How to: Community Board tips and tricks

Client Access

Currently clients don’t have access to the universal content in the back end of the CMS.

Currently based on how the Community Boards are set up they have access to:

  • Connect
  • Events
  • Support & Resources
  • Pages
  • Board Settings

 So most of the Community Board areas except the universal content. This is to do with the fact that this content runs across all boards. If City of Canning would like to get access to the universal content, which I can imagine they will, Jack will have to charge an additional 1 – 2 hours for this

If you remove a user, the content they have created will be removed. It is important to transfer this content over to a new user.

Edit button to give draft a name & write some notes

Limit the amount of drafts you do but can delete the draft.

Blocks you can add to the page at the bottom. Text & image block to come.

Dates need to be added in the Events section

Facebook URL now on the homepage links – could change to Connect With Us

Link is like the Zoom example

Buttons

  1. Paragraph Style: Buttons can be added by creating a link, then selecting the formatting style "Button" from the paragraph dropdown.
  2. In an iFrame but adding the class "button". Example of how to insert button:

<a href="/media/common/City_of_Canning_Wards_V2_A1_P.pdf" class="button">TEXT</a>

Go Back with (-1)

Go Back with no number in ()

a href="#" onClick="history.back()"

Forms

I’ve made a minor update to the Submit Your Event form since yesterday – making the “Event Repeats” a radio buttons instead of checkboxes (so only one can be selected). 

Here is a link to the Freeform plugin documentation if you ever need to refer to it:

https://docs.solspace.com/craft/freeform/v3/overview/forms-composer.html

 And below I’ve detailed a few of the key things you’ll need to know. 

Fields

When you create fields – you can reuse the same field on other forms, and even rename the Label or change the options in the dropdown or checkboxes etc.

But keep in mind if you make any changes to a field how it affects any forms that also use that field…

I would recommend creating unique fields where possible except for standard fields like Name etc. that wont change - and naming them something logical 
(e.g. I updated all the Event fields to start with the word Event so they’re listed together and easy to identify – then renamed the label text when adding them to the form).

If you find a form field is broken/not updating – I recommend editing that form and deleting and re-adding the field back in.

Always test a form if you make any updates to it.

Required Fields

You will see there is the option to make fields required which adds the red asterisk to them e.g. *

These fields will show an error after submit if they haven’t been filled out.

There is an extra step if you want to use the built-in web browser alert before the form submits – which I recommend doing as it’s much better.

All you need to do is add an “attribute” with “required” to each of the required fields (see screenshot attached and I’ve added to all your required fields already).

Rich Text

Remember to hyperlink the Terms & Conditions text at the end of the form to the relevant URL (you’ll need to paste the full URL or just the end path after the domain e.g. “/terms”).

When duplicating forms – remember to update this link to go to the right website and page!

Return URL

In the form settings – you can set what page you want the form to redirect to after submitting (see attached).

e.g. for the “Newman – Submit your event” form – I’ve added “/event-submitted” (which isn’t actually a page – so remember to create and update for each).

Admin Email Notifications

For each form – you can add the email addresses you want to receive notifications of submissions (see attached).

The template of these emails can be customised if need be.

Duplicating Forms

To save time – you can duplicate an existing form for another community board by clicking the arrow next to the Quick save button (e.g. “Newman - Submit your event” > “Hedland – Submit your event”).

Just remember to rename it and edit any relevant text/links, Return URLs and admin notification email addresses.

Submissions

You can customise the columns that show in the submissions view for each form e.g. I’ve updated it to show the Full Name (see attached).

You can tick and export submissions to a CSV (see attached)

You can also update the status of submissions (see attached) – useful if you want to internally log if somethings been actioned e.g. staff have replied to person.

We can give you other status options to use if you want.

You can also choose which users can access which Form submissions (e.g. limit certain forms to staff/clients).

Code for Columns

To manually insert code for columns. Eg. Creating blocks of content like on the Supporting your economy page, copy the code from the editor.

Anchor Links

To create buttons that jump to another section on the page, you need to create an anchor link.

This involves:

  1. Adding a unique "ID" tag to the section you want to jump to.
  2. Adding this unique ID to the button or link you want to jump from.


1. Adding a unique ID

If you're adding the Anchor Link to a header: Paste the following code after the opening header tag (eg. <H2>)

<span

id="your_unique_anchor_link">

</span>


2. Adding a unique ID to a link

Copy only your unique ID and paste it into the link.

Add a # to the start of the ID, which should look like:

#your_unique_anchor_link


Test anchor link heading