Form Design Guide

Form Design Guide

Overview

The nFORM system supports the ability to design custom forms for submission by the regulated community. These forms are highly configurable and the system provides much flexibility for form designers. 

Effectively representing an agency’s forms electronically will often result in a much different presentation than on paper. There are many different approaches and techniques for implementing form elements in nFORM. Designing these forms can sometimes be an artistic expression, requiring implementation, trial, feedback and refinement based on real-world use.

This document covers the primary standard form design activities, including the Form Creation Process and Refining a Form Design.

As with any system, the more flexible the capabilities of a system, the more sophisticated the system will be to support the dynamic nature of the system. Windsor established this document with the standard form design process and features in mind. The more advanced features are described in the Advanced Form Design Guide document.

 


Form Creation Process

Forms are established in a dynamic manner providing each agency with the flexibility to customize form for their specific needs. This section describes, in detail, the four key steps used to create a new form. These steps include:

  1. Create and Configure the Form Attributes

  2. Design the Form Content

  3. Define the Default Form Submission Workflow

  4. Test and Publish the Form

This section of the document will describe the process following these steps.

Step 1: Create and Configure the Form Attributes

The initial step in creating a form involves crafting a new draft and defining its core attributes. During this phase, a new form is integrated into the nFORM system, complete with essential properties like its name, description, instructions, and responsible organization. At this stage, users can choose to duplicate the form, creating a copy based on the selected template. Adjacent to this option is the export function, enabling form designers to efficiently export the form for future use, including all its inherent properties.

Add a New Draft Form to nFORM

This step will create a new nFORM form, in a draft state.

  • Select Forms link from the top menu.

  • Select the Add Form link in the top right hand of the Forms page.

  • A new form with the status of “Draft” will be created.

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Assign Form to an Organization

This step will assign the parent organization which determines under what organization the form will be listed and enables public users to easily find the forms they need to submit. The setting also determines which internal users have access to maintain the form and process form submissions. Typically, the agency/program that owns the processing of the form is the Responsible Organization. 
Note: This setting can be updated later from the Forms Designer Form tab.

Use the following step to assign the parent organization to the form:

  • Select the organization that is responsible for and is associated to the form.
      

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Configure the Form Attributes

This step will allow the user to configure the form details and high-level attributes for the new draft form. 

The form designer consists of three main steps; 1) Form Details, 2) Sections and Controls and 3) Processing Steps and Actions. Online applications will require that all three steps be completed. Offline forms will only require Step 1 – Form Details be completed. This section describes what is considered Step 1 of the form design process. This step includes the configuration of all high-level form attributes, or Form Details.  

There are many configuration attributes available for use for a form. The Form Details page is separated into a number of tabs. Each tab is organized by similar data points and has information that will need to be filled out before a form can be published and made publicly available. Information that is required for a form to be published will be marked with a red asterisk.

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Many useful settings for form setup are listed below.

  • Overview – For configuring the form information that is shared across all versions of the form.

    • Responsible Organization (described above)

    • Tag – uniquely identifies the form. Form tags must be unique across the entire application.  Used to map any exporting/importing or use of data back to the original form.  Important when an external system or database needs to access submission data outside of the nFORM system (i.e. for data integration).   See the TAGging Fundamentals topic in the Integration Guide for additional details on tagging.

    • Identifying Keywords - for the Finder search capability.  List of words that users can enter in the Finder that would result in this form being included among the matching results.  Matching on identifying keywords is in addition to matching on the form name, form reference number, and form short description, all of which are already automatically searched when using the Finder.  

    • Form for Internal Use Only - Identifies if the form will be available for selecting and viewing by the public. If this attribute is checked, the public will not have the ability to find this form.

    • Form revision notes can be added to a form via the Form Revision Notes section in the form design overview tab. Revision notes are helpful when form designers want to communicate the changes that they have made on specific versions. 

To add a note simply click on the add note… button. This will give you a prompt to enter the pertinent data. Once a revision note has been created you can edit or delete your own note. The revision notes automatically indicate what version they were added to in the list of revision notes.

  • Details – For configuring the main form information.

  • Statuses

    • Published: Current version of the form is available to be submitted and is not editable.

    • Draft: Current working version of the form is not yet available to be submitted.  The most recent published version (if one was available) will continue to be available to be submitted.  New forms are initially set to Draft.  

    • Inactive: Inactive version of the form, is not editable and is no longer available to be used for new submissions. Used for reference only.  Forms with this status can later be updated.

