The ClassReach Documentation for admins

Editing a Form

In the forms tab, you can create and edit a form, as well as keep track of forms and their responses. Forms are a great way to gather information from users. Admins can create completely customized forms and then make them available to whomever they set. If you need a form then you first need to go through the process of creating a form, this will walk you through settings that will determine who and how your users will fill out the form. Next you will edit a form. You will then be able to view the form responses. This document will cover how to edit a form.

  • Sign in to your Admin ClassReach account.
  • Navigate to the Forms tab at the top of your screen.
  • Navigate to the All Forms tab in the center of the window.
  • Locate the form you would like to edit and click on it.
  • Click the Edit Form button at the top right of the window.
  • This will load the form editor:
  • Editor Buttons:
    • Add Field: This button allows you to add new fields to the form, it is located at the top left of the form builder, and is a the icon of a + in a circle. (More about field types below.)
    • Move Fields: This button allows you to drag and drop fields/pages within the form, it is located at the top left of the form builder, and is the icon of the two arrows in an X.
    • Undo: This button allows you to Undo actions, it is located at the top left of the form builder, and is the icon of an circled arrow going left.
    • Redo: This button allows you to redo actions you have undone, it is located at the top left of the form builder, and is the icon of a circled arrow going right.
    • Save: This button saves all changes made during the current session and exits the form builder, it is located at the top right of the form builder.
    • Cancel: This button cancels ALL changes made during the current session and exits the form builder, it is located at the top right of the form builder.
  • Form Pages:
    • When the user fills out the form they will have to click Next to go through each page.
    • To add a new page:
      • click the green +Page button next to the current tabs.
    • To change the page settings:
      • Click the page’s tab at the top of the form.
      • In the field editor on the left you can change the settings.
      • In the Field tab:
        • Field Title: This will be the title of the page as it appears to the users.
        • Caption: Here you can add some subtext to your title.
        • Help Text: Here you can let your user know if they need certain information available to fill out this page, or any other information you would like them to know.
      • In the Advanced tab:
        • Applies To: Here you can mark if only certain pages are only needed for certain users.
        • Visible To: Here you can mark if only certain people can view the page after it has been filled out.
        • Editable By: Here you can mark if certain people should be able to edit the responses on the page.
      • Your changes will auto save.
    • To Duplicate a page:
      • Click on the page’s tab at the top of the form.
      • In the field editor on the left, click the +Duplicate button.
  • Types of Fields:
    • Link a Field From User Info Form: These options will auto-fill for each user based on information already gathered and saved by the user. If the information chosen is not on file for a user or comes up incorrect, the user can manually edit the field.
    • Add an Un-linked Field: These would all be manually filled out by the user. You can choose from the basic formats, or you can create a custom field.
  • Field Formats:
    • Section: This will allow you create a header that you can then drag and drop fields into.
    • Custom Content Area: This will allow you to input information you would like the user to know. This field will not have an area for the user to input a response.
    • Text: This field will allow the user to type a short response
    • Paragraph Text: This field will allow the user to type a response, and will provide a larger text area.
    • Number: This field will allow the user to type a number- only response.
    • Yes/No: This field will come with a yes label and a no label build in. It will allow the user to choose one.
    • Phone Number: this field will come formatted for a phone number.
    • Email: This field will come formatted for an email.
    • Address: This field will come formatted for an address.
    • File Upload: This field will provide a button to upload files,
    • Checkboxes: This field has a couple different format options and allows for multiple choices to be provided and multiple choices to be chosen by the user.
    • Radio Buttons: This field has a couple different format options but allows for multiple choices to be provided but only a single choice by the user..
    • Date: This field comes formatted for a date.
    • Signature: This field comes formatted to accept signatures.
  • Field Settings:
    • In the Field tab (some settings are only available in certain fields):
      • Field Title: This will be the title of the field as it appears to the users.
      • Caption: Here, you can add some subtext to your title.
      • Help Text: Here, you can let your user know if they need certain information available to fill out this field, or any other information you would like them to know.
      • Required: Here, you can tell the system where the user can not submit the form unless the field was responded to.
      • Min/Max: Here, you can set character limits for fields.
      • Display Type: Here, you can change how the information is displayed in the form.
      • Choices: Here you can set the different choices a user has when answering the form.
      • Default Value: Here, you can set if you would like the field to default to a certain response.
    • In the Advanced tab:
      • Applies To: Here, you can mark if certain fields are only needed for certain users.
      • Visible To: Here, you can mark if only certain people can view the fields after it has been filled out.
      • Editable By: Here, you can mark if certain people should be able to edit the responses on the field.
  • Once the form is complete and correct then you can click the Save button at the top right of the window.

Related Documentation:

Forms Overview

Creating a Form

Viewing/Submitting Form Responses