Form block within the Document Overview (the 3 horizontal lines icon), and then the Block settings will appear on the right-side menu. The settings you have available include changing the Form, hiding the Form title, hiding the Form description, changing the Form theme, and some additional technical settings (learn more about AJAX here!)

  • Before you can publish your Form, make sure to complete the Resource settings below the Block Editor, such as setting the Resource Type (External vs Internal), Resource Location (URL) which would not apply in this case, Visibility, Button Text, and a Logo image.

  • Don't forget to tag your Resource and then scroll up and click "Publish" in the top right corner to save and publish your new Form!

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