    • Change Status Buttons

      • Publish: Publishes the current version of the form for use by users of the system. Note: Only Draft versions of the form can be published.

      • Deactivate: Deactivates a version of the form. Note: Only Draft or Published versions of a form can be inactivated.

      • Draft: Establishes an editable, draft version of the form that can be used to adjust the configuration of a form. Note: Only Published or Inactive version of a form can be made to draft and only one version of a form can be a draft.

      • Tip: When an existing, published form needs to be edited, you will need to press the Draft button to create a new draft version of the form which can support modifications to that form. If there is already a draft version of the form, that version must be used, or it can be inactivated and then a new draft can be established based on the current master published version. There may only be one draft version of a form at a time.

    • Delete Form- Simply click the trash bin icon in the status section. You can delete your form if there are no open submissions. If there are you will be prompted to delete those first before being able to delete the form. 

    • Form Information:

      • Form Name – Public name/title of the form that is displayed throughout the system.

      • Reference Number – A reference number used to identify the form. This is often used to reference an old paper form number.

      • Short Description - Text displayed to support the user in understanding the purpose of the form and its intended audience.  Helpful to the public user when deciding if this form is applicable for the user’s situation.  

    • Alternative Identifier – Activate Display of Alternative Submission Identifier – If checked, an Alternate Identifier will be enabled allowing the form designer to collect data from the submitter, which will then be displayed on the Processing Dashboard, and submission headers as a way to associate a meaningful name that the application can remember and search on. See Alternative Identifier section of the Advanced Form Design Guide for details on this feature.

    • General Instructions – Text displayed on the form’s home page intended to provide initial instruction for using and completing the form.

    • Form Type Selection: 

      • Default Form Type Value on Form – The default form type (e.g. New, Renewal, Modification, etc.) for this form type.  When the submitter/user submits a form, the first step is referred to as the “Processing Info” step and the user is prompted to select the reason for submission. This setting determines the default reason for this form type. Note: “Off” can be used when this attribute is not used.

      • Lock Form Type Field on Form – Selecting “Yes” for this attribute will lock the Reason field value based on the configured default value, forcing this value to be consistent for the form.

    • Copy as New – Enable Copy as New – If checked, specifies that the submitter will have the ability to copy existing submissions for this form, as a new submission, from the Submission View page.

    • Confidential Attachments – Label for Confidential Attachment Justification Field (if enabled): The label that will be displayed above the confidential attachment justification field to inform the user to provide a reason if they wish to keep an attachment confidential. Note: this will only be utilized if the submitter identifies an attachment to be confidential.

    • Reminders and Deadlines – Reminders and deadlines allow agency staff to assign target benchmarks for processing submissions as well as to support configurable notifications. Once configured, these benchmarks can be utilized in custom reports, as desired.

      • Reset Steps on Revision: If checked, the timelines and benchmarks for processing the submission will be reset following a revision of a submission.

      • Reminders: Specifies when notifications will be sent and establishes benchmarks for completion of the form.

        • Send NN days prior to target date: Specifies the number of days prior to a given process steps target date that "Near Target Date" notifications should be distributed. These Notifications are configured in the Trigger Action field (i.e., Action: "Near Target Date") of the Workflow Notifications area of the Form designer. Note: notifications will only be sent to the users who are configured to receive such alerts on the processing step notifications area. See Processing Step Notifications below for further details.

        • Complete form within NN days of submission: Species the number of calendar days the agency is targeting to have completed the form (e.g., assigned a finalizing status such Issued or Denied status).

        • Complete form within NN days of being deemed complete: Specifies the number of calendar days, after a submission is deemed complete (i.e., assigned the "Deemed Complete" status), that the agency has targeted to have completed the form (e.g., assigned a finalizing status such Issued or Denied status). Note: this benchmark is only relevant if the "Deemed Complete" Submission Status is enabled.

    • Date Tracking (read-only) – View recent activity on the form: Last Updated, Published By, and Inactivated By.  

  • Use – For configuring the manner in which the form will be utilized.

    • Promote Form Version for Submissions on Publish? – If checked, indicates that published updates to a form, should be automatically applied to any previously started draft submissions of the form, when the submitter reopens the submission. If this configuration is enabled, when a user opens their submission, they will be notified that the draft submission will be promoted to the latest form definition in order to continue with the submittal process. Please note that in order to take advantage of this feature, this setting will need to be turned on prior to a submission being started. Essentially, activating this feature enables the "tracking" of any form design changes.

