Forms are used to collect ideas within challenges. They are completely customisable enabling you to ask the right questions, to collect the right ideas, to solve your challenge objectives. Forms are required in Gather stages to collect the minimum information about an idea, different forms can then be used in Develop stages enabling you to ask more questions and build the ideas out.
1) Select Form Builder from the settings cog in the header bar.
2) Here you can see all your existing Forms.
3) Select Create New Form.
4) There are three tabs which need to be completed: Form Settings, Add a field and Field Settings.
- Step 2: You can edit or clone an existing form (e.g a template form). If you are looking for a draft or inactive form, select their checkbox from the left side.
5) Form Name – Choose a name for this form which will help you identify/remember what this form is when you are building a Challenge.
6) Form Description – Write a brief description to identify this form.
7) Form Status – Select the status.
- Step 5: This title is only used in Challenge creation and is not displayed to end users.
- Step 6: This is only used in the Form builder menu to help identify what form this is.
- Step 7:
- Inactive – The form will not be available to be selected when building a Challenge
- Active – Allows the form to be used on Challenges
- Draft – Can edit the Form however it will not be available for use on Challenges
8) Select the Add a field tab.
9) Drag and Drop the fields you want to use from the left side into the box onto the right side.
- Step 9: Once the fields are in the box on the right you can drag and drop them to rearrange their order. To delete a field simply select the “Rubbish can” icon in the top right corner of the field.
- Choose which field will be displayed on the Idea card by selecting the “Summary Field” button in the top right corner of the field.
10) Select the Field Settings tab.
11) Select the first field on your form, Title, by clicking on the grey field.
12) Complete the field settings.
13) Select each of the other fields, they will be highlighted in blue, complete the field settings for each.
14) Select Save on the left side once you have completed your Form and are ready to use it.
Standard Field settings:
Field Label – This is the title of the field which will appear on the form.
Make field required – This makes the field mandatory and the Idea will not be able to be submitted until this field is completed.
Set Max Character Length – Limits the input a user can submit to the field. Clear this option if you want to remove a limit.
Help text – This is text which displays in the field. It is used to provide guidance to the user on what you are asking of them. The text displays in the field until the user starts typing.
Limit field visibility – This is a privacy option. It is still a field which is completed by the Idea creator however It allows you to limit the visibility of the field to Managers, Admin and Evaluators. Other users will not be able to see this field and therefore it works well for sensitive information.
Make field dependant on another field - Allows you to make the field appear only once another field has been completed. E.g. Make this field appear only if a user has selected ‘yes’ to a previous field.
Values – Used in predefined list fields. write your list of dropdown options here. Add or remove options by selecting the ‘Add another option’ button or rubbish bin icon.
Single Line Text – Limits users to a single line of text. Good for one word or short answers.
Rich Text Area - Provides a text box with formatting functionality for the user. Suited for open questions.
Plain Text – Provides a simple text box without formatting functionality. Suited for open questions with short responses.
Decimal – A single line box which only supports numbers.
Dropdown – Provides a list of predefined options for the user in a dropdown style. The user can select one option only.
Radio Buttons – Provides a set of predefined options for the user in a radio button style layout. The user can only select one option.
Checkboxes – Provides a set of predefined options for the user in a multiple checkbox style layout. The user can select as many options as they wish.
Categories – Puts the Category functionality onto the form. The categories you want to use are not determined here, they are chosen when you build the Challenge. This simply enables to functionality on the form. Sub Field Label refers to the name of the drop down box if you are using sub-categories.
Keywords – Enables keyword functionality. Keywords are used for tagging the Idea for filtering in search. They are also what is used to build the word cloud feature.
Attachments – This allows users to upload an image for their Idea as well as attach any documents or videos. To make this more obvious to users ensure you select ‘Section defaults open’ to make this box expanded by default.
Section Header – This provides a collapsible and expandable box which other form fields can sit in. It provides additional organisation which can be helpful in particularly large forms. Drag other form fields into the section header box on the right side. If you want to have this box and its contents expanded by default select ‘Section default open’
Descriptive text – Allows you to input fixed text onto the form. Used for permanent help text or additional information directly on the form
If you have an international crowd you can now translate your form into another language to make it easier for your users. This is possible with our Translations Functionality, please email firstname.lastname@example.org for further details.