The Form Builder will be an essential part of your program workflow if you are going to be designing custom forms with questions in your site. This article will walk through the various sections of the Form Builder and different actions you can take within the Form Builder.
To access the Form Builder:
Adding questions to your form is how you will build your form(s). You can add questions in two ways.
To add a question to the middle of the page:
To add a question to the end of the page:
The Form Title is what your users see when they enter the form. This is different from the Task Name which the users will view when they are in the main application page.
When a form is first created, the form title inherits the form name. However, if you wish to edit it:
The Form Description can be extremely useful if you wish to provide details and instructions to your applicants in regards to the steps they need to take to complete the form. Commonly administrators will also enter their own contact details in case an applicant has any questions while filling out the form.
To add or edit the Form Description:
The initial form title when creating the form cannot be longer than 50 characters when creating the task. Change it later to include:
HTML can be entered directly into the Title and Description fields and it will be observed within the live version of the form.
Saving your form is required for your changes to be visible to users when they enter the form.
There are three ways in which your form is saved:
Click on Preview will open a new tab where you can test your form.
By default, pages are labelled by "Page #" based on the page placement in the form.
Page labels allow you to create named pages of your form that can then branch or jump users to. Page labels do not have a character type restriction, eg., #@!&$%, or character limit.
To change the page title:
In the case that you have a long list of choices or variables, or a list that you'll be re-using often throughout your many forms, it may be useful to use the bulk editor. The bulk editor converts lists into choices/variables/rows while giving you the option of saving them for use on any future question. The Bulk option is available under all "Choices" and "Variables" on the left-hand floating editor box.
|Load Preset||Select from 1 of 23 available presets.|
|Save a Preset||If a preset is not available, you can create one for later use.|
|Editor||You can edit a preset after the fact. However, any changes made will not save unless it is as a custom preset.|
Additionally, you can also save custom bulk lists. To create a custom bulk list:
|Custom Preset||Enter the name of the present you'd like to use.|
|Preset Choices||Information typed into here will save in the custom preset. Note that, despite the fact it is preset you can still alter it after the fact.|
The visual editor allows you to add text, videos, links, and more to your form. The editor is available in the Question Titles, and Form and Question Descriptions, but not for the Form Title, Choices or Variables.
To access the visual editor: