What
This Quick Sheet will show you how to add a Form in Connect. A Form is a data entry template that allows you to efficiently enter data from Surveys in to Connect.Why
allows you to have all the questions available to hand on one screen in a laout that isWhen you have surveyed local residents, you will want to store all the data. A formvisually
Where
You can find the Forms section in the lowerleft hand menu of the Main Menu screen, inthe ‘Reports • Forms • Labels section.
10.4 Creating & Editing Forms
Quick Sheets Section 10 - Customising Connect
New Report Format Form
The ‘New Form’ form willopen when you click the ‘Add New Form’ button. You must give the Form a name, and have the option of giving it a description if desired.
You can then choose
whether you want this Form to be available for Data Entry, Printing or both.
Enter the name and description for your
new Form here.
You can access the Forms List from the lower left hand menu on the Main Menu screen.
In the ‘Reports • Forms • Labels’ section, click on ‘Forms.
Here you can use filters to limit which Forms are displayed.
Click the ‘Add New Form’ button to create a new Form.
Click ‘Refresh’ to display the
results. The Form’s name displays
here. Click the name to edit it.
Use these boxes to filter the scripts
shown.
Form list
This box is green for shared forms and white for those only available
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Quick Sheets Section 10 - Customising Connect
Form Builder
When you have created your Form it will immediately open the Form Builder.If the screen does not display as shown here, your browser may be blocking it. In the browser’s address bar, look for an icon like a shield or x that may indicate it is blocking. Click on it and grant permission to connect.libdems.org.uk. Once you have the screen displayed correctly, you can begin to add fields.
Checking this option will display the current value of
the field, but prevent the user
editing it.
10.4 Creating & Editing Forms
Adding a field to the form
Check the box of the field you wish to add
Click the name of the field to change its settings.
Checking this option will make the field required for the user to be able to
save the form.
The fields in the first three sections, ‘Name’, ‘Contact Info’ and ‘Special Fields’ are listed ready for insertion.
Some fields - like Name and Address - are fixed and cannot be edited. You may still wish to include these though to help users see clearly that they are entering data for the correct person. It will also make it
easier to design the form to look similar to the paper version. For each of these fields, you can set formats by clicking their name. You can bold, italicise or underline.
You can also choose to make the field read only or be required for entry.
To add fields to the form, tick the boxes next to the names of the ones you want to add and click you ‘Add Elements to Form’ button.
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Quick Sheets Section 10 - Customising Connect
Adding Questions
10.4 Creating & Editing Forms
You can add to your form any Question that you have access to. This includes national standard questions and ones created locally.
In the Form Fields Toolbox, click ‘Survey Questions’ and then click ‘Add Survey Question’.
Select the required Question in the ‘Survey Question’ dropdown. You can then enter a label that will appear next to the question on the form.
You can also choose whether to display previous answers to the question, or to allow users to enter a new answer.
There are ‘Response Formats’ available -dropdown menus and radio buttons.
Once you have chosen all your options, you then need to give the Form Question a name.
Once you have set up the question, you can then set it’s form preferences by
clicking on it’s name (see Page 2).
To add it to the form, click it’s tick box and click ‘Add Element to Form’.
To add Questions, click ‘Survey Questions on the left hand menu, then
click on the ‘Add Activist Code Block’ button.
Select your required Question.
You can set whether you want to show previously entered answers or allow the user to
enter a new answer.
Give the question a
name.
Check the box of the question you wish to add
Click ‘Add Elements to
Form’.
Enter the label you want to appear on Form View.
You can choose between a dropdown menu and radio
buttons for data entry.
Click the name of the question to change its
settings.
Your question is added to the
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Quick Sheets Section 10 - Customising Connect
10.4 Creating & Editing Forms
Adding Tags
Tags will be entered on your form using tick boxes. You can add a block of these tick boxes together.
Simply click on the section of the Toolbox labelled ‘Activist Codes’ and click ‘Add Activist Code Block’.
Then, select all the tags that you want to be included in the block.
You will then need to give the block a label and choose formatting options. Finally, you must give it a name.
To add the created lock to your form, simply tick the box next to its name and click ‘Add
Elements to Form’.
To add tags, click ‘Activist Codes’ on the left hand menu, then click on the
‘Add Activist Code Block’ button.
Select your required tags.
You can choose whether you wish to display the short, medium or
long name, whether the block should be laid out horizontally or
vertically and what formatting options apply to the labels and
text.
Give the block a name.
Check the box of the tag block you wish to add
Click ‘Add Elements to
Form’.
Your tag block will then appear in your
Watch training videos at Member.LibDems.org.uk/Skills
Get support on Facebook - search for Connect Users
10.5 - Template Letters Learn how to create Template Letters in Connect.
10.6 - Label Formats Learn how to create Label Formats in Connect.
Keep on learning - these Quick Sheets will build on what you have learnt here:
You may wish to make your Form available to a
neighbouring Party Organisation.
To share the Form, in right hand box of the Party Organisation Access section of the edit page, simply click the name of the organisation you wish to share it with and click ‘Add’.
Sharing Forms
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Quick Sheets Section 10 - Customising Connect
Laying out your form
10.4 Creating & Editing Forms
To layout your form, just click and drag any item
around the grid.
Once you have added your elements to the form, you can then change where they will appear on the screen. You can make more of the form grid available to view
by either moving or closing the toolbox. If you close it, the ‘Show Toolbox’ button appears at the top of the Form Builder. Click this button to reopen it. You can then drag questions around the grid so they will appear in the same positions as they do on your paper surveys. The form elements will snap to the grid when you release them. You can also change the size of the form grid by using the ‘Add Row’ and ‘Delete Last Row’ buttons.
When you have everything in position, click ‘Save’ to save the form.
Click on the ‘Show Toolbox’ button to return to the Form Field Toolbox.
Use these buttons to change the number of rows.
