Skip to main content

Enable the Custom Forms Management for a collection

How to enable custom forms for a collection so readers see a pop-up form when browsing publications.

Written by David Aslanyan

Custom forms let you collect information from readers directly in the publication viewer. You can configure a form to appear as a pop-up on specific pages and make it mandatory to fill out before browsing.

  1. On the My Publications page, open the collection where you want to embed forms.

  2. In the Actions menu, select Default settings.

  3. Click the Custom Forms Management tab and enable the Use custom forms toggle.

  4. From the dropdown, select the form you want to use. Create a form if you don't have one yet.

  5. Choose a Pop-up appearance option:

    • Appear from the selected page: The pop-up appears on the specified page. If the reader skips to a later page, it appears there instead.

    • Appear on the selected page: The pop-up only appears when the reader navigates to that exact page. If the reader skips it, the form does not appear.

  6. Select the page or pages where the form should appear.

  7. Optionally check Mandatory to fill to require readers to complete required fields before browsing.

  8. To apply the form settings to existing publications as well, click Apply the form settings to all existing publications.

  9. Click Save and Close.

šŸ’” Default Settings apply only to newly created publications. To disable Custom Forms Management on existing publications, update each publication's settings individually.

Did this answer your question?