Disable emails from your feedback form

Your feedback form sends you a new data entry alert by default each time your feedback form is submitted.
This is the most basic thing in an email form, however some users wish to stop receiving these emails (some login regularly and find the emails redundant, some wish to have the emails sent to others by using a 'mailing list' option etc).

The form builder allows you to disable the emails sent to the account owner (you) in a very simple way.

All you need to do is:
1- enter your feedback form in the form builder.
2- go to the 'form settings' on the right.
3- turn on the 'disable emails' checkbox.
4- press on 'apply'.
5- save the form.

the next time someone fills in your feedback form you will not receive an email about it.

Create a chart based on your feedback form

Once data is entered in your feedback form you can view it as a report or as a chart. The chart is a graphic way of showing how the data is distributed, it is an analyzing tool and you can view your data using a chart or let others view it that way.
If, for instance, you have a feedback form with a field called 'feedback type' in it (which has 3 values: thanks, complaint, other).
You may want to create a chart based on this field and see how many people contacted you and complained versus the others who were satisfied.
Steps to create this chart:

1)Choose the 'New Chart' option from the 'Report & Chart' section in the toolbar of the form builder.

2)Choose the field you want to base your chart on, in this case 'feedback type'.

3)Field formula – leave this field empty.
Field formula can be used to create more complex charts, but it requires a numeric field and so if you do not have a numeric field in your form this field will not be useful to you.
In our example there was no numeric field in the form and so choosing a field formula was not possible.

4)Formula- there are three formula options: count, sum and average. Count is a formula which can always be used, as opposed to 'sum' and 'average' which may only be used when a numeric field formula is chosen.
Leave the 'count' formula selected.

5)Style - Choose one of the many styles listed: point, bubble, pyramid, pie, area, etc according to how you want to see the data.

6)3D - checkbox that determines if the chart has a 3d effect or not.

7)Image Type - Choose from one of image types listed. you may view the chart as a static image such as JPG image or as a dynamic flash image.

8)Press 'Apply'.

Please notice that the chart settings may be changed at all times by choosing the 'Edit Chart' option.

Making your feedback form continues

If your feedback form is long may you would like to consider turning it in to a continues form. A continues form is a multipage form. It is made out of separate individual forms and is a great alternative to long forms which have a scroll.
Since the continues form is not created like the regular forms in the form builder, but rather is a combination of several existing forms, you will need to create the forms first. When all separate forms are created all you will need to do is enter the 'continues form' option in the data center and choose the forms that will make up this continues form (and their order).

Steps to create a continues:
1. Give the continues form a name.


2. Choose the forms that will appear in the continues form. Please notice that each form has a number on its left side (starting with #1) – this defines the order in which the forms will appear.


3. Press on the "Save as continues form" button.


4. When your continues form is saved a publish section will appear on the right (publish method : URL). The generated code should be placed in the browser’s address bar to view/enter data in the continues form.


5. Once the continues form has been created it will appear in the data center under “My Continues Forms” and the following options will be available:

edit - Pressing on “edit” will direct you to the continues page again, where you can edit the data or publish the continues form.
Delete- Pressing on “delete” will delete the continues form. Please note that because the continues form is made out of independent forms, deleting it will not delete these forms but only the continues form you created from them.
Export - Pressing on “export” will open all the data collected in the continues forms in an excel sheet.

Customizing your feedback form report table

The data management tool in the form builder displays the entire data collected through your feedback form in a result table. In this table all the fields of the form are displayed by default(as columns).
If you wish to customize this table so only certain fields (certain columns) will appear you can do so using the "new report" or "filter" options.

Following are steps to customize your result table in the data management tool:
1-Press on the 'filter' icon in the 'data' section of the upper toolbar or on the 'new report' icon in the 'report & chart' section of the upper toolbar.
2-Use the filter terms to select the fields you would like to see in the result table and make sure that all of their 'show' checkboxes is turned on.

