Custom Forms

Custom Forms is a new feature in Pracflo v4.9.1 - which allows admins to create their own custom forms, for their staff to fill in.

The types of forms you can create include textboxes, checkboxes and dropdowns.  After submission of a form, the data is stored in a report that can be downloaded in a number of formats, or emailed to an address of your choice.

To create a form:

You must be logged in as an admin to create/edit a form.  A standard user will not see the add/edit buttons appear and are only able to submit forms.

1. Click 'Forms' on the side menu
2. Click 'Add New Form +' to add a new one.
   
   
   
3. Enter a name for your form (seen by users in the list above)
   
   
   
   4. Click Create, and customise the form as shown below:
   
   Description: As per previous step, the name shown to users.
   Email new submissions to: One email address that recieves notification of submitted forms and their content (Multiple addresses not supported)
   Form active: When turned on, users will see this form. When off, it is archived under 'disabled' forms toggle switch shown at the top of the screen.
   Insert section break: Inserts a horizontal rule on the form to seperate sections.
   Insert blank field: Inserts a new form field. Can be customised in the next step as a textbox, checkbox or dropdown.
   
   
   
   5. You can now customise your form.
   
   Field Label: Enter the label for the field. this is shown to the user.
   
   E.g. Enter your name.
   E.g. Enter your registration number
   E.g. Choose your age group - Dropdown 18-25, 25-45, 45+
   
   Type:  Choose the type of field this will be.
   
   Textbox:  
   
   Dropdown:
   
   Checkbox:
   
   
   Checkbox/dropdown options: For checkboxes and dropdowns, please enter your desired options separated by a comma.  E.g.   yes, no, maybe
   
   Mandatory:  If selected, the user will not be able to submit the form unless this field is completed.
   
   
   
   6 . Click Save and repeat for each field on your form.

User perspective - Submitting a form:

1.  Click Forms on the left menu.

2. Click the form name you wish to submit.

3. Enter the responses and click Submit.

Reporting - how to get form response data:

1. Click Reports on the side menu
2. Click Custom Form Report
   
   
   
   3. The default view is all form responses, separated by a heading for each submission. You can filter by form or date using the selections at the top of the page, and export into excel for further filtering and sorting.