Form Creator Tool Database

Create a New Form 

1. Go to Site Manager.
2. Click Tool Databases.
3. Click Calendar.
4. Click Add Form.
5. Type a Form Title.
6. Select a Category.
7. Select from the following settings on the General tab:
   1. Inactive/Active
   2. Do not number each question/Number each question
   3. Do not allow users to save their progress./Allow users to save their progress and return later.
   4. Do not summarize checkbox, radio, and drop down/list box percentages after user submits the form./Summarize checkbox, radio, and drop down/list box percentages after user submits the form. (This will not work if there is a redirect URL below.)
8. Continue selecting options on the Notifications, Security, and Scheduling tabs if desired, or access them through Properties (see below) at a later date. 
9. Type a Redirect URL (Send users to this URL when they submit the form.)
10. Click Save (or Cancel to discard your changes).

To edit a form from the Form Creator screen, simply click Properties to the right of the form name, make your changes, and click Save Form.  You can also sort forms using the following filters:

• Category – ALL or Name of form
• Status – Active or Inactive
• Order By – None, Date Created, Last Modified, or Latest submission

Manage Categories

1. From the Form Creator screen, click Manage Categories.
2. Click Add Form Category.
3. Type a Form Category title.
4. Click Add Form Category (or Cancel to discard your changes).

Add Content to the Form

1. From the Form Creator screen, click the form title.
2. Click Add Content.
3. Drag and drop the fields you would like to include in your form:
   1. Simple Fields – Short Answer, Long Answer, Checkbox, Radio Button, Drop Down, List Box, File Upload
   2. Formatting Fields – Static Text, Page Break
   3. Complex Fields – Number, Email, Address, Date, Time, Currency
4. Fill out the Label Text and Options for each field.
5. Click Save Form to save your changes and continue adding fields. If you are finished, click Save & Return to return to the Form Creator screen (or Discard to discard your changes.)

Field Types

• Short Answer – Use this field to collect a small amount of text-based information. (Examples: First Name, Last Name, Phone, Title)
• Long Answer – Use this field when collecting a larger amount of text. (Examples: Comments, essay response)
• Checkbox, List Box – A list of options for which the user can select multiple answers (Examples: Areas of Interest, availability)
• Radio Button, Drop Down – A list of options where only one answer is accepted (Examples: Yes or No, Age)  
• File Upload – Allows a user to submit a document or file. At least one Allowed File Type must be selected.
• Static Text – Add additional information or clarification to your form, between any fields.
• Page Break – Separate a long form by breaking it out into steps. Place the Page Break between two fields where you want to divide the form. 
• Number – Restricts the user to enter a numerical value. A minimum and maximum value may be set. 
• Email – Requires the user to enter a valid email address.
• Address – Drag and drop one field to collect Street, City, State, and Zip.
• Date – Select a date.
• Time – Select a time.
• Currency – Add a minimum and/or maximum amount, or leave blank.

Logic

The Logic icon allows you to create form logic. For example, if a user answers field 1 a certain way, you may choose to add a Show Field, Hide Field, or Make Field Required option. 

1. Click the icon to the right of your form under Logic.
2. Click Add Logic.
3. Drag and drop the type of logic that you would like to use to the screen.
4. Select how you would like to apply the logic to your form.
5. Click Save to save your changes and continue adding logic. If you are finished, click Save & Return to return to the Form Creator screen (or Discard to discard your changes.)

Form Properties

To edit form properties, click the gear icon to the right of your form under Properties.

Select your General, Notifications, Security, and Scheduling settings:

• General
  • Inactive/Active
  • Do not number each question/Number each question
  • Do not allow users to save their progress./Allow users to save their progress and return later.
  • Do not summarize checkbox, radio, and drop down/list box percentages after user submits the form./Summarize checkbox, radio, and drop down/list box percentages after user submits the form. 
  • Send users to a Redirect URL.
  • Click Save (or Cancel to discard changes).

• Notifications
  • Do not require users to enter their email address/Require users to enter their email address
  • ​​Do not send a confirmation email to the user/Also send a confirmation email to the user
  • Send a custom email message instead of a copy of the form's data
  • Send an Email Notification (optional) 
    • Reply To
    • Send HTML Email To
    • Send Text-Only Email
  •  Click Save (or Cancel to discard changes).

• Security
  • Allow multiple submissions per member/Allow only one submission per member
  • Allow multiple submissions per IP address/Allow only one submission per IP address
  • Click Save (or Cancel to discard changes).

• Scheduling
  • Status – Active/Inactive
  • Change Status Date
  • Enter Notification Email addresses
  • Click Save (or Cancel to discard changes).

Submissions

The Form Creator Tool Database makes it easy to view your form submissions and download the data.

1. Go to the Form Creator screen.
2. To the right of your form, click on Submissions under the Submissions column.
3. Select a Begin Date and an End Date.
4. Select a Report Type – Whole Submissions or All Answers to Selected Questions
5. Click Search.

If you have any questions or need help, send us a note at communitysupport@factsmgt.com!