Manage organization forms

Target audience:

Overview:

Forms

Organization managers can create forms to gather information from users, such as event registration details.

To create a form

Go to your organization page and select button found at the top-right corner of the page.
Select with your organization name, found at the top left corner of the page.
Select and then found at the top-right corner.
Enter the form name, status, start time, end time, and roster permissions.
A form will NOT appear visible to users unless BOTH of the following are true:
- The form is marked as active ( )
- It is currently between the start time and end time.
Select to continue building the form or to save the details.

To add, edit, or delete questions on a form

Select to view all saved forms.
Select the title of the form you want to build (or continue after ).
Build the form by adding new questions and elements.
Rearrange a question by selecting it and using the move icon ( ) or select the page/sequence from the drop-down menu.
Edit a question by selecting it and then selecting the edit icon ( ).
- Properties → Edit the question text and available options (options will vary by question type).
- Answers → Edit the answer(s) and available options (options will vary by question type).
  
  Some question types allow you to add Text Areas, Tooltips, and Additional Text to answers. These features can help you gain more relevant and exact responses.
Delete a question by selecting it, selecting the delete icon (), and then selecting

To add, edit, or delete pages on a form

Select to view previously-created forms.
Select the title of the form you want to build (or continue after ).
Select near the upper left corner to view and manage any pages in the form.
Select to create a new blank page and begin adding content.
Edit a page by selecting near the upper-right corner of the (open) page.
- Properties → Add/edit the page name and add/remove a back button (for pages 2+ only).
- Conditions → Add/edit conditions needed to reveal the page (for pages 2+ only).
  
  Form pages can include conditions that allow you to control whether the user will see that page based on their previous answers. This feature can be useful if certain pages of the form are only applicable to certain types of respondents. (Ex: Undergraduate students may be directed to different pages than graduate students.)
Rearrange pages by hovering over a page in and dragging the move icon ().

When rearranging pages, the page number will automatically change to match the new sequence.
Delete a page by hovering over a page, selecting the trash icon (), and selecting

To edit form properties

Select to view all saved forms.
Select the title of the form (or continue after ).
Select in the upper-right corner of the open form.
- Properties → Edit the form name, status, start time, end time, or roster permissions.
- Notification → Add () or remove () users who will receive submission notifications.
Select to continue building the form or to save the details.

To copy a form

Select to view all saved forms.
Select to create an inactive duplicate of the original form without any submissions.
Decide whether to replicate the notification list and then select
Edit the new form’s properties and/or notifications.
Select to continue building the form or to save the details

Copying a form can be useful if your organization uses the same form multiple times (e.g. registration forms for recurring events). Creating a copy will reset the submissions so you can collect new data each time.

To publish a form

Select to view all saved forms.
Select next to the form you want to make available.
Set the form status to
Copy the URL to share the form with users with the appropriate permissions.
Select to make the active form available for submissions.

To share a form

You MUST share the Sharing URL on the Publish page! Sharing any other URL (i.e. from your address bar) will create error messages.

Select to view all saved forms.
Select next to the form you want to make available.
Confirm that the form status is set to
Copy the URL to share the form with users with the appropriate permissions.

To remove a form (temporarily or long-term)

Select to view all saved forms.
Select next to the form you want to make unavailable.
Set the form status to
Select to make the inactive form unavailable for submissions.

To view form submissions

Select to view all saved forms.
Select next to the active or previously active form.
Use the filter to view submissions based on their status.
- Pending → The submission has been submitted by a user for approval.
- Approved → The submission has been approved (with or without comments).
- Denied → The submission has been denied (with or without comments).
  
  When you deny a submission, you may include comments as to what changes need to be made before the submission will be approved. A user may then edit their submission and re-submit it for approval. A re-submitted submission will change status from denied back to pending.
Select the view icon () to view a submission (and approve or deny it, if pending).
Select the print icon () or select while viewing the submission to print it.
Select while viewing the submission to approve the submission or check pending submissions and select to approve multiple submissions at once.
Select to create an Excel report (.csv) of all received submission data.