Registering Your Form/Survey Online
with inFORM Admin

Last updated November 15, 2004



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.

inFORM Admin v3 Page


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.

Form Information


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.

EMail Save Options


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.

File Save Options


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.

File Save Options


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.

Saved Data Options


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.

Form Requirements and Custom Response


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.

Form Details


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.

inFORM v3 Admin Page


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.

Form Information


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).


URL: http://ced.ncsu.edu/ltrc/studio/workshops/inform3/registration.html
Page maintained by the Learning Technologies Resource Center.
Updated November 15, 2004
NC State University, College of Education. All Rights Reserved © 2004
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