Form Designer

Form Designer allows you to create custom forms that can be added to Start Pages using the Navigation, Bulletin Board, or Quick Links feature. The insured can click on a custom form, enter information, and submit it to your organization.

To access this area, do one of the following:

• From insured detail, click Home > Configure > Form Designer on the options bar.
• From any other area of the program, click Home > Configure > Form Designer on the options bar or Configure > Form Designer in the navigation panel.

Add a Form

1. Click Add on the options bar.
2. In the Form Add window, fill out the following fields:
• Form Name: The Form Name displays only to users at your organization. This name displays when users select the form to link to a menu item in a Start Page.
• Form Title: The Title displays at the top of the form and in the Subject line of the email that is generated when an insured submits the form. The Title is visible to insureds.
• Intro Text: This text displays between the Form Title and the first section of the form.
• Closing Text: This text displays after the last section of the form.
• Require User Confirmation: Select this option to display the following confirmation message to insureds when they submit the form: Are you sure you want to send this form?
• Message to User: This text displays in the body of the confirmation email sent to the insured when the form is successfully delivered.
• Redirect: Name of a custom page (for example, results.asp) or URL of an external site to which the form results should be sent.
3. Click Save on the options bar.

Edit Form Information

You can modify the introduction or closing text of an existing form to provide general information such as the form title and delivery contact.

1. Click the name of the form.
2. Click Edit on the options bar.
3. In the Form Edit window, update the basic form information. For detailed instructions, see the Add a Form section above.
4. Click Save to save your changes or Clear Entries to discard your changes.

Edit a Form

1. Click the Generated Form link for the form you want to edit.
2. You can do the following:

• Add a Section
  1. Click Add a Section on the options bar.
  2. Enter the Section Name. The Section Name displays at the top of the frame.
  3. Enter any Intro Text that you would like to display in the frame to provide context or instructions for the fields in that frame.
  4. If this section represents a list or schedule (which will display as a chart), enter labels for each row in the Chart Rows field. Press [Enter] between labels to ensure that each row’s label displays on its own line.

  If this section does not represent a list and each field should display only once, leave the Chart Rows field blank.

  5. Click Save to add the new section to the form or Clear Entries to discard your changes.
• Edit a Section
  1. Click the Edit button next to the section.
  2. Update the fields in the Edit Section window as described in Add a Section above.
• Delete a Section
  1. Click the Delete button next to the section name.
  2. You are prompted, "Delete this Field?" Click OK.
• Add a Field
  All fields must be contained within sections. To add a field to the beginning of a section, click the Add button in the frame that precedes the fields.

  1. Enter the Field Name. The Field Name does not display on the form, but if this is a required field and the insured leaves it blank, the validation message that displays to the insured includes the Field Name.
  2. Enter the Field Description. This is the field label the insured will see on the form.
  3. To provide additional explanation for the field, enter a Sub Description. The Sub Descriptions displays below the Field Description in a smaller font.
  4. Select a Field Type:
  • Checkbox
  • Currency
  • Date
  • Email
  • Line (not an actual field, but a page break to separate different sections)
  • List (provides a dropdown menu of options)
  • Memo (a larger field, allowing the insured to enter a large amount of text)
  • Numeric
  • Phone
  • RadioButton
  • Text (field that allows the entry of any type of character)
  • TextPassword (masks characters typed into the field to protect a password or other sensitive information)
  5. Enter a Field Length, indicating how many characters can be entered in the field. For field types that do not allow freeform entries, like RadioButton and Checkbox, this value has no effect.
  6. If you selected a Field Type of Checkbox, List, or RadioButton, complete the List Values frame.
  1. In the Listed Values field, enter all of the options that will be available for selection. You must press [Enter] between options.

  For Checkbox fields, each option indicates a checkbox that can be selected as an answer to the question asked by the field. If this field represents a single checkbox, you do not need to fill out the List Values frame.

  For RadioButton fields, each option indicates a separate radio button that can be selected.

  For List fields, each option indicates a possible selection from a dropdown menu.

  For example, a RadioButton field with a Field Description of Is location in the U.S.? and the Listed Values
  Yes
  No
  the field would display on the form as the question "Is location in the U.S.?" followed by Yes and No radio buttons.

  2. If this is a Checkbox or RadioButton field, select Horizontal or Vertical from the Orientation field to determine whether the checkboxes or radio buttons are listed horizontally or vertically. If you leave this field blank, they are listed horizontally by default.
  3. If this is a List or RadioButton field and one of the Listed Values is Other, select the Add Other Description checkbox to provide a field on the form where users can enter a description when they select Other. Enter the maximum number of characters the Other Description field can contain in the Length for Other Desc field.

  7. To display a question mark icon next to this field that users can click to receive additional information when completing the form, enter explanatory text in the Help section. If you leave this section blank, no question mark will display next to the field.
  8. To require users to complete this field before they can submit the form, select the Required Field? checkbox.
  9. Click Save on the options bar.
• Edit a Field
  1. Click the Edit button   to the right of the field.
  2. Follow the Add a Field instructions above to update the Edit Field window.
• Delete a Field
  1. Click the Delete button to the right of the field.
  2. You are prompted, “Delete this Field?” Click OK.
• Rearrange Fields and Sections

  To change the order in which fields display within a section or the order in which sections display on a form, click the arrows beside the fields or to the right of the section names, or drag and drop fields to the desired location.

Copy a Form

1. Click the Copy link in the far right column of the list.
2. The New Form Name For Copy popup displays. Enter the Form Name and click Create Copy.
3. A new form is added to the list. Follow the instructions in the Edit a Form section above to make any necessary changes to the copied form.

Delete a Form

1. Click the name of the form to open Form Detail.
2. Click Delete on the options bar.
3. You are prompted, "Are you sure you want to delete?" Click Yes.