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SharpSchool User Manual

1. SharpScn elping schools succeed User Guide Chapter 15 Forms Engine SharpSchool User Manual Chapter 15 Forms Table of Contents inge a 16 6 n Le A on II A 3 Tamre badain Da Cos PO ai te n kit o en 4 1 About Form Templates ansiosas id tett a ak tk ik a mit iia did 4 2 About Form VV CANN darse a n kt a al ef ker ek kt aje m oi ka e al ae tes 4 KEYAT LOA alo AA io oo a e eo O ee te ee 4 te eel LWE FO TANN Bile i a oi io E n to ro o UU e ala a ok lakot on a ro a aaa aa 5 lit ONG AN W Lor FO MAN PAT ake iran ie tt foua dra a in ta ao deu koke a arr tt 6 Ti reas o A e E E 11 kk Confourne Form Template Input Held toi pt so ba pitie fa ia aa ii fk koi error ik iia 13 o o O 13 21 RO BONON ie je t tb a on Po a e oo E A 14 L DONE a FO kou dite ae ti in kt tat tab n it E 16 AV TOU AP oi tata 5 e E a a ian re at o A 17 5 Seleccion Pedi oa 19 6r Haden Fields aceites 20 De cto YO MAN TON NO 115 PM o E E on da ta ai d apt ki ee ata be ep boko kares 21 No tens clara rp tk ai ak pt l ap ek pe a kan a a an ae lic ok et a n pa po ae a epa we 22 vie E eno lo AAA E titak kid a kt e da be dak de eke kd ee akle 23 Ide A OUR YO GUN l AAA fade ese o ai de ni payo a al pe ede pay Ge doi pin ae chot pea ae pt nee 24 D e ne at at at en kb elan a enf ant e a a pla ae ne e e la dat 24 dy ROS aida 24 De Beco Mecca sel L TO eee eee et eee sie heee 25 Sa SII rt crys O II E NERO OE need Dace snes nes pt Se nee anes kab
2. contacts one person Save data to specified folder Save each Form Submission as an entry in a folder in Workspaces ot the eLearning Server Save and attach to specified Workflow Connects the form submission to a workflow which can be used to trigger a series of tasks The After Submission atea allows the author of the form template to specify what a user sees after the form has been submitted By default the form will reload the page that the form was accessed from Redirect to default location The user can be redirected to a specific Redirect to specified URL URL once the form has been filled out Show specified message After Submission Show Specified Message will display a custom message after the form is submitted before returning the user to the default location 8 Page SharpSchool User Manual Chapter 15 Forms You can select Send email notification to specified users or addresses to send an email with the form contents each time the form is submitted To add users already on the site click W4 to open the user picker When the pop up window appears select the groups and site users to be emailed once the form is submitted and click sci Once all the users to be contacted have been added to the list at the bottom half of the user picker select ox Send email notification to specified users or addresses support sharpschool com farah fatimal Email Addresses 1 T
3. Basics There are two components to the form system the Form Template and the Form Instance and 1t is important to understand the distinction between the two 1 About Form Templates Form Templates are templates that are used as a standardized form which can be used to generate individual form instances They can also be copied and changed to create other new form templates The form template acts as a master copy of the form and individual submissions are copies of the template Any changes made to the form template will result in a change to all future submissions for that form 2 About Form Instances Form Instances are submitted copies of the form template that include the submission information Changes to form instances can only be made in the submitted information field Key Information In order to create and manage Form Templates users are required to log into their sites using a Username and Password User Name Password Forgot Password Login Unregistered users can request access to the site by clicking on the Signup link This will prompt a user to create a profile which is then routed for approval by an administrator For more information on registering a new user refer to Chapter 1 4 Page SharpSchool User Manual Chapter 15 Forms Accessing the Form Library The Form Library can be accessed by adding the form extension to your website domain URL in the address bar Note For example if your
4. Manual Chapter 15 Forms First click Add to select the users to grant permisstons to A window will pop up eat caray aca Permissions Granted To Form Template Root Administrators Form Template Root Authors Form Template Root Browsers L Sarah Thurman Cate Jrenove Inherit Permissions L Allow Inheritable Permissions From Parent to Propagate to This Object Apply 1 From this window select the users or groups you d like to grant permissions to by clicking their name and clicking Add When you have selected your users click OK Search Sh Groups 1 3 of 3 Users 1 5 of 5 Administrators Registered Users Students Selected Groups and Users 2 Jason Whitman Jessica Flint 2 To individually assign permissions to each user click on the HF beside their name From here you can assion specific permissions 26 Page SharpSchool User Manual Chapter 15 Forms Can make changes to Form Templates Full Control All of the above as well as the ability to manage Form Categories assign permissions to others and view submissions on forms they did not create c Actual Permissions Actual Permissions allows you to view what permissions specific users have on your Form Library Users higher up the security hierarchy may already have permissions to your Form Library Users with entire site permissions or higher tiers of security hierarchy may have permissions to your Form Librar
