Building your Forms
Input Validation
Conditional Questions
Form Calculations
Customization Options
Interactive Tutorials
Web Form Design Tips
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
Sharing Forms and Data
- How to allow another user to edit your form.
- How to add another user to your account.
- Feature Restrictions
Workflows
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
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
Not finding what you need? Please open a support request.
Troubleshooting Publishing Issues
The form displays unexpected characters, such as 'À' or ''
Make sure that your page contains the following line, near the top of the HTML source, inside the <HEAD> element:
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
Once the 'UTF-8' character encoding is set, your form should display properly. This also ensures that we capture the data correctly, including the characters that are specific to your language.
For more information on changing the page encoding, please visit: http://www.w3.org/International/questions/qa-changing-encoding
The form does not display properly in Internet Explorer
The HTML code we provide is for the web form only. It is meant to be inserted into a valid HTML page, presumably based on your website template.
Trying to display the form 'as-is' without the proper <html>, <head> and <body> tags will result in an incorrect rendering in Internet Explorer (Firefox is a bit more forgiving and should render the page properly).
Troubleshooting Submission Issues
Error: "This response has already been processed" when submitting a form
To avoid duplicates, there is a mechanism that prevents a form from being posted twice without a page refresh.
For instance, if you fill out the form, submit it, then hit the browser's "back" button, change the data and submit again, then you'll get this error message because the form has already been submitted.
The proper way to submit data again is to refresh the page (using your browser's "reload" button) after navigating back to the form. Your browser should remember what information was entered, so you don't have to re-enter all the information. Just change what you need and submit.
If you placed the form on your own site and you get this error message on your first attempt to submit a response, your form is not properly set up. You should make sure that you followed the documented publishing procedure.
Troubleshooting Export Issues
Excel displays a 'File not loaded completely' error when opening the CSV export
This is a limitation of Excel 2003 (and older). If the form contains more than 256 questions, the exported file will contains more than 256 columns and it won't open directly in Excel. For a workaround, visit: http://office.microsoft.com/en-us/excel/HA010548191033.aspx. The latest version of Excel does not have this limitation.
Accented characters are garbled when opening the exported data in Excel
The CSV file generated by the export uses the "UTF-8" character encoding, which is not correctly detected by some older versions of MS Excel. You must first save the file locally, then open Excel and use the data import wizard (Data menu->Import External Data). There you should be able to choose the correct encoding for your data: UTF-8 if available (Excel 2003) or the encoding corresponding to your language.
If this doesn't work, you need to open your file in a text editor that supports the UTF-8 character encoding (for instance notepad on windows) and save the file with an encoding supported by Excel (the 'ANSI' option in notepad should work).
Repeated sections cannot be sorted in Excel
Data from repeated sections is displayed on separate lines in Excel. While this makes it easier to read, it's not possible to sort this data without losing the relationship between repeated rows and 'master' rows.
Data from a form collecting parent and children information.
To work around this problem, add a new column in your Excel spreadsheet and use a formula to fill the column with the data you need to sort on.
Workaround:
- Add a column, here in position J.
- Select the second cell (J2)
- Assuming E is the column we want to sort on, enter this formula: =IF(ISBLANK(E2),J1,E2)
- Apply the formula to every cell in the column J. The column should now have data on every single row.
- You can now sort or filter on the column J.
See a 2mn screencast showing this issue and the workaround.