Design or Edit a DataGuide Form

When you design a DataGuide Form, you can:

You can also hover over a placed element on the Form Canvas to change the text.

Add an Element

In the DataGuide Form Designer Canvas, you can add questions to the form by clicking on one of the Form Designer Elements or clicking the Add Question box.

Not all the elements are question types. They can be options for a form user to upload a file, capture a signature, enter short, long, or multiple text boxes. You can also define what can be entered in table rows, columns, and table cells.

You can click, hold, and drag an element over to the canvas or you change the element from one type to another by using the dropdown in the element.

Each element has three buttons at the bottom:

Action Options

  • Duplicate - Duplicate the element with the same options set in the element

  • Required toggle - An option to make the element a requirement to complete

  • Delete - Remove the element from the form canvas

Add an Map Child Element

You can link and display child object records related to a parent object within a form. Use this when your form needs to capture or update data for multiple related records under a single parent.

Confirm your version of DataGuide supports Map Child Elements. Older versions of DataGuide had issues where this element couldn’t be used inside Dynamic Panels. There would be a failure to render or return a configuration errors. Later versions have fixed this and added support for the element within Dynamic Panels and improved form actions for child records.

  1. Once the Primary Object for the form has been defined, drag the Map Child Line element from the Elements panel to the form canvas and place it where you want child records to appear.

  2. Click on the element and open its Properties.

    1. Under Child Object, select the related object (such as Line Items, Tasks).

      The element is linked to the correct child records.

  3. In the Mapping Tab, choose the fields from the child object to appear as columns.

    Common fields could be Name, Quantity, Status, etc.

    You can also set the column order and labels to improve clarity.

  4. Determine if users can edit existing child record or add new ones.

  5. Once determined, map the input fields so form changes update the corresponding child object fields.

  6. You can optionally apply logic and conditions adding conditions in the Logic tab such as showing or hiding based on the parent object status.

    This helps with dynamic forms which adapt to user input.

  7. Add Form Actions for updating child record when the form is submitted.

  8. Preview the form to ensure the MCL displays correctly and validate that data flows from the form to the child object as you expect.

Add a Radio Button Group / Checkboxes / Dropdown List

You can add a question using Radio Group buttons, Checkboxes, or Dropdown items to the Form Designer canvas. The choice can be:

Table 1. Options for Multiple-choice questions
Radio Button Group Checkboxes Dropdown

Radio Button Group

Checkbox Element

Dropdown Element

The process for adding the question type to the canvas is the same as is the process for adding additional items, deleting unused items, and defining custom text items.

  1. Click either the Radio Button Group element, Checkboxes element, or the Dropdown element to add the question to the canvas.

  2. Configure the items shown by clicking Item 1 to change the text.

    • You can delete the item by clicking the red circle.

  3. If you require more items than what is shown, click the blue circle to add another item and change the text label.

  4. Add the None item if no choices are required.

  5. If you need an item for the form user to indicate that all the options can apply:

    • Click the blue circle next to Other (describe) to add an item with different text.

      Example 1. Use if you want the form user to indicate that all the radio buttons apply

      All of the above.

Back to Add an Element | Back to Top

Add a Yes/No Question

Yes/No Element

  1. Click the Yes/No (Boolean) element to add the question to the canvas.

  2. Double-click in the No or Yes text labels if needed.

    Example 2. Binary choices

    You can change the labels
    to other binary choices such as:

    • True/False

    • On/Off

    • Opened/Closed

    • Enabled/Disabled

Back to Add an Element | Back to Top

Add a File Upload Element

File Upload Element

Click the File Upload element to add it to the canvas.

Back to Add an Element | Back to Top

Add a Single-Line Input

Single Line Element

  1. Click and drag the Single-Line Input to add this to the canvas.

  2. With the title text highlighted, change the text as desired.

  3. Click Text and use the dropdown to change the format for the field.

    Option Data type allowed

    Color

    text background.

    Date

    mm/dd/yyyy

    Date and Time

    mm/dd/yyyy 00:00 XX.

    XX = AM or PM

    Email

    email address

    Number

    numerical

    Phone Number

    Phone number format

    Text

    Default

    Time

    00:00 XX

    XX = AM or PM

    URL

    Valid URL

Back to Add an Element | Back to Top

Add a Long Text Input

Long Text Input Element

Click and drag the Long Text to the canvas to add user text long text box to the form.

