Forms published before June 24th 2025, must be republished to adopt the latest version's updates. The updates help ensure compliance with accessibility requirements.
Creating the form
1. Go to Activities in the left sidebar-menu.
2. Click Create New Form in the top right corner. You will now be presented with a couple of forms presets to make it easier for you to create the form of your choice. Select the preset you want to use, or click on create a blank form if you want to create it from scratch.
All forms regardless of preset or blank will always include an Email field and a Submit button.
3. Name your form and choose the Language (the outcome of the form fields is controlled by the language-settings you made in the Form Fields-section, so if you choose Swedish; you will see the Swedish Form Fields). When you are done, click Create Form.
4. Add fields to form
In the form builder, you find the form fields that you have created on the right hand side. Apply fields by dragging and dropping into the form, on the left.
5. Edit fields
If you want to change the text or make a field required, click the form field on the right, and configure the settings (for example, what questions that should be mandatory), then click Save.
6. Labels
Use labels in the form, to describe each field. This makes the form easier to overview and helps screen reader tools better read and navigate the content.
7. Image fields
Each image in the form should have a describing text (alt text) and a link added to it.
Alt text: enhances content accessibility and help screen readers understand your content.
Link: makes the image clickable, which is an efficient way to generate traffic. Also, in mobile devices it is easier to click an image than a small text.
Prepare you image field under the Field tab of the Form builder (top bar).
Once you are happy with your design, you can move on to the Settings-tab.
SETTINGS
In the Settings-tab, you can do the following:
Standard settings
Form name = the name of the form
Group = if you are about to create a lot of forms, putting them into groups makes it easier for you to find them later on.
Template name = the name of the template which the form will use (read more about this in the Designing the Form-chapter)
Max fields to display = since the APSIS Lead forms are “intelligent”, you can choose to display X amount of form fields/questions at the same time. That means, that the first time a person fills out the form, X questions will be asked. The 2nd time that same person comes back and fills out another form; the form will recognise the person and since we already know the answer to the first X questions, the form will display other questions instead.
Hide known fields = if you have ticked above, you can choose to hide the questions that you already know the answer to.
Replace form-tag with div-tag = mandatory if you are using SiteCore, EpiServer or other CMS installations where the CMS is built up by form-tags. Ticking this box will make the form appear correct once published.
Language
Selected language = the language of the form that you chose when you created it
Additional translations = if you want the same form in multiple languages (instead of creating a new one), you can add a new language in this setting. Once you have done this, the form will be prepared for the new language. Note that if you do this you need to add an extra line of code into the implementation, read more under the Publish chapter.
Form submit settings
Action after submit = choose what will happen after a person submits a form (mandatory to have this for the form to work)
Message = the form is removed and a message of your choice will appear on the screen
Redirect = redirects the person to a thank-you page/landing page etc.
Track - View/Submit Form = if you want to track the statistics of the form views/submission in Google Analytics and/or Google Tag Manager, check the preferred box and apply the needed settings.
Now you are done with the settings, it’s time to publish the form!
Press Save and then go to the Publish tab.