Allow community members to contribute to a collection by enabling the ability to create collection items directly from easy form submissions. When enabled, signed-in users will be able submit an easy form entry that is linked to a collection for the purpose of adding content to the collection.
Administrators will have the ability to map the EasyForm fields/questions to the collection item fields, and the entire easy form submission will also be captured in a PDF file that will automatically be attached to the collection item.
All entries will be submitted in a draft status first and must be reviewed and published by a Stacks administrator in order to be added to the collection.
Enabling Creating Collection Items from EasyForms
Before enabling this feature, a collection does need to be created, for more information on that topic, please see the article Creating a Collection. Once a collection has been created, you will then need to enabled the collection item creation feature on a specific EasyForm, and map the EasyForm fields to the collection item fields.
Enabling the Feature
- From the Dashboard, click the Easy Forms tile
- Find the form to enable the feature for
- Browse the list; OR
- Search by the Title
- Once found, under the Operations column, click the drop-down arrow, then click Settings
- Click the Collection Mapping tab near the top of the screen
- On the Options sub-tab, click the Enable Collection Mapping box
- Select Collection, select the appropriate collection from the list
- Click Save
Easy Form to Collection Item Field Mapping
Note: the instructions here are assuming you are still on the easy form settings tab as described in steps 1 - 3 in the directions above.
- Click the Mapping sub-tab from the Settings > Collection Mapping tabs
- The fields from the Collections Items will be listed, with all fields from the easy form listed in each box just below
- For each Collection Item field, select the EasyForm question(s) that should be mapped to the collection item field
- To select multiple EasyForm fields
- Windows - Press and hold the control key and click the fields
- Mac - Press and hold the command key and click the fields
- To select multiple EasyForm fields
- Click Save to complete the field mapping
Important field mapping notes:
- Collection fields marked with a * must have mapping completed
- Only 1 EasyForm field/question should be mapped to Filter Vocabulary fields
- In order for a collection item to be successfully created from a form submission, the terms in the filter vocabulary list must exactly match the response options in the EasyForm field (ie. if the mapped EasyForm field is a radio selection OR a multi-select/checkbox list)
Publishing Collection Items
As mentioned earlier, once a user has completed an EasyFrom submission the collection item will be available for a Stacks administrator to review and publish to make it available within the collection.
Email notifications can be enabled to alert the administrator about new submissions, for more information on EasyForm email notifications please see the article EasyForm Settings - Emails/Handlers.
To publish a collection item:
- From the Dashboard, click the Collections tile
- Find the collection which contains the item to be published
- Browse the list; OR
- Search the collection by title
- Once found, under the Operations column, click the drop-down arrow, then click List Collection Items
- Find the collection item by
- Browse the list; OR
- Search the collection item by title
- Once found, under the Operations column, click Edit
- Review the submission and make any changes if necessary
- Change to, change the item status to Published
- Click Save