How to sort the data in the form builder Result Table

Once data is entered in the web form it is collected in a data management tool report in the form creator.
Sometimes when there is a lot of information it is easier to find specific entries or go through the data by sorting it.
The data in the form builder report is sorted, by default, according to the entry data and so the most recent entries are shown first.
if you wish to sort the data in the result table you can do so really easily.

steps to sort the data:
1- enter the email form’s data in the data management tool
2- press on a column header to sort the data according to it. you will see a blue triangle next to the header text and it will either point up or down (differentiating between a descending and an ascending order).
The first time you press on the header the data will be sorted in a descending order (z-a)
if you press on this header again the order will change to an ascending order (a-z) .

you can sort the data according to any field you wish in the result table.
if you find that there is too much information and the sorting option is not allowing you to go through the data than you should use the “filter” option to slice the data.

Sharing the report or the chart

Some users want to “show” others the data accumulated in their form. They either want to send people a link to their report/chart, or embed it in their web site so anyone can see.
Using the form builder you can externalize your data, same as you externalize your form. Whether it be the result table or a chart it is possible to make them public.

Steps to share you public report or chart:

1- Enter the form builder “data management” report

2- Get the data you wish to make public ready:
if you want to show all the data make sure that you choose the “*” option in the “rows in page” list box (situated in the toolbox>filter) – this will show all results in 1 page.
If you want to show only a part of the data use the filter in the toolbox to slice it.

3- once the data in the table/chart is ready press on “save” in the toolbox left menu.

4- Give your saved filter/chart a name. Be sure to turn on the “share” checkbox since you cannot make the data/chart public without it. Turn on the “create shortcut” checkbox as well – this will create a direct shortcut to this filter/chart from the data center.

5- Press on “share”. If you wish to send someone a link to your data/chart simply copy the “share url”.
If you wish to embed the data/chart in your website simply enter the width and height of the iframe and copy the generated code in the “iframe url”.

Changing the date field format

The form builder has a calendar element in which the date format is not flexible.
Many users want to display the field (presented to the users and to themselves- in the data collected) in another way, maybe even add a time element to it.
This is where the textbox mask comes in.

The textbox mask is great way to format a regular text element to collect specifically defined data. You can, for instance, collect an alphanumeric code with it, or a specific time made of hours, minutes and seconds.
Since the calendar element in the form builder cannot change its format than If you still need to customize it (yyyy/mm/dd for instance) than you can use a textbox mask.

Please note that when you use a regular textbox and apply a mask of a date to it than it will not open a date picker as the calendar element does, but it will simply ask the user to enter the data in the defined
format.

Steps to create a custom date field:
1- Drag a regular textbox on to the design area
2- Select the element and go to its element settings on the right
3- enter the *format in the “mask” textbox
learn more on how to create a mask format
4- press on “apply”
5- save the form”

Define form expiration

There are 3 attributes in the form builder which enable the form owner to control the form’s expiration:
1- Max Rows
2- close form on
3- Force single row per user

With each of these options the form owner can make the form expire under different conditions.

Max rows
Using this option the form owner may enter the maximum number of form submissions allowed to be entered in the form. After this number is entered the form will expire and will not be available for entering data.
This option is suitable for forms which require a pre defined number of submissions that should not be exceeded (like polls, for instance).

Steps to use max rows:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- enter the maximum number of desired submissions in the “max rows” textbox
4- Press on “apply”
5- Press on “save”

Close form on
This option allows the form owner to determine a date on which the form will expire.
The date entered should fit the following format: mm/dd/yyyy
This option is suitable for forms which should only be active until a certain date (such as invitations to an event which should not be active once it is over).

Steps to use max rows/ close form on/ force single row per user:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- fill in the form’s expiration date in the “close form on” textbox
4- Press on “apply”
5- Press on “save”

Force single row per user
Using this option the form owner can determine that each user may fill in the form only once. This is suitable for surveys and questionnaires, in which you do not want one person to fill in the form more than once.

Steps to use max rows/ close form on/ force single row per user:
1- Enter the email form in the form builder
2- Go to the “form settings” on the right side
3- turn on the “force single row per user” checkbox
4- Press on “apply”
5- Press on “save”

Create a Continues Form Using a Form Builder

In the form builder, a user can create a continues form in addition to the regular forms. It is a multipage form which is combined of separate individual forms and is a great alternative to long formswith a scroll. The continues form is combined of several existing paid forms and not created like the other regular forms. When you create the continues form all you need to do is choose the forms that appear in it and their order.

Steps to create a continues:
1. Give the continues form a name.

2. Select the forms that will appear in the continues form. Please notice that each form has a number on its left side (starting with #1) – this defines the order in which the forms will appear.

3. Press on the “Save as continues form” button.

4. After your continues form is saved a publish section will appear on the right (publish method : URL). The generated code should be placed in the browser’s address bar to view/enter data in the continues form.

5. Once the continues form has been created it will appear in the data center under “My Continues Forms” and the following options will be available:

edit – Pressing on “edit” will direct you to the continues page again, where you can edit the data or publish the continues form.
Delete- Pressing on “delete” will delete the continues form. Please note that because the continues form is made out of independent forms, deleting it will not delete these forms but only the continues form you created from them.
Export – Pressing on “export” will open all the data collected in the continues forms in an excel sheet.

How to order a FormLogix Form

When registering to FormLogix form builder you are granted 30 days of a trial version after which all the forms shut down (Based on Policy). In order to continue working you need to purchase a FormLogix subscription.
The purchase process in done in 2 phases: the first takes place in the FormLogix website-this is the forms order phase. Once the order is submitted by pressing on the “buy now” button the user is directed to the “payPal” where the actual purchase process takes place.
FormLogix offers 3 kinds of subscriptions:
1- A Per Form Subscription
2- A Per Submission Subscription
3- A Per Account-VIP Submission

Each user has different needs and each subscription is designed to meet these special needs:
1- Per Form – Some users need to create a single form or a few forms which are unlimited in submissions. The suitable subscription in this case is “per form”.
When ordering forms in this type of subscription a form owner is provided with a basic pro version which does not include 2 special features: SSL and File Upload. These 2 features may be added to the basic version when making the order by turning on the feature’s checkbox.
2- Per Submission – Some users need to create a form which is limited in submissions or an unlimited number of forms which they want to purchase submissions for
-This kind of subscriptions is suited for such cases.
The price for this subscription is for a limited number of submissions and does not include the special features: SSL and File Upload.
3- Per account – this kind of subscription is suited for users who need to create an unlimited number of forms and need an unlimited number of submissions as well.
The price covers the entire account and provides an all included pro version of the form builder (including the special features: SSL and File Upload).

Read more about the Form builder Rates

Steps to make a form order:
1- Login to your account.
2- Press on the “Buy FormLogix forms now” green banner to enter the payment center.
3- Choose the relevant subscription for you: per form, per subscription or per account.
4- Choose the period of subscription or number of submissions and press on “buy now”.
5- Make the payment in PayPal

Using a Textbox Mask

A textbox mask is a textbox element attribute which enables the form owner to change the format of the field.
If, for instance, the form owner wishes to collect date and time data in a different format than the one used by default he can do so by simply using this option. by using a regular textbox and defining a mask of
dd/mm/yyyy-HH:MM , for example, he can collect data in this format.
This option may also be applied on collection of alphanumeric codes and numbers (examples below).
examples of masks:
Date – dd/mm/yyyy
Time – HH:MM:SS
A code – x-nnnnn
A phone number – nn-nnnnnn

Mask Format:
In order to use the mask you need to use characters and delimiters as follows:
x- character for collecting alpha numeric data (using only lower case letters)
n- character for collecting only numeric data (using only lower case letters)
yyyy – character (made out of 4 chars) for collecting year data (using only lower case letters)
mm– character (made out of 2 chars) for collecting month data (using only lower case letters)
dd- character (made out of 2 chars) for collecting day data (using only lower case letters)
HH- character (made out of 2 chars) for collecting hour data (using only capital letters)
MM- character (made out of 2 chars) for collecting minute data (using only capital letters)
SS- character (made out of 2 chars) for collecting second data (using only capital letters)

Take Note!
Characters may only be used in the format specified above (for example the year character
may only be entered in 4 lower case letters: yyyy).
Only the x and n characters may consist of one or more chars (n or nn or nnn or nnnnnn etc).

Delimiters:
/ – used as a delimiter. For example: the date dd/mm/yyyy (27/11/2009)
: – used as a delimiter. For example: the time HH:MM:SS (12:32:45)
- used as a delimiter. For example: a phone number nn-nnnnnn (09-8871634 or 04-6543378)

How to Create a Mask
Steps to create a mask:
1- Drag a textbox element (in the form builder).
2- Go to the textbox’s settings on the right.
3- Fill in the desired mask format.

4- Turn on the “mandatory” checkbox.
5- Press on “apply”.
6- Save the form.

A Private Forum in the form builder

FormLogix form builder has just come out with a great new feature called Private Forum.
This option enables a form owner and his form fillers to communicate using a special messaging system. Up till now a form filler could fill the email form and the form owner could reply via email. Now the messages (form filler and form owner) are all recorded in the private forum and the form owner can view the entire discussion which is displayed in a tree structure. In addition the form filler replies with a special form and not via regular email.

Steps to use the Private Forum option:

1) Enter your data management report.

2) Open the “tools” sub-menu and choose the “private forum” option.

3) The private forum window will open (inside the grid or as a pop up window, depending on what you define). Please notice that if you haven’t replied to this user the discussion tree on the left will be empty.

4) Enter your reply message using the form located on the right part of this window. An email containing your reply will then be sent to the form filler, allowing him/her to send you a counter message.

5) An alert will appear once the reply is submitted (saying that the discussion was saved in the tree and that the email was sent to the user).

6) The discussion will be recorded in the tree structure on the left and you will be able to select each message title appearing in the tree above and view its detail below.

7) The email sent to the form filler will contain your reply message and a link by which he/she could send you a counter message. When the user Presses on the link a reply form will open (see an image of a user reply form below).

8.) All messages will be displayed in a tree structure on the left side of the “private forum” window.
Each time you select a branch from the discussion tree (node) you will be able to see when this message was entered, by whom and what what the message content is.

Form builder Email validation

The email validation is a wonderful solution for making sure that the email address entered in your email form is correct (valid and not fake). This proceedure is done in real time, forcing the form filler to validate his address prior to submitting the form.
This kind of solution might seem complex, but it is actually really easy when using a form builder.

How do you use the email validation feature – following are the steps to add an email validation:

1- Enter the form builder
2- Select your email element.

3- Go to the “element settings” on the right and turn on the “email validation” checkbox and the “mandatory” checkbox as well. The reason for turning on the “mandatory” checkbox is that in order for the email validation to work the field must be mandatory.

4- Press on “apply”.
5- Save the form.
6-When a form filler will try to submit your form a window will appear, asking him/her to validate the email address.
The user will have to click on the link to send himself a validation email. Once this email arrives in the user’s mailbox he/she will need to copy the key number in it to the validation textbox in the validation window.

form builder sms alerts

A form builder sends the form owner an email alert automatically when data is submitted in the form, but what if you wish to receive an Sms alret? -this is also possible.
FormLogix has added a great new feature in its form builder – sms alerts – streight to your cellphone.
It is really easy to use this feature. all you need is:
1- to purchase an SMS Bulk.
This bulk is “per account”. this means that you can be applied on any email form in the account (on several or even all the account email forms).
*You need to remember that this feature works only in active forms.
2- enter the form you wish to get alerts from.
3- go to the form settings on the right side.
4- Enter your cell phone number in the “SMS Alerts Cell Phone Number” field.

5- press on “apply”
6- save the form.

That’s it- next time someone fills in your email form you will automatically receive an sms alert about it.