Formsite’s Save & Return feature lets form visitors create accounts and complete forms over multiple visits. We have recently published some enhancements to the Save & Return process to help modernize the feature. Another addition is the ability to use Google accounts with Save & Return to simplify saving progress.

When form owners enable the Save & Return feature, the form displays a button allowing users to create an account to save their answers. Visitors can then return to the form and log in to load the form with their previous answers prefilled.

Building online forms with Formsite’s form builder lets form owners add many kinds of fields and items. There are text fields, multiple choice questions, file upload items, and many other specialty items. The form item settings give form owners control of how the item looks and behaves.

Whether you’re new to Formsite or an experienced form builder, some items may have settings new to you. Other settings appear for many items and are self-explanatory, like the “required” setting.

Formsite’s Rules let form owners control the visibility of form items and page flow using answers to form questions. The logic settings let form owners say under what conditions items show or hide, and which page to show next. Some Rules need to check multiple answers or apply compound conditions, which adds complexity.

Scoring gives form owners ways to assign values to specific answers, which is useful for triggering rules for dynamic forms. Using scores for individual items or a total score for the whole form allows for setting item and page Rules. Scoring with Rules lets form owners create smart forms with conditional logic.

Formsite online forms lets form visitors save their progress and return to complete forms over multiple visits. We call it Save & Return and recent improvements make creating new accounts and logging in to existing ones easier. These improvements make the Save & Return login process easier for form visitors to understand and manage.

Formsite accounts at the Pro 2 and higher service level have the ability to assign Sub-users. The Sub-user login lets people other than the primary account owner access the Formsite account, forms, and results. This enhancement simplifies the Sub-user login process and reduces the chances for errors when logging in.

The original concept for Sub-users puts them within the primary account umbrella. This required the Sub-user to enter the primary account username to locate the account directory. The logic was that Sub-users would know the primary account, but in reality it meant another username to remember and confirm.

Online forms give owners a way to collect answers from form visitors in a convenient structured way. Each item in the form gets its own column in the Results Table and every result creates a new row. Sending the result answers through email gives form owners and visitors a useful record of the submitted result. The settings to email results give form owners ways to apply logic for who receives what information.

Scheduling forms pose a wide range of challenges for form owners, like how to show dates and times and preventing double-booking. A new feature for Formsite forms adds the ability to show Calendly events and collect appointments from form visitors. For forms that allow visitors to schedule appointments and meetings, Calendly provides easy tools for event managers.

A popular request from form builders is how to set validation patterns for text input fields. For example, with a Short Answer item the form owner can set the Validation setting to collect answers that match a preferred format.

The list of validation patterns includes:

• Text only
• Number
• Alpha-Numeric
• CC Expiration Date
• URL
• Phone Number
• US Phone Number
• Currency
• US Currency ($)
• Whole Number
• 12 Hour Time
• 24 Hour Time

Formsite’s Calendar item lets form owners collect dates from a monthly calendar popup. Other settings like minimum and maximum dates and the ‘today’ variable makes the Calendar item powerful already. A recent enhancement now lets the Calendar item disable and enable specific weekdays.

Examples of forms that use the Calendar include:

• Scheduling forms
• Volunteer sign-ups
• Shipping instructions
• Appointment requests

The Calendar Item

Formsite’s Calendar item has settings that let form owners collect dates in the preferred format. Editing the item shows a format setting with a list of common date formats. The date format automatically shows the selected date in the correct format so it’s saved in the result correctly.

Another setting lets form owners set a minimum and maximum date allowed. For example, entering July 1, 2022 as the min date only allows for choosing that date or a date after. Setting the max setting to Aug 31, 2022 would prevent choosing any dates after.

The ‘today’ variable allows for setting dates relative to the day the visitor is completing the form. A common use for the variable collects the date of the result by adding a Calendar item with the default value set to ‘today’.

Using the variable with modifiers lets form owners set default and min/max dates relative to today. For example, setting the min to ‘today-30’ only allows for entering dates up to 30 days in the past. Setting the max value to ‘today+7’ allows for 1 week from today.

For age restrictions, calculate the number of days like 21*365 to see how many days for a 21-year old (7665). Using that as the max setting on a Calendar item for their birthday allows only those who are 21 years old and older.

Enable Specific Weekdays

The Calendar item recently received an enhancement to let the form owner choose which days of the week to show. That lets form owners only allow days the organization is open, like Monday-Friday.

To disable weekends or any weekday, simply uncheck the box in the Calendar item and those days will not allow selections.