Forms Module

This small module enables a user to create and manage forms like questionnaires among users and contacts. It is meant as a more privacy-friendly alternative to Google Forms.

Prerequisites

Participants for the forms are either core users or contacts. Therefore, the addressbook module needs to be available. You need a professional license to use the Forms module.

Creating and Managing Books

Forms are kept in books, not unlike note books or address books. Sharing books work the same: if a user has access to a book, they have access to all forms in that book.

Creating and Managing Forms

Form creation is done through the following steps:

1. Create an empty form

Add at least a title. You can optionally set a description, a period and even a reminder mail.

2. Add the fields of the form

A large number of field types is available. The system is not unlike adding custom fields. You can order the individual fields through drag and drop. There’s also options to conditionally hide fields or to conditionally require them.

3. Add participants

In order to identify your target audience, you have to add them to the ‘Participants’ list. This can be done with a simple search field.

Note

In order for a participant to be available, they have to exist in the addressbook module.

4. Send out the invitations

When you’re satisfied with the form, you need to invite your participants. Simply click the ‘Send’ button and amend your subject and body to your taste.

The invitees will receive an email with the link to the form, which will look somewhat like this:

After filling in the form and submitting, an optional ‘Thank you’ text is shown.

When a participant has filled in the form, it will be shown in the participants list.

Tips

You can link forms to other objects like projects or tasks.
Forms can be cloned by clicking the button labeled ‘Duplicate’.
View the results in a spreadsheet format by clicking the ‘Download report’ button.
Expired forms can be hidden by clicking the ‘Archive’ button. You can view archived forms by using the filter in the left panel.