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Regardless
of whether you want your data saved to a file in your project locker
space or want data emailed to you, you must register your form so inFORM
will know how to process your data. To register your form, visit the
inFORM
v3 Admin page. This link can also be found at the top of most inFORM
help pages. Before you can access the inFORM v3 Admin page, you
must login using your unity id and password. After your account has
been authenticated, you will be able to access the Admin page. If this
is your first time registering a form with inFORM, you will notice that
you only have one option: NEW: add a new form. Select
this option; then click on Edit Form.

Form Information
Now you should see
a form that will let you select all of the various settings that you
can make to control inFORM. If you are not sure what a particular setting
does, click on the red setting title to open a link to the Settings
Glossary entry for that setting. Feel free to skip settings labeled
as (optional). inFORM can operate without them. but they can potentially
make things easier for you. However, it is the recommendation of this
tutorial that you at least give your form a name in the inFORM
Name: field. When viewing the Admin home page, this will allow
you to identify your forms by name rather than by the Form ID's that
are generated after you register each form. The end-user will not be
able to see the form names you insert in this field. The inFORM name
that is used for this tutorial is Tutorial Survey.
The Owner: field shows who registered the form. Because
you used your unity id to login to the inFORM Admin page, your unity
id will automatically be inserted here and cannot be changed unless
someone else logs in to create the form. The Contact Address:
is a required field. A valid email address is required in case inFORM
cannot complete your submission due to a configuration error.

EMail Save Options
If you prefer not to have the data from each submitted form sent directly
to an email address, select no in the drop-down menu
beside Save to EMail? and proceed to the next section:
File Save Options.
However, if you would like to receive the data from each submitted form
via email, then select yes. Although it is optional,
inserting an identifiable (and memorable) subject in the Mail
Subject: field will help to distinguish emails relating to
the form from other emails you receive. In the Allowed Recipients:
box, type in the email addresses of the people that you want to receive
the data. Keep in mind that you can always add to, delete, or edit these
email addresses later. For descriptive information on Copy
to User?, please click on the link.

File
Save Options
If
you prefer not to have the data from submitted forms saved to a single
tab-delimited file or individual
data files, select None: do not save data to files
in the drop-down menu beside Save File Format: and
proceed to the next section: Saved Data Options. If
you would like for the data to be saved to a folder inside your project's
locker, choose the option that you feel will work best for you.

Regardless of whether
you choose to save submitted forms as individual data files or a single
tab-delimited file, you must specify the location of where you want
the file(s) to be saved. This location is the same AFS
pathname, or directory (e.g., /afs/unity/lockers/project/myproject/inform/)
that you used when granting "write" and "look" access
permissions to the Web servers above in the PuTTY
section. If you have not set access permissions for your project's locker
space or are unsure if the appropriate permissions have been set, please
take the time to set these permissions now
before completing the inFORM registration. Once permissions have been
set, enter the AFS
directory in the Save Directory: field. You will
also need to specify a file name. When the Web server saves the data
from submitted forms to your locker space, it will use this file name
and add a ".dat" file extension; therefore, in the example
below, the file name would be tutorial_survey.dat.
This file can be downloaded and imported into a spreadsheet.

Saved Data
Options
Your decision for the Show Empty Responses?
options listed here may be influenced by the method you chose to receive
the data. If you selected the Email option, you may want to answer no
unless it is important to know which fields were left empty by the respondent.
However, if you selected to have the data saved to your project locker,
you may want to choose yes, especially if the data
is being saved to a single tab-delimited file. This will ensure that
the fields from each form submission will line up when imported into
a spreadsheet making it easier to compare data. Without these "place
holders", fields that were left empty by a respondent will simply
be discarded, and the fields in the spreadsheet for that particular
user will shift to the left. Selecting yes will also
make it easier for you to "eyeball" which fields were left
blank. In the event that you need a response to specific (or all) fields
in the form, you can tell inFORM to make these fields "required".
Using this setting, respondents will not be able to submit the form
without completing the required fields. Making fields, or objects required
is discussed below. Deciding whether
or not to include a time stamp to show the time and date the form was
submitted may simply be a matter of personal preference unless a form
must be submitted by a specific time and/or date. For more information
on Saved
inFORM Objects and Saved
Environment Variables, click on the links provided.

Form Requirements and Custom Response
Pages
There may be times when you need every respondent to provide
specific information. To do this you can make specific (or all) fields
required. This forces each respondent to satisfy the requirements before
s/he can submit the form. The simplest way to make any field required
is to let inFORM do the work for you. When you create a form in Dreamweaver
(or another editing program), you must provide a unique name for each
form object (e.g., last_name) included in your form.
Examples of these form objects are text field, check box, radio button,
list/menu, and button. To make any of these required, enter the name(s)
of the form object(s) in the Required Input Objects: field
and separate them with a comma ( , ). If you are unsure
whether or not you will need required items for your form, you can leave
this blank for now. You can always edit
your form's settings later. For specific information on Allowed
User File, Missing
Fields Page, and Thank
You Page, visit the links provided.

Submitting
Your Form Registration
Once
you have completed the registration form, click Submit Changes.
This will take you to a summary page that shows the settings you specified
for your form. It also shows you the Form ID that has
been assigned to your form (eg., ec8ce4b7). You will
embed this Form ID into the HTML code of your form. Without it, inFORM
servers will not be able to apply the settings you specified to submitted
forms. As a result, data will be lost. You will be able to edit
your form's settings at any time, but now is a good time to look over
the settings for potential errors. To return to the inFORM Admin home
page, click on Main Menu. You should notice that the
form you just created is listed on the page. By default, the Admin page
only lists forms by their Form ID's, but if you assigned a name to your
form (e.g., Tutorial Survey), then the Admin page will
identify your form by its ID as well as the name you assigned to the
form. If you would like to view a sample of the HTML code for your form,
click on Get Sample Code. The code is very basic but
you may copy and paste it into Dreamweaver (or another editing program)
as a starting point.

Editing Form Settings
Return to the inFORM
v3 Admin home page if you wish to create another form or edit the settings
of an existing form. The Admin page will list the forms for which you
are the Owner.
From this page, you can look at the details of one of your forms, edit
a form, delete a form, get a sample HTML code, or create a new form.
To edit a form (or create a new one), make the appropriate selection
rom the list and click Edit Form.

Selecting Edit
Form will return you to the same page you completed when you
first registered your form. The current settings for your form will
be listed. When you have made the necessary changes, click Submit
Changes. The
changes will take effect immediately when you get to the settings summary
page.
Remember, if you want to require
respondents to answer any (or all) of the fields that you created in
your form, you can return to the inFORM Admin page and enter the names
of these input objects into the Required Input Objects:
field (separated by a comma).
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