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rootPageGuide Overview

Overview

The Form Builder is where users you will spend the majority of their your time when building a form. Here, users you will be able to add fields, set validations, set the form’s schedule, and define almost every aspect of the form’s functionality. ITAM has provided a Graphical User Interface (GUI) to assist in the creation and configuration of your forms.

This section of the Admin Guide will discuss the various options available when building out a form in ITAM. Specifically we will cover how to access the Form Builder and the layout of the tool. We will also examine the high level information about how to configure the form-wide options and how to add, manipulate and delete form fields. In subsequent pages we will go into further detail about how to configure the different types of form fields and the options available for each.

Accessing the Form Builder

The Form Builder is accessed in one of two ways. For new forms, users will use the Create New Form! button which is displayed on the main screen of the Form Manager. The Form Builder can also be accessed from an existing form by clicking the Edit Form icon on the form.

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Form Builder Layout

The Form Builder is graphically and functionally divided into two main columns. The left column is the workspace area and also serves as a preview of the form design. The right column serves as the form's toolbox interface from which users can add fields, change field properties, and change the properties of the form.

Note: While the preview section displays a general layout preview of the form, any associated theme is not displayed within the preview. Custom themes are only displayed when viewing the live form.

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Form

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Form Properties

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One of the first things an administrator you will want to do is add the Title, Description, and possibly edit some of the other properties of the form if they you haven’t been already done so. These are found on the Form Properties tab of the Toolbox.

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Refer to the following table for a summary of the properties available for a form.

Info

Options listed as Additional Options in the table below are only displayed after clicking the show more options link on the Form Properties tab.

Property Name

Property Description

Standard Options

Title

The title of the form. This will be displayed at the top of the form.

Description

The description of the form. This will be the first paragraph under the title at the top of the form.

Submission Confirmation

There are two options for this property:

  • Show Text: This message will be displayed after your users have successfully submitted an entry. Additionally, you can enter HTML codes, JavaScript codes, or Template Variables to enhance these messages displayed to respondents after they submit a form.

  • Redirect to Web Site: After your users have successfully submitted an entry, you can redirect them to another website/URL of your choice. You may also insert Template Variables into the URL to pass form data.

  • Redirect to Dashboard: After your users have successfully submitted an entry, you can redirect them to a dashboard.

Additional Options

Language

This option allows you

can

to choose the language being used to display your form messages.

Info

Keep in mind that the language function is only to display the preformatted text in the selected language. You must type in your optional text using the appropriate characters which are associated with your computer's local language settings.

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titleExpand to view Language Options

Arabic
Bulgarian
Chinese (Traditional)
Chinese (Simplified)
Danish
Dutch
English
Estonian
Finnish
French
German
Greek
Hungarian
Indonesia
Italian
Japanese
Norwegian
Polish
Portuguese
Romanian
Russian
Slovak
Spanish
Swedish

Label

Options

Alignment

This option allows you to set the field label placement. The available options currently are:

  • Top Aligned

  • Left Aligned

  • Right Aligned

Processing Options

This option allows you to set post-processing options which currently are:

  • Allow Clients to Save and Resume Later: Checking this will display an additional link at the bottom of your form which would allow your clients to save their progress and resume later. This option only available if your form has at least two pages (has one or more Page Break fields).

  • Show Review Page Before Submitting: If enabled, your clients will be prompted to a preview page that lets them double-check their entries before submitting the form.

Review Page Options

This option allows you to set a few form submission options to enhance the user experience.

Info

This option is only displayed if the Show Review Page Before Submitting option has been selected in the Processing Options

Currently, these options are:

  • Review Page Title: Enter the title to be displayed on the review page.

  • Review Page Description: Enter some brief description to be displayed on the review page.

  • Use Text Button: This is the default and recommended option. All buttons on the review page will use simple text.

  • Use Image Button: Select this option if you prefer to use your own submit/back image buttons. Make sure to enter the full URL address to your image.

