# Forms

One of the most demanted features in any platforms is the ability to capture of user data, analyze it, and use it for segmentation. With this tool you can create as many forms as you need to collect data from the users of your sites.

When you access the tool, you can see a list of all the forms currently active in the account. You can filter by their status (enabled or disabled), by the site they're deployed to, and search by the name of the form.

In each row of the forms table, the columns are ordered by the name of the form, the date it was created, and the number of responses that were submitted for that form.

From this list you can also access the individual analysis view, by clicking on the title of the form, also you can access the list of responses of the form, by clicking on the number of responses on the form.

To enable or disable forms and allow users to send their answers, you must go to the analysis view and select the respective action from the options displayed in the upper right section.

# Create a form

To create a new form, follow these steps:

From the side menu in the platform, select Customers, and click Realms.
Click on your realm.
Click + New Form. This will take you to the creation view of a new form, where you must fill in the main attributes of the form:

Name: Name associated with the form. This value will appear both in the form index in the Modyo administrator and as a title when a user is responding to it.
Description: This text will appear as text below the title when users respond to it.
People limit: Allows you to determine the maximum number of answers allowed.
Site: Allows you to select where this form will be displayed. Keep in mind that this causes the form to change its appearance according to the classes defined in the site's global CSS. For more information, go to Template builder.

Alert

You can only select a site that belongs to the same realm, within the Site Settings, under General, make sure that the site is part of the correct realm.

Enabled: Select if the form will start in an enabled state or not.
Accept multiple answers: If this option is enabled, each time a user answers the form, it will be recorded as a new response. If this option is disabled, each time the same user answers the form, they will be overwriting their previous response.
Only for registered users: Allows you to determine if the form will only be visible to registered Modyo users. If this option is enabled, an unsigned user will not be able to view the form. If this option is disabled, any user can answer the form.
Request to answer automatically: If the form is private (only registered users can answer it), this option will appear, allowing you to automatically redirect users who log in to the site associated with the form to answer it.

After a division, you will be able to see the options to modify the redirect after a user answers the form.

Default options: After answering the form, the user is redirected to the home of the site associated with the form.
Redirect URL: Allows you to enter a URL to which the user will be redirected after completing the form. It is necessary to type the entire URL (e.g. https://test.miModyo.com/home).
Thank you page: Allows you to add a personalized thank you message after a user answers the form, along with a button that will take them to a page on the site. The button URL is a relative URL of the site associated with the form. You can also determine if you want the user to be automatically redirected to that page after a certain amount of time.
Enable segmentation: If the form is private (only registered users can answer it), you can select a set of users who can answer the form using segments. To learn more, go to Segments

Attention

In case of a public form, users who do not have an active session in Modyo, will see three required fields at the top of the form: First Name, Last Name, and Email. Once they submit the form, a user will be created with those values, and then the response will be associated with that user.

Attention

If a user, who doesn't have an active session, completes the form, and their email matches an already registered user in Modyo, the response will be linked to the existing user, and a new user will not be created.

# Edit form

To modify a form, follow these steps:

In the side menu, select Customers and click Realms.
Select your realm and click on your form.
In the options menu at the top right, click "Edit".

Once you enter the editing section of a form, you will be able to see 2 sections: a central section, where you can rearrange the questions by dragging them in the required order, and the right side section, which has three tabs:

# Add

This section will allow you to add as many fields as necessary to complete the form, or delete the ones that are not necessary. These are the fields you can add to a form:

Simple Text: Allows the user to enter text up to 256 characters.
Paragraph: Allows the user to enter multiline text up to 65535 characters.
Number: Allows the user to enter numbers.
Dropdown: Allows you to add options from which the user can choose one in dropdown format.
Checkbox: Allows you to add options from which the user can choose multiple options in a checkbox format.
Choice: Allows you to add options from which the user can choose one in radio button format.
Date: Allows you to add a date field where the user can select one within the allowed range.
Nested questions: Allows you to add a series of alternatives that can be nested, so that the user is asked to select one of the possible nested options within the option they selected.

Attention

From version 9.0.8 onward, forms no longer have file-type questions, so you won't be able to require users to upload files using Modyo forms.

You can delete one of the fields from the form by clicking on the trash can icon to the right of each field in the main section. The deletion will be effective once you save the changes.

Danger

If your form is already activated, and you already have answers, be very careful when deleting questions from it, because by doing so, you will be removing the values from those answers that users have already submitted. This action is irreversible.

# Field properties

This section will allow you to modify the options for each of the questions on your form, you must select a field from the main section in order to make use of this section.

All the fields you can add have a title, which will be the question associated with the answer, the option to make it a required field in order to submit the form, and a brief description, if instructions are needed, to answer the field.

