Sometimes when you manage your data entries in the data management tool of the form builder you want to add a little private note to some data entries.
These little notes are many times added to the entry as a flag to a certain things (for instance you can flag the entry as ‘not available’ by adding this text to the ‘remarks’) and later on this may be used to filter the data (and search for all the enries which are ‘not available’).
Following are steps to add a remark to your data entries:
1- Enter your form’s data.
2- Place your cursor on the entry row that you want to attach a remark to.
3- Press on the ‘>’ sign located in the tools column and the ‘tools’ sub menu will open.
4- Select the ‘remark’ option.
5- A window will appear and you will need to write you remark and save it.
When using FormLogix form builder all the data entered in your web form is automatically stored in a data management report in addition to being emailed to you.
The data management tool allows you (the form owner) to view all data entries, edit them, delete them, add remarks, export and import data as well as open a private forum discussion with your form fillers.
The most basic feature in the data management tool is the filter option. Filtering is a tool for slicing the data and enabling the focus on specific entries.
The data management report allows 2 kinds of filters:
1- quick filter
the quick filter, just like its name, is a way to quickly filter the data.
Steps to quick filter:
1) Press on the filter icon in the desired field header.
2) a small section will open under this header containing a filter term:
an ‘operator’ listbox, a ‘where’ textbox, and a ‘go’ button and ‘clear’ button.
3) Choose the operator (contains/doesn’t contain/=/!= etc.) and fill in the ‘where’ term accordingly. For example: if you wish to filter for all the entries where the contact purpose was technical support you can quick filter on the “contact purpose” field and fill in the following information:, operator: “contains”, where: “technical”.
Notice that filling in the terms in the quick filter will also fill them in the main filter section of the “toolbox” above.
4) Press on “go” to apply the filter or press on the “clear” icon to clear the term from the filter rows.
2- Regular filter
the regular filter, like the quick filter, is based on filter terms.
When you open the filter feature in the “toolbox” you will find 3 filter term rows already open.
In order to slice the data you will need to use at least 1 filter term. This filter allows adding endless terms for slicing the data. it also allows you to define the relationship between terms by using a “and” and “or” between them.
(or): you can look for people whose names start with W or start with A.
(and): you can look for people whose names begin with A and are smokers.
Steps to quick filter:
1) Fill in the first term row.
Choose the operator value and fill in the where field. (for example: name contains “a”)
Choose the operand ‘and’ /”or” to determine the relation between this term row and the next term row (if you use more than 1 term). Choosing ‘and’ means that only data entries that fit both row terms will be extracted while choosing “or” means that entries fitting either one term row or the other will be extracted.
Leave the show checkbox unchecked if you wish to see all form’s fields in the results.
by checking the ‘show’ checkbox you can choose to view only specific fields in the results table
2) Fill the second term row in the same way
if you are using only 2 term rows there will be no need to choose an operand on the second row since the relation between the two rows was already set in the first row.
3) Pick the number of rows you would like to see in the result table at once (* will show all rows in 1 page)
4) Press ‘go’.
That’s it really…very simple.
For those who wish to use the same filter again –you may want to consider saving the filter as a shortcut in the data center. Read all about saving the filter in my next post.
find out more about editing the filter properties or deleting a filter.
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”.