Edit the Request Information form

Customize your Request Information form in Catalog Navigator.

All product category and item pages have a “Request Information” action button. When you select an item and click “Request Information,” it brings you to a contact form. This is where a customer will fill out their personal information before hitting “Submit.”

1. Log in to the backend tool

In the backend tool, you can control which fields the customer sees. You can also control which ones are required. Log into the backend tool to modify this request form. We will do this using Catalog Manager beta.

2. Select the form you want to edit

Navigate to the “Forms” tab and identify the form you wish to edit. We suggest you click “Preview” before making edits so you have a reference point. When ready, click “Edit” to change fields on the form. For your own reference, you can rename the form. You can also modify the description. Please note:“Enter your comments/questions and click submit to send us an email.” appears at the top of every form.

Make attributes required

Click on “Attributes.” Here you’ll see a list of all of the attributes that appear on your form. You can choose the type of selection process for each attribute, and you can determine if you wish the attributes to be “Required” or “Not Required.” Please note that required fields will be marked with an asterisk(*). 

Add or remove attributes

To remove an attribute, click the minus sign icon on the right-hand side. 

To add custom attributes click “Add.” Enter the name of the attribute you’d like to create and then hit “Save.” Note that this attribute will appear on all request information pages. Next you need to update the context value for the attribute to display. You also need to also go to the “Values” tab and populate the value. For example, if you have identified the custom attribute to be an edit box, you then need to populate the value with a less than and greater sign symbol (< >) and hit “Save” again. 

Custom attribute options

Let’s say you want the custom attribute to be a selection. First, choose what type of selection it should be. Then go back to “Attributes.” Under “Context” you have multiple choices. From “Checkbox,” “Dropdown Box,” “List Box,” to “Radio Buttons.” Let’s use “Dropdown Box” for this example. Click “Save.”   

Navigate back to “Values.” You'll need to add the different values for selection. After entering a value, click “Add New Value” and enter the remaining options. Make sure to hit “Save” when you're finished. 

Provide hint text  

To give a hint for the form attribute, type it within these two symbols (<>) for any attribute. Make sure to hit “Save.” 

Reorder attributes

You can also click and drag attributes to reorder their appearance on the form. Click “Save.” Again, you can refresh the test site to see any changes.

3. Publish your changes

After making the changes on your form, always be sure to go to “Publish” to make those live. If you wish to publish the form only and not the whole Catalog Navigator, go to “Design Manager.” Under each form you’ll see a “Publish” icon. Click on that to publish just the form changes.