Edwiser Forms Documentation

Edwiser Forms Free

You can download the plugin files from the link in your purchase receipt. Once you download Edwiser Forms, follow the below steps to install the plugin :

Step 1:- Download Edwiser forms.zip file from the purchase receipt.

Step 2:- Extract Edwiser Forms.zip. You’ll get two .zip files named:

-Edwiserform.zip

-Edwiserformlink.zip

Step 3:- Open your Moodle website and go to Site administration > Plugins > Install plugins.

Step 4:- Choose the ‘Edwiserform.zip’ file. Then click on Install plugin from zip file.

Step 5:- Now, choose the ‘Edwiserformlink.zip’ file. Then click on Install plugin from zip file.

Note:- You will have to install the ‘Edwiserform.zip’ file first and then only the ‘Edwiserformlink.zip’. The sequence is mandatory.

Step 6:- Refresh your Moodle site or go to Site administration > Plugins > Plugin overview and click on Check for available updates.

Step 7:- In the list of plugins appearing, scroll down and click Upgrade Moodle database.

The Plugins will get updated and installed in your Moodle database.

Step 8 :- Go to Site administration > Plugins > Filters > Manage Filters. Search for

‘Edwiser Forms Linker’.

Step 9:- Check the ‘Active’ column and the ‘Edwiser Forms Linker’ should be turned ‘on’ to activate the Edwiser Forms Plugin.

 

 

 

Instructions to install using FTP –

Extract the Edwiser Form.zip file and you will get two more zip files named ‘Edwiserform’ and ‘Edwiserformlink’.

Extract the ‘Edwiserform.zip’ file to the ‘local’ folder in your Moodle folder.

After that, extract the ‘Edwiserformlink.zip’ file to the ‘Filter’ folder in your Moodle folder.

Refresh your Moodle site or go to Site administration > Plugins > Plugin overview and click on “Check for available updates”.

In the list of plugins appearing, scroll down and click Upgrade Moodle database.

Go to Site administration > Plugins > Filters > Manage Filters. Search for

‘Edwiser Forms Linker’.

Check the ‘Active’ column and the ‘Edwiser Forms Linker’ should be turned ‘on’ to activate the Edwiser Forms Plugin.

 

Tips and Tricks:- For obtaining best results, Go to Site administration > Plugins > Filters > Manage Filters. Search for ‘Edwiser Forms Linker’ and check the ‘Order’ column. You can push up the ‘Edwiser Form Linker’ plugin to the top.

By doing this, the shortcode of Edwiser Forms will not disturb any other shortcode.

Edwiser Forms Pro

You can download the plugin files from the link in your purchase receipt. Once you download Edwiser Forms, follow the below steps to install the plugin :

Step 1:- Download Edwiser forms.zip file from the purchase receipt.

Step 2:- Extract Edwiser Forms.zip. You’ll get three .zip files named:

-Edwiserform.zip

-Edwiserformlink.zip

-Edwiserform_activity.zip

Step 3:- Open your Moodle website and go to Site administration > Plugins > Install plugins.

Step 4:- Choose the ‘Edwiserform.zip’ file. Then click on Install plugin from zip file.

Step 5:- Now, choose the ‘Edwiserformlink.zip’ file. Then click on Install plugin from zip file.

Note:- You will have to install the ‘Edwiserform.zip’ file first and then only the ‘Edwiserformlink.zip’. The sequence is mandatory.

Step 6:- Choose the ‘Edwiserform_activity.zip’ file. Then click on Install plugin from zip file.

Step 7:- Refresh your Moodle site or go to Site administration > Plugins > Plugin overview and click on Check for available updates.

Step 8:- In the list of plugins appearing, scroll down and click Upgrade Moodle database.

The Plugins will get updated and installed in your Moodle database.

Step 9 :- Go to Site administration > Plugins > Filters > Manage Filters. Search for

‘Edwiser Forms Linker’.

Step 10:- Check the ‘Active’ column and the ‘Edwiser Forms Linker’ should be turned ‘on’ to activate the Edwiser Forms Plugin.

 

Instructions to install using FTP –

Extract the Edwiser Form.zip file and you will get two more zip files named ‘Edwiserform’ and ‘Edwiserformlink’.

