Creating a form with fields and viewing the responses

Creating a form with fields and viewing the responses

In this module, you will learn how to create a form with fields, see how the mobile users will use the form and how to review the responses. 

1. Navigate to Forms from the left navigation menu.
2. Select the Form Builder tab at the top
3. Select Create New Form from the top right
4. Select the section the form belongs in from the drop down, give it an icon (optional) and give it a descriptive name. Select Create when finished

5. You will now be at the authoring canvas. Start by selecting a field from the left panel, dragging it onto the canvas and then adjusting the configuration of the properties in the right panel
6. When completed adding and configuring your fields, select Save and Preview form the top right. Here you can test your form and make sure it is performing the way you want it to.
7. When finished with your form, select Publish from the top right


Accessing the form on a mobile device

1. Launch the 3PM app

2. Select My Forms from the homescreen

3. Find the form you wish to use and tap it

4. You will now see all your previous submissions, if any, of the form. Select the icon at the top to start a new form
Info
Note: fields with an Asterix are required fields. The form will not submit if you do not complete the marked required fields.
5. When completed entering the details in the form, select the Submit button at the bottom. 


Viewing Form Responses

Available only for Admins
From the Web Portal of 3PM, access Forms from the left hand navigation panel.

From the top tab bar select the section and then the Form name from the second row of tabs that will open up.
 
To view responses, click on a single name to view that individual's responses.

You will also be able to print out a PDF of the completed form (top left hand corner). 

At the main Forms screen, you can also access individual responses by clicking the View Response button. From this screen you can also view and assign actions to a form in the View Actions button, view the Action History, Duplicate the Form's Reponses and Close the Form. 

By selecting the tick box that appears to the far left when you hover over a name (select all responders by ticking the top tick box to select all), you have options to delete the form or export the form.  








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