Form

Company	Estimated Time	Vendor Docs	Open Source
PagerTree LLC.	1 minute	view	v3.rb

How It Works

• When a form is submitted, an alert is created in PagerTree automatically.

Integration Walkthrough

In this integration tutorial we will show you how to create a form integration in PagerTree. The estimated time for this integration is 1 minute. We assume that you already have a PagerTree account setup.

In PagerTree

1. Create the integration by clicking the Form logo.
2. Configure options for your form (see form options section below).
3. Copy the CNAME URL.

You have successfully completed the Form Integration. You can now test the integration.

Test the Integration

To view the form, you must be logged out of PagerTree. An easy method is to use an Incognito Window in Chrome or Firefox.

1. In Chrome or Firefox, paste the CNAME URL in the location bar and click Enter. (Please note: the first rendering of this page might be slow, this is because PagerTree is self signing certificates to make this a secure connection. Subsequent renders will be faster).
2. In the form, enter the details requested.
3. Click Submit.

If everything was configured correctly, you should now see a new alert in PagerTree.

Form Options

The form integration has the ability to require (or not require) specific fields. Below is the list of options described in detail.

Figure	Option	Description
1	Form Title	The HTML title attribute. This is what is displayed in the top of a users browser tab. Also used for names of bookmarks
2	Form Header	The H1 title of the form. This is the bold text at the top of the form
3	Form Instructions	The instructions for the form. This is the text below the header
4	Footer Text	The text displayed at the bottom of the form. Can be used in combination with Footer Link. (ex: “mycompany.com”)
5	Footer Link	A url that the Footer Text links to (ex: “https://mycompany.com”). Footer Text is required for this option to work
	Email Required	Should the submitters email be required?
	Phone Required	Should the submitters phone be required?
	Description Required	Should the description of the alert be required?
	Urgency Required	Should the urgency be required? (If the urgency is not required it will be hidden)
6	CNAMES	See section below

PagerTree Form (with annotations)

Configure a CNAME

You can configure a CNAME for your form so it can be hosted under your own domain (https://support.example.com).

Please create the CNAME in your DNS first. Self signed certificates depend on the CNAME existing before its configured in PagerTree.

In your DNS provider

1. Create a CNAME record of your choice pointing to forms.pagertree.com (ex: support.example.com -> forms.pagertree.com). Consult your DNS provider’s documentation for specific instructions on creating CNAME records.

Record	Name	Target
CNAME	support	forms.pagertree.com

In PagerTree

1. Navigate to the edit integration page.

2. In the CNAMEs section, add your CNAME (ex: support.example.com)

   

   Add the CNAME.

3. Click Update.

4. From the integration page, copy the CNAME URL.

   

   Copy the CNAME URL.

5. Paste the URL in the location bar of a browser you are not signed into (ex: you can use incognito mode).

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