5. Properties Name The display name of the input field as it Name Value Value The display value in submission reports A w appear in submission reports Selected when the radio button is selected Selected Sets whether the radio button is selected by default Tip It is also possible to access the radio button properties window by right clicking on the radio button and selecting Radio Button Properties 14 Page SharpSchool User Manual Chapter 15 Forms Pitfall The Name field is case sensitive and should not include any special characters ce gt gt or spaces Underscores are accepted Enter the Name and Value for your radio button You can also specify if you want the radio button to be selected by default by checking the Selected checkbox Click OK Tip To group a set of radio buttons so that users can only select one of the choices in a group the Name of those radio buttons must be exactly the same The Value field will indicate which of the options was selected in from that grouping Radio Button Properties For example you could create 4 radio buttons with the Name Meal Preference and the Values could be Steak Chicken Pasta or Tofu The user would then click one of the 4 choices to indicate their preference In the form editor you will also want to put text next to the radio buttons to indicate to the user what choice goes with each button 15 Page SharpScho
6. cursor over Advanced on the gray tool bar and click Switch to Design Mode Clicking the button on the Form portlet will bring you to the Form Details page where this form instance is configured Title Contact Me Form Template Contact Us Button Position Let l e Do not save data 8 Save data to default location Save data to specified folder Save and attach to specified Workflow On Submission Auto Email send automated email response Security Measure Enable security measure on Guest users W Reload current page After Submission Redirect to specified URL Show specified message Send email notification to specified users or addresses Email Users Email Addresses Separated by Fl set Reply to Email Address Update Form Cancel The Form Template field is the only mandatory field Click the Browse link to the right of the field The Browse window pops up Choose the desired template by clicking the Select link Do not save data Da otan Save data to default location Save data to specified folder O Save and attach to specified Workflow The On Submission option allows you to control how the form submissions are saved Save data to default location will save the form submissions in the Form Builder along with the template Save data to specified folder will save each form submission as an entry in a folder in Workspaces or the eLearning Server Save and attach to
7. domain is http schoolsite sharpschool com then the URL to access the Form Library would be http schoolsite sharpschool com form Form Categories Search Find View All gt Forms for Parents 5 Forms for Staff 1 Transportation Request Form Fill Out Form 5 Interactive Website Forms Teacher Contact Forms This form is required for staff members planning on transporting students outside of school property Form Template Administration Manage Form Templates i a a a is Fill Out Form Manage Form Categories This form template is used on teacher pages to allow page visitors to send messages to teachers 3 Student Council Election E2 Fill Out Form This form is set up to allow students to vote online for the student council election From the Form Library users can search among the forms available and are able to click Fill Out Form to fill out any of the forms on the site 5 Page SharpSchool User Manual Chapter 15 Forms I Adding a New Form Template At the form library select the E Manage Form Templates ink This brings up a list of all the Form Templates in the current category Clicking on Add Form Template will open up the Rich Text editor where you can design and create your custom online form Enter a Name for your form This will be the display name for your form On sites with multiple language support Locale is used to describe the language of the form To add
8. specified Workflow connects the form submission to a workflow which can be used to trigger a series of tasks 29 Page SharpSchool User Manual Chapter 15 Forms The Auto Email option allows a user to configure the form page to send an automated email back to the recipient with a copy of the filled out form and a specified message To turn on this option check off Send automated email response from the Email Field drop down select the name of the field for email address eg Email and fill in the Email Body If you would like the recipient to get a copy of the form check off the box Include form data Email Field Select email address field The Security Measure allows you to enable a CAPTCHA for guest users that will be filling out the form This will help to prevent spam submissions After Submission allows the author of the form template to specify what a user sees after the form has been submitted By default the form will reload the page that the form was accessed from Redirect to default location The user can be redirected to a specific Redirect to specified URL Show specified message URL once the fotm has been filled out w After Submission Show Specified Message will display a custom message after the form is submitted before returning the user to the default location 30 Page SharpSchool User Manual Chapter 15 Forms You can select Send email notification to specified users or a
