Knowledge Base

If you have an IM Creator website, follow this guide on how to add a contact form or any other type of form to your page.

In 123FormBuilder, copy the JavaScript code located in the Publish → Embed form section of your form.

Enter the editor mode of your IM Creator website and add a new Widget Section. Now you have to edit the widget and switch to the Code tab. Here you can paste the JavaScript code from 123FormBuilder.

Save and Publish your changes so your site visitors could submit the online form directly from your webpage. All submissions are stored in the Submissions section of your online form in 123FormBuilder.

SPF filtering is a common anti-spam measure among email providers. It is designed to prevent your emails from being marked as spam. Prevent email spoofing and secure your domain by adding SPF records to your DNS.

What is email spoofing?

Email spoofing is when scammers send emails that appear to come from your domain with a fake reply-to address. They mimic your regular emails by using the same phrasing, email template, and signature to make the message appear legit. Users are prone to phishing attacks when replying to the fake reply-to address and their sensitive information can be stolen.

What is SPF record?

SPF – Sender Policy Framework – is an email validation system designed to prevent spam by detecting email spoofing. SPF records are TXT files that allow senders to include which hosts are authorized to send emails on behalf of their domain.

How to add SPF records?

Head over to your DNS hosting provider and edit or create a new SPF record at the Root Level of your Domain. Then, specify which hosts are allowed to send emails on behalf of your domain.

Edit or add the following SPF record in your DNS to authorize our form builder:

v=spf1 include:_spf.123formbuilder.com

Related articles

• Send emails through your own SMTP server
• How to create email whitelists to save important messages

With our form builder, you can easily print the entries received on your forms. You can choose to print individual entries or multiple entries at once.

Printing form entries

1. To print one entry:

• From the Form Editor, go to Results, click on a submission, and then select Print.

2. To print multiple entries:

• Check your submission entries.
• Select Print.

• Choose your preferred layout and click Print preview. You can choose to print each submission on a separate page, for better profiling.

• Finally, click Print when you are done.

Print button for users

Enable a Print button on your form to give your users the possibility to have physical copies of their submission.

• Access the Form Editor and click on the Submit button.
• In the left-side panel click on Additional buttons to enable it.

This option prints the input provided by users. If you are using multipage forms, the Print button is located on each page.

Once you click on the Print option, a preview page for the submission appears. This preview displays your browser’s printing options.

For the purpose of this article, we used Chrome as an example since its usage increased exponentially.

For displaying signatures and background colors, collapse the More settings menu, and check Background graphics.

Related articles

• Can I receive my email notifications in PDF?
• Managing form submissions

The Account Owner or a Super Admin can create User Groups from the Users panel within the form builder.

Once a Group is created under the Users panel, Users can be assigned to this Group. Users can be moved to other Groups at any point.

The Group Admin (role available only for Enterprise accounts) can create new Users as well, but only within the Group they are assigned to.

If sharing is restricted at the account level (globally) by the Account Owner, then only the Super Admin or Group Admin can give access to a form or folder outside of a Group.

User roles are defined depending on the level of access they are given when it comes to Forms, Folders, and other Users.

In order of permissions, we have:

1. The Account Owner. As the name suggests, this is the owner of the main 123FormBuilder account. They overview all aspects of the account settings, and have a permanent role, meaning no other User can edit them.

2. The Super Admin, who has access to all Forms, to manage them and their Results. They can manage all Users from the account, as well as the Forms and Folders created by them. They can also access the Uploads Manager and the Recent Activity for the whole account.

3. Group Admins (available only for Enterprise accounts), who have default access with “can edit” permission to all forms created by users from their group, regardless of their role or the folder in which the forms were created. They also can duplicate or share these Forms, but cannot rename, deactivate, delete or move forms created by other users in their group. They can create new Users (Viewers and Standard Users) in their group and edit the Permissions for them. They can create new Forms and manage them any way they wish, as well as create new Folders. They can share their own folders and folders shared with “can edit”.

