|
To create your form
or survey, open Dreamweaver. Create a new file by pressing Ctrl+N
or choosing File >> New from the menu at the
top. If you are using Dreamweaver MX, you will want to select Basic
Page as the category type and HTML as the
Basic Page type. After you have opened the blank page, select Insert
>> Form. This will insert a red form field in which all
form objects will reside. Form objects are
discussed below.

The first thing you
need to do after the red form field has been inserted is set up the
form properties. The Properties Inspector (or Properties window) should
be displayed. If it is not, select Window >> Properties
from the menu across the top. You will know it is displayed when a check
mark is present beside Properties under the Window
menu. Click on the red box to see the form's properties in the Properties
window. Make sure the Method is set to Post,
and enter a name for the form in the Form Name field.
For this example, the form will be named "tutorial_survey".
Next, you need to establish the script that inFORM will use to process
your form. You have four types of script choices: Normal
inFORM,
WRAP'ed inFORM, SSL'ed inFORM, and
SSL/WRAP'ed inFORM. To use one of these scripts,
type the appropriate URL below into the Action field
- Normal
inFORM: This type of inFORM is submitted across a
Web connection that is not secure and does not require the respondent to login. To use
this script, enter http://www.cgibin.ncsu.edu/cgi-bin/inform3
in the Action field. (NOTE: This tutorial uses the
Non-Authenticated inFORM script.)
- WRAP'ed
inFORM: This type of inFORM is submitted across a
Web connection that is not secure, and it requires the respondent to login with his/her
unity id and password before submitting the form. To you this script,
enter http://www.cgibin.ncsu.edu/cgi-bin/secure/inform3
in the Action field.
- SSL'ed
inFORM:
This type of inFORM is submitted across a secure Web connection allowing
you to protect submissions of sensitive data such as Social Security
Numbers. This script does not require the respondent to login nor
can it be used if you chose to receive data via email. To use this
script, enter https://www.cgibin.ncsu.edu/cgi-bin/inform3
in the Action field.
- SSL/WRAP'ed
inFORM: This type of inFORM is submitted across a secure
Web connection and requires the respondent to login with his/her unity
id and password before submitting the form. This script cannot be
used if you chose to receive data via email. To use this script, enter
https://www.cgibin.ncsu.edu/
cgi-bin/secure/inform3 in the Action field.
The next
two steps are critical! If you do not complete these steps, the form
will be useless.
Now that the form properties have been set up, it is time to establish
the connection between the form you are currently creating and the form
settings you registered earlier using the inFORM
Admin program mentioned above. The key to this connection is the
FormID (e.g., ec8ce4b7) that was assigned when you
completed the registration of your form. To make this connection, you
must enter a hidden field. Do this by selecting Insert >>
Form Objects >> Hidden Field.

Click on the hidden
field icon to highlight it and to display its properties in the Properties
window. In the field located beneath "HiddenField", type inform_formid.
This is a response variable that will tell inFORM to compare the value
that you enter (i.e., your FormID) with other FormID's
that the system has generated. When the system produces
a match, the corresponding settings will be applied to your form.

Creating
Form Objects
Now that the preliminary
work is complete, it is time to prepare the section of your form/survey
that will collect data through the use of form objects. Each item/question
in your form will use a single type of the form objects listed below.
An item may use more than one object, but the type of object should
be consistent for that item (e.g., "Yes" and "No"
radio buttons). Naming the form objects is another thing to consider.
Form objects relating to a single item should have
the same name, and any form object name should not
include spaces because inFORM will ignore any word after the space.
Instead, use an underscore (e.g., Last_Name). The
data that is gathered from these objects is referred to as a value.
(NOTE: This term will be used extensively throughout the remainder
of the tutorial.) This part of the tutorial will demonstrate how these
form objects can be used to answer a variety of questions and gather
information. An example of each of the following form objects will
be shown:
- Text
Field
- Text Area
- Radio
Button
- Check
Box
- List/Menu
- Button
Inserting
a Text Field
Text fields are perfect for collecting information from respondents
such as names, phone numbers, open-ended questions, etc. To insert
a text field, select Insert >> Form Objects >>
Text Field from the menu. Upon insertion, make sure the field
is highlighted and locate the Properties window. Give the text field
a unique name in the area provided. (NOTE: Default names will be "textfield",
"textfield1", "textfield2", and so on unless you
provide unique names for each one.) Char Width
(character width) and Max Chars (maximum number of
characters allowed) require numeric inputs and are used to customize
your form. Char Width simply limits the number
of characters that are visible in the form and can be modified for
aesthetic purposes. It is possible for the Max Chars
total to exceed the Char Width total. The
Type for a standard text field is Single
line. A Multi line is classified
as a Textarea and is briefly
addressed below. Select Password if the information
to be entered by the respondent is confidential. The text entered
will not be encrypted but will be concealed as it is typed (e.g.,
•••••••••).
Finally, any value you enter in the Init Val
(initial value) will be displayed in the text field until the respondent
makes his/her own entry. Either you can leave this blank or you can
enter something useful like "Enter response here". Please
keep in mind that if you enter an initial value here and the respondent
fails to enter his/her own response, then the initial value will be
submitted as the final response. This is true even if the field is
a required field. For an example of
a text field, view the tutorial
sample survey.

