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V3 - Forms
Updated over a week ago

Index

  • Section: Main Menu > Forms

Forms

Section: Main Menu > Forms

Special buttons

  • New:

    • General tab:

      • Form Title

      • Email responses is the email to which the responses to the forms will arrive.

      • Description of the form in which you explain the reason for creating that form

      • Public You have the option to select whether you want the form to be public or not.

      • Closed. Activate/Deactivate this option

    • Advanced tab:

      • Message to confirm

      • Message when sending

    • Select Save

  • Actions:

    • Export

    • Export (all columns)

    • Matter

    • See the trash

    • Edit mode

    • Bulk editing

Selecting an ID

Section 1. Buttons and actions.

Edit: to enter form editing mode.

​New: to create a new form.

Actions: this button displays a menu with the following options:

- See form. Here it will take you to the new tab with the empty form.

- View history. To view the history of form creation and edits.

- Copy. To copy information from this form to a new form.

- Eliminate. To remove this teacher from the list.

Section 2.

General.

  • Title of the form.

  • Description of the form in which you explain the reason for creating that form.

  • Public You have the option to select whether you want the form to be public or not.

  • Evaluation only appears in the Teachers tool.

  • Email responses is the email to which the responses to the forms will arrive.

  • Closed.

Advanced.

  • Message to confirm.

  • Message upon sending.

Section 3. Questions.

New: to create a new question on the form.

Actions: this button displays a menu with the following options:

- Edit mode. When you click you have the option to edit the Type field, Required and the option to delete with the trash icon.

- Massive editing.

- List of questions. You have the list of the questions that appear in the form. Clicking on them opens the detail in which the name of the question appears, the priority, the indicative text (it appears on the form in the space where the answer is placed to guide the person who is filling out the form), the type and the option of whether you want it to be mandatory or not.

How to create a question in a form?

  • Click on Main Menu / Forms / Form of your choice / New (in questions).

  • Click New to create a new question on the form. A new tab will appear where you have to fill out the following fields.

    • Question name. This is the question that will appear on the form.

    • Priority. This will determine the order of the questions, the closer to 0 the higher up it appears.

    • Indicative text It is the text that will be seen in the response area, to guide the person who is filling out the form.

    • Type You have the option to choose what type of question you want. Below I explain each one.

      • Text: The response can occupy a maximum of one line.

      • Multiline text: The response can occupy multiple lines.

      • Yes / No: The answer is Yes / No.

      • Dropdown: You choose the answer in the dropdown with the different options proposed.

      • Options: The answer is one of the options they give you. Just one.

      • Multiple options: The answer may be several of the options they give you.

      • Email: When the response is your email.

      • Date: When the response is a date.

      • Date and time: When the response is a date and time.

      • Time: When the answer is an hour.

      • Rating: When the response is a rating.

    • Mandatory You have the option of making it mandatory to answer the question. In the case of clicking, the user must respond, if not clicking, the user can send the form without having answered the question.

  • Click save. The new form will be added to the formulator list.

Section 4. Responses.

List of answers. You have the list of answers. Clicking on them opens the detail containing the name of the client who responded to the form and the responses.

Examples of forms.

Field quality satisfaction.

Gardener's agenda

Brief student evaluation

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