3-Press on 'apply'.
4-The result table will update and show only the fields you chose in the filter terms.

default results table - before the filter is applied


customized results table - after the filter is applied

Filtering your feedback form data

When using FormLogix form builder all the data entered in your feedback form is automatically stored in a data management report in addition to being emailed to you.
The data management tool allows you to view all the feedback form data entries- edit them, delete them, add remarks, export and import data as well as open a private forum discussion with your form fillers.
A key feature in the data management tool is the filter option. It is designed to slice the data and enable you to focus on specific entries.

The data management report allows 2 kinds of filters:
1- quick filter
the quick filter, just like its name, is a way to quickly filter the data.



Steps to quick filter:
1) Press on the filter icon in the desired field header.
2) a small section will open under this header containing a filter term:
an 'operator' listbox, a 'where' textbox, and a 'go' button and 'clear' button.
3) Choose the operator (contains/doesn’t contain/=/!= etc.) and fill in the 'where' term accordingly. For example: if you wish to filter for all the entries where the contact purpose was 'Complaint' you can quick filter on the “contact purpose” field and fill in the following information:, operator: “contains”, where: “Conplaint”.
Notice that filling in the terms in the quick filter will also fill them in the main filter section of the “toolbox” above.
4) Press on "go" to apply the filter or press on the "clear" icon to clear the term from the filter rows.

2- Regular filter
the regular filter, like the quick filter, is based on filter terms.
When you open the filter feature in the “toolbox” you will find 3 filter term rows already open.
In order to slice the data you will need to use at least 1 filter term. This filter allows adding endless terms for slicing the data. it also allows you to define the relationship between terms by using a “and” and “or” between them.
For example
(or): you can look for people whose names start with W or start with A.
(and): you can look for people whose names begin with A and are smokers.
Steps to quick filter:

1) Fill in the first term row.
Choose the operator value and fill in the where field. (for example: name contains “a”)
Choose the operand 'and' /”or” to determine the relation between this term row and the next term row (if you use more than 1 term). Choosing 'and' means that only data entries that fit both row terms will be extracted while choosing “or” means that entries fitting either one term row or the other will be extracted.

Leave the show checkbox unchecked if you wish to see all form’s fields in the results.
by checking the 'show' checkbox you can choose to view only specific fields in the results table

2) Fill the second term row in the same way
if you are using only 2 term rows there will be no need to choose an operand on the second row since the relation between the two rows was already set in the first row.
3) Pick the number of rows you would like to see in the result table at once (* will show all rows in 1 page)
4) Press 'go'.

For those who wish to use the same filter again –you should consider saving the filter as a report. Read all about saving the filter in my next post.

Export your feedback form data

Data is constantly being stored in your Feedback form's data management result table and you can export it at all times in order to work in other formats.
The export option is also available for expired forms allowing the form owner to use the data even though the form is not active any more.

There a few available exporting options:Excel
XML
PDF Tabular (entries shown in a table)
PDF Continues (Each entry shown separately)
Report Tabular
Report Continues
CSV
Google Spreadsheet
Google Maps





Steps to export the data:
1- Enter the form builder 's data management tool and Get your data ready for export.
If you need to edit data-do it
if you need to export a slice of the data-filter it
etc.

2- fill In the “number of rows in page” (toolbox>filter> beneath of the filter terms). The reason for this is that the data entries shown on the first page of the report are the only ones that will be exported so you must first ensure that all the Data entries you want to export are displayed on this one page.





3- choose the export option and press “go”. An export window will pop up.

If for any reason the export pop up window doesn't open
If once trying to export your data (using one of our export options) the export pop up window does not open you will need to change your ie browser's security settings. The reason for this is that the explorer browser is set to identify and block a pop up window that tries to open a file.
steps to change this setting:

A- go to :
Internet options --->Security --->Custom level --->settings --->downloads
B - set automatic prompting for file download to enabled.
C - Save setting and close all dialog box

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.