Customizing an Incident Web Form

After you create an incident web form, you can customize it to reflect your organization's branding standards and requirements. This article outlines the configuration options available for web form customization and additional support information.

Currently, you can customize the following areas of the web form:

  • Form Fields

  • Form Text

  • Form Styling

  • Attachments

To customize a web form

Note:

You can configure the date format on the web form. Respondents can update the date format and confirm those changes on the Change Date Format modal. This modal will appear in English until the web form is republished.

All values entered prior to the respondent changing the date format will be removed.

  1. On the Incident Management menu, select Setup > Web Forms.

    The Web Forms screen appears.

  2. Click the Edit button on the web form you want to customize.

    The Web Form Customization screen appears.

  3. On the Web Form Customization screen, you can customize the web form to meet your organization's brand standards and business needs. For additional guidance on the available options for fields, text, styling, and more, see Web Form Customization Screen Reference.
  4. Click the Save Template button when you are finished customizing.
    Note:

    For more information on building a web form using form fields and publishing, see Building an Incident Web Form.

Web Form Customization Screen Reference



Section

Field

Description

Form Fields

N/A

Click the Add New button to configure form fields for your given web form template.

For more information, see Building an Incident Web Form.

Form Text

Welcome Text

Enter a greeting that informs users on the purpose and how to complete the web form.

Header Text

Enter the title that will appear on the web form.

Footer Text

Enter contact information for your organization.

Thank You Page

Enter the text that will appear on the screen when the user submits the form.

Form Styling

Web Form Favicon

Click the Upload button to select an image or logo for your organization's web form. The favicon will appear in the browser tab.

Page Title

Enter the text that will appear on the tab of the browser.

Header Logo

Click the Upload button to select the logo you want to use in the header of the web form.

Click the Delete icon to delete an uploaded header image.

Header Logo Alternative Text

Enter alternate text for the Header Logo for accessibility.

Header Height

Enter the desired height of the header, in pixels.

Header Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the header to be.

Welcome Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the welcome text to be.

Welcome Text Size

Enter the size you want the welcome text to be.

Form Label Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the text to be on the form labels.

Submit Button Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the text to be on the Submit button.

Submit Button Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the text to be on the Submit button.

Submit Button Text

Customize the text of the submit button.

Footer Text Color

Use the color selector or enter the hexadecimal code (format #XXXXXX) for the color you want the footer text to be.

Footer Text Size

Enter the size you want the footer text to be.

Attachments

Note:

This option only appears if the Enable Attachment Upload setting is enabled.

You can add a Captcha to your web form to differentiate real human users from bots.

Note:

Files that are uploaded to the web form are scanned for malware. If the scan fails, an error message appears, and the incident will not be submitted with files that failed the scan.

Title

Enter a title that describes the file attachment section of the web form.

Description

Enter a brief description of what can be attached to a reported incident.