Admin Use of DataGuide Form Designer

As a DataGuide Admin, you can design data capture forms that end users can use to input data. You can use the Form Designer to design and configure a form by adding different types of questions and then editing them.

Form Designer Layout

On a new form, the Form Designer canvas is blank.

Form Designer Callouts
Callout Description

1

Breadcrumb and name of form plus the form status.

2

Buttons to return to the form manager, save the form, and publish the form.

3

Tabs to switch among the different form sections.

Properties

In this tab, you can set the form properties, including name, SObject that its built on, a description of the form, and form filters.

Mapping

Choose objects, fields, and variables.

Form Designer

In this tab, you can design the form.

Form Actions

See Create Form Actions.

4

Tabs for the form

Designer

The form designer canvas.

Logic

Build logic for the DataGuide form.

Translation

You can see the translations set for the form. Translations can be exported as a CSV file or imported from a CSV file.

Preview

You can preview the form on a variety of devices.

JSON Editor

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

5

Undo

Undo - After elements are on the form, you can undo the last action.

Redo

Redo - After elements are on the form, you can repeat the last action.

Settings

Open survey settings - Click this menu to change form element settings. See Overall Form Settings,window=_blank] for more information

Show/Hide Panel

Show Panel - Click this icon to hide the settings panel.

6

Form Designer Elements

7

If the form is empty, this message appears. Drag an element onto here to start the form creation.

8

…​ - Brings up the search bar to search for element type.

9

Add question - Click to add an element from the among the different types.

Form Designer Elements

Icon Description

Radio Button

Radio Button Group
Use this question type for options where the user clicks a radio button for a options defined by the form designer. See Add a Radio Button Group / Checkboxes / Dropdown List.

Checkbox

Checkboxes
Use this question type for questions where the user can check a box for text-configurable options.

Dropdown

Dropdown
Use this question type for questions with text-configurable dropdown options.

Yes/No

Yes/No (Boolean)
Use this question type for questions with a binary choice, one or the other.

Example 1. Binary choices

Yes or No, True or False, On or Off, Open or Closed, Enabled or Disabled

File Upload

File Upload
Use this so a user can upload a file stored on the logged in device by dragging into the box or selecting Choose file…​.

Single Line

Single-Line Input
Use this so a user can enter a single line of text.
Icon Description

Multiple Lines

Long Text
Use this for a place for the user to enter more than one line of text.

Multiple Textboxes

Multiple Textboxes
Use this so the user can enter text in multiple text boxes.

Panel

Panel
Use this to drag questions and have them set off in a box.

This could be useful if you want to group questions together..

Dynamic Panel

Dynamic Panel
Use this so you can drag questions and have them set off in a box.

You can enter a title for this panel. This could be useful if you want to group questions together.

Single Matrix

Single-select Matrix
Use this if you have a table that the user needs enter data in the table cells.

Multi Matrix

Multi-Select Matrix
Use this if you have a table and want the user to select from a list of dropdown options that you have defined.
Icon Description

Dynamic Matrix

Dynamic Matrix
Use this if you have a table of column where you want the user to choose from a list of dropdown options in each cell.

HTML

HTML
Use this if you want to allow the user to past in an HTML sample.

Expression

Expression (Read-Only)
Use this to show an expression that the user can’t edit.

Signature

Signature
Use this to insert a signature block that the form user can use to capture a signature.

Photo

Photo
Use this to add a placeholder with the form user can add a photo from the device’s camera or camera roll.

SObject

SObject Picker
Use this to pull data from an SObject.

This element only appears if FieldFX is installed.

Form Creation Flow

When creating a new form in the DataGuide Form Designer after clicking on New, these steps must be completed in this order:

  1. Complete Form Properties.

  2. Map objects.

  3. Design the Form.

  4. Create Form Actions.

Recommended Reading