The Form Diagram

 

About

The Form Diagram is a visual overview of a form version.  This screen allows administrators to get an basic look at how a form is set up.  It shows what groups have access to the form, what data sources it references, and which data destinations are connected.

The diagram also serves as a central navigation point for a form.  Mouse over any component and choose to "Edit" to navigate directly to the settings page for that item.

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Access the Form Diagram

To access the Form diagram:

  1. Navigate to the desired form.
  2. Enter the Form Diagram tab.

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Diagram Elements

Items are grouped together in the diagram using visual containers: Data Sources, Form Images, Document Templates, Groups, and Destinations.   Each container displays a maximum of 5 configured items. If the maximum display value is exceeded, then a more link [ # more… ] will be provided for the user to navigate to a complete listing of items by type.

Connecting lines indicate a relationship between the form and a linked item. Hovering the mouse over each element in the diagram will reveal details and actions that can be performed. Use the Add button [ + ] found in the top-right corner of each container to connect another item.

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Form

Details

  • Number of Pages – Total number of pages in the Form
  • Number of Questions – Total number of questions in the Form
  • Data Record Name – Standard or Custom (mouseover for expression)
  • Dispatchable – True/False
  • Advanced Analytics – True/False
  • Controls – A list of question types that are included in the Form

Actions

  • View Details – Navigates to the Form summary page
  • Build Form – Initiates the Form Builder
  • Dispatch Data Records (Available if dispatchable is true) – Navigates to the Dispatch Data Records page for the Form

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Form Images

The diagram lists all Form Images referenced by questions within the form. 

Details

  • Content Type – Image
  • Referencing Questions:
    • Question Label – Unique key used to identify the Form question
    • Question Text – Text to be displayed from the Form question

Actions

  • View Details – Navigates to the Form Image summary page
  • Edit – Navigates to the Form Image edit page

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Data Sources

The diagram lists all Data Sources referenced by questions within the form.

Details

  • Type – Manual Upload, HTTP GET, FTP/Secure FTP, Dropbox, Google Apps Spreadsheet
  • Referencing Questions:
    • Question Label – Unique key used to identify the Form question
    • Question Text – Text to be displayed from the Form question
  • Display Column – Table column header being referenced from the Data Source
  • Collect Additional Answers – True/False

Actions

  • View Details – Navigates to the Data Source summary page
  • Edit – Navigates to the Data Source edit page
  • Download as CSV – Downloads the Data Source as a CSV file
  • Fetch New Data (Available for dynamic Data Sources) – Attempts to retrieve data from the Data Source
  • Upload New Data (Available only for Manual Upload Data Sources) – Navigates to the Data Source input file page

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Destinations

The diagram lists all Data Destinations associated with the form, with different icons shown for each applicable Data Destination type.

Details

  • Properties (These vary for each type of Data Destination, but all key configuration items will be listed)
  • Filtering:
    • Form Version State – A list of Form states to send to the Data Destination
    • Data Record State – A list of Data Record states to send to the Data Destination
    • Custom Filter Rules – Total number of custom Data Record filtering rules

Actions

  • View Details – Navigates to Data Destination summary page
  • Edit – Navigates to Data Destination edit page
  • List Executions – Navigates to Data Destination list executions page
  • Disconnect From Form – Unlinks the Data Destination from the Form

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Document Templates

Document Templates that appear in the diagram show the document formatting that will be applied to the form’s Data Records (for applicable Data Destinations).

Details

  • Document Customization Type – Type of Document
  • Hide pages with no answers – Indicates whether or not page hiding is enabled
  • Hide questions with no answers – Indicates whether or not question hiding is enabled

Actions

  • Edit Document Format – Navigates to the Document Template summary page
  • Preview Document Sample – Shows a preview of the Data Record format in the web browser

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Groups

Groups who have access to the form are listed. Note that this will only be visible to Pro accounts.

Details

  • Number of Users – Total number of users in the Group
  • Can Create – Indicates whether or not the group has Create permissions on the Form
  • Can Test – Indicates whether or not the group has Test permissions on the Form
  • Can Submit – Indicates whether or not the group has Submit permissions on the Form
  • Can View – Indicates whether or not the group has View permissions on the Form

Actions

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