Forms and Surveys

The Forms/Surveys 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. This module allows you to engage your members regularly and get feedback on how you are serving them.

• Send targeted surveys to members and visitors
• Collect important survey data
• Render the data in easy to understand/useful ways

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.

   

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.

   

2. Click Add New Question Field.

   

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.

4. Click Done.