Forms

Forms menu

The Forms menu lists all the available forms for a mission. These are the components:

Forms tab

Create New Form Click to Create a general form.
SMS Test Console Click to test form submission via SMS.
Import Standard Forms Click to Import standard forms to the mission. These forms can be edited within the mission.

For every form in the list, action icons are in the right and works as follows:

forms tab inset

Click to edit the form.
Click to delete the form. This can only be done for forms that are unpublished.
Click to publish the form.
Click to unpublish the form.
Click to create an identical copy of the form.
Click to print the form.
Click to see the SMS guide of the form.

Create a general form

To create a new Form:

  1. Click Forms menu.
  2. Click Create New Form.
  3. Type a name for the form in the text box.

Note

By clicking on More Settings you can:

  • Set a Default Response Name for the form.
  • Check the Allow Incomplete box to allow forms to be submitted without required questions filled in.
  • Check the SMSable box if you want to be able to receive responses to the form via SMS. For more information check SMSable form.

To add questions to the Form:

  1. Click + Add Questions.
  • Select from existing questions in the question bank.
  • Or create a new question to add to the Form (see Questions section below for detailed instructions).
  1. Click Save when finished editing.

Create a standard form

Forms, questions, and option sets created in Admin Mode can be reused in multiple missions. If the Admin Mode link does not appear on the screen, permission is not granted to create standard forms.

  1. Click Admin Mode.

  2. Click Forms menu.

  3. Click Create New Form.

  4. Type a name for the form in the text box.

  5. Click Save.

    Create standard form
  6. Click + Add Questions to add questions to the form.

  7. To create a group of questions, click Add Group.

  8. Click Save.

Standard form add questions

Import standard forms

To import a Standard Form:

  1. Click Forms menu.
  2. Click Import Standard Forms.
  3. Check the boxes next to the forms you want to import.
  4. Click Import.
Import standard forms

Create groups and grids

Groups

Grouping questions by context makes it easier for users to fill forms. Groups cannot be placed within questions or other groups.

To create a group:

  1. Create or edit an existing form.
  2. Create or add questions to the form.
  3. Create at least one group.
  1. Click Add Group.
  2. Give the group a unique name.
  3. If needed, check the box ‘Repeatable?’.
  4. Choose the Display Logic.
  • Always display this group.
  • Display this group if all of these conditions are met.
  • Display this group if any of these conditions are met.
  1. Click Save.
  1. Click and drag the questions in the desired order of appearance.
  2. Click and drag groups in the desired order of appearance.
  3. Drag questions intended for groups to the right so that they appear indented in relation to the group.
  4. Click Save to save the form, or click Save and Publish if the form is ready to be used.
Drag and drop

Grids

Groups can be used to create grids, an example of which is shown below.

Screenshot\_2016-03-15-10-23-18

Note

Grids can only be created under certain conditions:

  • Questions must be in the same group.
  • Questions must be of Select One type.
  • Questions must have the same option set.

To create a grid:

  1. Create or edit an existing form.
  2. Create or edit an existing group.
  3. Place Select One questions with the same option set in the group.
  4. Click Save to save the form, or click Save and Publish if the form is ready to be used.

Publish a form

Once a form has been created, it must be published before users can submit responses. To publish a form:

  1. Click Forms menu.
  2. On the right side of the page, click located on the same line as the form to publish. If the arrow is down the form is already published.
publish forms