Forms and Applications

This page shows all form defined for this site.

You can create a new type of form by clicking on the "Create new form" button.

Click on a row in the list and you'll get a list of submitted forms for this type. Click on a checkbox within the row and you'll update configuration information for this form.

Selecting "Archived" will archive (hide, but not delete) all forms of this type; selecting "Delete All" will permanently delete all forms of this type (with its definition.)

The bottom row of the table include detailed description of what each option means.

Recommendations for common form types

As a general rule, you should enable Anyone can fill-out w/URL. This adds buttons and links so users (and potentially non-users) can access the form. The only reason to not set this might be during form development, so you can test the form prior to making it generally available.

Usually, you'll not use Allow Attachments. It is possible to create fields on the form for specific submissions (i.e, resume, photo) which preferred over attachments. Use attachments if you need an unrestricted collection of files to be submitted with the form.

Request for access

Commonly, if you want a form accessible to non-users, perhaps as a general request for access, you'll set the options:

  • Allow Non-Users, because if they don't have access, you can't require them to login!
  • Anyone Can Fill-Out w/URL, in general, you'll always enable this for all forms.
  • Email ACK on Submit. Especially for forms filled out by non-users, and email acknowledgement re-assures them the information was submitted. You'll need to make sure the form includes an 'email' field

If you form includes fields for at least first-name, last-name, and email, you'll be able to Add User From Form will allows you to use information provided by the requestor to automatically populate the system.

Anonymous Feedback

If you want to allow anonymous feedback, set Anonymous Input. You can set Allow non-users if you want anyone fill out the form, or you can leave that unset -- if unset, only logged-in users will be able to fill out the form. Even logged-in, we don't record who filled out the form. With anonymous feedback, we never send an acknowledging email, so that field's setting is ignored.

Program Application

Usually, you'll want to restrict applications to existing users, so unset Allow Non-Users. Because a progarm application may include a set of attached files, you may want to set Allow Attachments. Because the applicants are logged in, it is not so important to set Email ACK on Submit -- they will be able to see their applications online.

Note that the URL provided for creating a new form can be sent in emails or posted elsewhere. When someone attempts to access the form, they will be prompted to login first.

See also:


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