Here are some quick tips and tricks that might help you when creating your forms:
Copy
a form style and edit the copy to test and tweak the design without affecting the original version
Give each
style
a specific, descriptive name so that you can quickly see where it is used
Give each
form
a specific, descriptive name if you want to use it on multiple sites (names must be unique).
Use the
More action
option in the section design tab to apply a field size (33%, 50% or 100%) to all fields in a section.
Remember to
Preview
changes before you make them public
Preview will display an example of a published page - not the embed code version.
Delete only when necessary - it is not possible to restore deleted items.
Use the
Source
option in the CK editor to add more advanced design changes
If you use a single-line text column to capture email addresses - please enable
Email validation
and make the column mandatory.
HighQ Forms and site templating
As of April 2023, HighQ Forms configuration is included in
Site templates
. When you import a site template to a new instance you no longer need to rebuild forms as they are already included.
Adding a form to a Microsoft Teams group
You can publish a form in a Microsoft Teams channel, members of the channel can then enter requests or data which will be captured in the source iSheet.
note
Microsoft Teams uses the link created by HighQ Forms. Select
Publish form
in the
Settings
tab, then select
Copy link
.
In Microsoft Teams, open the channel that will contain your form, then click the
+
icon to create a new tab.
Click the
Website
button.
Finally, give the tab a name and paste the link for the form in the
URL
field.
Select
Save
to finish. Make sure you inform your group about the new form.