9. the template to one or more categories click the icon to the right of the Category field A list of categories will appear FORM TEMPLATE DETAILS Name Contact Me Locale English Category a Source B Z Y Form Template Content wm B1Y oxxg cago ama Es R Template Content Full Name Class Email Address E send automated email response V Enable security measure on Guest users Do not save Data 9 Save data to default location Save data to specified folder Save and attach to specified Workflow UD Redirect to default location Redirect to return URL O Redirect to specified URL After Submission Show specified message Send email notification to specified users or addresses The Template Content area is the body of your form The Rich Text editor grants you the ability and freedom to design the form as you choose You may design and customize the form to your specifications In addition to the normal formatting functions available in the Rich Text editor additional form only features are included in the editor 6 Page SharpSchool User Manual Chapter 15 Forms Radio Button Makes a button for selecting a single option among a group of options Makes a field for text input with multiple rows Hidden Field Creates a hidden field with a value that requires no interaction from the user The next section will go into more detail on how to set up each
10. Page Cancel Custom Form 31 Page SharpSchool User Manual Chapter 15 Forms Click Update Page This action navigates back to the page in design mode to which the portlet was added Click the button on the Custom Form portlet This will pop up the Form Details page as shown to the right Only the Form Template field is a mandatoty field Notifications fields only require input 1f the Send email notifications to specified users or addresses checkbox is selected In email notifications the Title field appears as the subject line of the notification message Click the Browse link The Browse window Title Form Template Button Position On Submission Auto Email Security Measure After Submission Contact Me Contact Us browse Left Do not save data 9 Save data to default location Save data to specified folder Save and attach to specified Workflow l send automated email response Enable security measure on Guest users 9 Reload current page Redirect to specified URL O Show specified message v Send email notification to specified users or addresses Email Users Email Addresses Separated by L Set Reply to Email Address Update Form Cancel pops up Choose the desired template by clicking the Select link Once the page refreshes click F a the button The form instance has been created 3 Editing Form Instances To ed
11. ddresses to send an email with the form contents each time the form is submitted To add users already on the site click on f to open the user picker When the pop up window appears select the groups and site users to be emailed on form submission and click 8 Once all the users to be contacted have been added to the list at the bottom half of the user picker select 2 Send email notification to specified users or addresses Users fa supportEsharpschool com farah fatimalf Email Addresses 4 To add email addresses not associated with user accounts on the site enter them into the Email Addresses field If there are multiple addresses they should be separated by a semi colon In email notifications the Title field appears as the subject line of the notification message To complete the configuration process of your Form Page click the button 2 Creating Forms on Existing Pages To add form instances on an existing page we would use Form portlets To create a form instance in a portlet hover the cursor over Advanced on the Gray Tool Bar and click Switch to Design Mode Click the Add Portlet to Region link in the area of the page where the form is to be added EDIT CONTENTS On the Edit Contents page that pops up Select a Category Portlet Library Forms leave the first drop down as Portlet V Custom Form Library and then in the second choose Survey Forms Click the checkbox next to Update
12. ect the Type of input Click OK 16 Page SharpSchool User Manual Chapter 15 Forms Tip You can add reminders or indicators in the Value field for your text box to guide users through your online form For a text field asking for the user s name the Value field might contain Please enter your name here You may also wish to place text near the text field as a label for the user Text Field Properties Name Value Character Width Maximum Characters Type Text In the form editor you will also want to put text next to the text field to allow the user to know what data should go in the field 4 Text Area The text area input field is an extension of the text field and allows for a large block of content instead of limiting input to a single line You can configure the size of the text area to be as large or as little you like When the Text Area button is selected in the editor a pop up window appears that prompts for these values Texta P rti Name The display name of the input field as it ee ee would appear in submission reports Masa Columns The width of the text area to display measured in character spaces e g 20 Columns Rows The number of rows of the text area to Rows display e g 2 17 Page SharpSchool User Manual Chapter 15 Forms Tip It is also possib
