FormBuilder Instructions

  1. Go to http://tools.medicine.yale.edu/form and enter your Yale NetID, if prompted.
  2. Select "Create Form."
  3. In the "Setup" tab, enter all necessary fields. 
    • Administrators: E-mail addresses entered here will have access to edit the form and review the responses once submitted by users. We suggest checking the "Require NedId authentication" for security purposes. 
    • Administrator E-mail Confirmation: Enter the e-mail address of the individual you want to receive notice and responses for completed forms. 
    • Registrant E-mail Conformation: Use these fields to generate to create an e-mail that will automatically be sent to users who have completed your form. In the "Sender" field, make sure to use an e-mail address that is appropriate.
  4. Click on "Save Form" once you have entered these details.
  5. Re-open your form under the "Your Forms" List.
  6. In the "Build" tab, select the options that best suite the sort of information you are looking to acquire from users. For example, "Check Boxes" works well with quizzes, and "Paragraph" works well when building forms that require users to enter information. Refer to the "Important Tips" on this pagefor more guidance on how to build a form. 
  7. Once you're done building your form, click "Save Form" at the bottom of the page. 
  8. Go back to the list of your Forms, select the Form you just built, and open the "Setup" tab. Copy all of the text in the "Embed Code" field. 
  9. Open your publication in Tridion, and create a "Code" component in your Building Blocks folder.
  10. Insert the code you copied into this component. Insert this Code component onto a page in your publication, using the "Code" template.
  11. Save & Close your page, and publish.

IMPORTANT TIPS

  • The order in which you insert fields is the order in which they will appear once published on your page. You can reorder fields by dragging them to the position you want them to appear.
  • Regularly click "Save Form"at the bottom of the page. This will take you back to the Form Builder list and you will have to reopen your form. While inconvenient to keep doing so, the Form will not automatically save if you jump between tabs. 
  • Field Label: This is the label (question, instruction, etc.) that will appear on your form. Enter the field label or question exactly as it should display for users filling out the form.
  • Export Label: This is the text that will be inserted in the column header when you download responses in an Excel spreadsheet. The Export Label field should only contain letters and numbers, the field cannot contain special characters like spaces, ampersands, backslashes, etc.
  • Option Values: These are the options users can select for option boxes, radio buttons, and dropdown lists. Insert one option per line with a line break (Enter or Return key) between each answer.