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Creating a Form

The Forms tool is one of the most robust tools in the OrgSync platform and can be used for a variety of purposes. The simple design makes it easy to create any type of form, providing you the functionality to review all submissions and generate meaningful reports. To access the Forms tool, choose this option along your portal's toolbar. Check out the video below for more information.

Basic Navigation

The first thing you see in the Forms tool is your existing list of forms. This includes forms created in your portal and those shared down by the umbrella (denoted with a black umbrella icon on the left side of the list). By default, forms are sorted by activity. Anytime a form receives a submissions or edits are made, it gets bumped to the top of the list. If you prefer to view an alphabetical list, this sort option will appear in the top right of the list. 

You can affect the order of forms by clicking the pin icon on the left side of the list. This will "pin" the form to the top of the list. Additionally, you can view a specific category of form if you select the Categories drop down then choose a category.

As a basic user without admin access, if you click on a form you are brought to the form "show" page, which includes the title, description, and a big, green Begin Form button. Filling out a form is an intuitive process and you will be asked to confirm your submission before you’re done.  You can always check the status of your submission under your personal requests page.

As a form admin, if you click on a form it will take you to the Form Dashboard. You can also click on the number of pending submissions to quickly view only the pending submissions on the form. This interface displays your submission list with the most recent submissions at the top. You can search this list by name or filter by status (pending, decided, etc.). 

You can also choose to display user responses to a particular form question with the dropdown provided atop the submission list. In cases where the submitter's name is not the most relevant data for browsing submissions, this feature makes locating specific submissions an easier process. 

On the right side of the dashboard are several quick statistics about your form. This also includes the current status of the form, who originally created it, and who was the last to update it.

To view the content of a submission, click on a user's name. On the resulting page, you are provided the option to download, print, and decide the submission. Each submission can be approved, denied, deferred or re-opened (only if the user was logged in to their OrgSync account). Deferred simply removes the pending status and is most commonly used if you’re not ready to decide the submission. Re-opening sends the submission back to the user and allows them to make changes and re-submit. If the form utilizes reviewers, each reviewer and their status will appear under the Reviewers tab. 

Back on the dashboard, you are provided several additional administrative tools. On the right side of the page you are provided the ability to delete, duplicate, or edit the form. Near the top of the page you are provided two extra tabs that assist with assessment and communication. These are described in detail below.

  • Results: This page provides automatically generated graphs for each multiple choice question contained in your form. An added benefit is the Compare option, which allows you to cross-reference the responses of two questions.
  • Actions: This page allows you to perform actions based on the status of individual submissions. This includes messaging and the promotion of users.

Build a Form

To create a new form, locate this option in the top right of the Forms list. This will take you into the form builder. At the top of the page, you’ll be prompted to enter a name and description. Keep in mind, this is the only information a user will see before filling out the form.

Next, click the Create Page button. Enter a name for the page and determine if you'd like to add a question or text block. A question is an element that prompts the user to take action while a text block only provides instructions or content. Like the description of the form, text blocks utilize a text editor for customization. If you decide to add a question, you'll be provided a list of element-types to choose from.

For each element, you are provided additional settings.

Add Logic

After you’ve designed the first page of your form, add additional pages with the Create Page option. You’ll notice on every page after the first, there is a Logic option in the top right of the page’s header. Logic allows you to create custom paths for different participants by determining when particular pages show based on the answer to a previous question. This feature allows you to provide each participant with a customized question bank – they only see items relevant to them. Forms can now be as simple or complex as you need.

To begin adding logic, click the Logic button to initiate the logic builder popup. Next, choose the question where you want to apply logic. Based on the type of question you choose, a list of operators will appear. Choose the operator that best describes what you’re trying to accomplish. Depending on your choice, you may or may not be prompted to enter a third piece of information. This helps further specify the information you’re looking for. Here’s an example: show this page if the answer to “classification” (question) is “equal to” (operator) the answer choice “senior” (third step). Click Acceptto complete the piece of logic.

You can add additional logic statements with “AND” or “OR” statements. “AND” statements require that both stipulations be met for the page to show. “OR” statements require that one of the stipulations be met for the page to show. When you’re satisfied with the logic you’ve set up, click Done and the applied logic will appear in a blue box above its corresponding page.