Creating and editing forms with the Forms and Surveys App

Here you can find details on using the Forms and Surveys App.

1. On the list of forms, create a new form/survey by selecting + CREATE FORM/SURVEY.

   OR Edit an existing form/survey by selecting the relevant form title from the list displayed under Form/Survey Preview Title.

   A new form can be configured using the various form fields.

2. Provide a suitable Title for the new form and click Create Form/Survey.

   
   
   

3. Use the form fields displayed on the top in the subsequent screen to configure the overall form:

   
   
   

   Option	Description
   Configuration tab	Provide details here to set the overall configuration of the form.
   Fields tab	Provide the information items (fields) to be displayed on the form.
   Conditions tab	Add conditions, based on which the fields will be displayed on the form.
   Results tab	Displays the inputs provided by the user, after they complete and submit the form.

   • At any point in time, select Delete Form on the top right corner to remove this form from the app.
   • Select View Preview to have a glimpse of the configured form that will be displayed to the user.
4. On the Configuration tab:

   
   
   

   Option	Description
   Form/Survey Preview Description	Enter a brief description of this form
   Form/Survey Preview Image URL	Provide the URL for the image to be displayed in the external object (which represents the form) published in a place
   Publish Location	Specify the Place, where the configured form can be viewed In a Place: Place: Form/Survey will be published as an external object in a Jive place. User can only select a place he/she has access to Hidden: Form/Survey will not be published as an external object in a Jive place but can be accessed via direct link by Admins, Authors, and Co-Authors Specific People: Form/Survey will not be published as an external object in a Jive place but can be accessed via direct link by Participants (and Admins, Authors, and Co-Authors) Public: Form/Survey will not be published as an external object in a Jive place but can be accessed via direct link by any registered user

   • Enable/disable the following form elements as required:

   Option	Description
   Form Start/End date and time	The time period during which the form will be active/valid.
   Allow users to complete this Form multiple times	Allows the author to enable/disable multiple submissions of the Form/Survey. Default: Single submission
   Anonymous submission	If enabled, User details will not be sent when submitting the completed form
   Display Start/End Pages	If disabled, will not display the Welcome and Thank you pages in the form
   Save submission as Jive native content	If enabled: can save to a selected Place as Document / Blog Post / Question / Discussion a TEMPLATE tab also appears on top of the screen along with the other tabs to facilitate the same functionality
   Manage Co-authors	Select to add users (from a drop-down list), who can also author this form. In addition, the co-authors and their details will be listed below this field.

5. Click Save to save the configurations.
   OR Save And Publish: Saves the form and publishes in the selected place (usage if Publish Location: In a Place is selected).
6. On the Fields tab, click Select Field:

   
   
   

   Items under Select Field can be selected as appropriate to set up various input fields on the form.

   Table 1. Available Fields

   Textbox	Select to add text inputs fields.
   Radiobox	Select to allow user to pick an option from several options displayed via radio buttons. Use + Add Option to add as many options to be displayed on the form.
   Date	Select if the user is to input a date.
   Yes/No	Select if user is to input either Yes or No.
   Link	Select to accept a URL as input.
   Info Text	Select to allow user to provide free-flow text as input.
   E-Mail address	Select to capture an email address input type.
   Dropdown	Select to allow user to pick an option from several options displayed via a drop-down list. Use + Add Option to add as many drop-drop values to be displayed on the form.
   Textarea	Select to allow user to provide free-flow text within an area frame.
   Legal	Select to allow "I accept/ I don't accept" agreements.
   Rating	Select to facilitate the user to evaluate. Specify Number of Steps as the rating scale and also the Shape of the rating icon.
   Numbers	Input field which accepts numeric values only.
   Checkbox	Select to allow user to pick an option from several options displayed as check-boxes.

7. On the Fields tab, click Configure Start Page:

   
   
   

   Use the fields available here for displaying a Welcome note to introduce the form to the user. This will be displayed to the user before they can start providing inputs in the form.

8. On the Fields tab, click Configure End Page:

   
   
   

   Use the fields available here for displaying a closure note or a thank you message for providing the inputs on the form. This screen will be displayed to the user after successfully submitting the form/survey.

9. On the Conditions tab, specify conditions to help decide when a field is to be displayed or hidden on the form so as to seek user's inputs selectively.

   
   
   

   All fields can be used to build conditions, except Info Text and Checkbox.

   Any one of the following Condition parameters can be selected:

   • is equal to
   • is not equal to
   • contains
   • does not contain
   • ends with
   • does not end with
   • starts with
   • does not start with

   Only fields matching the condition will be displayed to the user.

10. Select + Add New Conditional Rule to add several rules.

    
    
    

11. For each condition, specify the condition that should match the value in the form field, based on which one or more form fields are to be displayed.

    
    
    

12. The Results tab displays the results of the data captured after the form has been submitted by the user. Selected or ALL Results can be exported as JSON or CSV formats. The number of items/page can be customized.

    
    
    

13. On the URL tab, on creating a form, the URL is automatically created. This link can be copied and used to access the configured form.