13. elected Selected Sets whether the checkbox is selected by default Tip The checkbox can be used in a Contact Me form to indicate whether the user would like to be emailed The checkbox can also be used to ask whether ot not a student has completed a pre requisite course of study Tip It is also possible to access the checkbox properties window by right clicking on the checkbox and selecting Checkbox Properties 13 Page SharpSchool User Manual Chapter 15 Forms Pitfall The Name field is case sensitive and should not include any special characters or ce gt gt spaces Underscores are accepted Enter the Name and Value for your checkbox You can also specify if you want the checkbox to be selected by default by checking the Selected checkbox Click OK In the form editor you will also want to put text next to the checkbox to indicate to the user what the box is for 2 Radio Button Radio buttons can be set up to allow users to select one option from a list of choices Radio buttons are similar to checkboxes but are generally not used as a standalone input field since unless they are part of a group they cannot be deselected once they are selected This feature makes radio buttons very useful for multiple choice lists where the user is meant to pick exactly one option When the Radio Button icon is selected in the editor a pop up window appears that prompts for these values Radio Button
14. evisions and their submissions Only users in this role can access and use the Manage Form Categories interface Form Template Root Authors have the ability to edit all the form templates as well as create new form templates Users in the Authors role are unable to view submissions or configure security to a form template unless they are the creator of that form template Authors do not see the Manage Form Categories link from the Form Library 24 Page SharpSchool User Manual Chapter 15 Forms Users and groups in the Form Template Root Browsers role are able to access the Form Library to be able to fill out forms Browsers do not see the Manage Form Templates and Manage Form Categories links from the Form Library To assign a user or group to a role click the symbol next to the role name to expand the list of users in that role Click to open the user picker View Edit Security Activity _ window From this window select Roles Direct Permissions Actual Permissions the users or groups you d like to GAN DEA te Py ce Form Template Root Administrators their name and clicking Add When Form Template Root Authors you have selected your users click Form Template Root Browsers OK El cust Registered Users Group Sarah Thurman Add Remove b Direct Permissions Within Direct Permissions you can assign specific forms security permissions to other users and groups 25 Page SharpSchool User
15. f the form template click on the Revision Name of the version you would like to access The revision that is currently being used for the template is indicated by the word Live appearing in the right hand Action column To bring another revision into use click on the Make Live link Revisions can be deleted by clicking the Delete link in the Action column 21 Page SharpSchool User Manual Chapter 15 Forms Pitfall All the form submissions are attached to the revision version to which they were submitted If a revision is deleted all submissions to that version of the form are deleted as well V Filtering Fields With the filter tab you can decide which input fields are saved and displayed in the Submissions tab and which are discarded To stop data being collected from a particular field just uncheck the checkbox next to the field s name When you have made your desired changes click the Save button Version 2 Live Version v Field Name Name Type Text Field Text Field Text Field Checkbox Class Email Contact Note You can change the filter settings for each version of the form by clicking on the Version dropdown menu 22 Page SharpSchool User Manual Chapter 15 Forms VI Viewing Submissions Submissions to the form can be viewed directly from the form template interface View Edit Revisions Filter Fields Submissions Security Activity Clicking on
16. hanges to the Mandatory checkboxes or Error Message fields Click the Publish Form Template button to publish the changes Mandatory Input Input Name Name Your name is required Mandatory Error Message Class m Email Please enter an email address Contact a Back Save As Draft Publish Form Template Cancel Note The Save As Draft button can be used to save any changes you ve made without creating a new version of the form This feature can be used when additional changes to the form ate required before a new version should be published 12 Page SharpSchool User Manual Chapter 15 Forms lil Configuring Form Template Input Fields The most important elements in designing a custom online form are the input fields These are the areas that will take a user s input on submission Depending on the type of input field the configuration may differ slightly 1 Checkbox Field y The checkbox field puts a checkbox on your custom online form The checkbox can be either selected or not selected and the Value of the checkbox is displayed when it is submitted with the selected value When the Checkbox button is selected in the editor a pop up window appears that prompts for these values Name The display name of the Checkbox Properties input field as it would appear in Name i Value submission reports when the submission repotts Value The display value in checkbox is selected ll S