  • Submit Button: The exact text to display on a Submit Button should be updated with this option. The default is Submit.

  • Back Button: The exact text to display on a Back Button should be updated with this option. The default is Previous.

Protection & Limit

This option allows you to set form protection, processing protections, and abuse limit options which currently are:

  • Turn On Password Protection: If enabled, all users accessing the public form will then be required to type in the password to access the form. Your form is password protected.

  • Turn On Spam Protection (CAPTCHA): If enabled, an image with random words will be generated and users will be required to enter the correct words to be able to submit their data. This is useful to prevent abuse from bots or automated programs usually written to generate spam. You can select the difficulty level of the spam protection which include:

    • reCAPTCHA: Display an image with distorted words. An audio option is also included. This is the most secure but also the hardest to read. Some people might find this annoying.

    • Simple Image: Display an image with clear and sharp words. Most people will find this easy to read.

    • Simple Text: Display text (not an image) that contains a simple question to solve.

  • Limit One Entry Per IP: Use this to prevent clients from filling out your form more than once. This is done by comparing a client's IP Address to the IP Address from previous submissions.

  • Limit Submission: The form will be turned off after reaching the number of entries defined here.

Form Availability

This option allows you to set availability options which currently are:

Enable Form Availability: If you would like to schedule your form to become active during a certain period of time only, enable this option. The optional parameters are:

  • Only Accept Submission From Date: This is the date and time you want to open availability to users of the form.

  • Until Date: This is the date and time you want to close availability to users of the form.

Template Options

This option allows you to set automated document creation and processing options which currently are:

  • Upload Templates: Use this upload function to attach template documents to your form for automated document creation. You will have the ability to attach as many documents as needed and manage them after your form is in production without deleting data. Managing template documents does not require re-saving a form.

  • Enable Template

Engine

  • Manager: If you want to enable this option, you must first upload your template documents.

Advanced Options

This option allows you to set form access restriction options which currently are:

  • Load Custom Javascript File: You can register a custom JavaScript file to run inline with the form. Your script will be loaded each time the form is being displayed.

  • Enable Auto-Mapping: If enabled, field entries will be overwritten in other forms where the entity and element machine code are the same.

  • Private Form: Select this option to prevent subscribers or User Portal from viewing and subscribing to administrative forms.

Primary Form

  • Sync On Entity

Owner: This option allows you to assign a specific form to a specific ITAM Administrator Entity responsible for the submitted information.Secondary Entity Owner: This option allows you to assign a specific form to be used by a single entity, multiple entities, or everyone. The default option does not permit access at all

  • : Set this entity to the entity you want to sync on when using auto mapping.

  • Entity Owners: Select the entities who should have access to the form. Data ownership resides with the primary entity.

    • Select All to make this form available to every user.

    • Select one entity or control-click several to provision access to only those designated entities.

Form Embed Options

This option allows you to control how a form is embedded in another page. The configuration options are:

  • User Type: Select Admin or Portal.

  • Code Type: Select iframe Code, Simple link, or Popup link.

Add a Field

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To add fields to a form, select the type of field to be added from the Add a Field tab on the right side of the Form Builder. If it is not visible you can click the Add Field button in the floating toolbar or click the Add a Field tab directly on the Toolbox.

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[Back To Top]
The fields on a form, once placed, can be rearranged as the builder of the form sees you see fit. To do so, click on the move icon in the top right of the field and hold the button down. Drag the field to the location you want it to be which will be highlighted in yellow. Once the area you want the field to be placed is highlighted in yellow, release the form to have it snap into its new location.

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For a description of each field element type, visit our Form Field Elements Page.

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On this page we have gone over the high-level actions which can be taken involving adding, manipulating and removing fields from a form and configuring and saving a form in general. In the next section we will cover the various available Form Fields discuss their purpose. Following that, we will dive deeper into the available Form Field Properties which can be configured on various field types.

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[Previous Topic → Form Integration] | [Next Topic → Form Fields]

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