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ATLAS FormBuilder - How to Create a Confirmation Phase

This tutorial is intended to display the process of creating a confirmation phase, from adding the phase to setting up routing triggers and phase permissions.

Confirmation phases are used to signal to the form responder that their form responses have been successfully sent to the form administrator and saved to the database.  This phase is often seen in the form of a "Thank you" screen, telling the form responders that they are able to log out of FormBuilder.

To create a basic confirmation phase screen for your form, follow the steps below.

1.) Edit Form Contents: On your form's dashboard, click the "Edit Form Contents" tab at the top.  

2.) Create a new phase: Select "Add Phase" under Global Settings.  This will open up a box for creating a new phase.  

3.) Name new phase: Because this confirmation phase is likely used to thank the form responder and assure them that their form has been submitted, I have named this phase "Thank you".  You may name it whatever you like, as the form responder will not see this name. 

Make sure to select "Review Approval" from the drop-down menu displaying the different types of phases available.

Select "Save" when finished.

4.) Phase permissions: be sure to give your form responders view permissions.  For more information on how to accomplish this, check out ATLAS FormBuilder - Introduction to Phases.

5.) Routing triggers: you will also need to add a routing trigger to link your new "Thank you" phase to the rest of your form and effectively change phases from Data Collection to Review Approval.  To do this, create a new Routing Trigger with the following qualities:
  • Trigger Condition: "AND", defining that the Current Phase is "Data Collection", the Form Submit State is "submitted", and possibly that the Payment Status is "paid" if a fee is required for registration.  For more information on conditional statements like "and" and "or", check out ATLAS FormBuilder - Conditional Statements in Routing Triggers.
  • Routing Action: changing phase to "Thank you".  You may also create a routing action that sends out an automated confirmation email message once the form has been successfully submitted.  For more information on this, check out ATLAS FormBuilder - Trigger Confirmation Email

Keywordsatlas, formbuilder, confirmation, phase, tutorial, support, routing, trigger, end, save   Doc ID85341
OwnerHannah P.GroupUniversity of Illinois LAS
Created2018-08-29 10:40:15Updated2018-10-04 13:35:49
SitesUniversity of Illinois Liberal Arts and Sciences
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