Get to Know the Form Editor

Chris Quiroz -

The form editor is where you build the forms you’ll use to collect data from your site users. By getting to know the editor, you can use shortcuts and design quality forms.

Key elements in the form editor include:

Form Title and Description

The Form Title is what your users see when they're treading through your form. You create the title at the form's creation, and can edit it at any time.

When a form is first created, the form title inherits the form name. Change it by clicking on the “form tab” at the top of the editor. The form title will appear at the top of every page.

Form Title Restriction

The initial form title cannot be longer than 50 characters. Change it later to include:

  • More than 50 characters
  • HTML
  • CSS
An option is available to have the Form Title and Extra Description only show up on the first page. To enable it, follow these steps:
  1. In the Editor, click the Form tab on the left-side panel.
  2. Select the option, "First page title/description only".

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Keyboard Shortcuts

Since time is money, administrators can save a few clicks with the keyboard shortcuts. Your mouse must be within the editor box where your questions are located to apply these shortcuts. The “A” icon on the top-right of the editor will have a green plus sign () when shortcuts are active. It will have a red minus sign () when shortcuts are inactive and your mouse is not hovering over the editor box.

Section Shortcut Description
Save CTRL-S Save the form in its current form
Select All Questions CTRL-A Select all questions on the current page
Copy Questions CTRL-C Copy the selected question(s)
Paste Questions CTRL-V Paste the question(s) in the clipboard
Delete CTRL-D or Delete Delete the selected question(s)
Previous Page Page Up Go back to the previous page
Next Page Page down Go forward to the next page
 
Save Forms

Saving your form keeps changes you’ve made. There are 3 ways to save your form:

  1. Click the Save button found at the bottom of the left side panel.
  2. Click the Save button found on the top-right bar above the editor box where your questions are located.
  3. Press [Ctrl] + S on your keyboard when your mouse is over your form questions.
 
Preview Forms

The Preview this page button is on the top-right bar of the form editor. You can also preview the form from the workflow designer by clicking on the preview icon next to the form name.

Clicking on Preview this page will open a new tab where you can test your form. The form will appear almost exactly as it would to your user, except for a black bar across the top of the page. The black bar appears to you only because it contains tools to help you test your form. Because you are previewing the form as an administrator, you will also see any Hidden Questions or JavaScript Questions; however, these will not be visible to your regular applicants.

Find and Replace

Find and Replace locates and replaces text or phrases in question titles, choices, variables, and extra description fields within a form. A dialog will appear allowing you to specify the text to locate, and what to replace it with. Specify if these changes occur in the entire form, on one page, or for selected questions.

To find and replace text on your form:

  1. Click on the magnifying glass icon on the top-right bar of the form editor.
  2. Enter in the word or phrase you want to change next to “Replace”.
  3. Enter in the new phrase or word next to “With”.
  4. Choose where the change should apply using the dropdown next to “In”.

Learn more about using Regular Expressions when searching for a keyword.

Versioning

Form Versioning can restore up to 50 previous versions of your form. This can be useful if you accidentally delete or change your form.

To view and revert to a previous version of your form:

    1. Click on the "View Previous Versions" calendar icon at the top of the editor box.
    2. A dialog will then appear. Click on the date to see a listing of all the saved versions of the form.
    3. Click the View button to view the different versions.
    4. Click the Revert button to change your form back to a previous version.
You can restore parts of a form. When the previous form loads, copy ([Ctrl] + C) the question and paste ([Ctrl] + V) it into your present form.
 
Pages
 
Drag and Drop

You can move entire pages of your form around to change the order in which they appear to applicants.

To change the location of a page in your form:

  1. Click on the page number or page label at the bottom of your form editor.
  2. Drag and drop the page number before or after other pages in your form.
Dragging around pages will not remove applied branching logic. However, we recommend checking the logic to ensure it’s still accurate.
 
Page Labels

Page labels allow you to create named pages of your form that can then branch or jump users to. Page labels do not have a character type restriction, eg., #@!&$%, or character limit.

