Thing 20: Using online forms

Using online forms is a really handy way of collecting information, organising events and taking bookings and means that all of the responses are automatically collated in one place.

Form builder

The university’s form builder service is available here: http://forms.ncl.ac.uk/

To get started click “Create New Form!”Create new form

Click on the form title to edit the form properties, here you can add a title, description and message that will appear after people have submitted the form.

Form Manager

All forms must have a relevant data protection statement added:

e.g. “All information that we hold concerning you as an individual will be held and processed by Newcastle University strictly in accordance with the Data Protection Act 1998. We will not, without your consent, supply your name and addresses to any third party except where (1) such transfer is a necessary part of the activities we undertake, or (2) we are required to do so by operation of law. Newcastle University’s data protection policy is available at www.ncl.ac.uk/data.protection/

You can then choose from a number of different fields to add to your form:    

Add a field

Once you have built and saved your form, it will appear in a list on your homepage:

Form builder list

Click “Publish Form” to get the url which you can either send via email or include in a website and you can set the entries to be emailed to a particular email address by clicking “Emails”.  You can also download a spreadsheet of the results by clicking “Entries”.

Once you have made a form, you can easily duplicate it to reuse it for another event or delete it.

Top Tip! Use a shared account to create your form, this means they can be easily duplicated or edited by anyone in your team

Typeform

Typeform makes a very pretty form which you can customise. It also allows you to apply calculations and logic steps. You can have a go using the free trial option which also has lots of handy How To videos.

You can access it here: https://www.typeform.com/

Click “Create a new typeform” to get started and you can choose to start from scratch or use a template.

New Typeform

On the left hand side, you will see that you can add a welcome screen, a thank you screen and choose from loads of different question types.
typeform menu

Have a go at creating a form to order some cakes using this spreadsheet. Add the welcome text, questions and thank you screen then we will add the calculations and logic jump.

typeform questions

Adding a Calculation

Now we are going to add a calculation that will give the user a total price for their cake and delivery. On the multiple choice “What type of cake would you like to order?” question click the calculatorcalculator

Then you can assign a price for each cake by clicking “Add a calculation”

typeform calculation

Then do the same for the delivery question and add the price for delivery when they answer “Yes” (You don’t want it to charge them if they said no!)delivery calc

Finally in the Thank you screen, you can add the variable of “Score” which will show them their total at the end of the form:

Thank you screen

Adding a Logic Step

We want to skip the delivery address question if they are collecting their cake and go straight to the end of the form.
So click the logic jump icon on the “Would you like your cake delivered?” question:

logic jump
Here you can set it so if they answer “No” it jumps to the Thank you screen.

logic jump step

View type form

Now you can check your form is working by viewing it.

You can also use the “Design” tab to change how the form looks and the “Analyze” tab to view the results and other info. You can download your results as an excel spreadsheet and you can also view a report which gives you stats for each question.

typeform tabs