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Posts in Category: Tips & Tricks

Generating Unique IDs for Your Form Entries! 

Posted by Nadia A. 12/15/2016 Categories: Tips & Tricks
Whether you use Cognito Forms to collect payment or to process service requests, all Cognito Forms entries generate their own unique ID based on the order that they're submitted in. And, not only can you display this number to your users in the form ... read more
 

Advanced Text Input Validation in Cognito Forms! 

Posted by Nadia A. 11/15/2016 Categories: Feature Release Tips & Tricks
Over the past couple of months, our customers have asked us many questions about how to validate various types of user input; ranging from Zip Codes and Social Security Numbers to MAC Addresses and Hexidecimal codes. While the Cognito calculation... read more
 

4 Easy Steps to Creating a Lead Capture Form! 

Plus: instantly update your CRM software with Zapier!
Posted by Nadia A. 10/28/2016 Categories: Integrations Tips & Tricks
When it comes to lead generation, having a well-structured lead capture form is absolutely essential. As the focal point of your landing page, a lead capture form serves as a way to collect contact information from potential customers. With an... read more
 

Table Field Tips and Tricks! 

Posted by Nadia A. 10/17/2016 Categories: Calculations Tips & Tricks
Table fields are an awesome way to collect a large amount of repeating data in a compact space. In a previous post, we walked through the process of creating a fairly basic expense report using a table field. In this post, we're going to explore... read more
 

Display Different Error Messages Using Custom Validation! 

Posted by Nadia A. 09/23/2016 Categories: Calculations Tips & Tricks
After the release of our Custom Error feature at the beginning of this year, many Cognito Forms customers have taken advantage of the ability to implement custom validation rules on their forms. In a previous post, we discussed the basics of... read more
 

Enhancing Your Workflow with Two Stage Submissions! 

Posted by Nadia A. 08/23/2016 Categories: Tips & Tricks
Our Entry Sharing feature isn't just helpful for editing form entries after submission; it also provides an easy way to implement an advanced workflow with your forms. Using entry sharing and a bit of conditional logic, you can easily create forms... read more
 

Use Word Features to Create Awesome Custom Documents! 

Posted by Nadia A. 07/20/2016 Categories: Tips & Tricks
Document merging gives you the freedom to completely customize the documents generated from your form entries. With the ability to edit your document templates directly in Microsoft Word, you can take advantage of all the handy features that the... read more
 

6 Reasons Why Repeating Sections Are Awesome! 

Posted by Nadia A. 07/12/2016 Categories: Calculations Tips & Tricks
Repeating sections are one of Cognito Forms' most powerful features - and for several good reasons: 1. Collect unlimited data When creating an order form for your store, you have no idea how many different products a customer might want to... read more
 

Generate Custom Contracts using Electronic Signatures! 

Posted by Nadia A. 06/22/2016 Categories: Tips & Tricks
The recent release of our document merging feature introduced endless possibilities for the kinds of documents you can generate from your entries; ranging from invoices and receipts to parade permits and sports tickets. And with the help of the... read more
 

Adding Point Values to Your Form Questions! 

Posted by Nadia A. 04/04/2016 Categories: Calculations Tips & Tricks
Note: While the instructions below are still valid, you now have the ability to directly assign numeric values to Choice field options to make this process even easier! With the help of Cognito Forms' powerful calculations, you can do anything... read more
 
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