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When creating a web form, how do I know it is configured properly?

Creating a web form can sometimes seem like a daunting task with all of the form builder functionality that SimplyCast offers. Thankfully, there are ways to easily tell if everything has been configured correctly while you are creating a web form using SimplyCast’s Form Builder tool.

When you have completed configuring your modal form settings in the form setup process, click the blue Next button found at the bottom right corner of your screen. You will be brought to the crosscheck page, which will show you whether you have set up all the elements and settings of your form correctly. On this page, each stage will have an icon beside it with one of three colors: green, red, or yellow.

Green with a check mark: If the icon is colored green with a check mark, this section of your web form has been configured correctly and will function as expected when published.

Yellow with an exclamation point: If the checkbox is colored yellow with an exclamation point, something is not ideal in this section of your web form. An explanation will appear below the section, detailing the potential issue. However, you are still able to publish a form that has a yellow checkbox.

Red with an “X”: If the checkbox is colored red with an “X” there is an error within that section of the form and you are unable to complete the setup without dealing with it. Details concerning the error(s) are noted beneath the section.

To the right of each of the web form sections, you will see a blue button that will allow you to enter that stage of the setup process and fix any issues or make any modifications desired while creating the web form. Next to form sections with a red checkbox, the corresponding blue button will read “Fix Problem.” Next to sections with either green or yellow checkboxes the button will read “Edit.”

Click the button below to sign up for a one-on-one demo and begin creating a web form.


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