4. Standard Users, who can create Forms and edit Form settings and Form Results. Their access to Forms created by other Users can be limited by the Account Owner, Super Admin, or a Group Admin. If assigned to a Group, they can only share Forms with Users from that Group. They cannot create or manage Folders.

5. Viewer Users, who can only submit Forms and view the Results. They can not share Forms with other Users, nor edit the Form settings or Results.

Related articles

• How many subusers can I create on my master account?
• User Management

Form sharing is available if you go to the form in My Forms and click on the dotted menu and then go to Collaborate.

By default, the Account Owner and Super Admins can share all web forms. Group Admins can be set to share only the Forms available in their Group, as can Standard Users.

Standard Users can share the forms that they created, and those that have been shared with them.

When accessing the Share option for the form, there will be a search field available, to find other users with whom you can share the form. You can search for the name or email address of the person you’re looking to share the form with, and this will bring up their User. You can add one User or multiple Users to the Sharing list in one go. They can be removed and added back to the list any number of times.

Since Account Owners and Super Admins have access to all forms within the account, their User will not figure in the search list and can’t be added.

Group admins will not appear in the sharing list for their Group, as they are given default access to all Forms created within the Group.

Of note, the Form Owner, which is the User who creates the Form, is always present in the share list and can not be removed.

Users that are added to the share list can have their form permissions edited individually.

When searching for users you will also see All Users or the User Groups. Clicking on All Users or Group of Users will update the sharing permissions for the existing users.

There are 3 predefined permissions, which depend on the level of access. These are:

• Can Edit – Users can access the form in View mode and can submit it, can edit the form settings and results, can duplicate the form template, and can see and edit the permissions to other Users in the Who has access list of the form.
• Can View – Users can access the form in View mode and can submit it, and can also View the Results section. The User can not change the form settings or Results.
• Can Submit – Users can access the form in View mode, and can submit it. They can not access form editing, and can not access and view the Results.

There is also a Custom option for permissions, which allows granular access to the Form sections. The Form is split into two sections:

• Form, which represents the editing sections, meaning the Editor and Settings.
• Results, which means the Submissions and Reports. Here, distinct access to Reports can be given as well, and that is to Specific Reports, which must be selected.

Sharing permissions can be edited at any point along with adding or removing Users

Sharing is centered around Users, the roles that they have, and the object of sharing forms/folders. These roles define certain permissions that make Sharing different for each user.

Sharing is comprised of the following key components:

1. User roles & User groups

These are the users that work within the 123FormBuilder account. Their user role can be that of a Super Admin, Group Admin, Standard User, or Viewer. Each role carries a different set of permissions when accessing and sharing forms.

2. Global sharing options and restrictions

These are the options that only the Account Owner can change and that affect all users within the account. The options can be changed from the My Account section.

3. Sharing forms

This functionality is available from My Forms → Form → Show More settings and allows the User to share particular forms with other Users.

4. Permissions page (overview of shared items)

Accessible from Users → User Permissions, this is a section available to administrator users and is a list of forms and folders that a user has access to.

Related articles

• User Roles
• Sharing Forms

In this article, you will learn how to manage your custom email templates and understand how they work.

How to create and save custom emails

Start by customizing our default email template. You can add text, images, links, custom variables, and even customize its design with HTML code. For detailed instructions, check our How to set up the Body of your email notifications guide.

When your template is ready to use, click where it says Default notification template (edited) and choose to Make this draft a template. Give your template a descriptive name.

More details about email templates you can find in this article.

How to apply custom templates to different forms

Let’s say you want to use the same custom template on a new form. Since the field IDs are newly generated, you need to adjust the original template.

The Form Summary table will automatically render the form variables. If your custom template has field variables placed outside the table, you need to replace them.

Any form fields that aren’t located in the Form Summary table will show as Deleted fields. All you need to do is to replace deleted fields with your current form fields variables.

To replace Deleted fields, hover over each field and click to remove it.

Next, click the plus sign displayed next to the Body dropdown. Choose your form fields one by one. This action will replace the old field IDs with your current fields.

Don’t forget to give your current template a new name and Save the changes.

