Build a Form List Portal to Share Answers Across Forms

Formsite form list portal sample

Formsite forms save each form's results separate from other forms. There are times when form owners want to link the results from one form to another. For example, a list of forms that a new employee needs to complete. Another example is making repeat orders for previous customers. See how to build a form list portal that lets form visitors pass their information to one or more listed forms.

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Social Logins for Sub-users for Simple Account Sharing

Formsite’s Sub-user features let account owners give access to others for collaborating on forms and results. Sub-users receive either Admin access or permissions for specific forms and their results. This year has seen many enhancements and the most recent one provides social logins for Sub-users. Using a trusted service like Google or Microsoft, Sub-users can set that account to allow access to their Formsite account.

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Show Follow-up Questions with Rules for Online Forms

Formsite show follow-up questions example

Building online forms can be straightforward with every question appearing in its place. Some questions, however, need to show follow-up questions, for example:

  • “If you answered yes …”
  • “For quantities over 10 …”
  • “If you selected Other …”

These conditions can easily be automated to avoid the need for the conditional question. Instead of asking “If you answered yes”, you can simply show the question if they answer Yes.

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Item Blocks: When and How to Use

Formsite item blocks examples

Formsite’s online form builder gives form owners useful ways to collect data from visitors. Everything from individual fields to groups of items let form owners quickly build their forms. Some items show copies of the same field like the Quantity List and Short Answer List items, while others combine item types. These combination items show in the Item Blocks area of the form builder and allow for fast form building.

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Workflow Choices for Dropdowns and Other Choice Items

Formsite Workflow choices example

Formsite’s Workflow feature lets form owners connect two or more forms and pass data through an emailed link. The process starts by submitting the first form, which triggers a Notification email containing the Workflow link. The recipient clicks the link to open the next form with the data from the first form populated in the second. The choices selected in the first form appear as Workflow choices in the second form.

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Form Links and Codes on the Share Page

Formsite form links example

Formsite forms get unique URLs when the system creates each form. Form owners direct visitors to the forms by emailing the form links or posting them online. Other ways to lead visitors to forms is by embedding on an existing page or including the QR code with printed materials.

Choosing the right method for sharing the form primarily depends on where the link appears. For example, for printed links the QR code provides the easiest way for mobile users to access the form’s link. See the links provided and when to use each one.

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Suppressed Email: Why it Happens and What to Do

Formsite suppressed email example

Formsite online forms let the form owner send emails after receiving form submissions. The Notifications settings send emails to defined addresses or those entered into the form during the submission process. The emails contain a message, or the answers given in the form, or a combination of both. If the email service receives notice of a problem, however, the system may add the address to the suppressed email list.

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Create Custom Notification Results with Pipe Codes

Formsite custom Notification result example

Formsite’s Notifications play a crucial role in keeping stakeholders informed about new form results. Also, visitors may expect receipts or personalized confirmation messages after submitting forms. Formsite enables users to create custom result formats in notifications using pipe codes. See the process of using pipe codes to craft custom Notification results for personalized and dynamic emails.

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