    • Online Submission Available? – If checked, indicates that the form can be completed using the online submission.

    • Allow Contact Re-Use? – If checked, indicates that submitters will have the ability to re-use entered contact information within a form submission.

    • Offline Form Available? – The Offline Form Available? checkbox specifies whether the user can download an electronic copy of the submission and submit this form outside of the system. These can be utilized for forms that are not suitable for online submission or as an offline alternative. If this value is selected, additional fields will be available, and Allow to Print Blank Form? feature will not be available:

      • To view the existing form, click here: If an electronic version of the form was previously uploaded, this document can be viewed and downloaded by clicking on this link.

      • To upload a new form, please click here: This link allows the user to select and upload an electronic version of the form. Files will be virus scanned on upload.

    • Allow to Print Blank Form?: If checked, users will have the ability to print a blank version of the form for reference purposes. If checked, Offline Form Available? feature will not be available.
      Note: this value will only be available if configured to be enabled in the system.

  • Pre-Fill – For configuring the data importing processes, if and when utilized. See the Data Integration section of the Integration Guide for details on this feature.

  • Certification – For configuring what will be presented to the user during the certification and signature process.

    • Create Copy of Record: If checked, a Copy of Record (PDF archive) will be created for each submission. This option is mandatory when signatures are required.

    • Enable Review Step: If checked, the form will include a Review step on the form, which displays a summary of all entered information. Submitters will be required to view it before submitting. This option is mandatory when signatures are required.

    • Signature(s) Required: Requires one or more signatures at submission time. 

      • Digital (in-app) Signature: If checked, users can certify their submission directly in the application, with a digital signature, as the final step of submission. Users who wish to sign must obtain electronic-signatory permissions by registering with the agency. 

        • Digital Signature Options: 

          • Enable Signing Invitations: Allows the submitter to invite other individuals to sign the submission, in addition to (or instead of) themselves. 

          • Enable Multiple Signatures: Allows the submitter to invite multiple individuals to sign the submission.

          • Role-Based Signing: The submitter will request specific title-holders to sign the submission (e.g., Engineer, Supervising Officer, Owner, Operator, etc.).

          • Enable Role-Based Signing: 

            • Signing Roles: Specific signing roles (e.g., Engineer, Supervising Officer, Owner, Operator, etc.) can be requested and configured here. For each signing role, the user can provide the following: 

              • Role Name: A name for the signing role (e.g., Engineer, Supervising Officer, Owner, Operator, etc.). This role will be presented to the external users.

              • Certifying Statement: The certification text will be presented when prompting the user for the signature for this role. This text can describe what the user is certifying and agreements the submitter are making by signing the form. Each role can have a unique certification statement.

              • Help Text: Any supporting text that should be presented with the signing role to give users further direction as to the role being requested for signing (e.g., "At least one owner must sign this form.").

        • Certification Statement: The certification text will be presented when prompting the user for certification or signature. This text can describe what the user is certifying and agreements the submitter are making when certifying/signing the form. Note: this configuration field will be presented with individual roles if Enable Role-Based Signing is checked.

      • Hard-Copy Signature: If checked, users can certify their submission by printing a signature form, which they (and any other signers) will sign, and mail to the agency. If this option is selected, the form designer will need to select the default template or can upload a custom hard-copy signature form using the "Use Custom Template" option in the Hard Copy Signature Form area.

    • Access: Allow only users who meet the following criteria to submit this form: Note: these options are only available is Signature(s) Required is disabled. 

      • Unrestricted (user registration not required): If this option is selected, anyone can submit the form.

      • Registered Users: If this option is selected, any person that has self-registered an account can submit the form.

      • Verified Registered Users (including Electronic Signature users): If this option is selected, any person that has self-registered an account, who's user information has been verified to be correct by the agency (i.e., user is assigned the Verified User or Electronic Signature role for the parent organization) can submit the form. 

      • Require Explicit Permission to Submit Form: If this option is selected, individuals must receive explicit authorization to submit the form based on the assignment of the Authorized Submitter role for the parent organization for the form.

  • Fees – For configuring any fees that are associated with submitting this form online.  

    • Fee Options 

      • Account Number – The primary account number for where the processing fee will be distributed within the agency's accounts. This is for reference and reporting purposes only.

      • Payment Processing – There are multiple options for allowable payment methods for a form. These options include:

        • No Fee: If selected the form will have no fees associated and the tab will then be limited with configuration options.

