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FormBase Introduction
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FormBase can be accessed by using the Admin Dashboard or by using the Admin menu item in
the navigation.
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FormBase Interface
Clicking on "FormBase" will open a list of forms and provides several options.
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Option | Description |
|---|---|
View Form Templates | Switch to the list of templates for forms |
Edit Questions | Edit the questions available for forms |
Form Reports | Create and edit reports to view the results |
Delete | Deletes the form |
Edit | Opens the options for editing the form |
View | Shows a preview of the form DO NOT use this link when sending to members. This is a preview only and does not include a submit button |
Results | View form submissions and statistics. Can also export results from here. |
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Clicking on the “Add New” link will create a new form. Clicking “Edit” next to any for will allow you to edit the form. Either option opens the dialog below where you can configure several settings.
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Option | Description |
|---|---|
Title | Sets the form title. This is used in the form listing and reports |
Form Category | Assigns the form to a category for easy sorting |
Form Link | The live link to the form *this option does not appear until the form is initially saved |
Header HTML | Sets information that displays above the form *this option does not appear until the form is initially saved |
Footer HTML | Sets information that displays below the form *this option does not appear until the form is initially saved |
Confirmation HTML | Sets the information that displays after a user has submitted the form *This option does not appear until the form is |
Form Width | The width of the form. Can use percentage or pixels |
Form Align | Sets the form alignment |
Form Spacing/Padding | Sets the spacing and padding of the form area |
Submit Button Text | Sets the text of the submit button Default is “Submit” |
Enable as a Public Form | Check to allow non-members to submit the form *Use Template questions for first name, last name, and email address. Otherwise, form results will appear to come from “Public User” instead of the name of the person that submitted the form |
Display CAPTCHA for Submission | Enables CAPTCHA to prevent bots from submitting public forms. |
Users Can Submit Form One Time Only | Uncheck to allow users to fill out the form multiple times. |
Allow Users to Edit Their Input Once Submitted | Check to allow users to edit their answers *Does not work if users can submit more than once |
Show *Required Questions Text | Check to show warning in footer about required questions |
Show Complete Another Form Button on Confirmation | Check to show a button the confirmation screen that allows users to complete another form |
Collect Credit Card Info | Configure options to collect payment information via the form |
Enable Member Picker for Admin Submissions | Check to allow admins to fill out the form for other users |
Auto Launch Member Picker if Enabled | Check to automatically show the member |
Formulas | Configure the formulas for the form (more on this in a later reading) *This option does not appear until the form is |
Edit Keys | Edit the keys for the form. Keys require the user to provide a particular code in order to submit the form. *This option does not appear until the form is |
Admin Email | Email notifications go to this email address(es) specified here. For multiple names, separate with semi-colons and a space. *Required to Save the form upon creation |
Anti-Spoof Email | Put an email address here to prevent email |
Notification Email Criteria | Use to set criteria for who receives the notifications. Can be used to send notifications to different |
Send Email to Admin on Submission | Check to send notification emails to admin |
Admin Email Sent from User Address | Check to set email notifications to go to the |
Send Email to User on Submission | Check to send a confirmation email to users when they submit the form. *If form is public, use template question to capture public user emails |
Include Submission Details in Admin Email | Check to include the form details in the email |
Include Submission Details in User Email | Check to include the form details in the email notifications that go out to users. |
Submission Details Format | Set the format for the submission details if Carbon Copy of Form, which sends an exact Lined with All Questions, which sends a copy Lined with only Answered Questions, which |
User/Admin HTML Email | Sets the HTML for the user and/or admin email notifications. *This option does not appear until the form is |
User/Admin Email Subject | Sets the subject for the user and/or admin email notifications |
User Text Only Email | Sets the plain text version of the user notification email. |
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Before you can add questions to the form, you must add at least one section to the form. Do so by
clicking on the "Edit Sections" link at the top of the layout editor.
This will list all existing sections (none for new forms) and allow you to add others.
Click on the "Add New Section" link to add a new section, give it a name, and configure its
properties.
Section Settings
After you have added a section, you can configure its options
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Option | Description |
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Section Name | The name of the section This is required, it creates a styled header for the section *If you do not want a header bar, you can use the space bar to create a nameless section |
Width | Sets the width of the section |
Cell Padding | Sets the cell padding for cells inside of the section table. |
Cell spacing | Sets the cell spacing for cells inside the section table |
Question Cell Align | Sets the alignment attribute for the cell that contains the question text |
Answer Cell Align | Sets the alignment attribute for the cell that contains the answer field |
Question Cell Width | Sets the default width of the question cell. can be overridden in the question settings. |
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Questions are not created on a per-form basis. Rather, you create questions globally and use
them on any form you create for the site.
Because of this behavior, adding/editing questions requires special care/attention to avoid
changing questions on all forms or removing data.
Clicking on the "Edit Questions" link on the main FormBase page will bring you to the questions
page. Here you can search through, edit, or add questions.
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Adding Questions
If the question you need to add does not exist or you need to create a new question for some other
reason, click on the "add New Question" link.
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To edit questions, click on the pencil icon next to any of the questions. This will open up the dialog
with the question settings.
Any of the question settings can be changed, including the question type. However, changing the
question type will delete all existing answers for a question - from any form.
Make sure that all of the data pertaining to the question is backed up in all forms that use the
question before changing the question type.
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To make browsing and sorting easier, questions can be assigned to categories by using the
Category field in the question.
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Once you have added one or more sections to the layout, click on the "Return to Questions" link to
return to the interface for adding questions to the form.
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Form layouts rely on tables, so you will be adding rows and columns to the form and then assigning
questions to each cell.
Start by clicking on the "Add Row" button to add a row. This creates a single cell.
To add a question to the cell, select a question from the "Select a Question to Assign" dropdown and click on the "Assign to Row x, Column X" link in the cell you wish to assign the question to.
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When you click on the "Select a Question to Assign" dropdown without selecting a
category, you will see a list of all of the available questions for the club. Questions are
sorted by the date added, so if you added new questions, they will be at the bottom. If you assigned your questions to categories, you can use the "Question Category"
dropdown to select a category and filter the "Select a Question to Assign" dropdown.
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At the bottom of the question selection is the option to add a Mini-HTML Section. This is not a question, but a placeholder for arbitrary HTML. You can insert any content that you wish in here.
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