Frequently Asked Question

JICS - Forms Basics
Last Updated about a month ago

Adding and Editing Forms:

  • Add Form Portlet
    • Click the wrench
    • Click Options
    • Select "Add a new feature to this page"
    • Scroll down to More options and click "Expand to view the list of options" next to General Purpose features
    • Select J1 FormFlow - Forms
    • image
  • Rename Portlet
    • On your page, click Manage Forms
    • Select the form you wish to rename
    • Select the Form Settings tab
    • In the Definition tab, type the desired name into the Form name text-box
  • Create New Form
    • On your page, click Manage Forms
    • Click +Add form
    • Select Blank form (a form created without a template)
    • Select the Form Settings tab
      • Definition tab
        • Type a name and description for your form in the designated text boxes 
      • Settings tab
        • Select a start and end date and time, or users will not be able to view it
      • On Finish tab
        • Create a submission message
      • Access/Security tab 
        • Set an optional limit to the amount of submissions a user makes
    • Click Save settings 
  • Viewing Reports
    • On your page, click View Reports 
    • To view a user's form, click View

Adding and Editing Questions:

  • On your page, click Manage Forms
  • Select the form you wish to edit
  • Select the Add Question tab to add a question 
  • Right click a question and click Properties to edit a question
  • Add/Edit a question
    • Textbox
      • Definition tab
        • Type a Unique ID - this is just for your reference
        • Select the type as Textbox
        • Type your question into the large text-box
      • Settings tab
        • You can select a value in the Default Value drop-down, such as @@FirstName
    • Radio Button
      • Definition tab
        • Type a Unique ID - this is just for your reference
        • Select the type as Radio Button
        • Type your question into the large text-box
      • Settings tab
      • Options tab
        • Add options for the user to choose from
          • They will only be able to select one, unlike the Checkbox
    • Drop-down
      • Definition tab
        • Type a Unique ID - this is just for your reference
        • Select the type as
        • Type your question into the large text-box
      • Options tab
        • Type the options you'd like the user to choose from
      • Rules tab
        • You can set an action to be performed when a specific option is chosen
    • Button (for submission)
      • Essential!
        • Definition tab
          • Type a unique ID - this is just for your reference
          • Select the type as Button
          • Type Submit Form, or something similar, as your question in the large text-box
        • Rules tab
          • Select If answer value is in the top left drop-down menu
          • Type an asterisk (*) into the text-box on the top right
          • Select Form: Submit in the bottom left drop-down menu
          • If you want to receive an email when a form is submitted:
            • Select Email: Send in the bottom left drop-down menu
            • Click the plus sign to the right of the drop-down menu
            • Select Submit in the Send Event drop-down menu
            • Type your email address into the Email To Address 
            • Type the subject for the email
            • Type the body of the email in the Message text-box
            • Click Save template
            • Select the name of your form in the bottom right drop-down menu
  • Click Save changes

*Tip: Don't click something more than once or use the back arrows when editing in JICS - it will take you back to the home page!

For more information, or visuals regarding this information, watch this JICS Content Editing Part 2: Forms video!

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