        • Online Only: If this option is selected, online payments will be enabled for this form. Online payments allow the submitter to pay any fees via a 3rd party payment processor, if feature is enabled and configured.

        • Offline Only: If this option is selected, offline payments will be enabled for this form. Offline payments allow the submitter to print a remittance slip, write a check and send a payment to the agency, for any fees due.

        • Online or Offline: If this option is selected, both online or offline payment methods are supported. The user can decide which method best suits their needs.

      • Require Payment Prior to Submission? If checked, the system will require full payment prior to considering the form as submitted. The submission will be assigned to a "Payment Due" submission status after certification/signing until full payment is received. Once paid, the submission will be assigned a submission status of "Submitted". If unchecked, payment will occur following submission.

      • Payment Remittance Address – The address where form fee payments should be remitted.

      • Use Default Payment Voucher? – If checked, the system default payment voucher will be presented to the submitter. If unchecked, a customized payment voucher template can be uploaded (on the setting following this option) and utilized for submissions of this form and additional fields will be available under the Payment Voucher Template heading. See Payment Voucher Design Guide for details on this feature.

    • Fee Schedule

      • Fee Type – There are multiple options for allowable fee types for a form. These options include:

        • Flat Fee: The initial fee assessed for the submission will be a standard amount.
          Tip  If your form does not require a fee, edit the Default Fee Description to change the Fee Description to “No Fee Required” and verify that the Fee Amount is set to $0.

        • Calculated: The fee will be calculated based on the properties of the submission.

      • Flat Fees – Any flat fee(s) specific to the form can be configured here. For each flat fee, the user must provide the following:

        • Fee Description: Describes the fee. This value will be presented to the submitter

        • Fee Amount: Specifies the amount of the flat fee.

        • Display After/Order: Specifies a custom sort order for the list of values.

Note: If "Flat Fee" is selected as the Fee Type, at least one fee must be provided.

Note: One or more flat fees can be established, allowing the user to select the appropriate flat fee (e.g., Small Quantity Generator or Large Quantity Generator), when appropriate.

  • Calculation Based Fees – The details of the calculated fee that will be charged to process the form. See the Calculated Fee section of the Advanced Form Design Guide for details on this feature.

  • Contacts – For configuring contact information for the form. This contact information will display to the submitter on the Form View page as well as the Submission View page.

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    • Contact Address – The contact address associated to the form. 

    • Other Contact Methods – Other contact methods for the form (e.g., phone, mobile, email, etc.). When adding/editing an Other Contact Method, the following attributes are available:

  • Type can be selected to identify the type of contact method being described.

    • Form Label can be provided to provide a custom name for the Other Contact Method.

    • The Display After value is used to specify a custom sort order for the list of values.

    • To support regional offices and grouping of other contact methods, space can be added between other contact methods checking the Add space below this element.

  • Links – For configuring links related to a form (e.g., statutes, regulations, user guides, organization websites, etc.). These links will display to the submitter on the Form View page.

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    • Add/Edit Link – When adding/editing an additional link, the following attributes are available:

      • Form Label can be provided to control the way the link will be presented to the user. This label will function as the hyperlink on the organization.

      • The Link field will specific the web address of the web resource (e.g., document or web site).

      • The Display After value is used to specify a custom sort order for the list of values.

Note: The Link value must be a fully qualified web address (e.g., http://... for a website).

  • FAQs – Frequently asked questions for the form can be configured here. These Frequently asked questions will be presented to the public on the Form View page.

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    • Add/Edit FAQ – When adding/editing an additional FAQ, the following attributes are available:

      • Question is the FAQ question that will be presented.

      • The Answer is the answer to the question that will be presented to the user for the question is selected.

      • Display After value is used to specify a custom sort order for the list of values.

  • Integrations - Custom data integrations can be configured from this area. In particular, this area allows a user to customize where on the file system a copy of the submission package will be archived.

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    • Check theExport submission data to the file system” checkbox to enable this option.

      • TheSubmission data will be exported to the following file system location” represents the base file location where submissions will be exported. This setting is configured at the system level in the configuration settings.

      • Custom File Location:

        • Select the “Use the default file export path configured for your nFORM installation” to allow submissions to copied to the location specified in the “Submission data will be exported to the following file system location” attribute.

