Form Building Basics

Form Building Basics
ACADEMIC TECHNOLOGY SUPPORT
Getting Started with
Dynamic Forms:
How to build your first form
ats@etsu.edu | 439-8611 www.etsu.edu/ats
Table of Contents
Log in............................................................................................... 2
Welcome to Dynamic Forms....................................................... 2
The User Interface......................................................................... 2
Dashboard ................................................................................. 2
Setting Up a New Form................................................................ 4
Form Name/Type Tab............................................................ 4
Admin Notification Tab .......................................................... 5
Single Sign On........................................................................... 5
Inactive Text.............................................................................. 6
Confirmation Text.................................................................... 6
Rules/Conditions ..................................................................... 6
Building Your Form ...................................................................... 6
Add New Form Item ............................................................... 7
Save your form Item ..............................................................15
Copy an Existing Form Item................................................16
Rearranging Form Items .......................................................17
Preview Form in Progress .....................................................18
Publishing Your Form ................................................................19
Accessing Form Responses........................................................20
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Log in
To login to Dynamic Forms use our ITS created login page and sign in with your
ETSU Username and Password.
https://etsupws.etsu.edu/DynamicForms
Welcome to Dynamic Forms
The User Interface
Dashboard
All your forms are displayed with the following options:
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Edit Form Basic Items – Users can update basic items such as form name
Edit Page Items – Users can edit all the form controls
Activate/Deactivate – Allows users to take forms offline
Form Copy - Users can copy any existing form
choose.
Fill out form – Users can view the form or fill it out should they
Multiple Signature / Pending/ Processed /
Archived – Shows users how many forms are at
each stage of the process. The numbers in each
column link users to a list of all submissions in each stage.
form
URL Button - Users can click this button to view the url for a particular
Delete Form – Allows users to delete forms
Add a New Form – Users can start a new form.
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Setting Up a New Form
Form Name/Type Tab
Name
Description
Esign Requirements
None – Will not require a user to login to fill out and submit the form.
Single – Signature - Forces users to login to Dynamic Forms and sign the form electronically before submitting it.
Multi-Signature – Allows users to apply a multi-signature work flow to
a form. (This topic will be covered in our Advanced Designer –Dynamic Forms
training.)
Show the form timer?
A logout timer set to 45min. displays on Dynamic Forms by default. Once a user has been inactive for 45min they will be logged out of
Dynamic Forms. We recommend leaving this set to “yes”.
Use Recaptcha Validation?
Forces submitters to enter a security code before submitting. Please
leave this set to “yes” if your form does not require a login to
complete. This will prevent robots from filling out your form.
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Admin Notification Tab
Allows users to set up custom emails to be sent to the form owner either at set
intervals or each time a form has been submitted. Use
Single Sign On
Allows users to set up custom SSO messages for submitters who did not login
successfully. At the bottom of this tab is an option to set the owner notification
emails to include SSO links to the forms. Change this to “yes” for any forms that
will be only internal to ETSU.
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Inactive Text
This text displays when a user has been timed out of your form.
Confirmation Text
This text will display when the submitter submits your form successfully.
Rules/Conditions
Rules/Conditions will be covered in our Advanced Designer –Dynamic Forms
Building Your Form
Add New Item – Users can create new items
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Add New Form Item
After clicking on Add a New Form Item you are presented with the following options:
Table
Tables can be added to the form for greater formatting flexibility. You have full control over
the number of rows and columns in a table.
Long Answer
This provides an area where a user can type in a block of information. A text area field displays
as:
The text area allows
the user to input a lot of
textual information
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Short Answer
These are used to display text and to accept text entry from users. A text box displays as:
Last Name:
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Smith
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Choice List
These are used to display a list of specific options that a user can select from when completing
an online form. A drop-down list displays as:
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Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
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Check Box
This is an element that can be turned on or off using a mouse click. Note: You cannot make
a check box field required on a form. A check box displays as:
Text and HTML
This is used to display written instructions or information to the student/parent who
will complete the online form
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Image
This is used to add images/logos to a form.
Master Items
This allows you to select from Master Items such as State drop down list. There is a currently a
somewhat short list of items which have not been modified for our school. We recommend that
you do not use these currently.
File Upload Items
This allows you to add field so users can attach files to a form.
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Save your form Item
Once you have chosen an item and entered in the options specific to that item, the
following page asks you to name your item. This page also contains a drop down
menu with listing Existing form item names for your department. Finally, there is a
require this item box.
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Copy an Existing Form Item
This option lets users copy form items already created in other forms within the
department. Once you choose this option you will first be asked to select the form
containing the form item you wish to copy.
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You will then be asked to choose the existing item from a drop down list. Once you have selected an existing item from the field name list you will be given the
opportunity to make modifications to that item. If you do make changes you will
need to rename that item with a unique name before saving.
Rearranging Form Items
Click on the Re-Order Items button. You will then see the item list appear on the
left hand of your screen as shown below
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Simply drag the item you wish to move up or down the list to the position you want.
Preview Form in Progress
To preview your form while you are building it click either the Preview form as PDF
or the Preview Form in Browser button located above the Form Designer window.
Once you are happy with your form, click the home button to return to your
department folder.
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Publishing Your Form
To publish your form you must first click the Activate the Form button next to your
form in the dashboard.
Next you will click the URL button to the right of your form name in the dashboard.
This will open up a window containing your url.
If this form is not internal you can copy and paste this form url into a hyperlink
where you would like this form to be accessed from, or send it to the web team to be
added as an iframe into a page on your website.
If this form is internal you will need to add the following url sting to the beginning
of the url generated by dynamic forms before sharing or posting this link to your
website.
https://etsupws.etsu.edu/DynamicForms?targetURL=
Support Contact: Daniel VanZant (vanzantd@etsu.edu; 439-8613)
Accessing Form Responses
Once your form has a submission you can access the submissions from the dashboard
by click on the numbers in the appropriate column to the right of your form name.
From this menu you can scroll through all submission entries in a table view.
You can also view a pdf or html version of each completed form by clicking on the
corresponding icon to the left of the submission you would like to view.
You can also export all form submissions to an excel file by clicking on the Export to
Excel button located on the top right corner of the submissions table.
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