17. it a form instance hover the cursor over Advanced on the Gray Too Bar click Switch to Design Mode Click the button on the Custom Form portlet This will bring you to the Form Details page Apply any desired changes to your form template and click the button 32 Page
18. le to access the text field properties window by right clicking on the text field and selecting Textarea Properties Pitfall The Name field is case sensitive and should not include any special co gt gt characters or spaces Underscores are accepted Enter the Name of your text area You can also define the number of Columns and Rows if you do not specify values for these fields they will be set to their default values Click OK Textarea Properties Name Columns L Rows Tip Text areas are used where extensive input is expected such as a Questions or Comments atea In the form editor you will also want to put text next to the text area to allow the user to know what data should go in the field 18 Page SharpSchool User Manual Chapter 15 Forms 5 Selection Field The selection field can be configured as a dropdown menu a single item selection box or a multiple item selection box Selection Field Properties When you click the Selection Field button the selection Name field properties window pops up Value Size Available Options Name The display name of the input field as it would Tex appear in submission reports Size The number of lines to display Allow multiple selections Check this to allow more F pais Olano mutipte selections than one item to be selected Text The display text for the list items Value The value stored
19. o add e mail addresses not associated with user accounts on the site enter them into the Email Addresses field If there are multiple addresses they should be separated by a semi colon In email notifications the Title field appears as the subject line of the notification message Once the information has been filled out click the Validation Check button to ensure that all the input fields have been configured correctly If any fields require additional configuration a message will be displayed above the Rich Text editor area detailing the necessary changes Complete the configurations and click the Validation Check button again When the Successful indication text appears click the Next button Check any fields you wish to be mandatory A form cannot be submitted unless the mandatory fields are populated You can also enter in a customized Error Message to display when the Mandatoty fields are not filled out on submission 9 Page SharpSchool User Manual Chapter 15 Forms Mandatory Input a Mandatory Error First O Email E Email_Me Click Publish Form Template to create the new form template This will create the first version of your form template To continue editing the form template before publishing click Back to return to the editor page Pitfall Clicking Cancel will return you to the form page and exit the form template creation process If this is the first draft of the form that means i
20. oes not allow any interaction with the user but will send its value to server when the form is submitted This can be useful in a number of situations For example if you have a form that is available in two different languages Both forms can be sent to the same workflow and a form parser step can determine how the form is filed based on the language specified in the hidden field When you click the Hidden Field button a pop up will appear asking you to fill out these values 20 Page SharpSchool User Manual Chapter 15 Forms Name The display name of the input field as it Hidden Field Properties would appear in submission reports Name Value The display value in submission reports when the checkbox is selected To save click the OK button IV Managing Revisions The form builder features version control on any form templates you create What this means is that every time you click the Publish Form Template button a new version of the form template is created and added to the form template Revisions tab Filter Fields Submissions Security Activity Revisions of Contact Me Version Revision Name Publish Date Creator Action 2 Contact Me 6 17 2009 10 27 21 AM trevor mackay Delete Live 1 Contact Me 5 9 2008 3 37 48 PM joe ho Delete Make Live In the Revisions tab you will see a list of versions of the form along with their creator and date of publishing In order to view a previous revision o
21. of these individual form input components Tip To have a more organized form structure use the a icon to create a table and organize your input fields and field descriptions The Auto Response allows a user to configure the form to send an automated email back to the recipient with a copy of the filled out form and a specified message To turn on this option check Send automated email response from the Email Field dropdown select the name of the field for the email address eg Email and fill in the Email Body If you would like the recipient to get a copy of the form check the box Include form data 7 Page SharpSchool User Manual Chapter 15 Forms The Security Measure function allows you to enable a CAPTCHA security measure for guest users who are not logged into the site when filling out the form This feature will help to prevent bots and spam from getting into your form submissions The On Submission area gives options which allow you to control how the form submissions are saved Do not save Data On Submiss a Save data to default location Save data to specified folder Save and attach to specified Workflow Save data to default location Save the form submissions in the Form Builder along with the template Do Not Save Data Can only be selected if the Email Notifications are enabled there will not be any online record of the submisston if this option is selected example usage A form that
22. ol User Manual Chapter 15 Forms 3 Text Field A text field can take any input and store that submission Text fields offer a single line of input and can be configured to allow either a set number of characters or be without limit When the Text Field button is selected in the editor a pop up window appears that prompts for these values Text Field Properties Name The display name of the input field as a Name Value it would appear in submission reports Value The default value to display in the text Character Width Maximum Characters field Type Character Width The display width of the Text text field in character spaces e g 30 Maximum Characters The maximum number of characters to allow on input If you leave the box blank then there is no limit Type Choose to display text entered in the field normally Text or display bullets or asterisks instead of normal input text Password Tip It is also possible to access the text field properties window by right clicking on the text field and selecting Text Field Properties Pitfall The Name field is case sensitive and should not include any special STOP o characters or spaces Underscores are accepted Enter the Name and Value for your text field You can also define the Character Width and Maximum Characters for the text field if you do not specify values for these fields they will be set to their default values Sel
23. pace oss 2l e Ele a pad ak eat pe po an at ip E E akaz en te papa 2 VI NANA A TOIA OO ere tet ee ee er kk ek ii ee 28 LY Creatina APO P AE oa 28 2 Creating Forms on EXS UNE Pares aia 31 3 Editing Form Instantes ee tt at ia oti n a at fa kk at ke an E e tk a di 32 2 P age SharpSchool User Manual Chapter 15 Forms Introduction he Form Engine is an easy to use tool that makes it easy to design organize and implement customized online forms With this tool you can create your own custom forms for your website allow visitors to submit the form online and track all visitor submissions The Form Builder also offers many different features and options during both the form creation process as well as the form submission steps The Form Builder streamlines the online form creation and organization process Some of the ways in which the Form Buzlder component is important are Online creation and submission of forms Form design and submission tracking can be completely handled online no additional software installations or localized files are required Forms can be fully customized The Form Builder features a Rich Text editor allowing you to design and customize your submission forms any way you choose Easy to use reporting options Form submission results can be saved online emailed and exported to a spreadsheet file for reporting and tracking purposes 3 Page SharpSchool User Manual Chapter 15 Forms Form Building
24. submissions table as a CSV file which can be opened by Microsoft Excel and other spreadsheet programs The Export to Excel link appears after there is one or more submission to be able to save Delete AN il delete all the form submissions associated with the displayed revision 23 Page SharpSchool User Manual Chapter 15 Forms Reminder The Submissions tab only displays submissions for one version of a form at a time If you ate missing older submissions use the Version dropdown menu to choose the revision that was previously in place Vil Forms Security There are two levels of security that can be configured for forms using SharpSchool first at the Form Library level and secondly for particular form templates 1 Form Library Security Security at the Form Library level http schoolsite sharpschool com form is controlled through the Form Builder At the main view of the Form Library click on FE Manage Form Templates to access the Form Builder Clicking on the Security tab you are presented with three more tabs View Bat Security act Roles Direct Permissions Actual Permissions Form Template Root Administrators Form Template Root Authors Form Template Root Browsers a Roles The Roles tab allows users and groups to be added to pre defined security roles Form Template Root Administrators have full access to view create edit and delete any form categories form templates their r
