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Domo Knowledge Base

Form Builder App (BETA)

Version 2

 

The Form Builder app is a dynamic environment to create custom Forms, Form Templates, and Questionnaires to gain insightful feedback directly from your users. Build Forms from scratch or use Templates to quickly generate and alter multiple forms from an existing set of questions and inputs.

Intro

The Form Builder app is a dynamic environment to create custom Forms, Form Templates, and Questionnaires to gain insightful feedback directly from your users. Build Forms from scratch or use Templates to quickly generate and alter multiple forms from an existing set of questions and inputs. 

How to Get

If you are interested in gaining access to the Form Builder App, please contact your Account Executive.

 

Prerequisites

Once the Form Builder App is installed in your instance, you must first create the following groups in your Domo instance before you can create Forms and Templates:

  • _FB_CreateForm_

  • _FB_CreateTemplate_

CreateGroup.png

Any member in the _FB_CreateForm_ group has permission to create Forms from scratch, or generate a form from an existing template. Members of this group cannot create or edit existing templates.

Any member in the _FB_CreateTemplate_ group has permission to create Templates from scratch and edit existing Templates. Members of this group can create and edit both Forms and Form Templates.

Users who are not members of either of these groups will only have permission to view and submit existing Forms.

Using Form Builder

Forms

Under the Forms tab, you can create new forms, view, and edit all available forms. 

Form Builder - Forms View.png

Manage Existing Forms

  1. Click the ellipsis Form Builder - Ellipsis.png on the Form you would like to manage.

    Form Builder - Actions.png
  2. Select EditDuplicate, or Delete.
     

    Note: If you choose to edit a form, previous responses to the form are not changed. 

    • Any changes made to a new copy of a form are not reflected in older versions.

    • Deleting a form is a permanent action and is not reversible.

     

Create a New Form

To create a new form,

  1. Under the Forms tab, click Create New Form

  2. Fill out the following basic information for the new form:


    FormDetails.png 

    Form Basic Information
    Field Description
    Name/Description The name and description for the form
    Tags Terms related to the form. Adding tags allows you to quickly find the form through the search functionality. 
    Groups Any Domo group(s) who should be able to view and submit the form. Leave this field empty if the form should be globally available. 
    Note: Currently, only Domo Groups can be added to a Form. If there is an individual you would like to share a Form with, they will first need to be added to a specific Group.
    Response Type Restricts the number and type of responses that users can submit. 

    One response per user: Each user may only submit one response. Once a user has submitted a response, the form will no longer be listed in their available forms.
    Note: If a user has permission to edit the form it will still be listed in their available forms, but they will no longer be able to submit a response.
    Multiple responses per user: Each user may submit multiple responses.

    Crowdsourced (collaborative): Multiple users contribute to a single response.

     

  3. Next, add a section to the form by clicking AddSection.png Add Section. Within a section is where you will add different types of questions, titles, and user interactions.

    Form Builder - Add Section.png

  4. Type the name of the section.

    SectionDetails.png

  5. Then, select the type of field you would like to add to your section.

    Note: Multiple inputs can be added to a section. Each section of the form will be displayed as its own page. 

    Form Builder - Field Types.png

    Field Types
    Icon Field Description Example
    Form Builder - Add Title and Description.png Title and Description Add a title and description to your section. This does not replace the section title; it is information and has no user interaction. TitleAndDescription.png
    Form Builder - Add Text Question.png Text Question Add a text question to your section. Text questions can be multi-line or single-line response questions. QuestionText.png
    Form Builder - Add Dropdown Options.png Dropdown Selection Create a dropdown of options a user can select from. You can customize the order in which items appear in the list and allow for multi-select. QuestionDropdown.png
    From Builder - Add Date Select.png Date Select Add a date select field for a user to give a specific date or a date range as an answer.  QuestionDate.png
    Form Builder - Add Image.png Add Image Allow users to upload their own image. QuestionImage.png

     

  6. When the form is complete, click Save and then click Back.

    SaveBack.png 

  7. The form will now be listed in your available forms.

Templates

Templates allow you to create one single template that can be used to quickly make multiple forms without having to build them all from scratch. Under the Templates tab, you can create new templates and view and manage all available templates. 

CreateTemplate.png

Manage Existing Templates


ActionMenu.png

  1. Click the ellipsis Form Builder - Ellipsis.png on the Template you would like to manage.

    Form Builder - Actions.png
  2. Select Create FormEditDuplicate, or Delete.

    Note: If you choose to edit a template, 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. 

    • Any changes made to a new copy of a template are not reflected in older versions.

    • Deleting a template is a permanent action and is not reversible.

     

Create a New Template

To create a new template,

  1. Under the Templates tab, click Create New Template

  2. Fill out the following basic information for the new template:

    Form Builder - Template Basic Info.png

    For more information on these fields, see Form Basic Information

  3. Next, add a section to the template by clicking AddSection.png Add Section. Within a section is where you will add different types of questions, titles, and user interactions.

    Form Builder - Template Add Sections.png

  4. Type the name of the section.

    SectionDetails.png

  5. Then, select the type of field you would like to add to your section.

    Note: Multiple inputs can be added to a section. Each section of the template will be displayed as its own page. 


    Form Builder - Field Types.png

    For more information on the different fields you can add, see Field Types

  6. When the template is complete, click Save and then click Back.

  7. The template will now be listed in your available templates. 

Questionnaires

Questionnaires allow you to group templates into 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 folder. 

QuestionnaireSidebar.png

To manage your Questionnaires,

  1. Click the ellipsis Form Builder - Questionnaire Ellipsis.png on the questionnaire you would like to manage.

    Form Builder - Questionnaire Actions.png
  2. Select Create FormDeleteDuplicate, or Rename

    QuestionnaireActions.png

Form Submissions

For a user to take and submit a Form, they will just need to navigate to the Form Builder app. Then, select the Form from the available list. Form submissions are recorded in a new DataSet that is created upon the Form's first submission. When the DataSet is created, its name is an automatically generated GUID (globally unique identifier.) We recommend renaming the DataSet once it's created to more easily locate and identify.

Datasets.png