We have made a video tutorial on the basics of the form builder. This shows you how to add and edit question blocks.
Principles of the form builder
As you may have noticed, our form builder is a bit different from traditional form builders. Let us explain some principles of our form builder.
Intended for smartness
The form builder is intended to build smart forms. Smart forms need logic and that's what the form builder helps you with. It shows a visual presentation of the flows in your forms.
- The top-down direction shows the order of the form blocks inside the form;
- The left-right direction shows decisions inside the form that can be taken depending on the input of your respondents. We call those decicions branches.
Start and End
When you start a new form, all you see is a green bubble with a
icon and a red bubble with a
icon. Those two bubbles indicate the starting point (green) and ending point (red) of your form. In between those, we're going to create our form.
The actual content of your form gets determined by the form blocks you add. We offer question blocks and action blocks. Each form block contains its own content, depending on the block type, question type and enabled block features.
For each question block you can select the question type. The question type takes care of the input control that is associated with each block. Examples of question types are text (single and multiple line), multiple choice, checkboxes, radio buttons, date, matrix, file upload, etc. The chosen question type also determines which block features are available.
Action blocks, just like question blocks, can be used anywhere in the form, but instead of providing a certain input, it performs a certain action. Examples of action blocks are the send email block, raise error block and hidden field block.
On the left of the block pane, you'll see a list of block features. These are switches you can toggle to add content and settings to each form block.
Most of these block features are available for all question types, for example:
Text- The title text of the form block;
Description- An optional description of the form block;
Help text- An optional description of the form block;
Required- An option to determine if the question is required to fill out by the respondents;
Visibility- An option to determine if the block is visible in the form;
Alias- An option to set an alias to use in the dataset (more information on alias over here);
Exportability- An option to determine if the data is saved (more information on the exportability over here).
Depending on type of block and/or the selected question type, the list of block features will update. For some form blocks there are additional features, like these:
- Discover advanced options of the checkboxes block;
- Discover advanced options of the date block;
- Discover advanced options of the file upload block;
- Discover advanced options of the matrix block;
- Discover advanced options of the multiple choice block;
- Discover advanced options of the number block;
- Discover advanced options of the password block;
- Discover advanced options of the rating block;
- Discover advanced options of the text multiple line block;
- Discover advanced options of the text single line block;
- Discover advanced options of the yes-no block;
- How to use the send email block;
- How to use the raise error block;
- How to use the hidden field block.
All form blocks are placed within clusters. Clusters are the containers for the questions you're asking/actions you're performing. You can use clusters to add logic and create cuts inside your form.
Branches for logic
To create the necessary logic for smart forms, you use so called branches. By adding the desired branch conditions and branch behavior you determine what condition(s) must be matched to enter a certain branch in the form. Branches are pretty powerful and you can read all about it in this article.
Underneath each branch you can fill in the follow-up, containing the form blocks and/or logic that respondents get to see when they have entered a certain branch in the form.
At the end of each branch you can choose from different types of branch endings how the form should proceed after this branch.