25. t will NOT BE SAVED 10 Page SharpSchool User Manual Chapter 15 Forms ll Editing a Form Template Click the name of the custom form you wish to edit in the Manage Form Templates interface This opens up the View page Contact Me Full Name Class Email Address Contact Me Source Click the Edit tab to access the Rich Text Editor Editing the form allows you to rename your form change or add input fields as well as reorganize the layout of the form FORM TEMPLATE DETAILS Name Contact Me Locale English Category k Source BI Y Form Template Content body p ki Source A Y A ae AIRE BlyYUsex xX oe E 348 EN wis Format F Size A NIBOBSOGQAK Pi send automated email response V Enable security measure on Guest users Do not save Data a 9 Save data to default location Save data to specified folder Save and attach to specified Workflow O Redirect to default location UJ Redirect to return URL L Redirect to specified URL ion Show specified message L Send email notification to specified users or addresses Apply any desired changes to your form template Click the Next button to proceed 11 Page SharpSchool User Manual Chapter 15 Forms Reminder If you made any input field changes to your form template click on the d Validation button to ensure the settings are configured correctly Apply any c
26. the Submissions tab will bring up a table containing all the submissions that have been made to the current version of the form The Name column displays the name of the form instance that was submitted to and User shows the identity of the user that submitted the form If the form is submitted by a visitor that has not logged in to the site the user column will display Guest View Edit Revisions Filter Fields Submissions Security Activity FILTER SUBMISSIONS Version 3 Live Version Department Position1 bw Position Search View All FORM SUBMISSIONS 1 2 OF 2 DELETE ALL amp EXPORT TO EXCEL Name User Submitted On Submitted From Department Position1 Position Action Job Application 2011 10 03 12 36 PM oldtrevor mackay 10 3 2011 12 36 41 PM 174 94 136 74 Test English Administator Job Application 2011 10 03 12 38 PM oldtrevor mackay 10 3 2011 12 38 19 PM 174 94 136 74 Test English Administator The Submitted On column contains the date and time of submission The Submitted From column shows the IP address of the location of where the form was submitted from After the Submitted Form column a column for each input field in the form identified by its Name attribute is listed To delete a form submission click on in the Action column at the right side of the table To download and save form submissions to your own computer click Export to Excel This saves the form
27. when corresponding text is selected Add Adds the Text and Value items into the list Modify Replaces the selected item in the list with the current Text and Value fields Up Moves the selected item up the list Down Moves the selected item down the list Set as selected value Sets selected item as the default selection Delete Removes selected item from the list Tip To generate a dropdown menu set Size to 1 Larger values will instead generate a selection box Pitfall Allow multiple selections will only work for selection field Sizes greater than one 19 Page SharpSchool User Manual Chapter 15 Forms Enter the Name of the selection field and specify the Size Determine if you want to Allow multiple selections Selection Field Properties Enter items in the list by providing a di Value display name in the Text field and the Size L lines corresponding Value The order of the Available Options items in the list can be rearranged by using Text Value the Up and Down buttons Set the default value to be displayed in the selection field by clicking the Set as selected value button with the desired item selected Click _ Setas selected value Delete _ low multiple selections In the form editor you will also want to put text next to the selection field to allow the user to know what data they are selecting 6 Hidden Field A hidden field is a special form element that will d
28. y if you have the Allow Inheritable Permissions From Parent to Propagate to This Object checkbox selected on the Direct Permissions screen d Form Template Security The ability to manage security settings for a particular form template allows administrators to assign some users the ability to access and maintain a particular form without necessarily giving them the access to control all the forms on the site To configure security for a specific form template it is the same process to add specific users and groups to the Direct Permissions as in the Form Library 27 Page SharpSchool User Manual Chapter 15 Forms Vill Managing Form Instances 1 Creating a Form Page Creating a form page on your site is a similar process to adding any other type of page In order to create a form page on the site control bar hover over Page Properties scroll down and select Add New Page When the page types selection extend to the right click on Form Page Caldndar Page Confent Space Page Disqussion Forum page ment Container Page Ext rnal Link Page New Teacher Page News Section Page A page will appear prompting for a Title Once you ve entered a title press Create New Page New Page Title Teacher Contact Form Name teacher contact form Page Owner Michael Chang ked Icon Select Icon Create Page Cancel 28 Page SharpSchool User Manual Chapter 15 Forms On the page you ve created hover the

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