Difference between revisions of "Online Forms"

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This tool enables you to build Online Forms to collect various data from your visitors.
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== Overview  ==
  
<br> '''Create new form'''
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This application allows you to build Online Forms to collect various data from your visitors. You can use one the form templates to create your form, but there is also a&nbsp;drag-and-drop feature for additional elements.&nbsp;You can add any&nbsp;of the following&nbsp;elemeents to your form:
  
<br> Create HTML forms in order to collect certain data from your website visitors.
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*Text
 +
*Heading
 +
*Text Box
 +
*Password field
 +
*Text Area
 +
*Drop-down
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*Check Box
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*Radio Button
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*Date
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*HTML  
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*Image
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*Button
  
<br> ''Step 1 Choose form template''
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== <br>Create New Form  ==
  
<br> 1. Select a template for your form.
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<br>Create HTML forms in order to collect certain data from your Website visitors.&nbsp;You can choose one of the following template designs:
  
2. Click “Next” to proceed to the next step.  
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*'''No Template'''- opens a blank page.  
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*'''Blank&nbsp;Email '''- opens a page with an Email field and Submit button.
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*'''Contact Request '''- opens a page with First Name, Last Name, Country, State, ZIP code, Address, Email fields and a Submit button.
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*'''Feedback '''- opens a page with first Name, Last Name, Email and a multiline text box and a Submit button.
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*'''Support Request '''- opens a page with a Full Name, Email and multiline text box and a Submit button.
  
<br> ''Step 2 Choose form template''
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Creating an online form is accomplished through the Create New Form wizard. You can access the wizard form the Main Menu page. You can also start the wizard by selecting Add new Form from the Manage Forms page.
  
<br> Drag-and-drop form elements to the board in order to create your form. Edit, delete, sort form-elements. To change form settings use "Edit Form" button.
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<br>
  
<br> 1. Click on a form element within the “Form Elements” list to the right of the page and drag it to the board.
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===== To Start the Create New Form Wizard  =====
  
<br> 2. Click on the added element and click on [[Image:Untitled1.JPG]] in order to edit the element.  
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*On the Main Menu page, click '''Create New Form'''.
  
<br>
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- or-
  
&nbsp;&nbsp;&nbsp;&nbsp; • Click on[[Image:Untitled15.JPG]] in order to delete the element from the board.  
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*On the Manage Forms page, click '''Add new Form'''.
  
&nbsp;&nbsp;&nbsp;&nbsp; • Click on “edit Form” in order to change the settings of your form.
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- or-
  
<br>  
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*click the '''New Form '''tab.<br>
  
When you are done click on “Next” to proceed to the next step.
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===== To Create a New Form  =====
  
<br> 3. This window will confirm the form creation and gives you two options:
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''Choose template''
  
• Clicking on “Create new form” will take you to step 1 in the “Create new form” section
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#On the Online Forms page, select a template for your form.
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#Click '''Next'''.
  
• Clicking on “Manage your forms” will take you to the “Manage Forms” section where you can manage your forms.
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''Design Form''
  
<br>  
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#On the Create New Form page, click on a form element&nbsp;and drag it to the board.
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#To edit the label, click on the added element.
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#To edit the element properties, click [[Image:Untitled1.JPG]].
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#To remove the element from the board, click [[Image:Untitled15.JPG]].
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#To edit the form properties, click&nbsp;'''Edit Form'''.
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#When your form is complete, clcik '''Next'''.
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#On the Setup Complete page, you&nbsp;can:<br>Create&nbsp;a new form<br>Manage your existing forms
  
'''Manage Forms'''
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== Manage Created&nbsp;Forms ==
  
<br> In this section you can change settings, publish, download or delete your forms.  
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The Manage Created&nbsp;Forms page&nbsp;allows you to change your from settings or&nbsp;publish, download or delete your forms.  
  
<br> ''Add new form''
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===== <br>To Edit&nbsp;Form Elements  =====
  
<br> 1. Click on “Add new form” in order to add a new form. You will be taken to step 1 in the “Create new form” section
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#On the Main Menu, click Manage Created Forms.  
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#Click the [[Image:Untitled1.JPG]]&nbsp;of the from you want to edit.  
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#When the edits are complete, click Save or Publish Form.<br>
  
<br> ''Edit form''
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===== To Edit Form Settings  =====
  
1. Click on[[Image:Untitled1.JPG]] in order to edit your form. Your form will open in a window.  
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#On the Create New from page, click '''Edit Form'''.  
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#Enter a name for your form in the '''Title '''field.
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#Choose a background color for your form.
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#Choose font type using the drop-down menu.
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#Choose font size.
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#Choose font color.  
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#Enter a location where you would like the submissions to be redirected, once the form is submitted.
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#Upon submitting the form the users will be displayed with the text you enter here.  
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#To be sent an email when a form is submitted, select&nbsp;'''Yes '''from the Send e-mail drop-down.
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#Enter an email address where you will be receiving submissions.
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#Enter an alternative email address in the CC Email field, if required.
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#Click '''Apply'''.
  
• Click on “Save” to save the changes you made.  
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• Click “close” to exit from this page.  
  
• Click on “Publish form” if you want to publish your form.  
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'''Not'''e: If you click Close without clicking Apply,&nbsp;your changes will not be saved.  
  
• Click on “Edit Form” in order to change the settings of your form.
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===== <br>'''To Publish''' your Form  =====
  
<br>
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&nbsp;
  
''Edit form''
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*Click on “[[Image:Untitled16.JPG]] ” to publish your form.
  
<br> 1. Enter a name for your form.
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===== <br>'''To View your Form in HTML&nbsp;format'''  =====
  
2. Choose a background color for your form.
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&nbsp;
  
3. Choose font type using the drop-down menu.  
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*Click on “[[Image:Untitled12.JPG]] ” in order to view your form.
  
4. Choose font size to be used in your form.
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===== <br>'''To Delete a Form'''  =====
  
5. Choose font color for your form.
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&nbsp;
  
6. Enter a location where you would like the submissions to be redirected to once the users submit the form.  
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*Click on “ [[Image:Untitled15.JPG]]” to delete a form your list of existing forms.
  
7. Upon submitting the form the users will be displayed with the text you enter here.
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<br>
  
8. If you would like to be sent an email when a form is submitted please choose “yes” form the drop-down menu.
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== <br>'''Results'''  ==
  
9. If you chose “Yes” in step 8 please enter an email address here. This will be the email address where you will be receiving submissions.
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Choose the format and download the results for a form you have created and published.  
 
 
10. If you want to add another person besides yourself that will also receive submissions, please enter their email address in the “CC Email” text box.
 
 
 
11. Click “Apply” to save the changes you made.
 
 
 
• Click “close” to exit from this page. '''Please not'''e that if you click “close” your changes will not be saved.
 
 
 
<br> '''Publish'''
 
 
 
<br> 1. Click on “[[Image:Untitled16.JPG]] ” to publish your form.
 
 
 
<br> '''HTML'''
 
 
 
<br> 1. Click on “[[Image:Untitled12.JPG]] ” in order to view your form.
 
 
 
<br> '''Remove'''
 
 
 
<br> 1. Click on “ [[Image:Untitled15.JPG]]” to delete a form your list of existing forms.
 
 
 
• Click “Apply” to save the changes you made
 
 
 
• Click” Cancel” to dismiss the changes you made.
 
 
 
<br>
 
 
 
<br> '''Results'''
 
 
 
<br> Choose the format and download the results for a form you have created and published.  
 
  
 
[[Category:Design]]
 
[[Category:Design]]

Revision as of 15:38, 14 November 2011

Overview

This application allows you to build Online Forms to collect various data from your visitors. You can use one the form templates to create your form, but there is also a drag-and-drop feature for additional elements. You can add any of the following elemeents to your form:

  • Text
  • Heading
  • Text Box
  • Password field
  • Text Area
  • Drop-down
  • Check Box
  • Radio Button
  • Date
  • HTML
  • Image
  • Button


Create New Form


Create HTML forms in order to collect certain data from your Website visitors. You can choose one of the following template designs:

  • No Template- opens a blank page.
  • Blank Email - opens a page with an Email field and Submit button.
  • Contact Request - opens a page with First Name, Last Name, Country, State, ZIP code, Address, Email fields and a Submit button.
  • Feedback - opens a page with first Name, Last Name, Email and a multiline text box and a Submit button.
  • Support Request - opens a page with a Full Name, Email and multiline text box and a Submit button.

Creating an online form is accomplished through the Create New Form wizard. You can access the wizard form the Main Menu page. You can also start the wizard by selecting Add new Form from the Manage Forms page.


To Start the Create New Form Wizard
  • On the Main Menu page, click Create New Form.

- or-

  • On the Manage Forms page, click Add new Form.

- or-

  • click the New Form tab.
To Create a New Form

Choose template

  1. On the Online Forms page, select a template for your form.
  2. Click Next.

Design Form

  1. On the Create New Form page, click on a form element and drag it to the board.
  2. To edit the label, click on the added element.
  3. To edit the element properties, click Untitled1.JPG.
  4. To remove the element from the board, click Untitled15.JPG.
  5. To edit the form properties, click Edit Form.
  6. When your form is complete, clcik Next.
  7. On the Setup Complete page, you can:
    Create a new form
    Manage your existing forms

Manage Created Forms

The Manage Created Forms page allows you to change your from settings or publish, download or delete your forms.


To Edit Form Elements
  1. On the Main Menu, click Manage Created Forms.
  2. Click the Untitled1.JPG of the from you want to edit.
  3. When the edits are complete, click Save or Publish Form.
To Edit Form Settings
  1. On the Create New from page, click Edit Form.
  2. Enter a name for your form in the Title field.
  3. Choose a background color for your form.
  4. Choose font type using the drop-down menu.
  5. Choose font size.
  6. Choose font color.
  7. Enter a location where you would like the submissions to be redirected, once the form is submitted.
  8. Upon submitting the form the users will be displayed with the text you enter here.
  9. To be sent an email when a form is submitted, select Yes from the Send e-mail drop-down.
  10. Enter an email address where you will be receiving submissions.
  11. Enter an alternative email address in the CC Email field, if required.
  12. Click Apply.

• Click “close” to exit from this page.

Note: If you click Close without clicking Apply, your changes will not be saved.


To Publish your Form

 

  • Click on “Untitled16.JPG ” to publish your form.

To View your Form in HTML format

 

  • Click on “Untitled12.JPG ” in order to view your form.

To Delete a Form

 

  • Click on “ Untitled15.JPG” to delete a form your list of existing forms.



Results

Choose the format and download the results for a form you have created and published.