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Managing Forms

How to create a form

  1. Open NEX-Forms from your wordpress admin menu.
  2. Add form fields and other elements from the left-hand menu by clicking on them. Form fields are sorted into respective categories. (click on a category to switch through fields)
  3. When you click on a field it will be added to the bottom of the form canvas area.
  4. When a field is added you will instantly have a option panel to the right of the form canvas (or your custom postition) to change the field's settings and appearance. Different fields have different settings.
  5. While adding fields and setting them up you can preview the progress by clicking on the "Preview" button on form title bar.


    You can also preview a form by clicking on "Form" from the top menu and then "Preview" or just hit the keybaord shortcut CTRL+ALT+P
  6. When you are done building your form give your form a title.
  7. You are now ready to save your form.

Saving a form

When you save a form you 2 have options:

  1. Normal Save (saving a form to be embeded)
    To save a form to be used in a post, page widget or theme template page you can just click the "Save" button.


    You can also preview a form by clicking on "Form" from the top menu and then "Save" or just hit the keybaord shortcut CTRL+ALT+S
  2. Save as Template (saving a form to be re-used)
    To save a form to be re-used as a template click on "Save as Template" from the Form menu.

NOTE: You can save a form and a template of the form. Just click "Save" and then "Save as template", or the other way around.

Open, duplicate or delete a saved form

How to open a form

After a form is saved it can be retrieved by clicking on "Open" from the Form menu or keyboard shortcut CTRL+ALT+P.


Your saved forms will be loaded and can be opend by clicking a form from the saved forms list

How to duplicate a form

You can duplicate a saved form by simply clicking on the duplicate icon next to the form title

How to delete a form

You can delete a saved form by clicking on the trash icon next to the form title

Open or delete a saved template

How to open a template

After a form is saved as a template it can be retrieved by clicking on "New" from the Form menu or keyboard shortcut CTRL+ALT+N.


You will be asked to choose a template or to create a blank form. Click choose template.


Your saved templates will be loaded and can be opend by clicking a form template from the saved templates list

How to duplicate a template

You can duplicate a saved template by simply clicking on the duplicate icon next to the form title

How to delete a template

You can delete a saved template by clicking on the trash icon next to the form title

Form export & import

How to export a form

  1. Open a form
  2. Click on the Export menu item from the From menu


  3. You will be promp by your browser to save the exported form file or the form will be exported by default to your downloads directory.

    The saved file contains SQL for all of the form's attributes (email setup, logic, everything)

NOTE: You can also export a form from the saved forms window.

How to import a form

  1. Click on the Import menu item from the From menu


  2. You will be promp by your browser to browse to an exported form file. Please note only import forms exported by version 6 or higher.
  3. Click open. The SQL will be executed and you will have a complete form imported of the original exported form

Embed a form

How to insert a form using a shortcode

Shorcodes are generated when you open an exsisting form or the moment you save a new form.

You can get these shortcodes by clicking on the "Embed" menu item from the the Form menu

A popup will come up with all the codes thats available to use. NOTE the ID will change from form to form.

Wordpress Shortcodes
Use wordpress shortcodes in pages and posts:

PHP Embed
Use PHP in page templates. To "return" a result instead of "echo" change the second parameter to be "false".

How to insert a Widget

  1. Open WordPress Widgets found under Appearance in your wordpress menu.
  2. Drag the NEX-Forms widget into a desired Sidebar
  3. Select the form to insert
  4. Make sure "Sticky" and "Popup" are set to "No"
  5. Click "Save"

How to insert a Sticky Form Widget

  1. Open WordPress Widgets found under Appearance in your wordpress menu.
  2. Drag the NEX-Forms widget into a desired Sidebar
  3. Select the form to insert
  4. Select "Sticky" to be "Yes"
  5. Enter the text to be displayed on the paddle (keep it short)
  6. Select one of the bootstrap colors to be used for the paddel
  7. Select The position of where the paddle should appear: Top, right, bottom or left.
  8. Set "Popup" to "No"
  9. Click "Save"

NOTE: When using sticky forms make sure to use small forms. Also make sure to add the fields of the form into a panel for display purposes.

How to insert a Popup Form Widget

  1. Open WordPress Widgets found under Appearance in your wordpress menu.
  2. Drag the NEX-Forms widget into a desired Sidebar
  3. Select the form to insert
  4. Select "Popup" to be "Yes"
  5. Select display to be a button or a link.
  6. Select one of the bootstrap colors to be used in case of a button
  7. Ebter the Button/link text
  8. Set "Sticky" to "No"
  9. Click "Save"

How to insert a form using the WordPress post/page editor (TinyMCE)

  1. Open an exsiting page or create a new one.
  2. Click on the the NEX-Forms icon
  3. Choose the form you want to insert.
  4. Set additional options like using a popup form and setting the button or link text
  5. Click insert into page/post
  6. Save/update your page