To change the page title:

  1. Click on the Page tab within the form’s editor.
  2. Under "Page Label" input your new page title. The new name will apply to that page.
  3. Repeat this step for each page.

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Right Click Menu

Like keyboard shortcuts, the right click menu exists for power-users. It will save you time when building many or longer forms.

Right Click Menu Tools

Section Description
Cut Removes and copies to the clipboard all selected questions.
Copy Copies to the clipboard all selected questions.
Paste Pastes all questions in the clipboard to the form.
Delete Deletes all selected questions.
Move To Allows you to select a page and moves all selected questions to that page.
Duplicate Duplicates all selected questions.
Change Question Type Lets you change the question type. This option is not recommended for live forms.
Piping Wizard Allows you to access the piping wizard to add piping logic to your form.
Mark All/Some as Optional Makes selected questions optional for applicants.
Mark All/Some as Required Makes selected question required for applicants.
Looping Allows you to set up looping logic (option only shows up when certain question types are on your form: Text Response, Checkbox, Text Response Grid, Multiple Choice Grid, Checkbox Grid, and Semantic Differential ).
 
 
Add Questions (drag and drop)
Adding questions to your form is how you will build your form(s). You can add questions in two ways.

To add a question to a form:

  1. Hover over the question on the left side of the editor.
  2. Double click or drag-and-drop the question onto the blank canvas.

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Question Morphing

Changes the question type without having to re-enter the question information.

To change from a Section Heading to a Yes/No question type:

  1. Right-click the question you would like to morph.
  2. Select Change Question Type from the list of options.
  3. In the dropdown, select "Yes/No".
  4. Click Morph Field

Another way to morph a question is to: (1) click the question, (2) on the left-hand side of the Options panel, select "Yes/No" under the dropdown "Type".

Question Morphing does not always work. It will try its best to carry the Choices/Variables from one question type to another. But in some cases, you'll lose information. For example, adding columns to a row question type will force the software to remove the choices. Before morphing, save your Choices and Variables.
 
Bulk Editor

In the case that you have a long list of choices or variables, or a list that you'll be re-using often throughout your many forms, it may be useful to use the bulk editor. The bulk editor converts lists into choices/variables/rows, while giving you the option of saving them for use on any future question. The Bulk option is available under all "Choices" and "Variables" on the left-hand floating editor box.

Section Description
Load Preset Select from 1 of 23 available presets.
Save a Preset If a preset is not available, you can create one for later use.
Editor You can edit a preset after the fact. However, any changes made will not save unless it is as a custom preset.

Additionally, you can also save custom bulk lists. To create a custom bulk list:

  1. Click on the “Bulk” button when adding choices, variables, rows or columns to a question.
  2. Once the dialog appears, write or paste your list into the text field. Make sure that each item in the list is on a separate line.
  3. Enter a name for your list and click Apply.

Save a custom preset

Section Description
Custom Preset Enter the name of the present you'd like to use.
Preset Choices Information typed into here will save in the custom preset. Note that, despite the fact it is a preset, you can still alter it after the fact.
Show Branching, Skip Info

By default, respondents don’t know if there is branching or skipping on a page. Enabling this option informs the respondent that there is branching logic present.

When you re-arrange pages, the branching logic will do its best to re-arrange itself. However, we recommend you order your pages before adding any branching logic.

On any page that contains logic, you’ll notice a little branching icon on the top left of your form. If you click on this, it’ll show you the branching/skip logic that exists on that page.

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Visual Editor

The visual editor allow you to insert images, text, videos, links, and more to your form. The editor is available in the Form Title and Form Description, but not in Choices or Variables.

To access the visual editor:

  1. Click on the question title or extra description text box in the Options panel.
  2. Click on the Open Visual Editor button beneath the text box.
  3. Edit your text using the options available in the visual editor.
  4. Click OK.
Click the Source button within the visual editor to input HTML, or CSS. While Javascript can be placed in the source, we recommend that you place it in a JavaScript question type instead so that you can find it easily if you need to revisit the form in the future.
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