Extract the ‘Edwiserform.zip’ file to the ‘local’ folder in your Moodle folder.

After that, extract the ‘Edwiserformlink.zip’ file to the ‘Filter’ folder in your Moodle folder.

Extract the ‘Edwiserform_activity.zip’ file to the ‘mod’ folder in your Moodle folder.

Refresh your Moodle site or go to Site administration > Plugins > Plugin overview and click on “Check for available updates”.

In the list of plugins appearing, scroll down and click Upgrade Moodle database.

Go to Site administration > Plugins > Filters > Manage Filters. Search for

‘Edwiser Forms Linker’.

Check the ‘Active’ column and the ‘Edwiser Forms Linker’ should be turned ‘on’ to activate the Edwiser Forms Plugin.

 

Tips and Tricks:- For obtaining best results, Go to Site administration > Plugins > Filters > Manage Filters. Search for ‘Edwiser Forms Linker’ and check the ‘Order’ column. You can push up the ‘Edwiser Form Linker’ plugin to the top.

By doing this, the shortcode of Edwiser Forms will not disturb any other shortcode.

Allow Teachers to Create Forms

By default “Admins” will be able to create a form using Edwiser Forms but if you wish to let your “Teachers” too create forms then you could follow this step,

Enable “Allow Teacher to create new form” checkbox

With this Users on your Moodle with Teacher as a user role will be able to create form.

Enable Google reCaptcha

And you have to add Google reCaptcha site key in order to enable Google reCaptcha on your Moodle Forms. Follow the steps mentioned in this link to create a site key –

Go to Site Administration > Plugins > Search for “Edwiser Forms” > Click on “Add New Form” to create a new form.

Step 1 –

You will be accessing the “Templates” section of the Form Creation Process,

1.1 – Enter the Name of the form in the given section.

1.2 – After you have given a name to form, you can select any form of your choice from the given list of “Pre-made Templates”

Step 2

After you have selected the form from the given list you will be redirected to next section called “Form Settings”

2.1 – After giving a title to your form you can now give a description to it. Adding description to a form is not mandatory but it’s always recommended because it will help you recognise the form.

2.2 – Under Recipient Email Address, you could add the email addresses who will be notified whenever anyone fills this particular form online.

 

2.3 – “Allow Data Edit” checkbox this could be enabled if you want to have an ability edit the information that is been collected from this form.

 

2.4 – Form Confirmation Message

Under this editor you could create your own custom confirmation message that will be sent out to everyone who fills up this form.

You can create a simple response email or add a HTML email template in this section.

Once you have complete this step you could click on “Build Form” button to go to next section.

You are now in the final stage of form creation. This is the Builder section wherein the forms that was selected initially will be displayed.

1.1

Follow the steps mentioned in this video to edit the field label, drag and drop the field in the form and if needed also copy a field.

1.2

In order to tweak the form size, the background color of the form follow the steps mentioned in this video.

 

Once all your tweaks and creation of the form process is complete you should click on “Save Changes” button present in the top right corner of the screen.

This enables all your changes and Congratulations your first form in Moodle using Edwiser Forms is complete.

Once you have completed the previous step you will be redirected to “View All forms” page where all the forms that were created will be listed.

 

 

1.1 – Manage Section

  • Click on the Toggle icon to “enable or disable” a form.
  • Click on Table icon to access list of entries that has come through the particular form.
  • Click on Eye icon to preview the form.
  • Click on the Edit icon to edit the already created form.
  • Click on the Share icon to export the form entries in CSV format.
  • If you wish to delete the form then you could click on the bin icon to delete the form completely.

 

1.2 – Embed form anywhere on your Moodle site

Click on the Shortcode section next to any form.

Automatically the shortcode will be copied and you can now add this shortcode to any HTML field or block anywhere on your Moodle site.

Simply follow these steps to add the shortcode,

  • Go to any page of your Moodle site > Turn editing on the page,
  • Click on “Add a block” button,
  • You could select “HTML block” from the list of blocks that are available,
  • Inside the HTML block you can add the shortcode as part of the editor.
  • Once done you could save changes and this will display the form in that region.

 

Before adding the shortcode in a HTML region make sure that you have enabled it so that it will reflect on the said region.  

Want your form to be visible only for a specific time period? With Edwiser Forms Pro, it’s possible!

