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Forms Management

The Form Management Module is a versatile tool designed to create, manage, and deploy various types of forms—from surveys and evaluations to quizzes and polls.

Navigation: Admin → Forms

1. Creating a New Form

Click the "Add New" button to start the creation process: - Form Type: Select from Survey, Evaluation, Quiz, or Poll. - Multilingual Support: Define the form name and description in multiple languages. - Visibility Settings: Determine access restricted to registered members, specific projects, link-only access, or public availability. - Notifications: Set specific recipients to be notified for each submission.

2. Question Builder

Build your form using the red "Plus Icon" button: - Sections: Divide lengthy forms into manageable parts. - Question Types: - Single/Multiple Choice (with drag-and-drop reordering) - Paragraph & Text Input - File Input & Signature - Matrix questions - Validation: Set mandatory fields, unique questions, or specific input patterns (dates, numbers). - Grading: Assign weights and scores to questions for automatic grading in quizzes and evaluations.

3. Deployment and Responses

  • Preview: Test the respondent experience before publishing.
  • Publishing: Generate a unique URL for sharing via email, web embeds, or other channels.
  • Managing Replies: Access the "Replies" tab to view detailed answers, filter responses by date/name, and export data to Excel or CSV.
  • Visual Reports: Use the "Report" action to view graphical representations of data, such as pie charts and bar graphs.

Next Steps