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Info
titleWhen do we use this?

The system allows you to add forms to the user side by creating them through our system or by including an external link to third-party systems.

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To add a form on your user side hover over the over User Management followed by Forms and click Add Form.

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The Form Builder - Create screen will display, some options will be available after clicking Create Form.  

  • Enter the 'Form Title'.  
  • Enable the checkbox if you want the form to be visible on the user side.
  • Enter the dates that you want the new form to be visible/hidden to users. If you leave the dates blank the form will always appear on the user side.
  • Enter a brief description of the form and click Create Form when finished. 
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After creating the form the Form Builder - Edit screen will appear with three additional tabs that must be completed, Form Description, Post Form, and Questions.

Info
titleExternal Form

By supplying a URL in the External Form field, you can link to other forms created by third-party systems such as Survey Money. The URL must have https:// in front of it. EX: https://google.ca. Adding a URL such as www.google.ca will not work.

Ensure you click Update Form after each tab is completed to save the form details.


  • The Form Description tab is pre-filled with the information you submitted on the previous screen. Administrators have the ability to edit the details.
  • The Post Form tab is where administrators provide instruction for what happens after the form is completed/submitted by the user. Enable the appropriate checkboxes for the actions that should take place when a user submits the form. If you select the option to 'Mail to specified email', administrators must provide the Email Subject, an 'Email To' address and 'Email From' address. Enter the message text that you want to appear on the form completion page when a user submits their form.
Note
titleTake Note

If you select the option to 'Show the form submission back to the user', you must copy/paste the following token message into the Completion Text field:

  • [%%FORM_RESULTS%%] - ARO user side (user paths end in .aro)
  • {$FORM_RESULTS} - PHP user side (user paths end in .php)



The Questions Tab is the area where form questions are entered and the form database is built. Depending on the type of questions that are being asked, administrators will be asked to complete additional fields. Click the 'Add' button  button to add additional questions. As labels/questions are added, they will appear at the top of the screen. The Switch image () to the left allows administrators to change the order of the labels/questions. The Edit button allows administrators to edit label/questions information.

  • The label field is the question/name for the information that is being requested.
  • The type field formats the question based on the type of data that you are requesting (e.g. text field, number field, radio buttons, checkboxes, etc.).
  • The Required checkbox indicates the field must be completed by the user.
  • The Tooltip box allows you to provide a field description for the information you are requesting which can be seen by users when they hover over the fields that need to be completed or for admins reviewing the forms. 

    Info
    titleNew in October 2016

    Users can now attach files to their form submissions.


Click the Update Form button to save changes. 

(TBD) A new tab for 'Report Options' becomes  becomes available after you update the form.  This tab allows administrators to specify how they want to show/hide the form data in their reports. 

The first section allows administrators to specify which of the four fields they want to be able to display on the summary report to help you identify what form entry you want to view. 

The second section allows administrators to specify which of the four fields they want to be able to hide on the summary report if it has a value. This is useful for hiding the forms that have been approved.

Note
titleTake Note

Additional fields can be shown in a report by using the 'Bulk Actions' button  button when viewing a form summary report in the List Forms option.

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The form results are found under the ' Show Forms ' button or ' List Forms ' option in the User Management menu.

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Warning
titleSupport Agent Notes

Support Notes

  • When providing an external form link the clients must use https:// before the URL or it will be appended to their site URL such as ops-com.com/google.ca. By using https://google.ca is ensures you are sent to the actual site. 
    IF a client wants to provide an external form link the questions will be removed (Only the form description fields will be accessible). Therefore they need to be careful when adding a link to a form that already has questions as it will remove the questions and they will become lost. 
  • Credit cards have been removed from the available form types. 
  • Captcha has been removed from the available form types.
  • Users no longer have the ability to choose if the forms submission results are being stored in the database because submissions should be stored every time. This is being stored in the Form_Builder_Data table. 

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