FORM FRAMEWORX. SharePoint 2013 App

Transcription

1 FORM FRAMEWORX SharePoint 2013 App

2 Contents 1. To Create New Form Step By Step Guide: To Create New Form using existing Template Step By Step Guide: To Fill a Form Step by Step Guide: To View Completed Forms Step by Step Guide: P a g e

3 1. To Create New Form Step By Step Guide: 1. Click on Create New Form tile in Home Page. Click on Start New sub tile. 2 P a g e

4 2. Fill New Form Detail. Select appropriate form type. The various form type available are Form, Checklist and Survey. The app has validations included to ensure that all mandatory fields are filled. Expiration Date is mandatory for a survey but not for other form types. 3 P a g e

5 3. Once the form details are filled click Create, the next step will be to define Questions for the Form. One can define as many question of various types viz. Text, Single Select, Multi-Select or Boolean. For the form type of Checklist or Form it is required to have at least one Text Question which is Mandatory and Searchable. This allows the app to show those fields marked as Searchable in the results table. 4 P a g e

6 4. For the form type of Checklist or Form one can define complex Matrix Question by selecting Question Type as Matrix. Here one can define number of rows for the Matrix and define columns. The various column type available for Matrix are Text, Single Select, Multi-Select or Boolean. Once you define question click on Add Question to add that question to the Form. 5 P a g e

7 5. Once all the questions for the form are added, click Publish. Once you click publish the Form will appear in Form List and is available for users to use it. You can share the form to other user with the Copy Link of the Form. Once the link is copied it can be published in SharePoint or could be send as an link to users who needs to fill this form. The important point here is that publishing via link to other users ensures that they will not be able to create, view or edit other forms. They will just be able to fill in and submit the published form. 6 P a g e

8 2. To Create New Form using existing Template Step By Step Guide: 1. Click on Create New Form tile in Home Page. 7 P a g e

9 2. Click on Use an Existing Template sub-tile for Create New Form. This will show Form Template List with existing available Templates. 8 P a g e

10 3. Select the Template from which you want to create New Form. Currently three templates come out of the box with the app which are Heart Failure Checklist, HCAHPS Survey & Tool for Diabetes Measure Group. But the user has options to create any new form and then store them as templates by setting Yes to Save As Template in the New Form screen. 9 P a g e

11 4. Enter required information like Name, Description, Start Date and do you want to save it as template or not and click Create. It is important to note that the Form Type cannot be changed if reusing a template. In other words, if the parent template is Survey the child form will automatically be a survey as well. 10 P a g e

12 5. On Creation, the application will import all questions from selected template. 11 P a g e

13 6. Once the form is successfully created and all the questions from selected template are imported, the application will preview question definitions and allow to edit or delete existing question. 12 P a g e

14 7. It also allows to add new question based on selected question type to the new Form. The various question types available to add are Single Select, Multi Select, Text and Boolean. 13 P a g e

15 8. Once the question definition is complete click Publish. The new form is available to the users in Form List to use only if it is published. 14 P a g e

16 3. To Fill a Form Step by Step Guide: 1. Click on Fill a Form tile in Home Page. 15 P a g e

17 2. Form List will show the forms published. One can use Copy Link to share the Form to different user or click on respective Form Name to open a form. 16 P a g e

18 3. One can fill up a form and click on Save Response to save the answers given to form questions. 17 P a g e

19 4. Once the answers to the questions for given form are successfully saved one will get following message. 18 P a g e

20 4. To View Completed Forms Step by Step Guide: 1. Click on Completed Form tile on Home Page. 19 P a g e

21 2. The Show Results page shows all published forms. The published forms are categorized in two tabs In Progress and Completed based on Expiration Date. The forms which does not have Expiration date will always listed In Progress. 20 P a g e

22 3. Click on View Report link for respective form to view Response List. Response List shows the list of responses based on user name and searchable fields for the form type of Form or Checklist. It is important to note that the first three fields marked as Searchable during form creation will be shown in this table. 21 P a g e

23 4. On click of View Detail for corresponding response you will see the complete form with filled answer for the response. One can go back to Response List with the help of Response List button. 22 P a g e

24 5. If you click the View Report for the form type of Survey, it will show the summary bar chart for the responses captured. The summary bar chart shows the number of response for all questions in the Survey. 23 P a g e

25 6. On click of individual bar in the Summary Bar Chart, one can go to drill down view to see the actual responses associated with the drill down question. Also the response is shown in tabular form for further analysis. 24 P a g e