HOW TO: Request a Form

Information Services can create a form for most needs. Whether you need a simple registration form for an event or are looking to convert a paper form into an electronic form we can help.

When requesting a form from Information Services submit a ticket and include the following:

Location of the page the form will be housed on. You must create a new page in Cascade to house the form and include the location of that page in Cascade in your request. E.g. a page called “Submission form” was created to house the form created for people to request toner. After you approve the form, the form code will be added to the page you created.
List of fields to be included on the form. You must include the field name (the name you want the field to have) and type (see list below for field types available). If you are using a field type that has choices, you must include a list of those choices.
A list of all required fields. The required rule will make sure that a user fills out a particular field. A message will be displayed to the user if they have not filled out a required field and they will be unable to submit the form until they complete all required fields.
Name(s) of person or persons requiring administrative access to form submissions in Single Sign-On (SSO). All the data is accessible from the machform admin panel in SSO. Administrators can export data to excel and can modify/delete submissions.
Date required. Include the date you require the form to be live. Please allow one week for simple forms and at least two weeks for complex forms.

Notifications

Send Notification Emails to My Inbox

If enabled, this option will send all successful form submissions to the email address of your choice. If you want to enable this function please include the email address you want submissions to be sent to.

All the data will still be accessible from your machform admin panel as well.

Send Confirmation Email to User

If enabled, this option will send a confirmation email to the user after successful form submission. Your form must have an email field to use this option. Please indicate if you want to have this function enabled.

If you have text you would like to include in the confirmation email please include it in your request.

Logic

Allows fields to be hidden or shown based on answer to previous fields (e.g. a multiple choice of "Will you be attending dinner?" when chosen would then display the entre options).

If you want to enable this function please indicate which fields this should be applied to.

Submission Confirmation

Show Text

This message will be displayed after your users have successfully submitted an entry (default = “Success! Your submission has been saved!”). If you want text other than the default, please provide the text in your ticket.

Redirect to Web Site

After your users have successfully submitted an entry, you can redirect them to another website/URL of your choice. If you want to use this option, please provide the URL.

Other Features

Automatic Scheduling allows you to schedule start and stop dates for your form. If you want to enable this function please indicate the start and stop dates and times.

Limit Submission will turn the form off after reaching the number of entries defined. If you want to enable this function, please submit details.

No duplicate will verify that the data entered into the field is unique and has not been submitted previously. If you want to enable this function, please submit details.

Once your request has been submitted through JIRA a member of the Web Support Team will work with you to ensure your new form meets yours needs.

Field Types

Field Type	Field Description/Function

Field Type	Field Description/Function
Single line text	Provides a text field for input of a single line of text – can have a minimum and maximum that is limited by characters or words
Paragraph text	Provides a text field for input of a paragraph of text – can have a minimum and maximum that is limited by characters or words
Multiple choice	Provides radio buttons to select different options - single selection
Name	Provides text fields for first and last names
Time	Provides a text box for entry of a time. Includes hour and min and can include seconds. Can also be set to 24 hour format
Address	Provides text fields for Address with one or two street address text fields, city, state/province/region, postal/zip code, country – drop down list in which a default country can be set to a default – e.g. Canada
Matrix Choice	Is a rating or Likert scale field, which you can use in surveys and other forms where you want to allow your users to rate multiple items in a single field
Section Break	Provides breaks to organize form fields into sections which include a section title and description
Signature	Provides a field where the submitter can draw their signature
Number	Will accept numerical values only
Check boxes	Provides unlimited check boxes that can be used for multi-select
Drop down	Provides a menu list of options to choose from – single choice only
Date	Provides a text box for entry of a date. An icon next to the text box provides a link to a pop-up calendar, which can also be used to enter the date value
Phone	Provides a field for phone numbers – can be North American or International format
Website	Provides a URL text input field
Email	Provides an email field
File upload	Provides a field to upload files – can to limited in number and file type
Page break	Allows longer forms to be divided into pages, also allows user to save their form and return to complete the form at later date/time