Creating a Form


Firstly, click on the Show Story Forms button on the Toolbar in the top right corner of your screen as shown below. From here you can Manage Forms, where you can create new forms or make amendments to existing forms.


                                                       


You will now be presented with a Manage Form window as shown below. In this window it provides you the ability to Create New Form or make amendments to existing forms.



Creating a Form

  1. From an open story, click the Show story forms icon in the toolbar (at the top right of your screen)
  2. Click Manage forms button to open the Manage forms window.
  3. Click the Create New Form button.
  4. By default, the new form includes the following properties: Name, Category, Description and Published.
    • Choosing whether to have items published directly to your views or marked as unpublished allows you to decide which ones to publish.
  5. You can alter what properties you have available on the form by using the Select fields to show button.
  6. When you have selected the properties you wish to display in the form, they will appear in the Manage form window. From here you can control their default values, if that property value is required to be populated on the form and if you wish for viewers to be able to see that property on the form. 
  7. You can also decide what type of user can view your form, if you would allow Anonymous (Users will not require a SharpCloud account), or Viewers (Users require a SharpCloud account). The default setting is anyone with Edit or Admin permissions.

Once the form is created, under the Show story forms you will see the new form. 


Done! This is how you can create a new form to capture ideas in multiple ways and create new items using a form.


Editing an existing Form


By default, each new form you create will list Name, Description and Category properties for inclusion on your form. It will also include the Publish property, which you can set to true or false.


Whilst you cannot remove these properties from the form, you can specify whether and how they are displayed to the user. By selecting “Hidden”, this means that the property will not appear on the form. This allows you to predetermine some of the properties if you wish, for example, select the category you wish the items generated from the form to go in to, and then hide the property so no one can change what category their items are assigned to.


You can also choose what properties are Required to be completed, excluding Name and Category as these properties must be included when generating an item. Additionally, the Category property must have a default value selected from the list of existing categories, as default it will be the first category in the list.


Default Values can be given to any other property you include in the form. For example, in the Description field you could prompt the user by entering a default value of “Keep it short and to the point” or “(In 5 words or less)”.


All properties displayed on the form can be given a Display Name that better helps convey what information you are wanting from the user. For example, you may want to change Name to “What’s your idea?” and Description to “Give a few more details”. This allows you to personalise the context of the form that fits your needs.


Previewing your Form


Previewing your form can be done by clicking on the Open form in new window button as highlighted below. This will generate a window which will show you how your form looks to other users.

                                              


Sharing your Form


Sharing your forms can be done in 3 methods:

  1. Users that have Edit or Admin permission on the story can access the form through the toolbar and can submit the form(s).
  2. Users that have Edit or Admin permission on the story can access the form through the SharpCloud dashboard under the “Forms” tab.
  3. Accessing the URL for the form, for it to be sent out to a few or many users. Remember to set what user type (Anonymous, Viewer or only Edit/Administrators) when setting up the form. The URL can be obtained by the Form Pop-out window as shown below.

                                          


Done! You have now successfully shared your form in a method that suits your requirements to start capturing ideas to generate items in a story.