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eForms - Settings

A Closer Look at eForm Settings

Once you’ve created an eForm you can customize the settings to best suit your needs. For more information about creating an eForm, go here.

To change any of the settings, click on any of the tabs on the left side of the page. 

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Each of the tabs on the left will change the information displayed on the right. Having selected eForm Links, the right portion of the page now displays additional information and customizable settings.

 

The Users & Security tab allows you to A) password protect your eForm, B) set an expiration date for the eForm link disabling access after a certain point, C) require user to input text (such as a name) before they can fill out the eForm, D) require user to check the box (e.g. agreeing to terms of service) before continuing to the eForm, E) requires a graphical signature before continuing to the eForm. To alter the Users and Permissions, or the eForms Groups click on the tabs to right (F).  

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With the Users & Permissions tab you are able to grant other users varying levels of access to the eForm. You are also able to notify the users when they are added to the eForm share.

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You may share eForm with Restrict data view access to other users. The restricted user will have access to only those entries that are submitted by him or the entries in which he is the current assignee.

 

With the eForm Groups tab you are able to edit the eForm Groups accessible in the Assign To field.

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The Personalize tab provides you with a way to set the Theme, Header and Cover Page details. There are six different themes to choose from. Once you’ve made a selection, click View My Form to see how it looks. If you aren’t satisfied, choose another theme and preview it until you find a theme that suits your eForm.

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The Header tab allows you to alter the presentation of the eForm. You can A) upload an image as shown below, B) add your name or company’s name, C) add a URL link (e. g. to company’s website), D) and you may also write a brief description of the eForm.

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The Cover Page tab provides you a way to set the cover page for your eForm. The cover page allows you to A) display a page title, B) enter a description, and C) enable and include a return URL so that the recipient of the eForm is automatically redirected to a website of your choosing upon completion of the form.  

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The Advanced Field Settings tab provides you with a way to set the field Conditional Logic and Unique Data configuration. 

The Conditional Logic tab provides you a way to configure logical rules to hide field based on response of other fields.

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By clicking Add Rule button you can add rules as per your requirement and select the form fields that should hide when the defined logical rules are satisfied.

  • The rule can be set on fields of type: Single Line Text, Dropdown, Multiple Choice, Checkboxes, Extensible List, Scale, Number, Decimal, Date, Time, Currency, Percentage and Yes/No.
  • These fields should be user input fields and should not be Calculated Fields.
  • You will be able to hide fields of all types excluding the Page Break, Assignee, Group, Subject, Status, Priority, Due Date, Comment and Column fields of a Table field.
  • You also have the option to provide html object IDs of custom form layout that should be hidden based on the rule.
  • In view form, the hide field will be reflected in real time, i.e., the moment value of conditional logic rule field is changed.

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The Unique Data tab provides you a way to configure the fields or a combination of fields whose values will be unique within all submissions.

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Use the Forms & Folders tab to associate the eForm with a folder (red box) and use the form to capture metadata.

To learn more about Meta Data click here.   

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The Notifications tab allows you to A) be notified when the eForm is submitted, B) be notified when the eForm is accessed, C) include a PDF attachment with the notification email, and D) send notification to email address(es) mentioned in the email type field(s).

You are also able to enter an additional recipient to receive the email notifications.  

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The eForm Links tab presents you with a URL to distribute via email and instant messaging programs and HTML code to embed the link in a webpage.  

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Click the Send eForm tab to select your recipients, add/change the subject line and body of the email. 

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Finally, the Link History tab displays, when the eForm link was sent, and to whom.  

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Still Have Questions?

If you need help or have additional questions please contact us.

 

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