Adding a textbox mask to your feedback form

Sometimes you need a special textbox in your form, which can only collect a certain kind of data (such as date or time). This kind of element does not exist as a basic
element in the form builder, but it can be created.

If, for instance, the you wish to collect date and time data in your feedback form, but in a different format than the one used by default he can do so by simply using this option. All you need to do is use a regular textbox and define a mask of
dd/mm/yyyy-HH:MM.

This option may also be applied on collection of alphanumeric codes and numbers (examples below).
examples of masks:
Date - dd/mm/yyyy
Time - HH:MM:SS
A code - x-nnnnn
A phone number - nn-nnnnnn

Mask Format:
In order to use the mask you need to use characters and delimiters as follows:
x- character for collecting alpha numeric data (using only lower case letters)
n- character for collecting only numeric data (using only lower case letters)
yyyy – character (made out of 4 chars) for collecting year data (using only lower case letters)
mm– character (made out of 2 chars) for collecting month data (using only lower case letters)
dd- character (made out of 2 chars) for collecting day data (using only lower case letters)
HH- character (made out of 2 chars) for collecting hour data (using only capital letters)
MM- character (made out of 2 chars) for collecting minute data (using only capital letters)
SS- character (made out of 2 chars) for collecting second data (using only capital letters)

Take Note!
Characters may only be used in the format specified above (for example the year character
may only be entered in 4 lower case letters: yyyy).
Only the x and n characters may consist of one or more chars (n or nn or nnn or nnnnnn etc).

Delimiters:
/ - used as a delimiter. For example: the date dd/mm/yyyy (27/11/2009)
: - used as a delimiter. For example: the time HH:MM:SS (12:32:45)
- used as a delimiter. For example: a phone number nn-nnnnnn (09-8871634 or 04-6543378)

How to Create a Mask
Steps to create a mask:
1- Drag a textbox element (in the form builder).
2- Go to the textbox's settings on the right.
3- Fill in the desired mask format.

4- Turn on the "mandatory" checkbox.
5- Press on "apply".
6- Save the form.

Receiving SMS alerts from your feedback form

Once someone fills in your feedback form you automatically receive a new data entry alert via email. This is the essence of an email form, but what if the email is not enough for you and you are not online a lot? you can use additional alerts - SMS Alerts.

FormLogix offers a great feature in its form builder - sms alerts - straight to your cellphone.
It is really easy to use this feature. all you need is:
1- to purchase an SMS Bulk.
This bulk is "per account". this means that you can be applied on any email form in the account (on several or even all the account email forms).
*You need to remember that this feature works only in active forms.
2- enter the form you wish to get alerts from.
3- go to the form settings on the right side.
4- Enter your cell phone number in the "SMS Alerts Cell Phone Number" field.

5- press on "apply"
6- save the form.

Feedback form emails

Once someone fills in your feedback form there are 3 types of emails which are sent:
1- a new data entry alert sent to the account owner
2- a carbon copy of the entered data sent to the form filler
3- a carbon copy of the entered data sent to specified mailing list addresses

1- A new data entry alert sent to the account owner
Once a form filler submits an entry in your feedback form you (the account owner) automatically receive a new data entry alert via email. This email is sent by default and its layout may not be customized.
If you no longer want to receive these emails you can turn on the “Disable Emails” checkbox in the form settings in order to stop them.

2- A carbon copy
of the form sent to the form filler
This option allows the form filler to receive a copy of his/her submitted data. This option is not active by default but rather depends on the use of an “email element”.

In order to activate this carbon copy all you need to do is:
A- select the email element in your form (if you have no email element in the form you will need to add one)
B- go to the “element settings” on the right
C- turn on the “send copy” checkbox
D- press on “apply”
E- save the form


The email sent to the form filler has a standard layout and looks like the one sent to the account owner, but you may add a message to it by using the Email User Message” option or customize it altogether by using the "Custom User Email" option.
*Please note that the customized email message will be applied on both form filler email and mailing list email.

3- A carbon copy sent to specified mailing list addressesThis option allows the form owner to share the data he is receiving by having it sent to other specified email addresses in addition to himself.

