Create WEB Form

Step 1: - Login

­ Go through the link - https://triline.fieldata.in/site/login

­ Login with admin credentials

Login

Step 2: - Create Project

1. Go to “Add New Project”

2. Add necessary details like…

   • Project name

   • Category

   • Duration

   • Description (if any)

3. Click “Save”

Add new project

Step 3: - Add New Form

1. Go to Project list

2. Click project name

3. Go to web forms

4. Click “Add new form”

Add new form

1. Fill necessary details like…

Public – anyone with the submission URL can fill the form

Restricted – only registered users can fill the form

Status (by default set as active)

Form prefix url (used for from submission url)

Add new form

Step 4: - Create Questionnaire

After creating form click form name.

You can add section, info box, and questions according to your requirements.

Add Information box (optional)

You can add an information box to any part of a form using a tag, title, and description. It will be displayed based on its position. For example, an introduction text...

Add Sections

In list of forms click on form name

Click add new section

Fill necessary details

• Tag (unique section tag)

• Title

• Description and hint (If any)

Note: -

• Section is necessary to add questions under it.

• A section can have multiple questions (It’s like a group of questions).

Add Questions

­ In list of forms click on form name

­ Click add new question

­ Fill necessary details

• Section

• Tag

• Title

• Question type

­ Click save

Add options (single/multiple select/grid)

If you have added single select, multiple select or grid question then you need to add options for them.

Add bulk option

For instance, you have to add 2 options yes and no. Click bulk option and write options like

1:Yes

2:No

Here 1 and 2 is option value and yes and no is option title.

Add options one by one

­ Click add new option

­ Write option value and title

­ Click save

Step 8: - Apply conditions (if any)

Go through - WEB form conditions.docx

Re-positioning of sections and questions

­ Click re-position button

­ Click Drag

­ Drag the question/section you want to move

­ Click save

Important points

1. Question tag

a. Should be unique

b. First character should be alphabet

c. contain only small character (a-z), digit (0-9), and underscore (_)

2. You can't remove questions/options; instead, you can use the "inactive" function to hide them from the questionnaire.

3. Do not change or update the question type after submitting the form. Instead, create a new question with a new tag if needed.

4. Multiple select question tag issue…

For instance, you have created

Q1 Question 1, multiple select question with option

1: option 1

2: option 2

And you create two additional questions after that which are

Q1_1 Question 1.1

Q1_2 Question 1.2

Now, according to data.

q1_1 and q1_2 are multiple split columns of Question 1, and you have created another with the same tag. It will create disturbance in data of question 1 and sub questions. It will merge in same column.

To prevent this error, you should select a distinct value from the q1 options or the question tags of 1.1 and 1.2.