Creating a new Local Form

Sign-in to your TIDWIT ecosystem instance:

Forms Main Page

Para ir a la sección de Forms page, place the mouse pointer over the Forms, Surveys & Polss icon, click on the Ecosystem Forms option and you will be redirected to the Forms main page. The first thing you will see is a list of all the created Forms to date and their status:

Create a new Local Form

To create a new Local Form, click on [ + ] plus button on the upper right corner of the screen then click on New Form. A new window will be shown.

Completa la información requerida.

• Type: choose Local Form from the drop-down menu.(This option allows you to send athe form to a group of users).
• Write the Nombre you want to give the Survey.
• Check de box if you want the usersto see the results.
• Write a description for the Form (optional).
• Select the Start Date, to define when the emails will start being sent out.
• Select the Fecha de Finalización when the system will stop tracking the Form (optional).
• Upload a thumbnail (optional).

Haga clic en el botón Guardar.

After clicking on the Guardar button three new tabs will appear Audience, Fields e Email.

Audience Tab

In the Audience tab you will select the user groups to which the Form will be send.

You can add one or more user groups by clicking on the [ + ] button. You can also remove groups by clicking on the [ – ] button. (Groups should have been created before, check the Users Groups documentation).

Once you have added the corresponding user groups, go to the next tab.

Fields Tab

In the Fields tab you can set up the different types of questions to be shown in the form.

You can elaborate the form with structured data (names, last names, address, date, etc.) in the corresponding sections, to be saved and processed later by the assigned users. Remember that you can add as many fields as you need.

• Text Field Allows you to enter alphanumeric characters and punctuation marks. You can customize the field name, the field placeholder, the maximum and minimum number of characters and set if it is mandatory.
• Text Area is a form element that allows the user to type text on multiple lines and can contain, by default, an unlimited number of characters. You can customize the field name, placeholder, maximum length, numbers of rows and set if it is mandatory.
• La columna Select fields allows the users to choose one of the multiple options available in the list. You can customize the name, the group of options and set if it is mandatory.
• La columna Checkbox allows the users to select one or more options from a group. Generally, you should show each checkbox option in a vertical list. You can customize the type, name, placeholder, the group of options and set if it is mandatory.
• Number field allows you to enter characters from 1 to 9 plus commas. You can customize the field name, field placeholder, field maximum and minimum number of digits and set if it is mandatory.
• La columna Date Picker type field allows us to select a specific date and time. Clicking on the field will open a calendar where you can easily select the date, below you can select the time. You can customize the field name and set if it is mandatory. This type of field cannot be filled in manually.
• Star Rating is a type of rating question that allows users to evaluate attributes on a 5-point scale represented by stars. You can customize the field name and set if it is mandatory.
• File Upload allowsthe users to share files on your web site in a very simple way. You can customize the field name and set if it is mandatory.

Once you have added the fields, go to the next tab.

Email Tab

In the Email tab, you can choose the Email Template from the drop-down list. (Check the documentation related to mail templates).

Send Test Email

To test your Local Form before launching, on the lower left side click on the Send Test Email .

Type the email address where you want to send the Test Email and click on Submit. 

Verify that you have received the test email as it should be.

Haga clic en el botón Guardar.

Launch

To send the form you must click on the Launch button, this will send it to the users who belongs to the previously selected groups.

La columna Local Form will now be activated, and the email blast will be sent according to the defined start date.