Schedule your forms according to your need, by specifying the start date/time & end date/time. Once done, the form automatically gets disabled outside this time period.

You can use the Form Scheduling feature of Edwiser Forms Pro for multiple applications.

Let’s say you want to know the course preferences of your students for the upcoming semester. Knowing the same will help you plan out the faculty allocations as well as lecture timetables.

Now, this is not something you’d want to do throughout the semester. Here’s where Form Scheduling comes to your rescue!

You can roll out a form and keep it open for a week. During this time, your students can fill up their course preferences for the upcoming semester.

Another instance where you can exploit this feature could be your annual sale period. You can create a form for Sale on your courses, and use it to collect the data of interested people. Having a closed time slot for this ensures you can give discounts on the first-come-first-serve basis.

This can be done with the help of Edwiser forms Scheduling. You can schedule a form for a specified time period. The form gets disabled after the end date and time expires.

You can access the Edwiser Forms scheduling:

  • 1. Go to Site administration -> Plugins -> Edwiser Forms -> Add new form
  • 2. In the ‘General’ settings, you will find the option of scheduling your forms.

Note – Make sure if you choose to schedule your forms, you ‘Enable’ the scheduling.

 

 

To know how to configure Login form using Edwiser Forms PRO check the Next documentation tab.

Now you can replace the default Login page of Moodle with a custom Login page that you can create using Edwiser Forms PRO. You can also embed custom registration page in the Login page so that your users can also use the custom registration page created using Edwiser Forms PRO for user registration.

  1. Click on Edwiser Forms Tab on the Left Navigation bar OR Go to Site administration > Plugins > Edwiser Forms > Add New Form.
  2. In Templates, Choose User Login Form.
  3. Now in the General settings, you will have input fields to add the Form Title and Description.
  4. Once the General setting is configured, move to Notification settings. Here you can enable notification email. You can also configure the email template.
  5. Below Notification settings, you will find Confirmation settings where you can configure the confirmation message for successful form submission.
  6. Now in the fields Tab, you can configure your Login page fields.
  7. You can also embed the registration page below the Sign In form created using Edwiser Forms PRO. To Embed registration page link, click on the HTML elements in the right Side to find Link button.
  8. In the Link Button, add the link of the custom Registration page that you have created using Edwiser Forms PRO. To do so, Click on the Live demo button and then copy the link from the address bar of the registration form and paste it in the address field inside the link Button inside your login form.
  9. Once login page and Registration page is enabled then it will replace the default login page and registration page of Moodle.

To know how to configure Registration form using Edwiser Forms PRO check the Next documentation tab.

You can now use Edwiser Forms as Moodle’s Sign Up page and Sign In page. Unlike traditional Moodle’s Sign Up form, you can also Embed Conditional Logic in the Registration form. Also, you can enable a condition where the user is enrolled in the course after registration to the Moodle site automatically.

Steps to configure Registration Form in Moodle using Edwiser Forms PRO

  1. Click on Edwiser Forms Tab on the Left Navigation bar OR Go to Site administration -> Plugins -> Edwiser Forms -> Add New Form
  2. In Templates, Choose User Registration Form
  3. Now in the General settings, you will have input fields to add the Form Title and Form Description.
  4. Once the General setting is configured, move to Notification settings. Here you can enable notification email. You can also configure the email template.
  5. Below Notification settings, you will find Confirmation settings where you can configure the confirmation message for successful form submission.
  6. Now navigate to Events settings below the Confirmation settings. Here you can add event condition where you can enroll users to a certain course after registration to the Moodle site. Once you select course enrollment form in the events, you will have a drop down to select which course to be enrolled in after registration.
  7. Now in the Fields Tab, you can configure your registration form fields. You can also use conditional logic for drop down fields. For instance: If the user is a Teacher then it will have teacher ID field when selected and If the user is a Student then it will have Student ID field once the value is selected in the dropdown.
  8. Once the form is configured as per your requirement then you can save changes using the button on the Right top corner of the page.
  9. You can now embed this registration form in the Login page that you have created using Edwiser Forms PRO. To do so, Click on the Live demo button and then copy the link from the address bar. This link should be embedded inside a Link button which you have created in the Login form. The copied link should be added to the address field inside the link Button.