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Domo Knowledge Base

Form Builder Basics

Version 16

 

Intro

The form builder app provides users a dynamic environment to create custom forms, form templates, and questionnaires. Templates offer the user the option to quickly generate and alter forms from an existing set of questions and inputs. Questionnaires 

Forms

The forms view of the form builder lists all available forms and offers the user tools to manage and create forms.

Forms.png

Name and Description: Name and description of the form template, provided when creating the form.

Creator: The name of the user who created the form.

Last Modified: The date of the last modification to the form.

Tags: Any tags assigned to the form templates, provided when creating the form or parent form template.

Actions: Actions associated with the form (see Form Actions below).

Form Actions

Each form in the list has a list of associated actions, accessible by clicking the ellipsis to the right of the entry in the list.

FormActions.png

Edit: Opens the form in the form edit view where users can add, change, or delete sections of the form. Previous responses to the form are not changed.

Duplicate: Opens a copy of the existing form. Any changes made to the new copy are not reflected in older versions.

Delete: Deletes a form (irreversible).

Create A Form

See creating forms and templates.

Templates

The templates view of the form builder lists all available templates and offers the user tools to manage and create form templates.

Templates.png

Name and Description: Name and description of the form template, provided when creating the form.

Creator: The name of the user who created the form.

Last Modified: The date of the last modification to the template.

Tags: Any tags assigned to the form templates, provided when creating the form.

Actions: Actions associated with the template (see Template Actions below).

Template Actions

Each template in the list has a list of associated actions, accessible by clicking the ellipsis to the right of the entry in the list.

ActionMenu.png

Create Form: Create and edit a new form based on the template selection.

Edit: Opens the template in the template edit where users can add, change, or delete sections of the form. Any forms generated from the template before it was changed are not affected. If the changes need to cascade to the forms generated from the template, they must be completed individually by the user.

Duplicate: Creates a copy of the existing form template. Any changes made to the new template are not reflected in the old template.

Delete: Deletes a template (irreversible).

Create A Template

See creating forms and templates.

Questionnaires

Questionnaires allow users to group templates and aggregate them in a single form. By default, templates are grouped in the Unassigned templates section. To assign a template to a questionnaire, drag and drop the template over the questionnaire.

QuestionnaireSidebar.png

Questionnaire Actions

QuestionnaireActions.png

Create Form: Create and edit a new form based on the questionnaire selection.

Delete: Deletes a questionnaire and its templates.

Duplicate: Creates a copy of the existing form questionnaire. Any changes made to the new template are not reflected in the old template.

Rename: Opens a text box where the user can enter a new name for the questionnaire.

Form Submissions

Form submissions are recorded in a new dataset created upon the form's first submission. When the dataset is created, its name is an automatically generated GUID (globally unique identifier). It's recommended to rename the dataset once it's created so it's easier to locate and identify.

Datasets.png

Datasets created by the form builder have the following columns:

  1. User ID: the user id of the user who submitted the form
  2. User Name: name of the user who submitted the form
  3. Section ID: id of the form section related to the response item
  4. Section Name: name of the section related to the response item
  5. Item ID: id of the specific question related to the response item
  6. Response Number: if a question allows multiselect functionality, the response number correlates to the order by which the responses were selected
  7. Type: the type of question for the response item (e.g. multiselect, text, text multiline, etc.)
  8. Label: the question label to which the user responds (e.g. a text response type question that prompts the user for their first name may have the label What is your first name?)
  9. Value: the user's response to the question
  10. Response Options: the options available (if any) for a user to select as a response (e.g. a country selection might have Afghanistan, Albania, etc., as the list of possible responses)
  11. Submitted: a true/false value whether the response was submitted
  12. Submission Time: the time at which the form was submitted