        • Select the “Customize the path based on the contents of the submission” option to allow submissions to be copied to sub-folders within the “Submission data will be exported to the following file system location” file path. This setting allows users to group like submissions (e.g., by program area, division, permit type, etc.), when appropriate. 

          • Sub-Folder Location Formula: The formula used to determine the sub-folder where the submission package will be stored. See Formula Builder topic for additional details on use of this field.

  • Text Templates – Text templates can be established for a form to enable an organization to provide consistent communication with the submitter. These text templates will be available for selection by the processing staff when processing a submission (e.g., Correction Requests, Informational Messages, etc.).  

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    • Add/Edit Standard Text Template – When adding/editing a Standard Text Template, the following attributes are available:

      • Standard Text Template Title will describe the standard text template in simple terms. This will be the value that is presented to a user when selecting the standard text template.

      • The Standard Text Template Definition is the standardized text that will be imported in to the note when selected.

      • The Display After value is used to specify a custom sort order for the list of values.

  • Document Templates – Templates that can be utilized within the form (e.g., Step Actions) to generate documents to support the submission process. See Document Generation Design Guide for details on this feature.

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  • Internal Data - Internal data controls/fields are available to allow additional internal only data points to be added to a form to support the submission process. This area is for the setup of these internal data controls (for collecting additional information, by internal staff). See the Internal Data Controls section of the Advanced Design Guide for additional details on this feature.

Continue to Step 2

When satisfied with the initial property settings and details for the form, click Next in the lower right hand of the Form Designer to proceed to Step 2, the Form Sections and Controls designer in the Form Designer, where the form content can be configured. 

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Navigation Tip: Clicking the tabs on Step 1 of the Form Designer allows you to navigate to the different form attribute tabs. Clicking the Next button advances the Form Designer to Step 2 where Form Sections and Controls will be managed.

Step 2: Design the Form Content

The second step to form creation is to design the sections and controls that will be presented to the submitter on the form. This step is used to view and manage the logical sections of a form as well as the controls included in each section and includes the configuration to define logical sections of an on-line form as well as instructions and input controls to each section. Forms can include multiple sections to allow the information on a form to be distributed in logical and consumable groupings of questions and answers. 

Plan Your Form Layout

Consider the design of your online form and how form fields should be grouped in to sections and the order in which these sections should be displayed. The organization of an online form should enable users to easily understand and quickly fill out the form.  

Many online forms are initially based off existing paper-based forms. While some sections from the paper-based forms may be appropriate to model in your online form, others may no longer be necessary or helpful. Keep in mind that online controls have the additional capabilities to display helpful text to the end user and validate what the user types and selects.  

See Appendix A: Controls for additional details on available controls types and configuration options.

Once a determination has been made as to how the form will be organized, sections and controls can be added to the form. This is done in Step 2 of the Form Designer.

Note: If you had previously exited out of nFORM, you will need to return to the Form Designer: Click Forms in the top menu bar, locate your form in the list, and click the Edit Action button to edit the form. Click Next in the lower right hand of the Form Designer to proceed to Step 2.  The form must be in Draft mode in order to update the form.

Add Sections

This portion of the document describes how logical sections are viewed and managed on a form. These sections provide a means to break a form into smaller, more consumable components. This is the second of a three-step process to design a form. The Sections allow the user to identify the name of each Section as well as an introduction for the Section.

To add a section to a form:

  • Continue from Step 1: Create and Configure Form Attributes step described above.

  • From Step 2 of the Form Designer, click Add section +

    Note: To edit an existing Section, click on the Edit icon to the right of the Section in question.

  • The Section dialog box will be displayed.

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  • Provide the properties of the section:

    • In the Section Name field, type a name that will help the users understand the purpose/organization of the section.  The name will appear as a header at the top of the section on the form.  For example, “Applicant Information” or “Owner Identification”.

Other optional settings include:

  • Instructions - type instructions or information that will be helpful to users filling out the form section.  The Instructions text will appear immediately below the Section Name and above any controls within the section.

  • Conditionally Display Section – If the section will be allowed to display conditionally, during submission process, check the Section is conditionally displayed checkbox.  When checked, the Display Formula text field will be enabled for configuration. See Conditional Display section of the Advanced Form Design Guide for details on this feature.

  • Show Section Auto-Fill Control – if the section will support automatically populating data fields, during submission process, check the Show Section Auto-Fill Control checkbox. See the Data Integration of the Integration Guide for details on this feature.
    Note: The Auto-Fill option on the Contract Control works independently of this setting.

