The new & exciting FormLogix version presents: The basic form editor

We have just issued a new version in which we have added a new form builder editor to easily create web
forms. Why create a new editor you ask? well, the answer is simple…
1- While our original form builder is an advanced WYSIWYG tool which provides flexible design using a simple drag & drop motion, the basic form editor lets you create simple forms without having to deal with the design aspects that much.
2- In the new Basic editor all you do is construct a Pool of questions and define the Flow (sequence of questions) and the form is ready to use.
3- In the new editor you can create a basic flow by simply defining the order of questions in the pool, or you can create a compound flow which consists of several possible routes (based on the form filler’s input) – this is what we call a conditional form (an example for a conditional form: if the answer to question 1 is A than go to question 2, if it is B than go to question 3…).
It is a great tool for creating your web forms easily and quickly. It is also the ideal tool for creating surveys and polls.
Find out more about the Basic Form Editor

Limiting your email form to a maximum number of submissions

When you purchase a FormLogix ‘per form’ subscription your web form has no limit when it comes to the number of submissions it allows. In some cases you wish to ‘stop’ collecting data after a certain number of submissions – in these cases you can use the ‘max rows’ option in the ‘form settings’.
This option lets you enter a number of submissions after which form fillers will not find the email form accessible.
The max rows option closes the form to submissions but may be reopened by changing the number in the ‘max rows’ field to a bigger number or to 0 (zero means that there is no limit).

Following are steps to limit your email form to a maximum number of submissions:
1- Enter your web form in the form creator.
2- Go to the ‘form settings’ on the right.
3- Enter a number in the ‘max rows’ field.
4- Press ‘apply’.
5- Save the web form.

* Limiting the submissions may also be achieved by purchasing a ‘per submission’ subscription. However you should be aware that the bulk of submissions purchased apply to all forms in the account (which collect data publically) and not only to a specific form. So if you have a few active forms at the same time you will not be able to control the number of incoming submissions to each one separately.

Change your Web form dimensions

When you create a new email form it always has a default size (727×506 px).
The size of the form is of no importance unless you wish to embed it in a specific area of the webpage – in this case you need to determine the exact size of the email form so it doesn’t get cut. When embedding a web form you need to publish it as “script” or “iframe” and insert the generated code the specific area of your web page html.

Following are steps to change the form’s dimensions:
1- Enter the form in the form builder.
2- Go to the ‘form settings’ on the right.
3- enter a different width and height.
* if you are trying to contract the form size when there are elements in it you may not be able to do so if there are elements in the way. If this is the case, try to move/change elements size to allow the wanted contraction.
4- press on ‘apply’.
5- save the form.

** please note that if you change your form’s dimensions after it has been embedded you will need to publish it again and replace the current generated code with the new one.

Add private access fields to your web form

Sometimes you wish you could add your comments/ratings/etc to the web form entry after it was submitted, without the form filler being aware of it. Well…this can easily be accomplished by using the ‘private access’ option.
Private access fields are fields which are placed in a container within the form and are only visible and accessible to the form owner. Main usage is for adding remarks or ratings to entries after they are submitted. This option suits all kinds of forms, ranging from contact and feedback forms to order forms.

Steps for creating access fields:
1) Enter the web form you wish to add access fields to in the form builder .
2) Drag a container element.
3) Turn on its ‘Private Access’ checkbox in the element’s settings.
4) Drag the elements of your choice in to the container.
5) Save the form.

Access fields will not appear in published forms, only in the form owner’s report.
Steps for adding your data in the access fields:
1) Enter the form’s report page.
2) Double Click on a specific entry line to enter the entry in edit mode (or choose ‘Tools’>Edit).
3) Your access fields will now be sowing and you will be able to enter data in them.

Take a tour in the form builder

The form builder is where you can create an endless array of email forms (once the form is submitted an email is sent to the form owner):
Contact us forms, Feedback forms, Events registration forms, Surveys, online Polls, Order forms, Invitations etc.

The form builder is a WYSIWYG tool. This means that while you are creating and designing the email form you can actually see what the form will look like when it is used.

It consists of many features and functions, some are necessary for the form creation process and some are special features which may be used when needed.

This tour will focus on the main functions you should know in order to create a form in the form builder:

1- Giving the form a name
    the first attribute in the ‘form settings’ (on the right).

2- Determining the form’s dimensions: width & height.
If you plan on embedding the form in-between other items in your webpage than this is really important. The width and height are located in the ‘form settings’ and are in pixels.

3- Dragging the elements of the form.
All elements are located in the ‘elements’ section in the top toolbar.
You can either drag each element separately or drag every element along with a label (by turning on the ‘Create with label’ checkbox in the ‘alignment & spacing’ section)

4- Using the grid to align the elements
by turning on the ‘show grid’ and ‘snap to grid’ checkboxes (located in the ‘alignment & spacing’ section) you can easily place your elements where you want and have them be aligned.
Read more about the grid

5- Giving the Elements a caption
each element has a default name when it is first dragged, but this name can and should be changed (since it later appears in the data management report, in the emails and so on). In order to give the element a name you need to select it and go to the ‘element settings’ on the right.

6- Giving the elements a tab index number
This attribute is situated in the ‘element settings’ and allows you to determine the order of the fields in the form (this order will later be used in the data management report, in the emails etc.)
read more about tab index

7- Saving the form.
this may seem trivial, but when you are working with a web tool you should always make sure you save your form several times while you are in the process of building it and not only in when you are finished.

