HighQ Forms

Design a form with HighQ Forms

HighQ Form management

HighQ Forms allows you to create multiple forms based on an iSheet.
To use the HighQ Forms designer, first:
  • Create an iSheet
     that contains columns for the data you need to collect.
  • Enable HighQ Forms at the
    System
     and
    Site
     level (under iSheet module settings).
When HighQ Forms is enabled for an iSheet, a default form is automatically created, using default options.

Managing HighQ Forms

Open
iSheet
 settings in the
Admin
 module.
Click
More actions
 for the iSheet, then select
Manage forms
.
Manage forms
 opens. Click the name of the form to edit the form.

Edit a form

The
Edit form
 window provides the tools needed to design and configure your form.
Tabs divide the configuration into five steps:
  • Layout
     - design the form layout, including a header and footer
  • Confirmation
     - define a confirmation message, displayed after the form is submitted
  • Notifications
     - add a notification to inform team members that a form was submitted
  • Styles
     - create and modify styles that are applied to the form and buttons
  • Settings
     - define a name and description to the form for internal use, and generate a link to the form
Layout
The layout section allows you to design the form layout, including which columns to include, and optionally add a header and footer.
Header
The header is displayed at the top of your form; for example, a header typically contains elements such as a logo, introduction and instructions.
Click the
Header
 row to open or close the edit field.
Type text into the field and use the toolbar to add formats, tables, links and images.
iSheet columns
The iSheet columns section defines the underlying layout of the form itself. Each column is displayed as a field to fill in the final form; for example, text columns require typed text and a choice column provides a drop-down menu with predefined answers.
The layout adapts automatically to any changes you make in the section.
To change the order of the fields either:
  1. Click and hold the pattern of dots on the left of the field, then drag it to the new position.
  2. Click the
    More actions
     button at the right of the field, then select
    Move up
     or
    Move down
    .
You can set the width of each field; click the
More actions
 button at the right of the field, then select the width:
33%
,
50%
 or
100%
.
For example, three fields at 100%:
Three fields each have 100% width
Three columns at 33%:
Three columns each at 33% width.
A mix of widths:
Four columns shown with custom widths.
To change the width of all columns in a section, click the
More actions
 button in the iSheet columns bar and select the width.
Footer
The footer is displayed at the bottom of your form; footers typically contain, for example, legal information and notes.
As with the header, type text into the field and use the toolbar to add formats, tables, links and images.
Dividing the form into pages with sections
You can use iSheet sections to divide your form into pages by selecting
On
 or
Off
 for pagination. By default, each section is shown as a separate page.
Click the row to open the section and edit the order and size of the fields.
Confirmation
The
Confirmation
 tab allows you to display a message after the form has been completed and submitted, redirect the browser to a website, or both.
Select
Page redirect
, then enter a URL to send the submitter to a web page of your choice. This can display any content you choose, such as a thank you message, to provide further contact details or additional information.
Select
Confirmation message
 to display a message without having to create a separate webpage.
Select
Include redirect button
 to add a button below the message; you can define the button text, URL and alignment.
Open in
 allows you to choose if the URL is opened in a new window, or uses the same window in the browser
If the submitter clicks the redirect button the browser opens the webpage of your choice, similar to
Page redirect
.
Notifications
The
Notifications
 tab allows you to send a custom email to the submitter after the form has been submitted. This can send an email to a non-registered user, if they entered an email address in the form.
You can create multiple notifications for different purposes. Click
Add notification
 to create a message.
Give the notification a
Name
, then enter the information that is used to generate the email.
You can use variables, taken from the iSheet and data entered in the HighQ form, to customise the email. For example, you can use some of the submitted answers to highlight how the recipients of this email should proceed.
Click
Save
 to create the notification.
When a notification is first saved, the status is
Archived
 so that the form can be completed before notifications are sent.
Click
More actions
 then
Activate
 to start sending notifications.
Styles
The
Styles
 tab allows you to apply custom styles to the published form. Use styles to apply your brand colours and graphic design to the form.
Click
Add style
 to add a new style.
Give the style a name, then add definitions of colours, sizes, borders, etc. in the window.
A
Preview
 is displayed in the right column that shows the style definitions for each item in the form.
After you have entered the new style, click
Save
. The style is shown in the style list.
Select the
Published page
 and/or
Embedded code
 to apply the style to forms that are published or embedded.
The
More actions
 menu allows you to
Edit
,
Copy
 or
Delete
 the style.
Settings
Open the
Settings
 tab to set basic options for the form.
You can rename the form, and add a description to help form administration.
The
iSheet
 and
View
 are set when the form is created and are shown only for reference.
Use
Publish form
 to create a link that can be used to publish the form without embedding the form on another page. Click
Copy link
, then use this URL to direct anyone to your form (e.g. in an email, or as a link on your website).

HighQ Form management

The main HighQ Forms page also provides these options:
Preview
Use
Preview
 to see how your form looks on desktop, tablet portrait, tablet landscape, or mobile.
Copy embed code and more actions
The
More actions
 menu allows you to manage your form.
Select
View published
 page to open the form with the URL available in the
Settings
 tab.
Select
Copy embed code
 to store the embed code in your clipboard and then paste it into an existing page.
You can also copy a style, as a base for a new style, or
Delete
 a style if it is no longer required.

This article applies to:

  • Product: HighQ
  • Subject: Drafting