Some fields have validations, to ensure that the user meets certain requirements to fill in the field, some of these restrictions are:

Minimum length: Length required for the text to be valid
Maximum length: maximum length allowed for text to be allowed
Regular expression: Format of the text entered must match the associated regular expression to be valid.
Minimum number: The number entered cannot be less than this value.
Maximum number: The number entered cannot be greater than this value.
Minimum Date: The date entered cannot be earlier than this value
Maximum Date: The date entered cannot be later than this value.

Just as some fields have validations, most have a default value that is pre-selected when loading the form. The only ones that don't have a default value are nested questions.

# Regular Expressions

For simple text and paragraph fields, you can add validations through regular expressions. By clicking on the functions button, you can see the different default validations:

Email
URL
Phone Number
Chilean RUT
Bank card number
US zip code
Canadian zip code
Chilean zip code
UUID

Selecting any of the different options and clicking Add will autocomplete the expression to the field.

# Form properties

This section will allow you to change the general behavior of the form. It contains the same thing as the creation view of a new form, but in turn it adds a couple of new options, as detailed below.

Its sections are:

General
Snippet
Options
Notifications
Custom JS

# General

The General section adds two options:

Submit button text: Allows you to customize the text associated with the Submit button on the form.
Enabled: Allows you to determine whether or not users will be able to answer the form. If the option is checked, then the form can be accessed and answered, if it is not enabled, then users will not see or be able to respond to it.

# Snippet

The Snippet section, which will only appear if the form is public, will allow you to copy an HTML code that you can use anywhere to dynamically load the form, even outside of Modyo.

Attention

In order to make proper use of the form snippet, you must take into account the CORS configuration of your Modyo account and the security headers where you are inserting the snippet.

To make use of the snippet within a page on the Modyo platform, you must copy the Javascript code inside the Javascript section and the div in the HTML section. The HTML section in Pages cannot run Javascript, the use of the Javascript section is mandatory to run the code correctly.

The Options and Notifications sections don't add anything other than what's found in New Form

Attention

If you're using a Modyo site with a custom domain, you'll need to enable the option to share resource sources CORS in the platform settings.

# Notifications

In the Notifications section you can configure the different emails that are sent after a user answers the form.

The email notification sends an “administrative” email notifying you via that channel that someone has answered the form. You can assign a subject and a list of emails to which you want to notify.

The thank you email allows you to customize an email that will be sent to the user who answered the form. You can customize both the subject and the body of the message using Liquid. Below the field for customizing the message, you can see a list of variables that you can use to personalize the email.

Below is an example of code that you can use as a basis for customizing the thank you email.

Message Sent: {{ 'now' | date: "%b %d, %y" }}
<table width="600px">
    <tr>
        <td><b>user name</b></td>
        <td colspan="2"> {{user.name}}</td>
    </tr>
    <tr>
        <td><b>user first name</b> </td>
        <td colspan="2"> {{user.first_name}}</td>
    </tr>
    <tr>
        <td><b>user last name</b></td>
        <td colspan="2"> {{user.last_name}}</td>
    </tr>
    <tr>
        <td><b>user email</b></td>
        <td colspan="2"> {{user.email}}</td>
    </tr>
    <tr>
        <td><b>form name</b></td>
        <td colspan="2"> {{form.name}}</td>
    </tr>
    <tr>
        <td><b>form description</b></td>
        <td colspan="2"> {{form.description}}</td>
    </tr>
    <tr>
        <td colspan="3" align="center" background-color="#f0f8ff"><b>Questions</b></td>
    </tr>
    <tr>
        <td width="15%"><b>Question type</b></td>
        <td width="15%"><b>Question</b></td>
        <td width="70%"><b>Answer</b></td>
    </tr>
    {% for question in form.questions %}
    <tr>
        <td>{{ question.type }}</td>
        <td>{{ question.title }}</td>
        <td>{{ question.answer }}</td>
    </tr>
    {% endfor %}
</table>

# Custom JS

Add functionality, such as custom validation, to your form using Javascript by following these steps:

On the Modyo platform, within your realm, click on your form.
Click on more options and click on View.
Open the developer tools and inspect the element you want to modify.
Note the id of the element to be validated. (e.g. answers_3684_value)
In the Custom JS section you can add validations or extra functionality using Javascript.
Click Save.

Tip

This script will run after the div containing the form, so it's important to keep in mind that it can be affected by the rest of the site's configuration. For example, if this form is embedded in another external site that cannot run Javascript.

# Answers

When you click on a form, you will arrive at a view where all the answers that users have submitted and the date they responded are listed.

You can export the responses to a XLS or CSV file by selecting them from the list and then using the bulk actions at the bottom of the list.

Danger

You can delete answers, one by one, using the action to the right of each answer, or by making use of mass actions, selecting multiple answers and then the Delete button at the bottom of the list. Keep in mind that this action is irreversible and once a response has been deleted, it cannot be recovered.

To see a user's answer in detail, just click on the user's name, and you'll access the list of questions along with the answers that user sent on that particular occasion.

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