How to build your forms in the form builder
Let's have a quick look on the principles of our form builder, how to add the desired content (like question blocks, welcome and closing messages) and how to add some smartness to it all.
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.
The form builder can be used with some smart gestures. Please have a look at this article to learn how to control the form builder: Learn the basic controls to use the 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 on a storyboard.
- 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.
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, picture 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 actions are performing a calculation, sending an email or prefilling a value in a question.
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.
Depending on the type of block and the selected question type, the list of block features will update. To help you with this we made detailed help articles for each form block, that you can find over here:
Discover our form blocksHow to use the...
Common block features
Most of these block features are available for all question types, for example:
Text- The main text of the form block;
Description- An optional description of the form block;
Help text- An optional help text 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).
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 select how the form should proceed after this branch is completed by your respondents. You can choose from different types of branch endings.
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.
You can add a welcome message and a closing message (or even multiple closing messages, based on your respondent's answers). Click the links to find out how.
We also made some video tutorials about how to use the storyboard of Tripetto.