Form owners often ask about updating results and the circumstances vary depending on who is doing the updating:

• Can the form user update a previous result?
• Is there a way a supervisor can approve a result?
• How does the form owner update a result status?
• Can a Sub-user update a result?
• Can someone else update a result without accessing the account?

Each of these situations have different methods of updating the results based on the level of access for the person making the changes.

Building online forms just got easier with Formsite’s new help system. Current and new customers can use the new support area to locate documentation pages and how-to videos for all of Formsite’s features.

 

Current customers who rely on the documentation as a reference can use the search area to locate content or navigate through the new categories. Locate help files by:

• Browsing the support site at https://support.formsite.com
• From the Support page
• Clicking a Help link found on most form items and settings pages

Adding third party tracking to forms is a popular step for optimizing the forms’ performance. Being able to see the metrics for your form and visitors helps form owners and marketers improve the user experience and conversion rate, among many other things. Some key performance indicators for form performance include:

• Number of visitors
• Successful submissions
• Order quantities and amounts
• Time spent
• Incomplete forms
• Fall-off pages

While Formsite has some of these performance indicators built-in, many form owners choose to add third party tracking to forms and other places to trigger analytics scripts. Adding these triggers depends on what they’re tracking and choosing the correct scripts and placement is critical.

Order forms with early-bird pricing or choices that change on a specific date are sometimes needed. Built-in date calculations are on the consideration list for an upcoming release. In the meantime, date rules can be made to affect the form items. By using a combination of Custom Code and Hidden Field items, the ability to set specific text as a trigger is how the system works. Once the trigger text is set, the built-in Rules take over to show or hide form elements. The procedure works like this:

1. All items are added to the form for all situations
2. The Hidden Field item is added to the top, followed by the Custom Code item
3. The code is entered and customized to set the value for the Hidden Field item
4. The form items’ Rules are customized based on the Hidden Field item’s value

Formsite customers from all corners of the world are able to create forms to meet their needs. Localized forms help international customers make forms with more than just translated text, but also the correct format and currency.

Ways Formsite supports international customers include:

• Custom Text
• Translate ability
• Currency Settings
• Pre-fill Choices
• Filters & Routing
• Rules

The European Union’s upcoming General Data Protection Regulation (Regulation (EU) 2016/679, hereinafter "GDPR") is almost here. On May 25, 2018, all organizations with customers in Europe will need to be compliant with the GDPR rules.

• What is the GDPR?
• Who does the GDPR apply to?
• What does the GDPR require?
• Where can I read more?

Creating order forms is a popular need for Formsite customers, whether to collect event fees, sell products, or process any kind of payment. Using the correct form items in a new order form is essential for making a form that works as intended. For example, there is a difference between the Dropdown item from the Common Items area and the Dropdown Pricing item from the Order Form Items area. Order form items provide form owners with the tools needed to build efficient and accurate orders.

Every Formsite account has a service level that determines the maximum number of forms allowed, results per form, items per form, and features accessible. These service levels are listed on the pricing page along with their limits. Each service level is also listed on the detailed features page with its available features. New customers frequently ask which service level is best for their needs, and this article outlines the levels, their limits, and which one is right for every need.

Sending email notifications when forms are submitted is a core function of Formsite that many customers rely on for fast communication of new results. If there is a need for more than a few recipients, however, the Notifications settings page can become complicated. Luckily, there are options for setting up group email lists to make sending to multiple recipients easy. Known as group email lists, distribution lists, or contact lists, these lists of email addresses automatically sent a copy of the message when the group receives the email. Benefits to using group email lists include:

• Ability to monitor and manage list recipients outside of Formsite
• Create multiple lists for separate departments, projects, etc.
• Set account email as email list address to allow more than one account owner
• Send Scheduled Exports to a single address and reach multiple recipients
• Create a new address to receive notification copies as an ongoing backup
• Send uploaded files as attachments for file backups, also

Forms that restart automatically are referred to as ‘kiosk’ forms. These are used as stand-alone forms that collect responses and start again at the beginning to self-reset for the next form visitor. Examples of common kiosk forms are:

• Contest entries
• Guest book
• Voting
• Surveys
• Timesheets

A similar concept is restarting the form but retaining some of the information from the original form. An example use would be registering more than one person or creating multiple appointment reservations.