To build a new form, go to ‘Tools’ in the navigation bar and select ‘pTools Forms Application’. This will bring you to the Forms Tool Dashboard, where you can build a new form, or edit an existing one. To build a new form, select ‘Create Form’.
Form Details – Edit the title, description & some more advanced features of your form.
User Rights - Edit the form owners and who has access to the form’s reports.
Form Builder – Edit the form’s content. Navigate around different types of answer options, such as plain text box, checkboxes, upload a file.
Form Builder – Text validation can be used to restrict answers to a certain format (e.g. phone numbers must be in number format, etc.)
Preview – See what your form will look like on your site.
Reports – View and filter the form’s responses. To export responses to an Excel spreadsheet, select ‘Export to Excel’.
Once you have finished building your form, go to ‘Pages’ in the navigation bar. Select the page which you would like the form to be on. In the ‘Basic Details’ tab, scroll down to ‘Page Tools’ and select your form. Don’t forget to save your changes at the bottom of the page.
Click here for tutorials on building new forms, adding them to pages, and viewing their reports.