In order to use this option you need to:
A- enter your form in the form builder
B- go to the “form settings” on the right
C- enter email addresses in the “mailing list” textbox
D- press on “apply”
E- save the form

The email sent to the mailing list recipients, same as the one sent to the form filler, has a standard layout and looks like the one sent to the account owner. You may add a message to it by using the ” Email User Message” option or customize it altogether by using the “Custom User Email” option.
*Please note that the customized email message will be applied on both form filler email and mailing list email.

Add an email validation to your feedback form

It can be terribly frustrating to have someone fill in your feedback form with his wrong email address . These kinds of mistakes are common since we are all human. usually, email elements include a check to see if the email address is valid (if it's syntax is correct: if it has a @ sign in it, if it has a dot etc.) but this is not enough, since the form filler may have a typo in his entered address and it will still be valid (only the carbon copy will be sent to someone else).

The email validation is a great solution for making sure that the email address entered in your email form is correct (not fake or a typo). This proceedure is done in real time, forcing the form filler to validate his address prior to submitting the form.
This kind of solution might seem complex, but it is actually really easy when using a form builder.

How do you use the email validation feature - following are the steps to add an email validation:

1- Enter the form builder
2- Select your email element.




3- Go to the "element settings" on the right and turn on the "email validation" checkbox and the "mandatory" checkbox as well. The reason for turning on the "mandatory" checkbox is that in order for the email validation to work the field must be mandatory.



4- Press on "apply".
5- Save the form.
6-When a form filler will try to submit your form a window will appear, asking him/her to validate the email address.
The user will have to click on the link to send himself a validation email. Once this email arrives in the user's mailbox he/she will need to copy the key number in it to the validation textbox in the validation window.

Add a radio button to your feedback form

The radio button is an element which is designed to give the user a choice between a few options. It is very similar to the listbox element and is very useful in a feedback form.

Here are steps to use the radio button element:
1- enter the form builder and drag a radio button element.
The element will appear with 3 default values (radio o, radio 1 and radio 2) in a horizontal layout.


2- Select the radio button and go to its element settings on the right.

3- Change the element's caption text and tab index number.


4- Add the radio button items by pressing on the item picker button ()


5- you can change the radio button's horizontal layout to a vertical one by turning on the 'Vertical' checkbox. This will place the items one on top of the other.


6- You can also determine the space between the radio items by using the 'Width/Height' textbox. This option applies to horizontal as well as vertical radio buttons. Simply enter the space in pixels (for instance 50) and press on 'apply'.

Please notice that you will probably need to stretch the element's border once you use this option.

7- Save the form.

Related topic:
Read about the differences between a FormLogix form and a FormLogix gadget

How to purchase a feedback form

Once you finished creating your feedback form you will need to purchase a subscription for it in order to have it published and accessed by others.

The formLogix form builder has a free trial version . However, after 30 days this trial period a your feedback form will become inactive.

Purchasing a feedback form (or any other form) is really easy and is divided in to 2 steps:
A- making a form or bulk form order in the FormLogix 'Payment Center'.
B- Making the actual payment in PayPal. FormLogix does not handle its purchase transactions, it does not collect credit card numbers and such, but rather has a third party company – PayPal - do it for her.

There are 3 types of FormLogix subscriptions – you will need to review them in order to choose the most suitable for you:

1- Pay Per Form If you are interested in paying for only one or several forms (while leaving the rest of them in the free version) then this is a suitable option for you.

* Please notice that the 'per form' subscription enables you to purchase a basic subscription (for the chosen forms) and add these 3 special features: SSL, File Upload, Custom mailing (custom mailing is not available currently).
If you wish to include one, two or all of the above features you will need to turn on their checkboxes in addition before pressing on the "Buy Now" button.


2- Pay Per SubmissionIf you wish to base your subscription on a fixed number of submissions instead of on a certain time period than this is the option for you.
Once you choose this option all the forms in your account will function under the paid version. Each time someone fills in one of your forms the number of submissions will reduce by 1.
Please notice that this type of subscription does not include these 3 special features:
SSL, File Upload, Custom mailing.


3- Pay Per Account - VIP Subscription
If you wish to purchase an all included paid subscription for your entire account than this is the option for you. All you need to do is choose the period of subscription and all your forms will function under the paid version for that period of time.
* This subscription includes the 3 special features: SSL, File Upload, Custom mailing.


