The form for managing Web Form Settings is divided into several different sections. The following details each section and the corresponding fields:

General

1. Name
 
A name that will uniquely identify the form within the section in which it was created.
2. Description
 
A brief description for the form. If provided, this will be displayed when listing all forms in a section.
3. Enabled
 
If a form is enabled, it is accessible to other users (depending on what permissions and access level they have). If it is not enabled, then only form managers can access the form, its settings, and its data.
4. Singular/Plural
 
These are the singular and plural forms of the type of data being stored in your form. For example, if you are creating a form for online job applications, the singular and plural forms might be "Application" and "Applications". These are used when referring to the data in form (for example, "Add Application" or "Export Applications").
5. Options
 
These options are the heart of the functionality of your form. This is where you control who sees what parts of your form, who can access data added to the form, whether or not details can be viewed, whether or not users can update their own responses, etc.

  • Enable Copying Allows other users to create their own forms based on this one. All rules, listing settings, email setting, etc. are copied, but the responses to the form are not.
  • Log User Info If a user is logged in when filling out this form, his or her user information will be logged so that tool managers and section owners can associate submissions with specific users.
  • Show User Info When the details of a submission are being viewed, the user information will be displayed.
  • Activate on Submit This will make the submissions immediately viewable to public users upon submission (if the results of the form are publicly accessible). NOTE: It is recommended that this option be enabled unless the form responses can be viewed by users other than those who have data manager access or higher (i.e. the data needs to be approved before being accessible to other users).
  • Public Read Public users will be able to view a listing of submissions
  • Public Write This allows users to access form itself in order to fill it out
  • Public Details This allows users to click a submission in the listing to see the values for all fields of the submission.
  • Public Update Users can view and update their own submissions regardless of the public settings for the form (as long as they are logged in).
  • Public Update With Key If enabled, public users can update a specific response if they have the update key. This is useful when multiple responses are imported and users are emailed a link to their specific response. Forms can be pre-populated with responses, then individual users can complete them.
  • Enable Summary Enables a page where you can view the overall breakdown of submissions results using bar charts, ratios, etc.
  • Public Summary Makes the summary view accessible by public users.
  • Hide Public Listing This will keep a form from appearing in the list of forms within the current section regardless of the public permissions. This is useful if you have a form that is public for which you may be sending the link to users, but you don't want other users to stumble upon it casually while browsing forms in the current section.
  • List User Added Displays the name of the user who submitted the form.
  • List User Updated Displays the name of the user who last updated the form.
  • List Active Displays whether or not each submission is active (i.e. publicly viewable). The value can be switched from Yes and No directly form within the listing view without having to update the submission in the form.
  • List Date Added Displays the date and time on which the submission was added in the listing view.
  • List Date Updated Displays the date and time on which the submission was last updated in the listing view.
  • List Complete Displays whether or not a submission is complete. This only applies to forms with more than one page of data entry, and should be left unchecked for single-page forms.
  • List ID Displays the unique ID (number) that is automatically generated for each submission in the listing view.
  • Show ID Displays the unique ID (number) that is automatically generated for each submission in the details view.
  • Show Page Heading Displays the name of the form in a header at the top of the Content Area when the form is being filled out by end users.
  • Show Random Link Displays the link in the Tool Frame to view the details of a random response.
  • Show List Link Displays the link in the Tool Frame to view the listing of responses for the form. If the user does not have permission to see the listing view, the link will not appear, regardless of this setting.
  • Show Add Link Displays the link in the Tool Frame to add a response to the form. If this value is unchecked, even form managers will not be able to see the link. The primary purpose of this setting is when form managers want to control the link in a custom Tool Frame template for the given form.
  • Show Filter in Listing View Displays the filter at the top of the listing view so users can filter data based on values in specific columns.
  • Show Filter in Public Listing View Displays the filter at the top of the listing view so users can filter data based on values in specific columns. This option is only valid if Show Filter in Listing View is checked as well.
  • Show Numbers Automatically numbers each question sequentially and displays the number beside each question.
  • Default to Response Listing If checked, data managers will be taken to the response listing page instead of the details page after adding or updating a response.
  • Enable Cookies With this feature enabled, a cookie will be placed on the user's computer after they fill out the form. If the user tries to fill out the form again at a later time, the submission will be ignored. This is useful for surveys where submissions are anonymous but you want to restrict submissions to one per user.

The following two options will only be visible if the Form Linking option has been enabled by the administrator.

  • Enable Form Linking Filters This will automatically display options in the listing view and details view to link to filters in other forms relating to the current response. This applies to any user with data manager access or higher.
  • Enable Public Form Linking Filters This will show the linking filters to public users who are viewing the listing view and details view.

