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JetEngine: How to Create a Form

From this tutorial you will learn how to create and customize a form layout using JetEngine plugin.

With the JetEngine plugin creating a form is simple and easy. You can start your own basic form template and add this form template to your website, customize it, and have guests order your services online. So let’s dive into the process of creating a layout for the form.

Enabling the Forms functionality

Log in to the WordPress Dashboard and go to the JetEngine > JetEngine Dashboard.

enabling forms functionality

In the Modules tab enable the Forms toggle. Click the “Save” button in order to save progress.

Creating a form layout

1 Step— WordPress Settings

Proceed to the JetEngine > Forms tab and click the “Add New” button.

forms table

2 Step— Form Fields

Come up with the title for your form and start adding fields to set the area that should be filled out by your customers.

adding form fields

3 Step— Types of the Fields

There are specific field types you can add, let’s figure some of them:

  • Text — Name, Surname, etc.
  • Textarea — for users to add some comments within the form.
  • Select — Checkbox — Radio — to add the choosing option.
  • Number — for example, the number of people.
  • Date/Time.
  • Media — to let the users add some documents, pictures, etc.

Learn more about the types from our Forms field types overview

Form field types

Page Break and Pre-set Forms Fields Value

Page break divides your form into several steps. The user can access the next part after filling in the previous one and clicking the “Next” button.

Page Break

The “Add Page Break” button is placed next to the “Add Field” and “Add Submit Button” buttons.

Add Page Break button

The Page Break will be added as a separate field. If you would like to edit it here’s what you can do:

  • change the Label if you want the button to have a different name
  • type in the Disabled message, that will be shown to the user if the button is disabled (for example, the user didn’t fill all the required fields)
  • add some Custom CSS coding to style the button up
Page Break button settings

Pre-set form field value is an option to add the autofill according to the settings you apply.

You should select:

  • Text — Source (Post, User, URL Query Variables).
  • ID — Get post ID from (Current user or post ID, URL Query Variables).
  • Property for each field.
Pre-set field values

In this example the Email field is auto-filled:

Pre-set example

4 Step— Fields Order

When all your fields are set you can change the order and length.

5 Step— Notification Settings

Below the Fields Settings block, you will find the Notifications Settings section where you can specify the type and the number of notifications. Depending on the type you will get different areas to fill up.

Send Email

Check out our full Notification Settings overview to learn more about this topic.

6 Step— Messages Settings

In the Messages Settings block, there are sample messages that the user will receive whether the form is filled successfully or not.

Form mrssages settings

Don’t forget to click the “Apply Changes” button every time you make changes in order to save progress. After you finished the setting process, click on the “Publish”/”Update” button.

Editing the form in the Elementor editor

Afterward, you can go to the page where you want to add a newly created form and open the page with the Elementor editor.

Drag and drop the Form widget to the canvas of the page and select the form you have just created from the Content > Select form directory.

Form widget

Feel free to use different settings to customize the appearance of the order form according to your needs.

Click the “Update” button.

Editing the form in the Gutenberg editor

The form you created can be also edited in the Gutenberg Editor. Open the editing screen of the necessary page and find the Form block in the block menu.

form block

Click on it to drop the Form block to the canvas of the page and select the form you have just created in the Select form drop-down menu.

editing form in gutenberg

Feel free to use different settings to customize the appearance of the order form according to your needs. more details about design customization you will find in this overview. Don’t forget to press the “Update” button when you are finished.

Now you can allow your customers to register an appointment right from your site. Enjoy!