V2 Form Builder: Building Custom Forms

 

Note: This feature is coming soon and is not yet generally available.

 

About

Building a custom form is easy and intuitive with the form builder. You can build simple forms in minutes using the form builder. This article will discuss the basic process of creating a form.

 

 

 

Create and Name Your Form

From the Forms screen in the web portal, select "Create New Form". Select "Create a Version 2 Form" from the window that appears.

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Once the form builder has loaded, you'll be on the General Information screen. Give your form a Form Name and Form Description. You'll be able to edit this later if you desire.

2017-06-05-V2FB-FormInfo.png

 

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Main Form Display

After you name and describe your form, you'll be taken to the main form display page. Here, you can add pages on the page index to the left, and add sections and questions on the right. 

2017-06-05-v2FB-NewPage01.png

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Add, Edit, or Copy a Page

Adding a page is done in the Page Index.

  1. Select Add a Page.
  2. On the Page Information screen, give your page a name and, if desired, a custom unique identifier. This unique identifier will be used in conditional logic and should therefore be recognizable.
  3. Optional: Select where the page should go in your form. This means that if you are editing a form and want to insert a new page at the top or bottom of the page listing, you can set that here. By default, new pages are inserted at the end of the current page listing.
  4. Select Save at the bottom of the page.

To edit a page's information, select the menu icon 2017-06-27-HamburgerIcon.png next to its name and select Edit. This will bring up the Page Information screen where you can edit the name, identifier, and location of the page. The menu icon also allows you to copy pages. The copied page will be placed immediately after the original in the page listing and can be edited in the same way as the original.

A page can also be dragged and dropped in the Page Index by selecting and holding the dotted icon  while dragging it to the correct position, or by editing the page and selecting the desired location under the Page Placement header and selecting Save.

If copying a page with self-contained (i.e., all rules and effects are contained within the page) conditional logic, then the conditional logic rules will also be copied to the new page.

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Add, Edit, or Copy a Section

Sections are logical divisions on a single page, making it easier for your mobile users to navigate through forms. They contain questions within them. Adding a section is done on the main form display page. 

  1. Select Add a Section at the bottom of the main form display page.
  2. On the Section Information page under General Information, give your section a name, and, if desired, a custom Unique Identifier.
    • Hide Section on Form: This allows you to hide the section. This is used with Conditional Logic.
  3. Choose whether to Show Section Header on Mobile Device. This allows you to have a coloured header with the Section Name printed within it. There are two additional options:
    • Allow mobile user to collapse and expand this section: Using the  and  icons, your mobile users can make the questions in the section shown or hidden. This is useful for space saving on larger forms.
      • Start section in collapsed state: Users will have to manually tap the  button to expand the section.
  4. Under Section Placement, choose where to insert the section in the form page.
  5. Select Save to return to the Main Form Display page.

Any section can be edited by selecting the menu icon 2017-06-27-HamburgerIcon.png next to its name and selecting Edit. If you wish to move a section, you can do so within the Section Information page, under Section Placement. The menu icon also allows you to copy sections. The copied section will be placed immediately after the original and can be edited in the same way as the original.

Sections can be moved by editing the section and selecting the desired location under the Section Placement header.

If copying a section with self-contained (i.e., all rules and effects are contained within the section) conditional logic, then the conditional logic rules will also be copied to the new section.

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Add, Edit, or Copy a Question

Adding a question is done on the main form display page.

  1. Select Add a Question. 
  2. Select your Question Type. For more information on Question Types, please read: Question and Data Types in the Form Builder

Question Settings

  1. On the Question Settings page, fill out the Question Text and, if desired, assign it a custom Unique Identifier. This unique identifier will be used for (among other things) conditional logic and DREL, so should be recognizable.
  2. Select the Data Type. For more information on Data Types, please read: Question and Data Types in the Form Builder
  3. Select the Restrictions.
    • Required: Required questions must be answered before proceeding to the next page of a form or submitting a form. If a user attempts to move to the next page or submit the form without answering a Required question, an error message will appear advising the user that there are unanswered Required questions.
    • Read Only: Read Only questions cannot be edited on mobile devices.  These fields usually either contain data filled out by an administrator in the case of a dispatched form, or are auto-populated/pre-filled based on selections made earlier in the form.
    • Hidden on Device: Hidden on Device questions cannot be seen by mobile users. These questions may contain sensitive information, or data used by questions later in the form.
    • Hidden on Reports: Hidden on Reports questions are not kept on completed PDF, Word, and HTML documents, though the data is saved to the server.
  4. On the Options page, select the appropriate options based on the Question and Data Type. For more information on Question Types, please read: Question and Data Types in the Form Builder
  5. If your Question and Data Types have Properties, configure your Properties tab appropriately. 

Any question can be edited by selecting it. If you wish to move where the question is in the list, select the dotted icon mceclip0.png next to the question and drag it to where you wish it to be, or select Move Question from the Question Menu.

To copy, move, or delete a question, select the Question Menu and select the desired option:

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The Question Menu has three options:

  • Copy Question: This will create a copy of the question immediately after the original. The question label will be the same as the original, with a 1 at the end, e.g. PetName 1.
  • Delete Question: This will bring up a small popup that asks you to confirm whether you wish to delete the question, along with any errors or warnings.
  • Move Question: This will bring up a small popup that allows you to select which section to move the question to. From there, you can drag and drop the question in order. Please note that this can affect references and cause errors.

 

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