# Create WEB Form

## Step 1: - Login

­   Go through the link - [https://triline.fieldata.in/site/login](https://triline.fieldata.in/site/login)

­   Login with admin credentials

<figure><img src="https://2228379582-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIwYS5pgdWRnMrdZ8zjTn%2Fuploads%2F3wM9avwvYEvMmPrU0z89%2Fimage.png?alt=media&#x26;token=c5cba2d0-47e7-422e-b9a0-d36ebeac5325" alt="" width="346"><figcaption><p>Login</p></figcaption></figure>

## 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”

<figure><img src="https://2228379582-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIwYS5pgdWRnMrdZ8zjTn%2Fuploads%2Fqr1itYTgYnB8E6GGiLay%2Fimage.png?alt=media&#x26;token=da81593f-bf62-483b-a6c9-8763570dcfc7" alt="" width="563"><figcaption><p>Add new project</p></figcaption></figure>

## Step 3: - Add New Form

1. Go to Project list
2. Click project name
3. Go to web forms
4. Click “Add new form”

<figure><img src="https://2228379582-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIwYS5pgdWRnMrdZ8zjTn%2Fuploads%2FG5a5d3oVj8JD8KhpzUbx%2Fimage.png?alt=media&#x26;token=db851287-354e-4101-8fc7-002267573255" alt=""><figcaption><p>Add new form</p></figcaption></figure>

5. 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)

<figure><img src="https://2228379582-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FIwYS5pgdWRnMrdZ8zjTn%2Fuploads%2FE5SoaVbM5kWJAIbUGPBd%2Fimage.png?alt=media&#x26;token=88d8a3d0-467d-4a53-8e26-dd3712a62b17" alt=""><figcaption><p>Add new form</p></figcaption></figure>

## 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



{% hint style="info" %}
## 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

&#x20;

And you create two additional questions after that which are

Q1\_1 Question 1.1

Q1\_2 Question 1.2

&#x20;

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.

&#x20;

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