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• How to set up the Footer of your email notifications?

Let’s assume you want to bring all the available values from a specific Salesforce picklist, without having to manually add those values in the 123FormBuilder field and the pre-selected value on the form needs to be the one selected in Salesforce on that specific record.

This setup is useful especially if the values in the Salesforce picklist will change often or if you have a large list of values and find it difficult to manually add them as choices on the form.

In order to walk you through the setup, let’s consider this scenario:

I want to prefill on the form the Lead Source dropdown, but also list all the other available choices from the Salesforce picklist, in case the person filling out the form needs to change the selected option.

• SF Object → Contact
• SF Picklist → Lead Source

Let’s get started. Follow this step by step guide:

Step 1. Create Lookup in the Picklist object and prefill form dropdown with Salesforce values

In the Form Editor section of the form builder, go to the Salesforce integration and select the Lookup tab.

Start by creating a new lookup, name it (we called it lookup1), and select the object to be Picklist Value Info.

Next, click on Add new filter where: the Salesforce Field is Entity Particle ID, operation Equals and the Form field is Custom Value with the value as the ‘FieldDefinitionId’.

In Salesforce field to return select the Value field.

In case you don’t know what the FieldDefinitionId for your field in question is, you will first need to:

• Go to Workbench.Developerforce (Log In with Salesforce)
• At queries select SOQL QUERIES

• Select your Object
• Copy the following query:

SELECT EntityDefinitionId, QualifiedAPIName, FieldDefinitionId FROM EntityParticle WHERE EntityDefinition.QualifiedApiName ='Customer'

• Replace OBJECT_API_NAME with your object EX: ‘Contact’, ‘PickList__c’

• Run the Query and get the ‘FieldDefinitionId’ from the query results. In our case, it will be Contact.LeadSource.

Now that we have returned the values from Salesforce, we need to set the Form Prefilling part.

Switch to the Form Preffiling tab, click on Add prefill connector, and select the lookup that we just built.

For the Form field, select the dropdown that you want to populate (in our scenario – Lead Source), and in the Salesforce field select Value.

Stop here if you just need to bring on the form the picklist values available in Salesforce.
Continue if you also want to have the dropdown prefilled with the value selected in Salesforce.

Step 2. Create lookup to return from Salesforce the selected value for a specific record and prefill a text field

First, add a short text field on the form. You can even set it to be hidden on the form, the prefill will work regardless of the field is displayed or not on the form.

Create a new lookup and choose from which object you want the information to be prefilled.

Remember that in this scenario, I want to prefill Lead Source from Contact, so the new Lookup will be on the Contact object and I will return the Lead Source field from Salesforce:

Now, let’s prefill the text field with that value.

Navigate to Form Prefilling, create a new prefill connector and select the lookup created above. At Form Fields, choose your text field, and at Salesforce Fields choose the value returned from Salesforce.

Step 3. Create, upload, and add to the form this custom JS

This is the final step needed to return from Salesforce the selected value for a specific record and prefill a text field.

Copy the following script in a text editor:

(function()
{ window.addEventListener('load', function(){ 
loader.engine.on('compute-form-rules-done', function() { 
var value = loader.getDOMAbstractionLayer().getControlValueById('34752448'); // '34752448' id of the control where the selected value is (the hidden input) 
loader.getDOMAbstractionLayer().setControlValueById('34752445', value); //'34752445' id of the picklist values (the dropdown) 
}); 
}); 
})();

Replace the field IDs that are bold in the script with your own field IDs.

To find your field IDs, right-click on the field, select Inspect Element, and hover the mouse cursor over your entire field. The ID will be listed after data-id. For more information check out this guide.

After you replaced the field IDs, save the file with the .js extension and upload the JS script file on a secured hosting service.

Once you have the script URL, go to your form’s Advanced → Form tab section and paste the script under Add a JS script to your form.

That’s it!

Related articles

• Dynamic Prefill
• Prefill Form Fields
• Lookup fields

To permanently delete your account, send us your request at customercare@123formbuilder.com from the email address associated with the account.

