Creating your first form

Let’s get started with creating our first form using the powerful Kali Forms plugin.

Step 1. Access your WordPress admin panel

You can access the admin section of your WordPress installation by adding /wp-admin to your website URL.

Access your admin panel

Step 2. Navigate to the Kali Forms page

Use the admin panel sidebar in order to navigate to the KaliForms main section.

Navigate to Kali Forms

Step 3. Add a new form

Create a new form by clicking the Add new button.

Step 4. Set the general form options

Here you can choose to use one of our pre-defined form templates, these come with a complete configuration of the form fields, layout and email notifications. The current templates available are:

Kali Forms Lite
Contact form, Employee information form.

Kali Forms Pro
Appointment form, Customer feedback form, Art contest, Job application, Gaming tournament registration.

If these do not meet your needs, you can also opt to start building the form from scratch.

Choose a form template

The general form settings are:

General form settings

  • The Form Name: this can be typed in directly in the top-left corner of your browser.
  • Required field mark: with this option you can control the sign used to highlight required fields, the most common mark being *.
  • Multiple selector separator: when using fields that allow multiple options, for example checkbox groups, this will be used to separate the values.
  • Remove CAPTCHA for logged in users: speed up the form submission process by disabling the reCAPTCHA field for logged in users.
  • Global error message: a global message displayed when any validation error occurs. This message is separate from the field validation message.
  • Show thank you message: choose to show the thank you message after the form is submitted.
  • Save form submissions: you can opt out of storing form submissions in your database with this option and only have the information send via the email notifications.
  • Submissions view page: the URL of the page that will display the form submissions, these will be shown through the [kaliforms-submission] shortcode.
  • Thank you message: the message displayed after the form is successfully submitted.
  • Redirect URL: after submitting the form you will be redirected to the URL configured in this field.
  • Form CSS ID: with this option you can add an extra CSS ID to your form.
  • Form CSS Class: here you can add an extra CSS class to your form.
Step 5. Add the form fields

Use the Drag & Drop builder in order to start adding fields to your form. The fields available in the basic package are: textbox, textarea, freetext, divider, dropdown, radio group, checkbox group, date picker, file upload, reCAPTCHA, submit button.

Add form fields

Step 6. Configure the email notifications

After setting up your form, you can enable one or multiple email notifications on each form submission. You can read an in-depth presentation of the email configuration in the following article.

Configure email notifications

Step 7. Save your first form

The most important action during the form creation process is to save your changes, it is recommended to do this after configuring each section of the form.

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