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Form Creator (Interactive Forms)

Once a page has been created, an Interactive Forms tool can be added to the page. This will allow you to build and maintain online forms and surveys. This tool allows you to create a form and collect data from your users. Popular uses are "Contact Us" forms, RSVPs for events, or surveys.  All responses will be captured in a database; this tool even has summary reporting tools.

Adding a Form Creator Tool

On the page where you want to add a new form, click "Select  A Tool To Add" and choose "Form Creator" under Interactive Content.

  1. Title (optional): Enter your title here if you wish to have a title
  2. Question Placement: Select if you would like the question to be visible "Above the Form Field" or "To the Left of the Form Field."
  3. Numbering: Select if you want the questions to be numbered.
  4. CAPTCHA Protect: Select if you want users to complete a CAPTCHA before submitting this form. This helps prevent bots from submitting your form.
  5. Collect User's Email: You can Require the user to enter his/her email address. This will also be used as a Reply-To email address if you enter any notification email addresses below. You can also check if you want to send a confirmation email to the user.
  6. Send a custom email message instead of a copy of the I-Form's data: You can create a message in the editor if you would like to customize the email message instead of just the one that the I-Form will create. If you don't enter anything it will just use the I-Form's message, which says "Thanks for filling out this form!"
  7. Email Notification (optional): You can customize what email address it sends the notifications to and from.
  • Send From: Enter the email address you want the notification sent from.
  • Send HTML Email To: Enter the email address you want the HTML Email sent to. For multiple addresses, separate with a comma.
  • Send Text-Only Email To: Enter in the text email messages you want a Text-Only email sent to. For multiple addresses, separate with a comma.
  • Subject Line: Enter in the subject line of the email if you want it different from the Title above.
  1. Allow 1 Submission Per Member: Check this box if you only want the user to be allowed to submit 1 form. This only applies if User Side Security, such as a faculty or member's only, is enabled on the page. Not applicable to SSL.
  2. Allow 1 Submission Per IP Address: Check this box if you only want to allow 1 submission per IP Address.
  3. Enable SSL: run this form on SSL (Secure Socket Layer). Use this option when you ask for personal information that should be encrypted. The form will be opened in a separate browser window.
  4. Summarize Results: Check this box to allow you to get summaries of the data submitted. (Summarize checkbox, radio, and drop down/list box percentages after user submits the form)
  5. Redirect URL: Enter in the URL to send the user to when s/he submits the form.
  6. Submit: Click the Submit button when you have the properties of your form completed.
  7. Reset: Click the Reset button when don't want to save the changes you made. It will clear them out for you to start over.

Once you click the Submit button of the Form Properties, you will see the tool box.

1. Edit Form Properties: Under the Tool Menu, you can select Edit Form Properties to change anything from the initial set up.

2. Add Item: By choosing Add Item, you can add questions and items to the form.

3. Chose what type of question you would like to add.

a) Text: By choosing Text you can enter in just some text in your form, like the directions of how to fill it out. Enter your text in the editor at the bottom of the page.

b) Label & Text Box: If you choose Label & Text Box, you can add a question that requires a short answer. Enter your text in the editor at the bottom of the page.

i) Size of Text Box: You can choose how long the text box will be. When you select a number you will see the actual size in the Example.
ii) Is an answer required?: Choose if you would like an answer to be required.
iii) Include in emailed form submissions (personal fields such as Social Security # should not be emailed): Check this box if you want the answer given to be included in the emailed forms submitted. Personal fields such as Social Security #s should not be emailed.
iv) Add: Click the Add button to add the label to your form.
v) Reset: Click the Reset button to clear out the selections and start over.

c) Label & Text Area: This will allow you to give a question with a larger answer expected. Enter your text in the editor at the bottom of the page.

i) Size of Text Area: You can choose how many rows ( how tall the text box will be) and how many columns (how wide the text box will be). An example will be shown below.
ii) Is an answer required?: Choose if you would like an answer to be required.
iii) Include in emailed form submissions (personal fields such as Social Security # should not be emailed): Check this box if you want the answer given to be included in the emailed forms submitted. Personal fields such as Social Security #s should not be emailed.
iv) Add: Click the Add button to add the label to your form.
v) Reset: Click the Reset button to clear out the selections and start over.

d) Label & Radio Buttons: This will be a question with multiple answers to choose from. Enter your text in the editor at the bottom of the page.