  • Enable Form Pre-Fill (via Context ID) – if section data will be prefill upon creation of the submission, this Enable Form Pre-Fill (via Context ID) will need to be checked. In addition, the pre-fill data will need to be configured appropriately. See the nFORM Data Integration Guide for details.

  • Disable ‘Clear Section’ Button: When selected the clear section button does not appear on the form for the applicant to clear that section.

  • Enable Repeater for this Section – check if the section requires the submitter to have the ability to repeat the questions in this section for multiple items.  For example, the same information asked in this section needs to be supplied for each tank onsite, or for each panel installed.

    • Disable Repeater-Item Add/Duplicate – If the Repeater should not allow the ability to add/duplicate the section, check the Disable Repeater-Item Add/Duplicate checkbox. This feature is helpful when a Repeater is automatically prepopulated with data.

    • Disable Repeater-Item Delete – If the Repeater should not allow the ability to delete sections, check the Disable Repeater-Item Delete checkbox. This feature is helpful when a Repeater is automatically prepopulated with data.

    • Dynamically Name Repeater Items – If the Repeater should be dynamically assigned a name based on a value on form, check the Dynamically Name Repeater Items checkbox. The Repeater-Item Name Formula field will be enabled. See the Display a Dynamically Assigned Name to a Section Repeater in the Advanced Form Design Guide for additional details on this feature.

    • Repeater-Item Name Formula – Enter the formula for deriving the repeating section name in the Repeater-Item Name Formula field. This formula field allows for specifying the text to display for each item in the list. A great deal of flexibility has been provided with this formula which supports very simple and very complex derivations. See the Fee Calculation section of the Advanced Form Design Guide for details on format of formulas used in this area.

    • Sort - The system supports the ability to dynamically sort Repeaters based on various properties in the Repeater. You can sort Repeaters based on one or more attributes (e.g., Repeater Title, Field 1, Field 2, etc.) within the Repeater and to define the direction (Ascending/Descending) of each sort attributes. New attributes can be added by clicking the ‘Add sort criteria…’ button.

  • This Section is Optional – check if the section will be considered optional (e.g., validation only applied if values are entered on the section).

  • Tag - uniquely identifies the section within the form.  Used to map any exporting/importing or use of data back to the original form field.  Important when an external system or database needs to access submission data outside of the nFORM system i.e. for data integration.  See the TAGging Fundamentals topic in the Integration Guide for additional details on tagging.

  • Click the OK button to continue. If an error is presented, resolve the issue presented and click the OK button to continue. Repeat step as necessary.

  • Continue to add sections as needed by repeating these steps.

  • Drag the section boxes up or down to adjust the order in which the sections will be displayed on the form.

To save time, use Add existing section + link to copy an entire section and its controls from an existing form. The existing section must be in “Published” form in order for it to appear in the list of available forms for copying. The existing section (the original form section from which the copy was created) will not be affected by any changes made to the section in the new form.

Add Controls

Once the form has at least one section, individual controls can be placed on the form to capture the user’s input.  Controls allow form designers to configure the questions and information that will be presented and captured within each section.

To enter the Controls component where you will add and view controls, 

  • Click the Controls button in the Section where you wish to add controls.

To add a control to the form:

  • In the Available Controls area, click the tab names to navigate between the different Control Types: Simple, Formatted and Advanced. 

  • Locate the appropriate control type for the user input/question on your form.  

  • Click on the control type to add it to the section container.  The control will automatically be added to the bottom of the current section.

 

Note: To edit an existing Control, click on the Edit icon to the right of the Control in question.

  • In the Control dialog displayed, fill in the information for the particular control type, as appropriate.  Fields with a red asterisk are required.

  • Some of the fields that are common across control types include :

    • Label: Field name/question that will be presented to the submitter.

    • Error/Help Tip: Text that is displayed when a user hovers the mouse over the user input field. Also used to provide additional information in the case of an incompliant value being entered for a field e.g. a character is entered in a number-only field.

    • Read-Only?: If the control will be considered read-only, this attribute will be set to “Yes”. If the control will be considered read-only, only if prepopulated, this attribute will be set to “If prepopulated”.  If the control will not be considered read-only, this attribute will be set to “No”.

    • Conditionally Display Control?: If the control will be allowed to display conditionally, during submission process, check the Conditionally Display Control checkbox.  When checked, the Display Formula field will be enabled for configuration. See the Conditional Display section of the Advanced Form Design Guide for details on this feature.