Dynamic Forms Designing Forms Forms Basics What kind

Dynamic Forms Designing Forms – Forms Basics

What kind of forms? • • Forms with no payments, no signatures Forms with payments Or any combination

Designing Forms Important Clicks: - Add a New Form Template– initiates a new form - Action -> Edit Form Template – moves you to the Forms Designer page - Green Circle – means the forms is active (red light means inactive) - Copy Form Template – copies that form with all of its formatting, participants, APIs, etc. - URL Instructions – provides URL for that specific form - Delete Form Template – deletes the form

Designing Forms Two Sections Forms Basics – How the form acts Designer – How the form looks

Adding a Form When you click “Add a New Form Template” from the Home page, you will be placed into the Forms Basics page. Here you will define how the form acts. The tabs down the side of this page will allow you to customize all aspects of the form. We’ll go into detail on each tab.

Forms Basics Form Name/Type: 1. Name: This will be the name listed on your Home Page as well if you choose to use the form name in email notifications 2. Description: Allows you to add notes – will not be seen by users 3. E-sign : Can choose electronic signature option 1. None 2. Single Signature (no workflow) 3. Multiple Signatures (workflow)

Forms Basics Admin Notification: 1. Choose frequency of e-mail notifications 2. Choose e-mail of user(s) to be notified of form submission/completion 3. Choose whether or not to use custom e-mail notifications

Forms Basics Admin Notification Example: - Used User First Name / Last Name in Subject Line for alert - Can place form fields in subject line and/or body of e-mail

Forms Basics Payments 1. If your form will be taking payments, you will need to get with the Accounting Services department to set this up for you. They will ensure that the handoff to Authorize. Net is correctly configured and that GL routing is properly set up.

Forms Basics 1. Inactive Text: Remember the Green / Red Circle? You can post the form to your website, but if you want to make a change to the form, or if you are not ready to make the form available, you can keep the form in a red light status. So instead of the user getting an error when they click on the form link, the user will receive this customized message from you.

Forms Basics 2. Confirmation Text: If the form is a single signature form, this tab will be the Confirmation Text. It allows you to present the user with a customized message upon completion of the form. If the form is a multiple signature form, it will be the Cosigners tab, which is covered on the next slide.

Forms Basics There are 4 workflow options to choose from: • Broadcast • Sequential (with workflow decision before the form) • Sequential (with workflow decision after the form) • Conditional (routing decided by answers within the form)

Forms Basics 1. Broadcast: Allows you to build a form where the initial user (form owner) completes their part of the form, and all subsequent co-signers are emailed a request to co-sign the form simultaneously.

Forms Basics 2. Sequential (with decision before the form): Moves the form through a predetermined process one step at a time. All form participants are determined by the designer or identified by the form owner at the start of the form.

Forms Basics 3. Sequential (with decision after the form): Provides for more flexibility in determining the co-signer flow. With conditional routing the next step in the form routing is determined after the form is completed by each participant, rather than up front by the form owner.

Forms Basics 4. Conditional: Allows answers from the form to decide who/how the form will be routed to next.

Forms Basics Add the first participant: With every option you will need to define who the first participant or form owner will be.

Forms Basics Confirmation Text: For each participant, you will be asked to define the text that will be presented to the form owner and cosigners as they complete their portions of the form.

Forms Basics Cosigners: As you add in additional participants/cosigners, you choose how the participants/cosigners will be selected.

Forms Basics Rules/Conditions: You apply if/then rules to a form to make the display of certain elements dependent on the answer to a prior question on the form.

Forms Basics Rules/Conditions: You apply if/then rules to a form to make the display of certain elements dependent on the answer to a prior question on the form.

Dynamic Forms Designing Forms – Forms Designer

Forms Designer When you create a new form, Dynamic Forms starts you off with a blank page. Let’s add something by dragging something onto the form.

Forms Designer As you can see, you have the ability to choose from: - Table - Long Answer - Short Answer - Date Picker - Choice List - Check Box - Text - Image - File Upload - Radio Buttons - Existing Item - * Payment Text - * Payment Choice - * Payment Total *if payment form

Forms Designer When you click on Advanced, you decide, “What should this field look like on the form? ” - Depending on the page item chosen, you will be asked different questions. With a Short Answer: - Choose field type – is it a phone number, e-mail address, no edits - Choose width of input box for the user - Select Min/Max length if applicable

Forms Designer Using APIs You can prefill fields with a user’s information. This can be something in their user profile or information pulled from CX. To use an API: 1. Choose “Prefill” in field type 2. Choose “API” for the Prefill Source 3. Choose the API you would like to use in the field (ex. Students has Academic information, Enterprise Person has demographic information) 4. Choose the field that it will Prefill With 5. Under “How do we get the data? ”, choose how the API will map

Forms Designer Previewing as you go: With Dynamic Forms you can always preview what you have done two ways: Preview in Browser – allows you to see what the user will see Preview as PDF – shows you the form as a PDF

Forms Designer When building forms, we know everyone does not work exactly in order. Sometimes you want to add a new field, but place it in the middle of the form. This can be done by dragging and dropping the field where it should go.

Smart Forms Form Designers can use IF /THEN statement logic within forms to show or hide specific form fields/tables/pages. IF /THEN logic enables you to provide your form users with a customized form experience that prompts them for supplemental data based on their answers to certain questions. How does it work? Step #1: Build your form with all the fields you need Step #2: Click on the field you want a rule on and then click on Rules

The “IF/THEN” Statement Step #3: Choose the field that you base the condition on – all fields on the form will be presented in a drop down list for you. Step #4: Depending on the field type (checkbox, text, etc. ) you will be presented with different options for the condition