Create a form

You need an administrator account and a plan that includes forms. Open WPM Fields › Forms, tab Forms, and click Add form (the same button is in the empty state). The editor screen is titled Add form; the save button is Create form (later Save changes).

The editor has up to five cards, from top to bottom. Their content depends on the kind of form.

Card 1: Form

After the form has been created the card also shows its shortcode, "Put this shortcode on a page, or add the "WPM Form" block:", with a copy button.

Switching the kind: to User registration sets Who can submit back to everyone; to User profile from "logged-in users" does too; to Data table entry clears the chosen field groups and fields; switching away from it clears the table.

Card 2: Fields (or Columns)

For post, profile and registration forms the card is Fields: "Choose the field groups whose fields the form shows. The values are saved to the post or user the form creates or edits, like on the edit screen."

1. Tick the field groups to use. Their keys are shown beside the names. Order of the form = order in which you ticked them.
2. Under each ticked group, every field has a checkbox. By default all usable fields are on. Untick the ones the form should leave out. At least one field must stay ticked.
3. A group marked Inactive is switched off in its group settings. You can still tick it, but the form does not show its fields while the group is inactive.
4. A group that has no location rule cannot store values per post or user. It is greyed out with the note "Needs a location rule to store values per post or user." Give it any location rule (the rule's content is not checked against the form; it only has to exist). See Location rules.
5. Fields that cannot work in a public form carry the badge Not available in forms and cannot be ticked. The note under the list explains the limits (admin-only pickers, containers, uploads inside repeaters).

For a Data table entry form the card is Columns: "Choose the columns of the data table that the form shows. Each submission adds a row to the table." It lists the columns of the table you pick in card 3.

When you leave all fields of a group ticked, the form keeps no list and shows every usable field of the group, including fields you add to the group later. As soon as you untick one field, the form keeps an explicit list and new fields of the group are not added automatically.

If you have no field groups yet the card says No field groups yet. with a link Create a field group.

Card 3: kind-specific settings

Card 4: Who can submit

Shown for every kind except User registration (registration is always open to visitors).

A profile form is always for logged-in users, whatever you choose. What visitors see when they may not use a form:

Access is checked when the form is shown and again when it is submitted.

Card 5: After submitting

Details are in Notifications, messages and redirects.

Save and use the form

1. Click Create form. A toast says Form created. (Form saved. on later saves). Moving away with unsaved changes asks for confirmation.
2. Put the form on a page with the shortcode or the WPM Form block (overview).
3. Test it as a visitor in a private window.

Messages when saving

Edit and delete

• Edit reopens the editor. The key cannot be changed. Existing posts and rows are not changed by editing a form.
• Inactive forms print nothing for visitors and refuse submissions; administrators see This form is inactive, so visitors do not see it. Activate it under WPM Fields › Forms.
• Delete removes the form definition only.