Edit, Download, and Sign the Forms Builder Manual for Creating and Managing Forms
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How do I fill this out?
To fill out the form, start by dragging the desired field types from the toolbox on the left into the main form area. Customize each field's settings by clicking on it. Finally, configure the form settings and notification options as needed.
How to fill out the Forms Builder Manual for Creating and Managing Forms?
1
Request access to the Forms Builder by emailing IT Service Desk.
2
Create a new form in your subfolder and name it.
3
Drag field types into the form area and customize their settings.
4
Set up form notification and confirmation options.
5
Preview and save your completed form.
Who needs the Forms Builder Manual for Creating and Managing Forms?
1
IT Teams - To manage internal form creation and workflows.
2
HR Departments - To collect employee information and feedback.
3
Event Planners - To gather attendee details and preferences.
4
Sales Teams - To capture lead information and inquiries.
5
Educational Institutions - To manage student registrations and surveys.
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You can easily edit this PDF on PrintFriendly by uploading the file and using our intuitive editing tools. Adjust field settings, rearrange elements, and customize the form to meet your needs. Save and download the edited PDF once you're satisfied with the changes.
1
Upload the PDF file to PrintFriendly.
2
Use the editing tools to adjust field settings and rearrange elements.
3
Customize the form to meet your specific requirements.
4
Preview the edited form to ensure accuracy.
5
Save and download the edited PDF.
What are the instructions for submitting this form?
To submit the form, follow these instructions: 1. Ensure all required fields are completed and any validation errors are resolved. 2. Click the 'Submit' button to send your responses. 3. You will receive a confirmation message or email if enabled. If you encounter any issues, contact IT Service Desk at ITServiceDesk@rhul.ac.uk.
What is the purpose of this form?
The purpose of this form is to provide users with an efficient way to create and manage forms within their organization. The Forms Builder allows users to customize field settings, set up notifications, and preview their forms. Additionally, users can embed forms into web pages and view or export form responses for further analysis and use. The form is versatile and can be used by various departments, including IT, HR, event planning, sales, and education.
Tell me about this form and its components and fields line-by-line.
- 1. Field Type: Drag a field type from the toolbox into the main form area.
- 2. Field Settings: Customize settings such as validation and instructions by clicking on the form element.
- 3. Form Settings: Configure notification and confirmation options for the form.
What happens if I fail to submit this form?
If you fail to submit the form, your responses will not be recorded and you may need to start over. Ensure that all required fields are completed and any validation errors are resolved before submitting.
- Loss of Data: Responses will not be recorded if the form is not submitted.
- Inconvenience: You may need to start the process over if the form is not submitted properly.
How do I know when to use this form?
- 1. Internal Forms Management: Use the form to handle internal workflows and data collection.
- 2. Event Registrations: Gather attendee details and preferences for events.
- 3. Employee Information Collection: Collect important information and feedback from employees.
- 4. Lead Capture: Capture and manage lead information and inquiries.
- 5. Student Registrations: Manage student registrations and surveys for educational institutions.
Frequently Asked Question
How do I request access to the Forms Builder?
To request access, please email ITServiceDesk@rhul.ac.uk.
How do I create a new form?
In the Forms folder, click on your subfolder and select 'Create New Content'.
How do I add a field to my form?
Drag a field type from the toolbox on the left into the main form area on the right.
How do I customize field settings?
Click on the form element in the main form area to access its settings in the toolbox.
How do I set up form notifications?
Go to the 'Form Settings' tab and configure the notification options.
How do I preview my form?
Save the form and use the preview option to check its functionality.
How do I embed a form into a web page?
Edit the web page and drag the form from the tree into the page.
How do I view form responses?
Access the form posts viewer from the top toolbar.
How do I export form responses?
Click 'Export to CSV' to export responses to an Excel spreadsheet.
How do I mark a form response as read?
Mark responses as read from the form posts listing screen, detail screen, or notification email.
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