This guide will cover how to create your own custom forms using the drag and drop feature. This is an Admin only feature. If you are an Admin and do not have access to Admin > Template Editor, please reach out to Support to configure this for you.
Please Note: There will be other Templates saved in the system that will appear here along with any forms you have created. If you make changes to the other Templates and it causes issues that our team needs to fix, there will be an hourly fee for however long it takes to fix.
Jump to: Editing Template
Jump to: User Permissions
Create a New Template
Please follow the steps below to create a Template with Drag and Drop forms.
Go to Admin > Template Editor and click the plus button.
Refer to the image to complete the numbered sections below.
1. Name the Template how you would like it to appear when creating a form.
2. Choose "New" under document type. This will allow you to tie the Template to a searchable and fillable form.
3. Department will already exist. You will likely have something like Board of Education. Select that and under Doc Type Name, enter the same name as you did for the Template Name in step 1.
4. Check this box so you can give yourself access to the form as soon as it is built. This box only gives access to the user who is creating the Template. Permissions to other users can be made under Admin > Users.
5. Choose "Drag and Drop" under Designer and "PDF" under Designer Display Mode.
6. Click "Browse for PDF" and locate the pdf on your computer that you would like to use for Drag and Drop. If you have a Word document, you can use the Save As option in Word to convert it from Word to PDF.
7. Jpeg Compression Level allows the forms to save as a smaller file size. This is important for faster load times when submitting a form and viewing images. Enter "70" as that is a good threshold to keep the file size small without hurting the image quality.
8. Click "Save" to create the Template.
Editing a Template
After clicking the Save button on the new Template, it will automatically load the image, and we will be able to drag fields to the template to fill out. If you are under Admin > Template Editor and you do not see your Template, choose from the Template dropdown on the top left corner and make sure it is selected.
Tool Box
With our Template selected, on the left side of the page, we will see a Tool Box section.
Click the New Fields button and it will provide a list of options to add to your form. If you ever delete a field, you would click on the Doc Type Fields section to find it and drag it back over to the page.
Please see a description of each option below.
Text Box - Plain text area without any special formatting.
Check Box - Simple check box to be checked or leave unchecked.
Combo Box - This is a text area where we define drop-down options.
To add options to the combo box, use the Lookup Sql box on the bottom right of the page when the field is selected.
Type in the values and use the Enter/Return key on your keyboard to separate each entry.
Number Box - Only allows entry of numbers and decimals.
Money Box - Only allows entry of numbers and decimals and adds a $ symbol in front of the data entered.
Decimal Box - Only allows entry of numbers and decimals and adds a % symbol behind the data entered.
Date Picker - Only allows a valid date to be chosen.
Time Picker - Allows hours, minutes, and AM/PM to be chosen for a full-time entry. Clicking the clock icon will allow options for 30-minute intervals.
Text Area - This will give a larger text box by default.
Signature - Used for either drawing signatures or typing signatures and choosing a signature font.
File Uploader - Allows uploading 1 or more documents when submitting a form. There are no additional options when editing on this field in the Template Editor screen.
Payment Entry - Allows a credit card payment to be submitted to your financial system. Please reach out to Support if you are interested in having this added to your database.
HTML - Allows HTML code to be added in this section. You can also utilize this as a static visual on the form if it wasn't originally part of your PDF file that was uploaded.
Field Properties
When a field is dragged onto the form and is selected, there will be a section on the far right of the screen for properties pertaining to that specific field. Please see the definitions for each property below.
Text/Caption - Enter the name of the field.
Hint - The text that displays in a box prior to a user entering information. The hint would not appear for all field types; this includes Dates and Signature fields.
Length - The amount of characters allowed in a box. The default is 50 characters. This value may auto fill for Dates and Signatures and will not need applied.
Required - Check this box if you would like to make the selected field Required before they can submit the form.
Edit/Tab Order - The order in which using the Tab key on your keyboard navigates from one field to another. The lowest number will be the first value we tab to and each tab used will go to the field with the next lowest value.
Search Order - This applies to the Search tab if you have Search access to the form. The order applies on the screen from top to bottom. The lowest number is on top as first in the Search view. Leave it blank if you do not want to use it as a searchable field. Signature fields cannot be applied to this feature.
Results Order - This applies to the Search tab if you have Search access to the form. The order applies in a column view from left to right.
Workflow Order - This applies to the Workflow view for the form if there is a Workflow built for it. The order applies in a column view from left to right.
Font - Choose your font for the values entered in the field.
Font Size - Choose your font size for the values entered in the field.
Field Name and Type - These are system sections and do not need to be changed.
After we are done adding fields to the form, click the Save icon.
User Permissions
Each user who needs to be able to fill out the form will need the minimum Doc Type rights under Admin > Users.
View, Edit, Create, and Append.
We can create a Group under Admin > Groups and add users to the Group. Then we can go to Admin > Users and give the above permissions to the User Group.
We can also give the Anonymous user the minimal permissions above, and this will apply to all users who are logged in as well. NOTE: Never give Search or Unrestricted access to the Anonymous user.
Please reach out to support if you need a link for a form to share anonymously for those who are not logged into the site.
Please also reach out to Support if you need assistance with building workflows and/or notifications tying into the form.