Skip Navigation LinksHome > Introduction > Building Forms > Advanced Form Builder PDF Download Installation Guide

Advanced Form Builder

The ability to create and manage forms is available to users with the Super Admin, Department Admin or Formulator roles.

Note: Much of the functionality has been described in Getting Started with the Wizard, and therefore many links presented here refer to that topic.

To add forms without using the Wizard or to modify existing forms click on Manage Forms (under the Formulation heading) from the navigation menu.

Department Forms

Super Admin users have the ability to select a department to modify all forms in the database.  All other users default to their own department.  This initial screen allows you to perform the following tasks:

  • If there are many forms in the database, use the search box to find a specific form.
  • To add a new form click the Add Form link.
  • To permanently remove a form (and all dependencies, including submission data) click on the delete button corresponding to that form.  Use with extreme caution.
  • To enable, or make a form live, check the box corresponding to that form.
  • To disable a form, uncheck the box.
  • To modify an existing form, select the form from the list.

Adding a form takes you directly to the general information page (See Wizard General Info).  Once completed, the Form Overview screen is displayed (with default settings and no content).  Modifying a form displays also the Form Overview screen.

Form Overview

General Info

This displays the following information:

  • Form Name: The name that is presented at the top of the form and in the Browser Title.

  • Filename:  The intuitive filename, which also forms a part of the URL.

  • Form URL:  The complete address used to access the form via the web.  Click on the link to preview the form in a new browser.

  • Template:  The name of the template (or "skin") used by the form, which determines the form's look-and-feel.

  • Owner:  The name of the form own.  Click on the name to launch your default email application to send an email to this user, or click on the Transfer Ownership icon (2 people) to select another user to act as the Form owner.  When clicked, a window appears with a list of all Formulators and Department Admin users within the form's assigned department.  Click on the name to immediately change ownership. Note: To transfer ownership to a user in a different department, first change the department, and then update the owner.

  • The form is [not] locked:  Locking the form simply makes it impossible to modify form elements or the status set.

  • The form is [not] live:  Making the form live makes it available to anonymous users who may then submit the form.

Clicking the edit button in the header displays the General Information edit screen.  Super Admin users may change the department in addition to other information listed above. (See Wizard General Info for more.)

Form Pages

This lists the name of all pages contained in the form.  Possible actions are as follows:

  • Reorder: Click the up and down arrows to rearrange the form pages.
  • Delete:  Click the "x" button to delete a page.  This permanently removes all relevant info including any data that may have already been collected pertaining to the questions on that page. Use with extreme caution.
  • Enable/Disable: When the checkbox is checked, the page is enabled; otherwise it is ignored and not displayed in the preview or the live form.

Clicking the add button displays the Add page screen.  (See Wizard Add Page for more on the Add a page screen.)  Once, a new page is added the edit page screen displays an empty page with further options to add elements.  See Edit Pages for more.

Submission Settings

This lists the following information:

  • Take Action: The submission results will either be saved to the database, sent to the form owner or both.
  • Enters Queue:  This specifies whose queue (personal or public) new submissions will enter upon receipt.
  • Status Set: The name of the status set which applies to the form project.
  • Status Changes: This notes whether unilateral status changes are to be enforced.
  • Autoresponse: Notes whether or not an email shall be automatically sent to the person submitting the form.  If the autoresponder is being used, a link appears:  "Click here to view/modify the email".  This allows you to review or edit the email.  For more information, refer to Form Wizard help.

Clicking the edit button displays the Edit Submission Settings screen, which allows you to modify the settings listed above.  (See General Settings for more.)

Submission Confirmation

This simply displays the submission confirmation message which appears when forms are submitted successfully.  Clicking the edit button displays the Edit Confirmation page.

Project Participants

This lists all the custom roles (and their parent departments) that are assigned to the form project.  To add, delete, or re-rank custom roles (i.e., "participants"), simply click the Edit link in the section header (see Manage Participants for more.).

If there are already project participants included, a link appears:  "Click here to view/modify permissions".  Click on it if you'd like to review or set permissions for the participants. (See Wizard: Role Permissions for more.)

Clicking the add button displays the Add page screen. 

Page View

In Page View, the form designer can add and edit any and all elements on the page.  Following lists all the tasks that may be performed at each level (Page, Section, Question and Response levels).  To access these tasks simply click on the arrow button --  -- beside the element you wish to modify.

Page Level 

Menu options at the page level are as follows:

Edit Page: Edit page information as described in Wizard Help: Page Information.
Add Section: Add a new section to the current page.  See Wizard Add Section for a description of the Section Screen.  It will be appended to the end of the page, but can be reordered once created (see Section Level below). 
Conditions: Show or hide this page based on user responses to certain questions on previous pages. (See Conditional Form Objects for more.)
Delete: Permanently deletes page and all dependencies and submission data related to the page.

To enable or disable pages, return to the Form Overview screen and check or uncheck the page grid checkbox corresponding to the page whose status you wish to modify.

Section Level 

Menu options at the section level are as follows:

Move Up: Move the section up one level (above the previous section within the same page).  The first section cannot be moved up.
Move Down: Move the section down one level (below the next section within the same page). The last section cannot be moved down.
Edit Section: Edit section information as described in Wizard Help: Section Information.
Add Question: Add a new question to the current section.  See Wizard Add Question for a description of the Question Screen.  It will be appended to the end of the section, but can be reordered once created (see Question Level below). 
Add Text: Add some text to the current section.  It will be appended to the end of the section, but can be reordered once created (see Question Level below). 
Conditions: Show or hide this section based on user responses to certain questions on previous sections. (See Conditional Form Objects for more.)
Delete: Permanently deletes section and all dependencies and submission data related to the section.

In order to deactivate a section, simply uncheck the checkbox to the right of the section heading.  (Check to reactivate.)  Deactivated, or disabled, sections do not appear in the live form.

Question Level 

Menu options at the question level are as follows:

Move Up: Move the question up one level (above the previous question within the same section).  The first question cannot be moved up.
Move Down: Move the question down one level (below the next question within the same section). The last question cannot be moved down.
Edit Question: Edit question information as described in Wizard Help: Question Information.
Add Response: Add a new response to the current question.  See Wizard Add Question Response for a description of the response screens.  The response will be added as the last response to the question, but can be reordered once created (see Response Level below). 
Set Help: Add context-sensitive help to further explain the current question (presented in a dynamic HTML popup help box).
Conditions: Show or hide this question based on user responses to certain questions in previous sections. (See Conditional Form Objects for more.)
Delete: Permanently deletes question and all dependencies and submission data related to the question.

In order to deactivate a question, simply uncheck the checkbox to the left of the question.  (Check to reactivate.)  Deactivated, or disabled, questions do not appear in the live form.

Response Level 

Menu options at the response level are as follows:

Move Up: Move the response up one level (above the previous response within the same question).  The first response cannot be moved up.
Move Down: Move the response down one level (below the next response within the same question). The last response cannot be moved down.
Edit Response: Edit response information as described in Wizard Help: Question Response Information.
Conditions: Show or hide this response based on user responses in previous questions. (See Conditional Form Objects for more.)
Delete: Permanently deletes response and all dependencies and submission data related to the response.

To return to Department Forms (Forms List) page or the Form Overview use the breadcrumb links at the top of the page rather than the browser's back button.

Looking for something in particular? Submit your search below:
Previous: Building Forms Next: Conditional Form Objects
Copyright 2009 © E-Centric, Inc. | Terms of Use