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Forms

Last Updated On 2024-01-15

Our Forms feature allows you to create discovery surveys that you can share with your clients or stakeholders to get more information about a project.

This eliminates the need to use any 3rd-party software tools, such as Google Forms, and allows you to centralize all of your information in a single place so that everyone involved in a project has access to it.

Adding Forms

  1. Navigate to the Forms Section:
    • Log in to your Atarim dashboard.
    • In the main menu, select “Forms” to access the form management area.
  2. Add a New Form:
    • Click on the “+ Add New” button.
    • On the next page, click on the General tab in the top right of the screen and provide a Title as well as a Description for your form.

Note: You don’t need to create a project to be able to create a form.

Fields

When creating a form, Atarim provides you with a number of field and input types. These diverse field types offer flexibility in designing your form, enabling you to gather various types of information. Depending on the nature of your form, you can use these fields strategically to create a comprehensive and user-friendly data collection experience.

For example, use check-boxes for multiple selections, a file upload for document submission, or a signature field for authentication purposes. Tailor the properties of each field to suit the specific requirements of your form.

Adding Fields

When creating or editing a form within the Atarim dashboard, simply click on the any field type from the left menu and it will be automatically added to your form.

Configure Field Properties

Once a field is added, you can customize its properties to tailor it to your specific needs. You will then be able to add the form name, description, and properties – such as required, read-only, and visible.

You can find these settings in the menu on the right.

Many fields come with properties specific to them, but the following properties are common to all fields. Let’s go through each one:

  1. Name: This is the internal identifier for the field within the form. It is not visible to the end-user filling out the form. It helps you reference and manage the field in the form editor and backend.
  2. Title: The title is the label or question that is presented to the end-user. It’s the text the customer sees and responds to while filling out the form.
  3. Description: The description is additional text below the question name that provides further context or instructions to the user regarding the specific field. It helps clarify the purpose of the question.
  4. Parameter: Parameters allow you to create dynamic submissions with query strings. This can be useful for linking or pre-filling certain fields based on parameters passed in the URL. For example, if your parameter name is abcd, then if you append &abcd=232 at the end of your form URL the appropriate field will be prefilled with 232 automatically.
  5. Visible: Determines whether the field is visible to the end-user.
  6. Required: Indicates whether the field must be filled out before the form can be submitted. Marking a field as required ensures that essential information is collected.
  7. Read-Only: If set to “Read-Only,” the user can view the field but cannot modify its content. This is useful for displaying information that shouldn’t be altered by the user.
  8. Logic: Logic settings allow you to define conditions for showing or hiding the field based on the user’s responses to other fields. It adds a level of interactivity to the form based on user inputs.
  9. Validation: Validation rules ensure that the data entered into the field follows a specific format or meets certain criteria. For example, you can set a validation rule for an email field to ensure the input is a valid email address.

Understanding Field Types

When creating a form, you can choose from the following field types.

Drop Down

This option provides users with a list of options from which users are able to select a single choice. It is often preferred when displaying all the options at the same time is not necessary. For instance, you can use it to display a list of countries.

Drop-down menu in Atarim dashboard

Check Box

This option allows users to select multiple options from a single list.

Single Line Text

You can use this field to create a short text input for brief responses such as name or email.

Text Area

This option creates a larger text input for longer responses.

Radio Buttons

This option is similar to a drop-down, providing users with the ability to select one single option from a list of options. It is usually used when the list of options is small.

Rating Scale

This option provides you with the ability to ask users for a rating.

Multi-Select Drop Down

This option is similar to a normal Drop Down, but allows users to choose multiple options from a long list.

Yes/No

With Atarim, you can create forms that present users with a binary choice between “Yes” and “No.”

File Upload

When creating forms, you can ask users to upload files, such as documents or images. With this field, you have the option to provide a pre-defined list of file types that will be accepted for upload, and specify the maximum size of each file.

Image Picker

This option allows users to select either one or multiple images from a list of images that you provide while creating the form.

Ranking

This option will create a list of elements that users can drag and drop to rank items in order of preference.

Signature

This is one of the features that makes Atarim forms stand out from the rest. You can use the signature field to create forms that ask users to draw their signature using a touch screen or mouse.

Multiple Text Boxes

This is another one of our innovative features that you won’t find anywhere else. Multiple Text boxes combine a number of text fields that are related, presenting users with a separate text input box for each different piece of information. For instance, you can use it for filling out names or addresses.

Custom HTML

Although we have provided a very diverse range of form field types, we understand that it is not possible to cover every single use case. Therefore, we provide the freedom to incorporate custom HTML code to add specific elements or styling to your forms.

This is arguably the most powerful option, as it allows you to create your own HTML code or embed website content. For instance, you can use this option to create HTML tables, present data using spreadsheets, embed a custom map, etc.

Custom Image

You can use this field to insert a custom image within the form. This option does not accept any input from the user, and should be used only when you need to present certain information to them.