Security

1. Password
 
If a password is provided for the form, users will need to enter the password before having access to any of the information that has been submitted using the form. This includes the listing view, the detail view, and summary view.
2. Secure Write
 
If SSL Write is checked, all form submissions will be transmitted through a secure connection. Note: If you do not have a secure certificate installed for the Web server that is running this site, make sure the option is set to "No".

Caption/Required

1. Bold Captions
 
All question captions will be formatted with bold text (except questions of type Heading, in which case it's up to the user to provide any required formatting).
2. Bold Required
 
All captions for required questions will be formatted with bold text.
3. Hide Required Icons
 
The icon that is displayed beside required questions will not be visible.
4. Required Label
 
The HTML for the label at the top of the form showing users how required fields are indicated.
5. Required Icon
 
The HTML for the icon/text that will appear beside each required question.

Start/End Dates

1. Start Date
 
If a date is provided, users will not be able to fill out the form until the start date has passed. Leaving this field blank means the form will be immediately accessible.
2. End Date
 
If an end date is provided, users will not be able to fill out the form after the end date has passed. Leaving this field blank means the form will not have an end date.

Default Alignment

The following options use the same values and implementation as "align" and "valign" attributes for table cells in HTML.

1. Caption - Vertical
 
Specifies the vertical placement of the question caption in relation to the question field. Possible choices are top, middle, and bottom.
2. Caption - Horizontal
 
Specifies the horizontal placement of the question caption in relation to the question field. Possible choices are left, center, and right.
3. Field - Vertical
 
Specifies the vertical placement of the question field in relation to the question caption. Possible choices are top, middle, and bottom.
4. Field - Horizontal
 
Specifies the horizontal placement of the question field in relation to the question caption. Possible choices are left, center, and right.

Other

This section covers various miscellaneous fields that do not fit into any of the other sections.

1. Maximum Responses Per User
 
If a value is provided for Max Per User, individual users will not be able to submit the form more than the provided number of times. Note: This only applies to logged-in users. If your form is not private (i.e. it is not restricted only to logged-in users), this field will not apply to your form.

Note: If the Ignore for Data Managers option is checked, any user who has data manager access or higher (i.e. tool manager, section owner, domain admin, etc.) will not be restricted by this maximum. These users will be able to add as many responses as they like. This setting will not work if the Log User Info option is not checked; even data managers will only be able to submit the form the given number of times.

2. Maximum Responses
 
If a value is provided for Max Responses, no other responses will be accepted after this maximum is reached, regardless of the user who is filling out the form. This is a hard limit on the number of responses that will be accepted for the form.
3. Last Page URL
 
If a Final URL is provided, users who submit your form will be taken to the given site upon submission of the form.

You can include the values of the questions from the form response on the querystring of the final URL so that those values can be passed to another script. This applies to single-line text questions, radio questions, single-select drop-down questions, and date/time questions. In the final URL, simply enclose the short name of a question within a tag. For example, if the short name of the question is Last Name, you would put <Last Name> within the final URL where you want to value to go.

For radio or single-select drop-down questions, the default value will be the caption of the selected list item. If you would like to have the ID of the selected value from the Web Forms database instead of the caption, append ".ID" to the short name. For example, <State.ID> instead of <State>.

For date/time questions, there are several different options:

  • <Short Name>: Displays the full date and time. Ex.: 3/29/2004 3:15 PM
  • <Short Name.date>: Displays the date. Ex.: 3/29/2004
  • <Short Name.date.month>: Displays the month. Ex.: 3
  • <Short Name.date.month.2>: Displays the month as two digits. Ex.: 03
  • <Short Name.date.day>: Displays the day. Ex.: 29
  • <Short Name.date.day.2>: Displays the day as two digits. Ex.: 09
  • <Short Name.date.year>: Displays the year. Ex.: 2004
  • <Short Name.date.year.2>: Displays the year as two digits. Ex.: 04
  • <Short Name.time>: Displays the time. Ex.: 3:15 PM
  • <Short Name.time.hour>: Displays the hour. Ex.: 3
  • <Short Name.time.hour.2>: Displays the hour as two digits. Ex.: 03
  • <Short Name.time.minute>: Displays the minute. Ex.: 59
  • <Short Name.time.minute.2>: Displays the minute as two digits. Ex.: 06
  • <Short Name.time.am_pm>: Displays the AM or PM value. Ex.: AM

You can also include the section id, form id, and response id using the <section_id>, <form_id>, and <id> tags, respectively.

4. Listing Count
 
You may define how many results at a time will be displayed on the response listing page. If there are more responses that the number you choose, navigation controls will be displayed to allow users to navigate back and forth through the responses.