Creating a New Form (If Authorized)

Creating a New Form (If Authorized)

Creating a form allows residents to submit requests or information directly through your government website. Only authorized users should create new forms, as incorrect configuration can cause submissions to be lost.  These basic steps apply no matter what form tool you’re using.

Before You Create a Form

Confirm:

  • You are authorized to create forms.

  • The department supervisor has approved the form.

  • You understand where submissions should be sent.

  • You know what information must be collected.

Avoid creating duplicate forms if one already exists.

Step 1: Navigate to the Forms Area

In the WordPress Dashboard:

  • Click the Forms section (name may vary depending on your form plugin).

  • Click Add New.

Step 2: Name the Form Clearly

Use a descriptive title.

Good examples:

  • Public Records Request Form

  • Code Enforcement Complaint Form

  • Parks Facility Reservation Request

Avoid vague titles like:

  • Contact Form 2

  • Form Test

Clear naming improves organization.

Step 3: Add Only Necessary Fields

Include fields such as:

  • Full Name

  • Email Address

  • Phone Number (if needed)

  • Description of Request

  • Department Selection (if applicable)

Only collect information that is required.

Avoid collecting sensitive data unless absolutely necessary.

Step 4: Mark Required Fields

Required fields ensure you receive the minimum information needed to respond.

Common required fields:

  • Name

  • Email

  • Description of request

Do not overuse required fields.

Step 5: Configure Notifications

Set the notification email to the correct department address.

Verify:

  • Email address spelling

  • Subject line clarity

  • Message formatting

Test submission before publishing.

Step 6: Add a Confirmation Message

After submission, residents should see a message such as:

“Your request has been received. A department representative will respond within 3 business days.”

Clear confirmation builds trust.

Step 7: Test the Form

Before publishing:

  • Submit a test entry.

  • Confirm email delivery.

  • Verify formatting.

  • Check mobile functionality.

Never publish without testing.

Summary

Creating a new form requires:

  • Proper authorization

  • Clear naming

  • Minimal necessary data collection

  • Accurate notifications

  • Thorough testing

Well-built forms improve service delivery and accountability.