8- Auto response
by using this feature you can have a copy of the submitted form be automatically sent to the form filler. In order to have the form auto reply (or , as we call it, send a ‘carbon copy’ of the form) you need to have an email element in your form – so if you don’t already have one you will need to add it. Once the element is in the form you will need to go to its settings and turn on the ‘send copy‘ checkbox.
You can use this regular auto reply or use the ‘custom user email‘ to create your own email.

9- post submit url
this attribute, located in the ‘form settings’ allows you to redirect the form to another form or another url once it is submitted. All you need to do is use the url picker to select a form or fill in a valid url and press ‘apply’.

Read more about post submit url

10- Publish
Once the form is completed and saved you can publish it. Publish means to make it accessible to others, to make it public.
In order to publish your form you need to press on the ‘publish’ icon in the ‘main’ section of the toolbar. Choose one of the listed publish methods and copy the generated code.
Read more about publish

Do you need an email form?

Do you have a website? Do you have a blog? Do you have a contact form in it? Do you want your users to be able to approach you when they need to? Do you want to publish a questionnaire, survey or poll? Are you interested in what your users have to say?

If you are interested in communicating with audience than an email form is just the thing for you. The email form is a web form which sends you and email once it is submitted by the user – alerting you that the form has been filled and providing you with the entered information.

Not everyone wants to be bothered by phone on a regular basis and most web owners prefer their users to get in touch with them by email since it is simple, fast, can be read and handled at any time and is a documented form of communication.

The form builder provides you with a platform to create email forms easily, quickly and efficiently. What is so great with these forms is that not only data is sent to you automatically upon each data entry, but that all the data entered in the form is also accumulated and stored in a data management tool in which you can view the data, edit it, delete it, export it etc.
This means that the email form is also data driven.

Another new and exciting option is now available, allowing you (the form owner) to reply to your form fillers’ emails via a “private forum” option.
With this option you

Filtering the data in a form builder

When using FormLogix form builder all the data entered in your web form is automatically stored in a data management report in addition to being emailed to you.
The data management tool allows you (the form owner) to view all data entries, edit them, delete them, add remarks, export and import data as well as open a private forum discussion with your form fillers.
The most basic feature in the data management tool is the filter option. Filtering is a tool for slicing the data and enabling the focus on specific entries.

The data management report allows 2 kinds of filters:
1- quick filter
the quick filter, just like its name, is a way to quickly filter the data.

Steps to quick filter:
1) Press on the filter icon in the desired field header.
2) a small section will open under this header containing a filter term:
an ‘operator’ listbox, a ‘where’ textbox, and a ‘go’ button and ‘clear’ button.
3) Choose the operator (contains/doesn’t contain/=/!= etc.) and fill in the ‘where’ term accordingly. For example: if you wish to filter for all the entries where the contact purpose was technical support you can quick filter on the “contact purpose” field and fill in the following information:, operator: “contains”, where: “technical”.
Notice that filling in the terms in the quick filter will also fill them in the main filter section of the “toolbox” above.
4) Press on “go” to apply the filter or press on the “clear” icon to clear the term from the filter rows.

2- Regular filter
the regular filter, like the quick filter, is based on filter terms.
When you open the filter feature in the “toolbox” you will find 3 filter term rows already open.
In order to slice the data you will need to use at least 1 filter term. This filter allows adding endless terms for slicing the data. it also allows you to define the relationship between terms by using a “and” and “or” between them.
For example
(or): you can look for people whose names start with W or start with A.
(and): you can look for people whose names begin with A and are smokers.

Steps to quick filter:

1) Fill in the first term row.
Choose the operator value and fill in the where field. (for example: name contains “a”)
Choose the operand ‘and’ /”or” to determine the relation between this term row and the next term row (if you use more than 1 term). Choosing ‘and’ means that only data entries that fit both row terms will be extracted while choosing “or” means that entries fitting either one term row or the other will be extracted.

Leave the show checkbox unchecked if you wish to see all form’s fields in the results.
by checking the ‘show’ checkbox you can choose to view only specific fields in the results table

2) Fill the second term row in the same way
if you are using only 2 term rows there will be no need to choose an operand on the second row since the relation between the two rows was already set in the first row.
3) Pick the number of rows you would like to see in the result table at once (* will show all rows in 1 page)
4) Press ‘go’.

That’s it really…very simple.
For those who wish to use the same filter again –you may want to consider saving the filter as a shortcut in the data center. Read all about saving the filter in my next post.

find out more about editing the filter properties or deleting a filter.

What is a form creator?

A form creator (also known as a form builder or form generator) is a tool designed to automate the form creation process and enable those with no programming skills to create a web form themselves.

FormLogix is such a form builder and it enables its users to create an endless variety of web forms (contacts forms, surveys and polls, feedback and order forms etc.) in a flexible, easy and  WYSIWYG (WYSIWYG =what you see is what you get) way. The form creator is a web application which does not require any installation or download. All you need to do is register, login and start working.

Don’t worry about not having the experience or knowledge in programming or database, all you have to do is drag and drop the elements from the toolbars and design the form (place the elements where you want, choose a background color for your form, add image, choose font family and size etc).
While you are simply constructing your form the database is created behind the scenes for you. This will allow you to store the data in a table and manage it later on.
flexible-design

This email form,  once saved and published,  will allow others to fill in data, will alert you via email upon each data entry made, and will enable you to manage the data entered using a data management tool.
Read more about the Form Maker

What are you waiting for? Let start creating forms! -follow me…

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