i) Is an answer required?:  Choose if you would like an answer to be required.
ii)Type in the options below: Below the editor you will see squares to type in the possible answers to the question. The user can choose ONLY 1 from that list.
iii) # of columns to display the choices in: You can choose to have the choices listed in 1 row or in multiple rows.
iv) Include in emailed form submissions (personal fields such as Social Security # should not be emailed): Check this box if you want the answer given to be included in the emailed forms submitted. Personal fields such as Social Security #s should not be emailed.
v) Add: Click the Add button to add the label to your form.
vi) Reset: Click the Reset button to clear out the selections and start over.

e) Label & Check Boxes: This allows you to have a question where the user can select more than one answer as check boxes. Enter your text in the editor at the bottom of the page.

i)Type in the options on the bottom: Type your options for the check boxes in the boxes below the editor.
ii) User must choose AT LEAST: Enter in how many answers that the user must give for this question.
iii) # of columns to display the choices in: Enter in how many columns to display the options.
iv) Include in emailed form submissions (personal fields such as Social Security # should not be emailed): Check this box if you want the answer given to be included in the emailed forms submitted. Personal fields such as Social Security #s should not be emailed.
v) Add: Click the Add button to add the label to your form.
vi) Reset: Click the Reset button to clear out the selections and start over.

f) Drop Down / List Box: This allows you to have a question with a drop down list of options. Enter your text in the editor at the bottom of the page.

i) Size of Box (# of rows to display at 1 time): You can select how many rows of options to display at 1 time by entering how many columns.
ii) Allow multiple choices to be selected?: You can allow the user to give multiple choices, or only allow them to select one.
iii) Is an answer required?: Choose if you would like an answer to be required.
iv) Include in emailed form submissions (personal fields such as Social Security # should not be emailed): Check this box if you want the answer given to be included in the emailed forms submitted. Personal fields such as Social Security #s should not be emailed.
v) Add: Click the Add button to add the label to your form.
vi) Reset: Click the Reset button to clear out the selections and start over.

g) Label & File Upload: This allows for the user to upload a file. Enter your text in the editor at the bottom of the page.

i)Is an upload required?: Choose if you would like an upload to be required.
ii) File Types Allowed: You can select which file types you will allow for this file. These types that you select will show on the form.
iii) Include in emailed form submissions (personal fields such as Social Security # should not be emailed): Check this box if you want the answer given to be included in the emailed forms submitted. Personal fields such as Social Security #s should not be emailed.
iv) Add: Click the Add button to add the label to your form.
v) Reset: Click the Reset button to clear out the selections and start over.

4. View Submitted Forms: This is under the tool menu for the Form Creator Tool. This allows you to view any forms submitted.

a) Back to Page Detail: Clicking this button will bring you back to the Page Detail.
b)Form Title: This is the Title that you gave to your form.
c) Created Date Range: This allows you to put in a date range and view only those forms submitted in that range.
d) View List of All Surveys: Check this box if you want to see a list of all the surveys.
e) Summarize checkbox, radio, and drop down/list box questions: Click this box if you want the multiple answer questions summarized for you.
f) View All Answers Per Question: Click this box if you want to see all the answers for every question.
g) Search: Once you have decided what forms and questions you want to view, click the Search button. Your results will be listed below.
h) Download: Click the Download button to download the answers in a .csv file to use in a spreadsheet software, which will allow you to manipulate the data even further.

5. Move Tool: Under the Tool Menu you will find the Move Tool. This allows you to take the tool you made on this page and move it to another page.

a) Move Detail Item to a Different Page: This page will show you the Type of tool and the Current Page that it is on.

i) New Page Category: Select the Page Category you want to move this tool to.
ii) New Page: Once the Page Category is selected,  you can choose the Page within that Category to move the tool to.
iii) Submit: Click this button to save your selection to move the tool.
iv) Reset: Click this button to clear your selection and start another one.

6. Copy Tool: Under the Tool Menu you will find the Copy Tool. If you need to add a tool and it is similar to one you already have, you can copy it and then make the adjustments needed on the copy.

a) Select a page category to copy content to: Choose which Page Category to put the copied tool on.
b) Select a page to copy content to: Choose which Page in that Page Category to put the copied tool on.
c) Select which detail items to copy: Choose the tools on the page that you wish to copy. You can select one or multiple tools to copy. Click the SELECT ALL button to choose all of the tools.
d) COPY: Click the COPY button to copy the tools that you selected to the page that you selected.

7. Change Tool Position: Under the Tool Menu  you will find the Change Tool Position Tool. This allows you to move the tool to a different location on the current page. You can also change Tool Position by changing the number next to Position at the top left of the tool you are working with.

a) Position After: Choose which tool on the current page to move the tool after.
b) Update: Choose Update to move the tool to the desired position.
c) Reset: Choose Reset to clear your choice and start over.


 

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