mySNC Forms: Complete Guide

Creating your form

1. Manage your group
2. Click on Surveys & Forms dropdown and select All Surveys & Forms
3. Click Create

4. Select what type of form you would like to create
   • Forms: Collect any data or documents from individual users
   • Surveys: Survey multiple users and review aggregate results
   • Polls: Ask a single question and view live results
   • Elections: Create positions and candidates and view voting results
   • Quizzes: Create questions and attribute points to correct answers
   • Jobs: Allow users to apply for jobs (if using the Career Module)

5. Personalize your form to include a Title, Introduction, and Page Name

Question Types

mySNC Allows you to add the following question types:

•  

  Question Type	Icon	Short Description
  Free Text (single-line)		Think of this as a short answer question
  Multi-Choice with Single Selection		A question where you want people to choose one option
  Multi-Choice with Multiple Selection		A question where people can select multiple option
  Multi-Choice with Dropdown		Like "Mult-Choice with Single Selection".  Users are expected to select one option
  Free Text Multi-Line		A question where you might expect the answer to occupy a few lines of text
  File Upload		A question where you expect to receive an uploaded document or image
  Date Selection with Calendar		Offers the form taker the ability to see a calendar and select a date
  Group List Dropdown		Allows for people to select from a list of mySNC Group types.  We're not sure where this would be used
  Ranking Options		Question type to gauge preference of given options
  Election		A tool to facilitate officer elections
  Signature		Non-legally binding signature question type
  Quiz		A question with a correct answer
  User Selector		A question type that allows a person to search the SNC's directory for a "user".  We're not sure where this would be used
  Rubric		Allows a person to select from options with a title and description.
  Binding Fields (allowing you to pull fields from approval processes into the form as answers)		A variable enabled question type

   

   

Form Settings and Customizations

• Basic Information:
  • See which group officer is the author for that form
  • Change the form name and type
  • Provide verbiage for a description and custom confirmation message
  • Connect your form to a workflow
  • And establish pass/fail quiz settings (if applicable)

• Instructions:
  • Provide verbiage for a closing sentence as well as a message displayed on the submission confirmation page

• Open/Close/Cap:
  • Set Yes or No to close the form or keep it open, respectively
  • Enter in a date and time for when the form should automatically open and/or close
  • Set a capacity for how many submissions are allowed for this form

• Access Rights:
  • Set Yes or No for if log-in is required, if answers should be anonymous, if submissions can be edited, and if users can submit the form only once
  • Select the group officers that should be the only ones to manage the form and view form results
  • Scroll down to Privacy and set the Access Rights to decide which users should have access to complete the form

• Notifications:
  • Enter the officers who should be notified when a user has submitted a form, as well as those that should be notified when a submission has been approved or denied
  • Provide verbiage for a message that is sent when a submission is approved, denied, or put on hold

• Approval:
  • Set Yes or No to hide the approval box or keep in shown, respectively

• Field Binding:
  • Choose the specific approval processes that will allow you to select certain fields to pull into your form

Using Form Logic

Logic Types:

• Question Logic
• Page Logic
• Workflow Logic
• Submission Logic
• Submitter Logic

Follow these steps to get started:

1. Manage your group
2. Select the Surveys & Forms dropdown and select All Surveys & Forms

3. Create or Edit an existing Form

Question and Page Logic

1. Be sure to Hide the page or questions that should be invoked by logic

2. Click on the Logics button for the question that should invoke the hidden question or page to display

3. Click Create Logic

4. Set your Logic Type as Question or Page
5. Set conditions in the If and Then sections

• e.g. If the answer to “What year are you? is First-Year, then show the question “Please tell us about your involvement/extra-curricular experience before coming to college.”
• If using Page logic to show hidden pages in your form, the final page of your form cannot be hidden and must be visible.

6. Click Save

Workflow Logic

Workflow logic will allow you to invoke a step that is part of a workflow

1. Navigate to the step of the workflow that should be invoked and be sure the step is Not activated by default so that this step only displays if the condition is met

2. Navigate to your form and click on the Logics button for the question that should invoke the workflow step

3. Click Create Logic

4. Set the Logic Type as Workflow
5. Set conditions in the If and Then sections
6. Choose the Step of the Workflow that should be invoked based on this condition

Submission Tag Logic

Submission Tags allow you to automatically tag each submission so that you can easily filter by submissions that have certain tags associated with it

1. Navigate to your form and click on the Logics button for the question that should automatically add the tag

2. Click Create Logic

3. Set the Logic Type as Submission Tag
4. Set conditions in the If and Then sections
5. Choose the Tag that should be applied based on this condition