Forms & Reporting

The Forms & Reporting module allows app users to to complete and send forms to their app administrator. Administrators can create and preview as many forms as required within the portal.

Form Ideas:

• Incident report
• Subscription form
• Contact request
• Feedback

Creating a Form

1. Select FORMS & REPORTING from the menu on the left.
   
2. Click on the CREATE button on the top right of the column to create a new category.
   
3. In the NEW CATEGORY window, complete the information in the NAME and DESCRIPTION boxes, then press CREATE.
   
4. Double-click the new category in the Forms & Reporting menu.
   
5. In the new window, select CREATE in the top-right corner to start creating the form’s contents.
   
6. Insert the new form’s title and description in the appropriate boxes.
   
7. To add different elements to your form, click the PLUS (+) sign at the bottom right of the window.
   

8. Choose from the list of elements in the popup window, and drag and drop the elements you need within the DRAG AN ELEMENT HERE section.

Note: Refer to the Form Elements Breakdown section for an explanation of each form element.

9. Use the panel in the third column to modify each selected element.

10. Click the red X to collapse the elements window.

11. Click PUBLISH in the top-right corner of the page to make the form live within the app. Note: Click SAVE AS DRAFT to save your changes and work on your form another time.

 

12. Click PUBLISH in the popup window to confirm your selection.

And you’re done!
Your new form has been published and is accessible by app users. It will instantly appear in the FORMS & REPORTING module of your app like so:

Editing and Deleting Categories

In the main Forms & Reporting menu, select the form category you want to edit/delete and click the THREE DOTS on the far right of that row.

Tip: Use the SEARCH box at the top of page to look for specific form categories by name.

To EDIT a category:

1. Select EDIT from the drop-down list on the right of the category’s name.
   
2. Edit the category information in the popup window, and press UPDATE.
   

To DELETE a category:

1. Select DELETE from the drop-down list on the right of the category’s name.
   
2. Click DELETE in the popup window.
   

Copying, Moving or Deleting Forms

1. Double-click the category of the form you want to copy, move or delete.

2. Check the box next to the form and select the THREE DOTS on the far right of the row.

3. Select the action you want to perform from the drop-down list: COPY TO, MOVE TO or DELETE.

 To COPY or MOVE a form:

Select the preexisting category into which you want the form to be copied or moved from the drop-down list. Then, press COPY (or MOVE TO) to confirm your selection.

Note: If you COPY a form, a second version of the form will be added to a different category. The form will not be deleted from the original category. If you MOVE a form, it will be relocated from the original category into the new one.

To DELETE a form:

Save your choice by selecting in the popup window.

Editing Form Content

1. Select the form you want to edit and click on the THREE DOTS on the right.
   
2. Select EDIT from the drop-down list and follow STEPS 5-8 under Creating a Form.
   

Viewing Form Layout and Responses

1. Double-click the form in the main menu.
   
2. You will be directed to the following window, where you can read/print responses, preview the form with all the added elements, and also edit or delete it by clicking the appropriate buttons in the top-right corner.
   
3. To exit this window, select the THREE DOTS in the top-right corner and click EXIT from the drop-down list.
   

To PRINT user feedback:

1. Select the VIEW RESPONSES button.
   
2. Select the response from the list, click the THREE DOTS on the far right of the row and choose PRINT from the drop-down list.