Inserting
a Text Area
A textarea is a multi-lined text field. You can flip-flop
between the two simply by changing the Type from
Multi line to Single line. Default
names for textareas is "textarea", "textarea1",
"textarea2", etc., unless you specify a unique name for
each one. Char Width and Init Val
function the same as they do for a Text Field,
and Num Lines allows you to specify only the maximum
number of lines visible on the form itself. Actual lines of text can
exceed the number you specify. The Wrap feature lists
four options: Default, Off, Virtual,
and Physical. Default (and Off)
prevent text from wrapping to the next line when the respondent’s
input exceeds the Char Width limit that you established.
Instead, the text will scroll toward the left until the respondent
presses [Enter] to move the cursor to the next line
of the text area. Using Virtual will allow the text
to wrap to the next line if the respondent's input exceeds the character
width. However, when the form is submitted, the word wrap is not applied
to the data. It is submitted as one string of data. The Physical
setting is similar to the Virtual setting, but the data is
submitted as it appears in the textarea with the word wrap preserved.
For an example of a textarea, view the tutorial
sample survey.

Inserting
a Radio Button
Radio buttons give users an easy way to respond; they simply
click on the appropriate button. Using radio buttons also limits the
user to a single response (i.e., the choices are exclusive). To insert
a Radio Button choose Insert >> Form Objects >>
Radio Button. Highlight the button to display its properties
in the Properties window. Obviously if you are using radio buttons,
then you want the respondent to have multiple choices. For this reason,
all of the buttons corresponding to a particular item/question
must have the same name (e.g., Helpful);
however, each button must be assigned a unique
value (e.g., Yes, No). If the buttons
possess different names, inFORM will assume that the buttons are unrelated
and will consider each its own entity. Whether or not you want one
of the buttons Checked or Unchecked
as the Initial State is a personal preference. Please
keep in mind that if a button is initially checked when the form is
loaded and the respondent fails to enter his/her own response, then
the initial value will be submitted as the final response. This is
true even if the field is a required field.
Unless you create a neutral button that is initially checked (e.g.,
"Not applicable"), you will have no way of knowing if the
user made the response or skipped that item completely. For this reason,
I would suggest that you leave all boxes Unchecked
initially. Make the object required if you do not want the respondent
to leave it blank. For examples of radio buttons, view the tutorial
sample survey.

Inserting
a Check Box
The
directions for inserting and using a Check Box are similar to the
directions for Inserting a Radio Button
above but with a few exceptions. Instead of choosing Insert >>
Form Objects >> Radio Button, choose Insert >>
Form Objects >> Check Box. The other exception is that
Check Boxes allows the user to make multiple selections for a particular
item. Remember the names of each button must be the same; only the
Checked Values should differ. For examples of check boxes, view the
tutorial
sample survey.

Inserting
a List/Menu
Lists and Menus offer yet another method
of presenting choices to the respondent. An advantage of Lists
and Menus is that it can include just as many (or
more) choices as Radio Buttons and Check Boxes while taking up less
space on your form. You can switch between the two by changing the
Type from Menu to List.
There are a couple of major differences between the two. A List
allows multiple selections and presents the choices in a window that
scrolls up and down (if necessary) while a Menu allows
one selection and presents the choices in a drop-down menu. To insert
a List/Menu, choose Insert >> Form
Objects >> List/Menu. In the box beneath List/Menu,
type a unique name for this object. If Menu is selected,
Height and Selections will be grayed
out. When List is selected, you can determine the
number of lines that are visible on the form by entering a number
in the Height field. If the number of selections
exceeds the number of lines visible, the browser will automatically
insert a scrollbar for the user to scroll through the choices. If
you would like to allow the user to make multiple selections, then
you can check the box for Selections >> Allow multiple.
To create values for either a List or Menu, click on List
Values...

When the List
Values window opens, you will see a blank box beneath Item
Label. Anything you type in this box will be visible to the
user whether you are using a List or a Menu. After you have entered
a label in the box, hit [Tab] or click under Value
to open a blank box to the right of the label. Whatever you enter
as the value is what will be submitted as the user's response; the
value is not visible to the use. However, if you enter an Item
Label but give it no corresponding Value,
then no data will be submitted even if it is selected by the user.
To enter another label and value, click on the
button, and to delete a label or value click on the
button. By default, the label that appears first in the List
Values window will become the Initially Selected
value on the form. For this reason, you may want to enter a dummy
value like "Please select one" or "Choose from the
following" and make it the Initially Selected
value. After you enter all of the labels and values, you may decide
that you want to change the order of their appearance. To do this,
click on the label you would like to move. Then click the
button to move it up one position at a time or the
button to move it down one position at a time. When you are finished,
click OK. For an example of what a finished List
and Menu will look like to the user, view the tutorial
sample survey.

Inserting
a Button
You have almost finished your form/survey. All that remains
is a Button that will allow the respondent to submit the completed
form. Select Insert >> Form Object >> Button from
the menu. You will see in the Properties window that there are two
basic Actions for a button: Submit form
and Reset form. The names say it all. By selecting
one of these two options, Dreamweaver will provide the appropriate
name and Label for the button. Anything that is typed
in the Label field will be displayed inside the button,
so feel free to change the label so it reads "Click here to submit
form" or "Delete all responses" for Submit
form and Reset form, respectively. Unless
you specified otherwise when registering your form, inFORM will automatically
generate a summary page showing the user his/her responses after the
form has been submitted. To see examples of buttons, please visit
the tutorial
sample survey.

Remember, if you
want to ensure that respondents answer any specific (or all) fields
that you created in your form, you can return to the inFORM Admin page
and enter the names you assigned to these input objects into the Required
Input Objects: field. Be sure to separate the names by a comma
( , ).
Congratulations!
You have just finished making your first online form/survey. Remember
to upload your form to your personal or project's locker space on the
server because no one will be able to access your form until it has
been posted.
|