Steps to make a purchase:
1- Enter the 'Payment Center'.
2- Choose your subscription:
per form – choose the period of subscription for the form/s (6/12 months) and turn on the SSL, Uploads checkboxes if necessary.
Per submission- Choose the number of submissions (100/200/500).
Per Account- Choose the subscription period (1/6/12 months)
3- press on the 'buy now' button in the relevant subscription section.
4- Once you press this button an order confirmation email will be sent to you from FormLogix – This is only an acknowledgment that your order was received (remember – payment was not even made yet).
4-you will then be redirected to PayPal where you will be required to login and pay.

In addition to the 3 subscription types there is an option to purchase a bulk of SMS's in order to receive SMS alerts as well as emails. Read more about SMS Alerts.

The current/previous orders made are all stored in the payment history.

How to create a field template in the form builder

sometimes you create your feedback form and you know that you will need to use parts of it again in another form/s.
In such cases you can save these parts for future use as field templates.
Field templates may consist of a single element or several elements which are placed inside a container element.

Once you save your field template it will appear in your field template list for future use. Your field templates will not appear in other users' lists and their templates will not appear in your list.

Following are steps to create a field template:
1- drag a container element from the upper toolbar – elements section
2- drag the elements in to the container and place them in a layout of your choice.
3- Once the area is ready select the container by clicking on its handle on the side.
4- Press on the 'add a field template' icon in the upper toolbar – tools section.

5- You will then be asked to give the template a name – do so and press on 'ok'.

6- The template will now be saved and will appear in the 'template list' (open the list form use by pressing on the 'field template' icon).

7- If you wish to delete the field template you can press on the 'delete field template' icon.

Limit access to your feedback form with access management

Some users want their feedback form to be limited to certain people. For example a certain company wants to collect the feedback of its workers and not have the feedback form open to everyone.

The feature that deals with the form access is called 'access management'.

This feature allows you (the form owner) to limit the access to your form/public reports by creating a list of users who are permitted to access. Only the permitted users will have access to the feedback form. Once a user tries to reach your form, the FormLogix login page will appear instead of the form and the user will need to login in order to access the form.

Following are steps to limit the access to your form in the form builder:
1- Press on the 'access' icon of the relevant form in the 'data center'.

2- Once the access window opens you will need to enter the users who will be permitted to access one by one (their names and email addresses).

3- When you press on 'add user' his name will be added to the users list and a turned on checkbox will appear in the 'enter data' column (meaning that you are inviting him to access your form and fill it in).
4- In addition, when you press on the 'add user' button an email will automatically be sent to this person, informing him that he was granted access to your form. If this user is a FormLogix user then he will be able to login using his username and password. If the recipient is not a formLogix user an account will be set up for him and he will need to activate it in order to login.


At this point, if you have any public reports/charts they will appear in the 'public report' column and you will be able to turn on their checkboxes and send an invitation to view them as well (by pressing on "Send Invitation" after editing the access authorizations). You will also be able to turn off the 'enter data' checkbox if you wish, and grant access to view data and not submit it.

Creating a public report or chart based on your feedback form data

Some users want to make the data accumulated in their feedback form public. They either want to send people a link to their report/chart, or embed it in their web site for all to see.
Using the form builder you can externalize your feedback form data, in a similar way you externalize your form. Whether it be the result table or a chart it is possible to make them public.

Steps to share you public report or chart:

1- Enter the form builder “data management” report

2- Get the data you wish to make public ready:
if you want to show all the data make sure that you choose the “*” option in the “rows in page” list box (situated on the bottom of the 'filter' window) – this will show all results in 1 page.
If you want to show only a part of the data use the filter to slice it before you save the report/chart.

3- once the data in the result table/chart is ready press on “save” in the 'report & chart' section of the upper toolbar.

4- Give your saved filter/chart a name. Be sure to turn on the “share” checkbox since you cannot make the data/chart public without it. Turn on the “create shortcut” checkbox as well – this will create a direct shortcut to this filter/chart from the data center.

5- Press on “share”. (also situated in the 'report & chart' section of the upper toolbar). If you wish to send someone a link to your data/chart simply copy the “share url”.
If you wish to embed the data/chart in your website simply enter the width and height of the iframe and copy the generated code in the “iframe url”.