Collect Customer Information in a Form on a Web Site
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You can collect information from visitors to your Microsoft Office Live Small Business public Web site and have it automatically saved to a list in a business application. To collect data, you must add a Form Designer module to a public Web site, choose the business application and list where you want the data to be stored, and then select the pieces of information you want to collect.
.gif "Caution note") Caution |
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Do not use the Form Designer module to collect sensitive data such as government-issued identification, credit card information, financial account numbers, or other identifying data that should be encrypted while being transferred from your site visitors' browsers. Data that is submitted to the Form Designer module is transmitted in clear format across the Internet. |
Note The Person or Group, What's New, and Calculated column types are not supported by Form Designer modules and should not be included in a view. If one of these column types is required when creating new records in a list, you cannot use a Form Designer module for that list.
There are two ways to add a form to your public-facing Web site. If you're working in a business application or Contact Manager, you can go to the Sharing sidebar and select Lists. Or, for more flexibility, go to Page Editor and add a List Publisher module.
Add a Form Designer Module to your Public Web Site
On the Office Live Small Business Home page, at the top, click Web Site.
In Page Manager, next to the name of the Web page on which you want to add a form, click Edit.
In Page Editor, click Module, and then click Form Designer.
In the Application drop-down list, select the name of the application where the list is stored.
In the List drop-down list, select the name of the list for which you want to collect data.
In the Data Details column, clear the Display check box next to any field that you do not want to display.
To change the order of the field display, click the Field name for the field that you want to reorder. Click Move up or Move down until the field is in the desired location.
To customize the name of any form field, type over the Display name.
If you want to use a different layout template for the form, select a template from the Select form layout drop-down list.
Note If you want to create a custom form layout, or add validation using script or other logic or behavior changes, you can activate the Advanced Design features. For more information, see Customize a form on a Web page using the advanced design features.
If you want to customize the message that is displayed when a customer successfully submits a form, type the message in the Provide a success message box.
Click OK.
If you want to move the module to appear in a different position on the Web page, drag the module to the correct position on the page.
Click Save.
If you want to view the form on the updated Web page, click View.
Test Your New Form
In the Web site, open the page that contains the form.
Complete the form.
Click Submit.
On the Office Live Small Business Home page, at the top, click Business Applications. On the Business Applications home page, on the left navigation bar, click the name of the application that contains the list associated with the form. For example, if the form collects information for the Documents list in Document Manager, click Document Manager.
In the application, view the list to confirm that the entry you submitted is included in the list.
Remove a Form Designer Module from your public Web site
On the Office Live Small Business Home page, at the top, click Web Site.
In Page Manager, next to the name of the Web page on which your Form Designer module appears, click Edit.
In Page Editor, right-click anywhere in the module that you want to remove, and then click Delete.
Click OK.
Click Save.