Our Awesome Forms feature allows the App Admin to create various types of forms from. Forms that can be created include simple Contact Us forms, to more complicated forms such as Mortgage Calculators, Grade Conversions, Inventory Managers, and more!
The data from the forms is easily searchable, sortable, and editable directly in the app. App Members can access and edit their data only. The App Admin can see combined or individual data sets from App Members. App Admins also have additional options such as exporting the data, and receiving the data via email.
Getting Started
1) Log into your App Manager and select your app.
2) Click Features from the left-hand-side of the screen (or the middle of the screen).
3) Click Awesome Forms (or whatever is the name of your Form).
Introduction
Upon accessing Awesome Forms you will see 3 tabs. Manage Fields, Manage Data and Settings.
Setting Tab
Settings control how your form functions when used by the App User. Below is a description of each option.
ADD RELATION – This function integrates with our CRM Data Manager. You can disregard this function for now.
DISABLE EMAIL – If this feature is enabled, upon the App User submitting their form, the results will not be emailed. This option is useful for calculator type forms, etc where the App Admin don’t need the results of the form submissions.
HIDE SAVE – If enabled, then the form record can only be submitted. There won’t be an option for the App User to save the record and make continuous changes.
ATTACH PDF IN MAIL– Select this option if you want a PDF of the form results to be attached with the email that is sent when the form is submitted.
SEND COPY TO CUSTOMER – Enable this option if you want the form results to also be sent to the App User that is logged-in.
LOGO – If you enabled the PDF Attachment option, use the Logo option to add your logo to the PDF. The image you use should be 960×600 in size.
HEADER IN PDF – If you want text displayed in the header of the PDF enter it here.
ADDRESS IN PDF – If you want address information displayed in the PDF enter it here.
SAVE– Save your selections.
IMPORT DATA – Once your Form is complete, use this option to import records directly to your form. When Importing Data, ensure that the field names and field types of the import file match your form’s field names and field types exactly!
Manage Data Tab
The Manage Data section enables you to to download your data, and/or to remove submitted records of data.
You can Filter the data by entering an Email or Name. You can also filter the data by using From and To date Fields.
To Download the data, simply click the Download CSV button on the right-hand-side of the screen. When downloading the data, it would be useful to see our instructions on opening the CSV file.
01) Google Sheets instructions.
02) Microsoft Excel instructions.
If you want to Delete a Record, click the Remove button to the right of the record.
Manage Fields Tab
The Manage Fields section is where you add all of the Fields for your app and to set the Forms general settings.
FRONTEND ADMIN EMAIL – The email address that the form data should be emailed to.
DESCRIPTION – The general purpose/description of the form as seen by the App Users.
DATE FORMAT – Select if you want your date format displayed as MM/DD/YYYY or DD/MM/YYYY
ADD SECTION – Use this function to separate your Form into different sections (ie Categories).
ADD FIELD – Click this button to add a field to your form. Upon clicking the button, you will then be given options to give the Field a name, and select the options for the Field, and to select the Field Type.
*Field Name – The frontend name that the App User will see. This will explain to the App User the type of information that should be entered in this section/field of the form.
*This Field Is Required – Select this option if the App User must enter data for the respective field.
*Enable Read Only – Use this option if you do not want the App User to be able to edit the field. This option is useful for fields that contain calculations.
*Enable Hidden – This option will hide the field from the App User. This is another option that is useful for fields that contain calculations. Often, you may not want the App User to see fields that are calculating data that is entered on the form. In these cases you would use this option.
Field Types
Below is breakdown of the various field types available to you.
Text– Text Field for general text and/or if the field will contain a combination of text, numbers, etc.
Memo – For large blocks of text (ex: Comments).
Email – Use this field for email addresses.
Number – This should be used when only numbers should be entered. This field also works with the Formula field.
Date/Hour – Use this field for Date and Time entries.
Geolocation – Location stamp field when you need to capture the location of the App User.
Address – Use this field when entering an Addresses.
