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03.Mar.2017
Form Functionality Guide
As part of the SPARC request submission process, Form Functionality allows Service Providers to ask their customers service-specific questions that will help them to efficiently and effectively fulfill each request. It provides a flexible and powerful form creation tool and
admin interface to empower Catalog managers and service providers to extend SPARC's data management to meet their unique needs.
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Enabling Form Functionality as Catalog Manager
This must be done within SPARCCatalog and is set at the Service or Organization level. Requires Catalog Manager rights to access this space.
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To see a list of surveys and forms that you have access to, or to create a new form or survey, click "My Forms and Surveys" from SPARCCatalog.
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2. From "My Forms and Surveys" both surveys and forms can be edited, added, or deleted. After selecting "New Survey" or "New Form," you will
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have to create a new survey or form.
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3. Once "
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New Survey" or "New Form" has been selected,
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an access code must be entered for the "Live Editing Form" to populate. Providers can add as many, or as few questions as necessary, as well as choose from the Item Type
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drop-down (i.e. text, yes/no, radio button, phone number, etc.) and choose whether that question is required or not.
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New Survey | New Form |
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Notes on Form Builder:
A form cannot be saved until at least one question has been added.
- Services cannot
Both Surveys and Forms allow live editing.
Organizations/Services can have multiple forms active concurrently.
A
formForm cannot be edited after it has received its first response.
A new Form version can be created if changes are needed, post first response.
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Surveys and Forms must be activated in order to be utilized. In addition, each must be disabled before a new version is able to be activated.
Surveys and Forms can be configured to determine authorized user roles and requester to send the survey or form for response.
Form Example(s):
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Select the recipients of the Survey/Form after creating the form
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Don't forget to activate your
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Survey/Form once you are ready to go-live.
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Survey activation
After activation, the Survey must be applied to a given organization in SPARCCatalog.
SPARCCatalog Surveys Section |
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| Copyright |
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