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Building your Forms

Input Validation

  • Required fields and required formats
  • Custom validation

Conditional Questions

Form Calculations

  • How to define a variable
  • How to create a formula
  • Examples

Customization Options

  • How to customize the look and feel of your Form
  • How to customize the behavior of repeated sections

Interactive Tutorials

  • Introduction to the Form Builder
  • Conditional and Calculated Questions Tutorial
  • Grid Layout Tutorial

Web Form Design Tips

  • Getting the most out of your forms: Usability - Part 1 and Part 2

Managing your Forms

Publishing your Form

  • How to retrieve your form's HTML source code
  • How to publish your form using a IFRAME
  • How to publish your form using a server-side script (API)
  • Publishing instructions for common CMS
  • How to dynamically prefill your form fields

Configuring Optional Features

  • Restricting processing by date or status
  • Language settings
  • 'Save & Resume Later' option
  • 'Preview before Submit' option
  • Secure forms (SSL encryption)
  • Spam Filter (captcha)

Submission Confirmation and Notifications

  • How to redirect your visitor to a web page after the submission.
  • How to receive an email for each submission.
  • How to easily reply to the person who submitted the response.
  • How to customize the email notification.
  • How to send an auto-responder with each submission.

Dynamic Configuration with Formulas

  • Introduction
  • How to use form field values in formulas
  • Syntax
  • Examples

Sharing Forms and Data

  • How to allow another user to edit your form.
  • How to add another user to your account.
  • Feature Restrictions

Workflows

  • Introduction and configuration
  • How to pass data between forms
  • Feature Restrictions

Managing your Data

How to Export your Data

Troubleshooting

Publishing Issues

  • Unexpected characters in the form, such as 'À' or '￾'
  • Incorrect rendering when publishing via the API

Form Submission Issues

  • Error: "This response has already been processed"

Export Issues

  • Error: 'File not loaded completely' in Excel
  • Garbled characters in Excel
  • Repeated sections cannot be sorted in Excel

Managing your Account

PayPal Subscription

  • How to change your PayPal funding source
  • How to switch your subscription to a different PayPal account
  • How to cancel your PayPal subscription and pay directly with a credit card

Connectors Documentation

Salesforce Connector Documentation Index

PayPal Connector Documentation Index

HTTP POST Connector Documentation Index

 

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