Back to Add an Element | Back to Top

Add a Multiple Text Box Element

Multi-matrix Element on Canvas

Click and drag the Multiple Textboxes to add two text boxes to the form.

Back to Add an Element

Add a Panel

Panel with questions in it

  1. Click and drag the Panel element to add it to the canvas.

  2. Click Add Question to add an element within the panel.

Back to Add an Element | Back to Top

Add a Dynamic Panel

Dynamic Panel with questions and title
Confirm your version of DataGuide supports Map Child Elements. Older versions of DataGuide had issues where this element couldn’t be used inside Dynamic Panels. There would be a failure to render or return a configuration errors. Later versions have fixed this and added support for the element within Dynamic Panels and improved form actions for child records.

  1. Click and drag the Dynamic Panel element to add it to the canvas.

  2. Click the panel title to change the text as desired.

  3. Click Add Question to add an element within the panel.

Back to Add an Element

Add a Single-select Matrix

Single select matrix

  1. Click and drag the Single-select Matrix to add it to the canvas.

  2. Click the column or row headers to change the text.

Back to Add an Element | Back to Top

Add a Multi-Select Matrix

Multi-select matrix on canvas

  1. Click the Multi-select Matrix element to add it to the canvas.

  2. Click the column or row headers to change the text.

  3. Click the pencil icon in the cell to add items for a dropdown selection.

    Customize list for a cell

    Option list for cell

Back to Add an Element | Back to Top

Add a Dynamic Matrix Element

Dynamic Matrix on Canvas

  1. Click the Dynamic Matrix element to add it to the canvas.

  2. Click the column headers to change the text.

  3. Click the pencil icon in the cell to add items for a dropdown selection.

    Customize list for a cell

    Option list for cell

  4. If you need additional rows, click Add Row.

Back to Add an Element | Back to Top

Add an HTML Block

  1. Click the HTML element to add it to the canvas.

    The form user can paste in HTML code to here.
HTML Block on Canvas

Back to Add an Element | Back to Top

Add an Expression (Read-Only) Element

  1. Click the Expression (Read-Only) element to add it to the canvas.

    An Expression can’t be made to be Required.
Expression Block on Canvas

Back to Add an Element | Back to Top

Add a Signature Block

  1. Click the Signature element to add it to the canvas.

    You can have multiple signatures on the form.
Signature Block on Canvas

Back to Add an Element | Back to Top

Add a Photo Block

Click the Photo element to add it to the canvas.

Once the form is publish and a Mobile user can access it, they can tap into the box and add a photo from their device or camera roll.

DG Form Design PhotoElement

Back to Add an Element | Back to Top

Add an SObject

This element only appears if FieldFX is installed.

  1. Click the SObject Picker element to add it to the canvas.

  2. To set the SObject, select the element with the SObject Picker.

  3. Open the survey settings by clicking the Expand Panel icon.

  4. Either scroll down to SObject or use the Search field and type SObject.

  5. At the SObject dropdown, select the SOBject you want to use.

    SOBject dropdown

  6. Either scroll through the list of SObjects or start typing the name of the SOBject in the Select…​ field.

Back to Add an Element | Back to Top

Rearrange an Element on the Canvas

  1. Click and hold the Move icon.

  2. Drag the element to its new position on the form.

Back to Top

Establish Form Translations

You can set the form, elements, and choices to be shown in another language.

You can import the translations options in csv format. and export the translation options in csv format.

You can change what is shown:

  • All Strings - All fields are shown

  • Used Strings Only - Shows the current language the fields are translated into. The default language is the language for the org.

Once you have the translations set, you can preview the form on a variety of devices.

Back to Top

Preview the Form

In the tab, you can see a preview of the form.

  1. Use Device preview selection to open a search field.

  2. Select the device you want to preview the form.

    Preview Options

    The Preview changes to show how it appears on the selected device.

Back to Top

JSON Editor

You can see the raw JSON code for the form, but not edit it.

Edit a Form

You can edit a form that is still in the draft stage. If you want to edit a published form, create a new version of that form, and then publish it.

Once a form is in the draft stage, you can’t change the Object field.

  1. Open the Forms Manager.

  2. Click on the desired form to open it in the Form Designer.

  3. Make the desired changes.

  4. Click Survey Settings Button to customize the form settings.

  5. Click Publish to activate the form so users will be able to use it.

Back to Top