Frequently Asked Question

Adding and Editing Forms:

• Add Form Portlet
  • Click the wrench
  • Click Options
  • Select "Add a new feature to this page"
  • Scroll down to More options and click "Expand to view the list of options" next to General Purpose features
  • Select J1 FormFlow - Forms
  • 
    
• Rename Portlet
  • On your page, click Manage Forms
  • Select the form you wish to rename
  • Select the Form Settings tab
  • In the Definition tab, type the desired name into the Form name text-box
• Create New Form
  • On your page, click Manage Forms
  • Click +Add form
  • Select Blank form (a form created without a template)
  • Select the Form Settings tab
    • Definition tab
      • Type a name and description for your form in the designated text boxes 
    • Settings tab
      • Select a start and end date and time, or users will not be able to view it
    • On Finish tab
      • Create a submission message
    • Access/Security tab 
      • Set an optional limit to the amount of submissions a user makes
  • Click Save settings 
• Viewing Reports
  • On your page, click View Reports 
  • To view a user's form, click View

Adding and Editing Questions:

• On your page, click Manage Forms
• Select the form you wish to edit
• Select the Add Question tab to add a question 
• Right click a question and click Properties to edit a question
• Add/Edit a question
  
  • Textbox
    • Definition tab
      • Type a Unique ID - this is just for your reference
      • Select the type as Textbox
      • Type your question into the large text-box
    • Settings tab
      • You can select a value in the Default Value drop-down, such as @@FirstName
  • Radio Button
    • Definition tab
      • Type a Unique ID - this is just for your reference
      • Select the type as Radio Button
      • Type your question into the large text-box
    • Settings tab
    • Options tab
      • Add options for the user to choose from
        • They will only be able to select one, unlike the Checkbox
  • Drop-down
    • Definition tab
      • Type a Unique ID - this is just for your reference
      • Select the type as
      • Type your question into the large text-box
    • Options tab
      • Type the options you'd like the user to choose from
    • Rules tab
      • You can set an action to be performed when a specific option is chosen
  • Button (for submission)
    • Essential!
      • Definition tab
        • Type a unique ID - this is just for your reference
        • Select the type as Button
        • Type Submit Form, or something similar, as your question in the large text-box
      • Rules tab
        • Select If answer value is in the top left drop-down menu
        • Type an asterisk (*) into the text-box on the top right
        • Select Form: Submit in the bottom left drop-down menu
        • If you want to receive an email when a form is submitted:
          • Select Email: Send in the bottom left drop-down menu
          • Click the plus sign to the right of the drop-down menu
          • Select Submit in the Send Event drop-down menu
          • Type your email address into the Email To Address 
          • Type the subject for the email
          • Type the body of the email in the Message text-box
          • Click Save template
          • Select the name of your form in the bottom right drop-down menu
• Click Save changes

*Tip: Don't click something more than once or use the back arrows when editing in JICS - it will take you back to the home page!

For more information, or visuals regarding this information, watch this JICS Content Editing Part 2: Forms video!