Creating a Form
Forms can be accessed from the Media navigation on the left by clicking on Forms.
Setup Form
To begin form creation, click the Create Form button in the top right.
Add a name for your Form. This is what people viewing the form will see.
You can also add a description with text formatting, which includes bullet point and hyperlinking URLs from internal sources (Documents short URLs or CMS relative links) or external sources.
Click Continue.
Editing a Form
Select the Forms List option across the top of the Forms landing screen. Then, click the name of the Form you want to edit.
When the Form opens, click on the three dots to the right of the phrase, Close Form, or if the Form hasn't been published, an Edit button will be present.
From here, you can adjust the title and description of your Form. Clicking Continue will allow you to edit the content of a question, rearrange questions, or delete one.
New questions automatically populate at the end of your Form, but you can always click on a question and, while holding the mouse down, drag and drop your questions to reorder them. A trashcan icon to appears while hovering over the name of a question.
Form Statuses Explained
Draft
Draft
You can save a form as a draft if you are not finished creating your form or not ready to publish it yet. Forms must contain at least one question in order to be saved as a draft.
Active
Active
Once a form is published, it is active and open to receive responses. If it is listed on the website and app, it will be visible to the public in the "Forms" section. If the form is direct link only, you must provide the link to the desired audience.
Closed
Closed
Once a form reaches a designated close date, or you manually close it, it will no longer accept responses. You will still have access to view responses, and you can reopen it any time.
Archived
Archived
An archived form will longer receive responses, however previous responses are still viewable. An archived form can be reopened at any time.
Editing a Form Draft
To edit a Form you previously saved as a Draft, navigate to the button at the top of Forms called "Forms List."
Once you have selected this button, options including Drafts will appear across the top. Click on the "Drafts" tab to view all unpublished Forms.
Click on the name of the Form you would like to edit, and you will be taken to a review screen that shows your Form Summary. In the top right corner of this screen, click the purple Edit button.
You'll be able to update the name of the Form, its description, its questions, and your publishing options.
Adding Questions to a Form
Once you have set up a Form, you can begin adding questions in the question builder.
Click + a beside the word Content to bring up 8 question types. Choose a type by clicking the + beside its name.
From here, the question will populate into your Form, where you can edit it. New questions automatically populate at the end of your Form, but you can always click on a question and, while holding the mouse down, drag and drop your questions to reorder them.
Question Types in Forms
There are a total of 10 question options in Forms:
Short Answer - Respondents can type in several sentences in order to answer the question. You can add a character limit by clicking the gear icon.
Single Choice - When presented with a series of choices, respondents may select one. You can choose to have options in a Dropdown style by clicking the gear icon.
Scale - Customize your scale with left/right side labels, and click into the gear icon to determine if your scale should range from 1-5 or 1-10.
Email - Answers must be submitted in a valid email address format
Long Answer - Similar to the Short Answer question type, but with an increased character limit. You can add a character limit by clicking the gear icon.
Multiple Choice - When presented with a series of choices, respondents are able to select more than one choice. You can choose to present options in a Dropdown style by clicking the gear icon.
Date/Time - Respondents can view a calendar and/or a box with times in order to answer the question. Click into the gear icon to toggle the Date Selection and Time Selection options on or off.
Phone - Responses must be submitted in a valid phone number format.
Signature - Respondents may add an eSignature to their Form submission. They are informed on the Form that their typed signature is the legal equivalent of their handwritten signature on the document. (This option sends a copy of the form after completion)
File Upload - Individuals are able to upload up to 10 files, totaling a maximum limit of 200 MB. (This option sends a copy of the form after completion)
Question Settings
Hover over the question's title in order to view three new options.
The two boxes represent our duplicate feature. Clicking this button copies the question and its settings.
The trashcan icon deletes the question from your Form.
The gear icon opens the Question Settings panel. These settings are unique to question. Required Answer is, by default, on for each question. Descriptions to add clarifying language is optional for each question.
Several questions have additional setting options, like character limits for the short/long answer types.
Publish Options
Select your preferred publish options and click Publish Form if you are ready for your form to go live. If you are not ready for your form to be public yet, you may save it as a draft.
After publishing, your form is live and ready to receive responses. To view responses to your form you can open the form from the list view.
Before publishing your form, you have a few settings to review:
Link To Your Form
Link To Your Form
You are able to customize the link that you share with your community for simplicity and branding purposes. Spaces will automatically convert to hyphens, and text will default to lower case.
Scheduling
Scheduling
You can designate a publication date and close date to identify a window in which your community can respond to a Form. These items are not required in order to share a Form. The Form will stop accepting responses after the close date.
Mobile App Menu
Mobile App Menu
When visitors open your Mobile app menu, the Form will be immediately visible as an option. Visitors can submit responses through their mobile device.
Forms Page - Web
Forms Page - Web
When visitors navigate to your website, they can add /forms to your domain to view published Forms: www.schooldistrict.com/forms
Visitors are able to view, and submit responses to, any active Forms.
Forms Page - Mobile
Forms Page - Mobile
When visitors open your mobile app and select the Menu, an app page called Forms is clickable. Selecting this page will show any active Forms, and allow visitors to submit responses from their mobile devices.
The functionality is the same as the Mobile App option, but the Forms Page allows for an easier navigation experience, and a cleaner App Menu view for visitors.
Closing a Form
In order to close, archive, or duplicate a Form, select the "Forms List" tab across the top of the Forms landing screen. Click the name of the Form that you need to close, archive, or duplicate.
If your Form has been published and is Active, the dark purple button the right side of review page will say, "Close Form." Closing a Form means that it is no longer publicly accessible, and will no longer accept responses. You'll still be able to access it in the platform.
If you click on the three dots to the right of your "Close Form" button, you'll see a series of four options:
Edit
Duplicate
Copy Link
Archive
Deleting or Archiving a Form
Select the Forms List option across the top of the Forms landing page.
Deleting a Form Draft
While a Form is still a Draft, click its name to pull up a preview of the Form. Select the three dots to the right of the word Edit. Click Delete to permanently delete your draft.
Archive Active/Closed Form
If a Form has been published, it cannot be permanently deleted. It can, however, be archived. Click on its name to pull up a preview of it. Select the three dots to the right of the Close Form/Reopen Form button. Click Archive to remove the Form from public view and turn off responses.
Email Notifications for Forms
If you would like to receive email notifications for new responses, you can add your email in the "Publish" settings during the final steps of form creation. If a form is already published, you can still add your email by clicking on the form and toggling the notify option: