Customize your form’s results table

The data management tool in the form builder displays all the data collected through your form in a result table. In this table all the fields of the form are displayed (as columns) by default.
If, for any reason, you wish to customize this table so you can view only certain fields (certain columns) – you can do so using the filter terms.

Following are steps to customize your result table in the data management tool:
1-Press on the ‘filter’ icon in the ‘data’ section of the upper toolbar or on the ‘new report’ icon in the ‘report & chart’ section of the upper toolbar.
2-Use the filter terms to select the fields you would like to see in the result table and make sure that all of their ‘show’ checkboxes is turned on.

3-Press on ‘apply’.
4-The result table will update and show only the fields you chose in the filter terms.

default results table – before the filter is applied

customized results table – after the filter is applied

What is the ‘access management’ option and How do I use it?

One of the options you can use in the ‘data center’ is the ‘access management‘ option.
This feature allows you (the form owner) to limit the access to your form/public reports by creating a list of users who are permitted to access. Only the permitted users will have access to the web form. Once a user tries to reach your form, the FormLogix login page will appear instead of the form and the user will need to login in order to access the form.

Steps to limit the access to your form in the form builder:
1- Press on the ‘access’ icon of the relevant form in the ‘data center’.

2- Once the access window opens you will need to enter the users who will be permitted to access one by one (their names and email addresses).

3- When you press on ‘add user’ his name will be added to the users list and a turned on checkbox will appear in the ‘enter data’ column (meaning that you are inviting him to access your form and fill it in).
4- In addition, when you press on the ‘add user’ button an email will automatically be sent to this person, informing him that he was granted access to your form. If this user is a FormLogix user then he will be able to login using his username and password. If the recipient is not a formLogix user an account will be set up for him and he will need to activate it in order to login.

At this point, if you have any public reports/charts they will appear in the ‘public report’ column and you will be able to turn on their checkboxes and send an invitation to view them as well (by pressing on “Send Invitation” after editing the access authorizations). You will also be able to turn off the ‘enter data’ checkbox if you wish, and grant access to view data and not submit it.

FormLogix changes look

A new FormLogix version has just been released providing a change in the form builder look and feel.
The changes are mostly graphic and the functionality was kept the same – making it easier on the user.

 Changes were made in 2 main areas:

1- the form creator and management tool are now operating on the same platform and moving from one to the other will be done using the tabs ‘Form Builder’ and ‘Form Data’.

2- The upper toolbars have been divided into several sections according to their functionality for better user orientation.

Following is a run-down of all the form builder’s and data management tool features and their new location:

The Form Builder toolbar is now divided into:

Main

this section contains the most basic functions in the tool:
new form
open
save
print
template
delete
copy
paste
undo
redo
preview
publish
share

Elements

This section contains the elements you can drag and drop in to the form:
Label
textbox
numeric textbox
password
linkbox
email element
checkbox
radio button
textarea
Listbox
linkform
file upload
link
calendar
image
button
container
multi line mode
html element

Element style

This section contains options to control the styles of the elements in the form:
font family and size
font color picker
background color picker
bold/italic/underlined
border style, width and border color picker

Alignment & Spacing

This section provides options to help position the elements in the design area:
align left/center/right
vertical align top/middle/bottom
make same height/width
make same vertical/horizontal space

Tools

This section contains various tools:
field template
add field template and delete field template
add new application

Read more about the elements

The Form Data toolbar is divided in to the following sections:

Data

Add Entry
Delete Selected Entries
Restore Deleted Entries
Export
Import
Filter
Cancel Filter
Open In Grid (checkbox)

Report & Chart

Create New Report
Edit Report
Create New Chart
Edit Chart
Open
Save
Report/Chart Properties
Share
Print

Read more about the Form Data options

Creating a public report

Let’s Say you created a form using the form builder and published it. Form fillers entered data in this form and the accumulation of this data is stored in a data management result table.
The data in the table may be filtered (in order to view it in a certain way) and saved as a report (you may also save the data as is with no filter applied to it).
For example: if you create a contact form you may want to slice the data in order to view only the sales contacts. This filter may be saved and you can choose to view your data through this filter whenever you like.

The public report, like the public form, enables outsiders to enter it as opposed to the private report which may only be viewed by you.
Its purpose is to enable you to externalize your data. For example, if you created a poll and would like to present its results in your website you can do so by saving the results as public report and “publishing” it.

Steps to create a public report:
1- enter the data management tool (press on the “data” icon in the data center)
2- get your data ready. Edit your data, Filter it if needed and save it.
toolbox>filter>save. (make sure you check the shortcut and share checkboxes )
3- share the report.
toolbox> filter>share
copy and paste the code according to your usage: if you want to embed the report in your webpage simply enter the “iframe” width and height, press “go” and copy the iframe’s generated code.
if you wish for the report to open in a whole webpage use the “url” generated code.
Read more about public report or public chart

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”.