Difference between revisions of "Forms and Surveys"

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(Created page with "The '''Forms''' module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variet...")
 
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==Create a Form==
 
==Create a Form==
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Creating a form is a two step process. First you will add the form, then you will add the questions to your form.
  
 
#Click '''Forms''' in the Navigation Panel.
 
#Click '''Forms''' in the Navigation Panel.
 
#Click the '''Add''' button.
 
#Click the '''Add''' button.
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#:[[File:Add Edit Form.jpg|frame|center]]
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#:[[File:Add Edit Form.jpg|center]]
 
#Configure the following on the '''Create''' tab:
 
#Configure the following on the '''Create''' tab:
 
#:*'''Name''' - provide a name for your new form.
 
#:*'''Name''' - provide a name for your new form.
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#:'''Description''' - This text appears at the top of the form for the user/public to view. You may use the standard word processing functions (bold, italics, etc.), as well as add links, and images.
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#:*'''Description''' - This text appears at the top of the form for the user/public to view. You may use the standard word processing functions (bold, italics, etc.), as well as add links, and images.
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#:'''Form Type''' - Select a form type or select '''User Defined'''.
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#:*'''Form Type''' - Select a form type or select '''User Defined'''.
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#(Optional) Click the '''Advanced Options''' check box and configure the following:
 
#:*'''Published Start Date'''
 
#:*'''Published Start Date'''
 
#:*'''Published End Date'''
 
#:*'''Published End Date'''
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#:'''Accept User responses via HTTP collector'''
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#:*'''Accept User responses via HTTP collector'''
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#:*'''Postback Url'''
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#Click the '''Confirmation Options''' tab
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#Configure the following:
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#:*'''Post Submit Message''' - Enter the message to be displayed after the form is completed.
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#:*'''Download File''' - If you wish to include a file to be downloaded after the form has been submitted, click the '''Select File''' button and import the  file. Alternately, you can select a previously imported file.
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#Click '''Done'''.
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The Url for the form will automatically be populated once the form has been saved.
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===Add Questions to a Form===
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#In the '''Forms''' module, click the pencil icon for the form to which you wish to add questions.
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#:[[File:Form Question Setup.jpg|center]]
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#Click '''Add New Question Field'''.
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#:[[File:Form Custom Field.jpg|center]]
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#Configure the following:
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#:*'''Name''' - Enter in the name/question.  This should be entered as you wish to see it on the form/survey. '''NOTE''' - If you have previously created the same field, you may select the field from the '''Link to Database Field''' drop-down list.
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#:*'''Field Data Type''' -Select the type of data expected as a response to this question.
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#:*'''Characters Allowed''' - If you have selected a '''Text''' data type, enter the number of characters that will be accepted in the field.
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#:*'''Required''' - Select this check-box if the field is required in the form/survey.
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#:*(Optional) '''Description''' - Enter a description of the field.

Revision as of 23:52, 5 September 2017

The Forms module enables you to quickly create and publish custom web forms and surveys. Features include an intuitive interface which allows you to select from a variety of form fields.

Create a Form

Creating a form is a two step process. First you will add the form, then you will add the questions to your form.

  1. Click Forms in the Navigation Panel.
  2. Click the Add button.
    Add Edit Form.jpg
  3. Configure the following on the Create tab:
    • Name - provide a name for your new form.
    • Description - This text appears at the top of the form for the user/public to view. You may use the standard word processing functions (bold, italics, etc.), as well as add links, and images.
    • Form Type - Select a form type or select User Defined.
  4. (Optional) Click the Advanced Options check box and configure the following:
    • Published Start Date
    • Published End Date
    • Accept User responses via HTTP collector
  5. Click the Confirmation Options tab
  6. Configure the following:
    • Post Submit Message - Enter the message to be displayed after the form is completed.
    • Download File - If you wish to include a file to be downloaded after the form has been submitted, click the Select File button and import the file. Alternately, you can select a previously imported file.
  7. Click Done.

The Url for the form will automatically be populated once the form has been saved.

Add Questions to a Form

  1. In the Forms module, click the pencil icon for the form to which you wish to add questions.
    Form Question Setup.jpg
  2. Click Add New Question Field.
    Form Custom Field.jpg
  3. Configure the following:
    • Name - Enter in the name/question. This should be entered as you wish to see it on the form/survey. NOTE - If you have previously created the same field, you may select the field from the Link to Database Field drop-down list.
    • Field Data Type -Select the type of data expected as a response to this question.
    • Characters Allowed - If you have selected a Text data type, enter the number of characters that will be accepted in the field.
    • Required - Select this check-box if the field is required in the form/survey.
    • (Optional) Description - Enter a description of the field.
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