Formsite and Dropbox have worked together for a long time to send uploaded files from online forms to a Dropbox folder. This update lets form owners send results data along with uploaded files. Combined with the Results Docs features, forms can send results to Dropbox as PDF or Word documents after every submission.

Dropbox provides a shared folder for any device to access at any time. When adding new files or updating existing ones, the changes apply to all folders on all devices.

Common uses include team collaboration, backup copies, and real-time notifications for new files. The cloud storage features of Dropbox allow form owners to create powerful team workflows. Some features of Dropbox’s cloud storage service include:

• Sharing files and folders
• Permissions for each user, file, and folder
• Custom naming and personalization using form values
• Version control and file history

Use Formsite’s Microsoft OneDrive integration to send form results and uploaded files to a OneDrive account. Choose to send to OneDrive Personal, OneDrive for Business, and SharePoint document libraries. Awesome for making shared file spaces for teams or an automated back-up for form results. Form owners can set up forms to send results to OneDrive with many options.

Microsoft OneDrive is an automatic part of the Windows operating system and works as a desktop application. The fundamental use lets users save and access files across multiple devices. The cloud-based file storage lets OneDrive users share with others and access files wherever it’s installed.

Microsoft OneDrive Personal: An individual OneDrive account as part of every Microsoft account. When a Windows user creates a new Microsoft account, the OneDrive folder is automatically created. The OneDrive Personal folder appears as a folder in Windows and displays its contents wherever the Microsoft account logs in.

Microsoft OneDrive for Business: Allows for a large number of accounts to access a shared cloud storage area. Designed for sharing within an organization, some plans also allow access to the Office 365 applications. Other features include SharePoint connections, mobile apps, video conferencing, email hosting, and more.

SharePoint: Sites created with specific members and content to make collaboration easier. SharePoint sites let teams create specialized environments with common resources and targeted channels.

Formsite has a new option for form owners to receive Slack messages after every form submission. Slack is a team collaboration and messaging system used by a huge number of organizations to stay connected. Form owners can now use Slack to stay notified of form activity. Instead of relying on email, these messages can notify an entire channel or individual person after each form submission.

The integration works with any kind of form and can direct different messages depending on answers in the form. For example, an organization can have several form types:

• Contact form
• Credit card order form
• Service request
• Course enrollment form
• Concept testing survey

Each form can point to a different Slack channel or individual and send a custom message, result information, or a link to view the result.

Formsite has made the Salesforce integration even more useful! Form owners can now choose to send files to Salesforce records using the built-in integration. Creating new records from online form results is simple with our Salesforce integration.

The Salesforce integration lets form owners create new records for any object type like accounts, cases, opportunities, contacts, leads, and others. Salesforce users can also edit the objects and create custom ones containing combinations of field types.

Regardless of the object, Formsite now lets form owners send uploaded files as attachments to Salesforce records. Read more to see how it works.

Find survey templates for polls, marketing research, service follow-ups, and lots more at Formsite. Our survey examples and templates provide a fast starting point for new online surveys. With features like automated Notification emails, built-in reports, and scoring, surveys are a snap.

Some survey examples found on our site include:

• Brand Awareness Survey
• Website Evaluation
• Product Survey
• Product Pricing
• PTA Questionnaire

See how Formsite survey templates work with research and data collection strategies.

As a convenience and form data security feature, we now offer a data retention setting to delete results after a period of time. Many organizations have policies controlling how long results data stay available. They can subscribe to security standards that define retention periods, or they're enforced for convenience. Formsite’s data retention service enables automated results deleting for security or convenience.

Some popular regulations and security protocols include

• HIPAA - Health Insurance Portability and Accountability Act
• GDPR - General Data Protection Regulation
• PCI DSS - Payment Card Industry Data Security Standard
• CCPA - California Consumer Privacy Act
• SOC 1 & SOC 2

Recently, online data security has gained public attention and users demand transparency. As a result, more online services offer data control settings. See how Formsite’s data retention settings work.

Formsite has added the ability to send form results to Google Drive in addition to copies of attached files. The previous integration allowed form owners to send copies of files attached to a form submission to a Drive folder. Many customers use the integration as a team collaboration tool and backup for uploaded files. This newly-added feature now lets form owners send results to Google Drive, too.

Adding the results data to a Drive folder lets form owners create processes using the cloud storage features of Google Drive. These features include:

• Shared files and folders
• Notifications from Google
• Advanced permissions
• Scalable file storage

Build an application form fast using Formsite’s online form templates. Application form templates let form owners create a new online application form with sample items. With the variety of form types possible, application forms contain many standard fields compared to others. Some example application forms include:

• Employment application forms
• Proposal request forms
• Nomination forms
• Membership applications
• License application forms

Application Form Templates

Forms used for collecting applications share some common elements that set them apart from other forms. For example, job applications often collect contact information, employment history, and education history. They also may allow for uploading any supporting files, like a resume or cover letter.

Applications for training or job advancements share many features with registration forms, too. Both collect contact information and similar data, but applications may also have other requirements. In other words, a registration form lets anyone sign up, but an application form may have extra conditions.

Features of Application Forms

Forms asking for a history usually contain ways to add a variable number of entries. Depending on the range of numbers needed and the amount of information for each repetition, Formsite has solutions.

For collecting one or more answers containing a few input fields, the most user-friendly way adds an ‘add another’ choice. Here’s how:

1. Add the items for a single response and include a Checkbox containing a choice ‘add another’
2. Hover over the first item in the group and click the Multi-Select link to begin the selection
3. Hover over the last item in the group (the Checkbox) and click the End Selection link, then click Copy
4. Repeat until there are enough copies needed
5. Go to the Rules page and set rules on each item to show when the previous Checkbox contains the answer

For collecting one or more answers containing many input fields, the most convenient way uses the Repeating Page Rule:

• Create a form with at least 3 pages
  • Page 1 contains a Dropdown item asking how many times to repeat the next page
  • Page 2 contains the items for a single response
  • Page 3 and the rest of the form shows after the repeating is complete
• The key is to go to the Rules page and create a page rule after page 2 that says to repeat the number of times given in the Dropdown on page 1.

Also common with application forms is a limited number of available seats. Many classes or courses have a limited number of seats available, so application forms use Formsite’s Inventory settings.

The Inventory feature helps to prevent too many registrants by setting the number of answers allowed for a specific form item. Once the Results Table contains the number of results with that answer, the form prevents collecting more.

Build an Application Form

• Find the templates at formsite.com/templates, then click the button to Get This Form.
• Another way: Log in to a Formsite account, click the Create New Form button, then review the Application Form templates.
• Choose the template to start with and click the button to create a copy in the account.
• Using the form editor, add, delete, and edit the form items to customize the form. See the Getting Started video to see how the form editor works.
• When the form is complete, find its link on the form’s Share page or use the embed code to display on another site.

Great news! We've recently added more form and survey templates for educators to the template collection. These templates let account owners create new forms using existing questions and/or designs as a fast way to get started. The education form templates contain examples of forms designed with classes in mind, such as:

• Course signup forms
• Class registrations
• Scholarship application forms
• K12 course evaluation forms
• Campus safety survey

Occasionally form owners ask how to add a print button on the form or Success Page. The typical scenario for printing begins with organizations wanting an offline way to collect results. For example, if the organization has customers at an event or gathering where offline completion is easier.

Order forms, registration forms, surveys, etc. are all possible to print and complete. Once the form owner receives the completed printed forms, they can input the results through the form or in bulk using the Results -> Import function.

The form owner can print the blank form or save as a PDF file, or provide instructions for the visitor to print. See how a little custom code can display a print button or replace the submit button entirely.