Forms can be used for many different purposes, but common to all is that they streamline workflows, automate business processes, and eliminate redundant, manual business tasks.
Build a Form
Building a form is very similar to building a test or survey, and the same processes are followed. Review the basics of form building if you'd like a refresher:
- Online Forms Overview
- Create a Form: Details Tab
- Create a Form: Build Tab
- Create a Form: Security Tab
- Create a Form: Workflow Tab
- Create a Form: Views Tab
Watch this video for an example of how to make a Vacation Request Form:
Spreadsheets are specific to forms (i.e. are not available for surveys or tests). Spreadsheets collect repeated occurrences of the same type of data, so users can add an unlimited number of rows to their form in order to capture all available information without having to complete and submit multiple forms.
As shown below, form submitters are presented with an add row link which allows them to dynamically add additional rows of data in the spreadsheet area of the form.
This feature is especially useful with mileage request forms where each row can represent a different trip, or purchase order request forms where it's not possible to assume the number of items that will be included on the purchase order request form.
Selecting Hidden Values will allow you to associate numerical values with the different multi-select options you’ve created.
For example, in the case of a mileage request form, you may decide you need two dropdown options: Local and Out of Town (to accommodate different gas prices across different locations).
We can associate the Local option with a hidden value of 1.2, and Out of Town with a hidden value of 2.45. Next, we could create a new Formula field to help us perform a dynamic calculation between some of our form fields. We could implement an equation that takes the hidden value associated with the selected dropdown option and multiplies it with a Distance Traveled number field that we've created.
Watch this video to see this in action: