Follow the steps below to Create a Form:
1. Hover over the Forms tab
2. Click on Forms Library
3. Click on Create Form
4. Fill out all Required Fields as indicated in the above screenshot
Note: You will specify the number of signatures on the form in this pop-up
Note: All forms will be placed in a folder. Folders are a great way to organize your forms. For example, you can categorize forms by NCAA Bylaw.
7. Click Continue
Step 1: Create Section(s) and Table(s) and Set Overall Font
1. Start your form by adding sections using the Workflow Tree
- Sections are listed in organized Workflow Tree on the right side of the screen. In the Workflow Tree, each rectangle represents a form section.
- New Forms are automatically configured with default signatures and buttons.
Select Departments to Submit
- Click on the plus sign (+) to the left of each section of the Workflow Tree. This allows the Form Administrator to specify the workflow of the form. Departments will submit forms for approval (first signature) and then one (1) or more individuals within a selected department will approve the form.
- Note: On the first signature, “Who Can Sign?” is specified by department (“Who Can See?” is always specified by department).
- After the first signature, you will select the next signature in the workflow.
- To select an individual user, click on the pencil icon to check off the user.
- To add additional signatures to the workflow, click the plus sign next to “Add Signatures”.
- Note: Users in a department who are not specified in the workflow have the ability to access and sign the form in “All Forms”.
- Signatures can be dragged and dropped to move a section of the form or to change the order of signatures.
2. Add Tables
Tables help you with the layout of your form. Think of them as holding places for your fields, buttons and signatures. You can add multiple tables within a section. Tables allow users to define the layout of a form. From the Tables menu, drag New Table to the right. Select the number of columns that you want the table to have and click Save. The number of columns in a table determines how many fields will display left to right within a particular row.
For example, if you want all the questions to appear on their own row, set the number of columns to one. If you want two questions per row, then set the number of columns to two. For forms with lots of verbiage, one table typically works fine.
3. Set the overall font and font size
This will make editing the form easier.
Step 2: Add and Edit Fields and Buttons
1. Add fields and buttons to your form
From the Field Types menu, drag and drop fields to the appropriate location on your form. Dragging fields to a table will create an outline to show you the location of the field. See the chart below for a list of options.
Each of the Configuration Options and their function are defined in the chart below:
2. Edit the fields and buttons you have added
To edit a field or button, hover along the right-hand side of the field or button. Two icons will display. Click the gear to edit. Click on the X to delete the field.
Reminder: Save as you go! Anytime you have unsaved changes you’ll see this message:
3. Make sure to save your updates by clicking on Save
Step 3: Add Conditional Validation (if needed)
Add Conditional Validation (e.g. if question #1 is yes, then require these three follow-up questions) to your form as needed.
1. Click on the Conditional Validation icon
2. Click on New in the Validation Wizard screen
Note: You can also edit any existing conditional validation by clicking on the blue link of the validation name.
3. On the first line enter the conditions that must exist (e.g. if a certain field equals yes) and click on +
The condition is saved when a number appears in the left-hand column. Add additional lines as needed, by repeating the steps above.
4. In the Validation Logic section, put the line number and use “AND” or “OR” to state which conditions must exist and, if those conditions exist, which field is then required.
5. Click Save or Save and New when finished.
In the example below, if the Calendar field has a date in it AND the Checkbox List Sample has Option 1 checked, then drop-down List Sample is required.
Note: The Validation Logic must contain a space between the numbers and the AND/OR.
Correct 1 AND 2 1 OR 2
Incorrect 1AND 2 1 OR 2
Once your form is complete, click Next Step in the top right-hand corner.
For more information about the ACS Forms Workflow, please view this helpful article: Workflow Help Article