Once we receive the request, we permanently delete your 123FormBuilder account from our system. All the information related to your account and forms will be erased without the possibility to recover the data.

If you have a free 123FormBuilder account, there is no need to send us an email. Just head over to the My Account section. Here you will find a Delete Account button at the bottom right corner of the page. Once you click the button and submit the form that follows, we consider this to be your approval to permanently delete your account.

Compliance erase data request

You can choose to delete your entire account (all forms and data), or you can manually delete the data from each form’s submissions section. By doing this, you will not delete all your forms or your 123FormBuilder account, as you may want to come back and use your account in the future.

As per Article 17 of GDPR (Right to erasure/”right to be forgotten”), you can send us a request to delete your personal data. Request to erase any personal data we hold about you, as the email subject.

We encourage you to download your submissions before moving forward with the full deletion of your data.

How to delete personal information from Google

Google search results can still display details about your 123FormBuilder account due to Google’s cache system.

Google indexes pages on the internet and makes them available to what the world is searching for. Even if the data was removed from the website in question, the results in Google can still appear.

Following their indexing process, the deletion process on Google can take some time. If you need your information quickly erased, use Google’s URL Removal tool and request for the content to be removed right away. Provide Google the URL where your information is still public.

In this article, we illustrate how to manage your payment details associated with your subscription and how to view and download your invoices.

When you purchase a 123FormBuilder subscription for our form builder, the invoice is sent automatically to the billing email address provided at checkout. Additionally, a 2Checkout account is automatically created for you the moment you finish the payment.

2Checkout is the payment processor we use to charge our paying subscribers. In your 2Checkout account, you can see and manage your 123FormBuilder subscription details.

For each completed order, a payment receipt will be sent automatically to the billing email address provided. To change your subscription details, check out this article.

In order to download and view your invoices, simply log in to your 123FormBuilder account and go to the My Account section.

Afterward, press Change Payment Details.

A lightbox will appear containing all of your subscription details. Then, go to the My Account tab.

Here you’ll find an overview of your orders, see your invoices and download them to your device. All invoices are generated as PDF documents.

123FormBuilder is a powerful tool that helps you create online forms within minutes with a simple drag and drop interface. Dragging fields into your form saves you a lot of time and stress.

Adding, moving and grouping fields could not be easier.

How to add a field

After you have signed up for an account, click the New Form button to start creating your form. Choose a form template to customize it, or start with a blank form.

In the left sidebar, you can find all the fields that you can apply to your form, showcased with their corresponding image icon. On hover, each icon has a tooltip that expresses its associated section. Therefore, you can easily switch between sections to configure your form.

There are seven groups of fields: Essentials, Contact details, Media & Structure, Uploads & Consent, Date & time, Rating scales, E-Commerce & Calculations. 123FormBuilder incorporates the drag & drop functionality in real-time.

To add a field, you can simply click on the desired field or press and hold down the left mouse button to grab it. While grabbing it, move the mouse to place it on the form.

Note: if you have a field already selected on the form and you want to add a new field, the newly added field will be placed below the initial selected field and not at the end of the form.

Let’s take an example: we begin with the below form and no field is selected on the form. We can either drag and drop of the fields from the left side or we can simply click on the field we want to add on the form.

Since there is no field selected, then the newly added field will be placed at the end of the form.

If we have a field selected on the form, like in the below screenshot, and you click on a new field to be added on the form, it will be automatically placed below the highlighted one.

How to move a field

If you want to move a field around, you can simply drag & drop it where you want to, by paying attention to the blue line. This represents the place where the new field will be added.

How to move a group of fields

Let’s say you have a multipage form and you want to move fields from the first page to the second page. Instead of dragging fields one by one, you can group fields.

Group them by holding down the CTRL or SHIFT key as you continue clicking on multiple fields.

On the left side of your screen, a counter is displayed to indicate the number of fields selected.

The counter and the first field are shown when moving the group of fields as well.

Related articles

• How to create a contact form as easy as 1-2-3!
• Multi-Page Forms
• Multiple Fields on the Same Row