Checkbox – Useful for Yes/No option fields.
Radio – Use the Radio field when you need to capture more than one option for a question.
Drop-Down – This Field type should be used when you want the App User to select from a list of options.
Image – The Image field enables the App User to upload a picture to your Form.
Anniversary – A Date field but without the Time.
Birthday – A Date field but without the Time.
Phone – A Phone Number field that adds the country code.
Signature – Enables App Users to obtain a signature on the Form.
Bar/QR Code Reader – Enables the App User to scan barcodes and QR codes.
Formula – Enables you to perform calculations on the Form based on number inputs from the App User. A detailed explanation of this feature is explained further in this documentation.
My Account – When using this field type the App User’s Name and Email address is automatically added to the Form and can’t be edited. When using this field type, do NOT select any of the field type options.
Click Wrap – This field type enables the App Admin to add Privacy Policy or Terms of Service document to a form that the App User must agree.
Hyperlink– The Hyperlink field type enables the App User to enter a url.
Auto Increment – This field type enables the App Admin to add an “ID” type field to a form that will automatically increase in number. A detailed explanation of this feature is explained further in this documentation.
Cover Image – This field type enables the App Admin to add a large cover image to the form. When using this field type, list the url to the image file that you want to use. The image file must be in .jpg or .png format.
Audio – Enables the App Admin to add audio to the form. When using this field type, list the url to the audio file that you want to use. The audio file must be in .mp3 format. The App User will see an audio player, not the audio file url.
Video – Enables the App Admin to add video to the form. When using this field type, list the url to the video file that you want to use. The audio file must be in .mp4 format. The App User will see a video player, not the video file url.
After selecting the Field type, click OK to save your choices.
Using Awesome Forms With CRM (Data Manager)
Instead of simply emailing your form results to yourself, you can use our CRM Data Manager to easily manage the various sets of data submitted via the Forms in your app. In addition, you can select the methods in which you want the data linked, and you can filter the information as you see fit. Below are two very simple use-case examples.
Use Case Example 01
An example of how you can use our Awesome Forms and CRM features would be creating a Form for Products, Customers, and Orders. Each Form can be used to capture information from the various data sets. Via our CRM, you can link the various sets of data so that you will easily be able to see the Products that your Customers are ordering.
Use Case Example 02
Another example would be a basketball league using our Awesome Forms and CRM features to capture and manage statistics for their Teams, Players, and Games. The league can link the Players with a Team, and the Game Statistics with each respective Player. We’ll further explain below…
CRM / Form Settings
ADD RELATION – The Add Relation feature is used to combine data sets from your various Forms using our CRM feature. Think of a Relation as the common field between two different sets of data.
For example, if you have data sets of Teams and Players. The common field between the two sets of records could be
Player Name. This field would be used in both sets of records.
You would then create a Relation using the Player Name field.
Important Note: Only the Drop-Down field type can be used to link to an existing Form. So if you want to link 2 Forms together, make the Field in the secondary Form a Drop-Down field type.
1) Choose Field– When adding a Relation, first select the Field that you want linked. For example, if you’re currently editing the Players Form, you would select the Player Name Field.
2) Choose Awesome Form – Next, select the Form that contains the Field that you’re linking. For example, in the “Teams” Form, you would also have a Player Name Field (because you would have to enter a Player’s Name to assign the Player to a Team).
3) Choose Field – As explained in Step 2, this is where you select the Field Name that’s in the primary Form that will be linked to the Field in the current Form. In our example, it would be Player Name.
4) Condition – Use this option if you want to limit options available when making a selection. For example, in your Players Form, you may have an Field called Completed Requirements with the options Yes/No for all of your players.
If the Completed Requirements is “No” for a Player, you may not want the Player to be assigned to a Team. Using the Condition feature, you would enter Completed Requirements=Yes (be sure to not include spaces before or after the =). Consequently, when assigning Players to Teams, any Player with a status of “No” will not be listed and couldn’t be assigned to a Team.