Other Settings

White Labeling

Atarim forms offers a white labeling feature, allowing agencies to customize the appearance of their forms to match their own brand identity. White labeling helps create a seamless and branded experience for users interacting with the forms – from start to finish.

You can integrate your company’s logo directly into the form, reinforcing brand identity, as well as applying additional CSS styles to further customize the appearance of the form, ensuring it aligns with your brand’s visual guidelines.

Pages

The “Pages” feature offers a convenient way to organize and structure your forms by dividing questions into different pages or sections. Each page acts as a distinct section of the form, helping to improve the form’s overall organization and user experience.

By using pages, you can logically group related questions together, making it easier for respondents to navigate through the form. For instance, you might group personal information on one page, preferences on another, and feedback on a separate page. This helps in breaking down a lengthy or complex form into more manageable sections, guiding users through a step-by-step process.

Form Completion

The form completion process offers various options to guide users after submitting a form. Here are the key features:

  1. Navigate Users to Other URL: Upon form submission, you can redirect users to a specific URL. This is useful when you want users to proceed to a designated webpage, such as a thank-you page or a confirmation page.
  2. Show a Completion Message: Alternatively, you can display a completion message directly on the form. This is an effective way to convey gratitude, provide additional information, or inform users about the next steps once they’ve successfully submitted the form.
  3. Navigate Users to a Dynamic URL Based on Answers: For a personalized experience, Atarim allows you to dynamically redirect users to different URLs based on their answers. By leveraging conditional logic, you can define rules that determine the destination URL based on specific responses provided by the user.

The flexibility in configuring post-submission actions in Atarim ensures a tailored user experience.

Timer

In Atarim forms, the “Timer” feature allows you to incorporate a countdown timer. There are two main options for configuring timers:

  1. Timer to Finish the Form: This option sets a global timer for the entire form. Users are provided with a countdown indicating the time remaining to complete the entire form. This helps in creating a sense of urgency, and can be useful for time-sensitive surveys or assessments.
  2. Timer to Finish One Page: When creating a form, you can choose to set a timer for individual pages within the form. This means that users will have a specified time limit to complete each page before moving on to the next.

Additionally, Atarim’s forms provide customization options for the timer’s location. You can choose to display the timer at the top, bottom, or opt not to show it at all. This flexibility allows you to align the timer’s visibility with your preferred form layout.

Preview the Form

You can preview your form to see how everything looks, and to test it out to make sure that there aren’t any oversights or issues.

Just click on the Preview tab in the top menu and you’ll get a preview of your whole form.

Save the Form

After you’re done, click on the Save Form button – and the form will be published on the internet. 

You can now see it in the list of existing forms in the Forms tab.

Filling the Form

To fill out a form, go to the Forms dashboard, select the desired form, and click on the “Share” option. This will copy the form URL to your clipboard.

Open a web browser, paste the URL into the address bar, and fill out the form as required. After completing the form, click the Submit button to save the response.

Viewing Form Submissions

Accessing and managing form submissions is a straightforward process. To view submissions for a specific form, follow these steps:

  1. Navigate to the Atarim forms dashboard.
  2. Locate the form for which you want to view submissions.
  3. Click on the green “Submissions” button associated with the form. You’ll be presented with a list containing basic details of each submission. This includes key information such as submission date, the respondent’s name, or any other relevant details.
  4. To explore the details of a specific submission, click on the “View” option next to the entry you wish to examine further. This allows you to access the complete set of responses and information provided by the respondent.

Exporting Submissions

Additionally, if you need to analyze or share the submission data externally, Atarim provides an option to export all form submissions.

  1. Click on the “Export” button located within the Submissions section.
  2. Choose the desired format, such as Excel or CSV, and proceed to download the file.

Editing the Form

If you need to make any additional changes to your forms, just click Edit from the Forms tab. This will open up the form editor where you can make any desired changes, and modify the form however you wish.

Importing/Exporting the Form

The export-import feature streamlines the process of sharing forms between users or organizations. It’s particularly useful for collaboration, backup, or transferring forms across different instances of Atarim.

Exporting a Form

  • Navigate to the Atarim Forms dashboard.
  • Locate the form you wish to export.
  • Click on the “Export” button. The system will automatically download a JSON file containing the form’s configuration, structure, and settings.

Importing a Form

  • To import a form, you can use a JSON file previously exported from Atarim, or one obtained from another source.
  • In the Forms dashboard, click on the “Import” button.
  • Upload the JSON file containing the form configuration.
  • The imported form will now be available in your form management area.

Deleting a Form

To delete a form, open the Edit menu and scroll to the bottom of the right-hand menu. Click on the last option, which says “Delete Form” – this will open up the dialog box shown below. Finally, click on “Delete” in the pop-up to confirm the deletion.

Getting Support From Us

Atarim Forms are an amazing way to create discovery surveys that can help you get more information from clients about the project. They eliminate the need for external tools such as Google Forms or other alternatives – allowing you to get everything done directly within Atarim.

If you have any questions or need any advice, you can always reach us at support@atarim.io where we are always happy to help!

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