This guide will show you how to add a Form in Connect. A Form is a data entry template that allows you to efficiently enter data from Surveys in to Connect. When you have surveyed local residents, you will want to store all the data. A form allows you to have all the questions available to hand on one screen in a layout that is visually. You can find the Forms section in the lower left hand menu of the Main Menu screen, in the ‘Reports • Forms • Labels section.
The fields in the first five sections, ‘Name’, ‘Contact Info’ ‘Custom Field’ ‘Page Sections’ and ‘Special Fields’ are listed ready for insertion.
Some fields - like Name and Address - are fixed and cannot be edited. You may still wish to include these though to help users see clearly that they are entering data for the correct person. It will also make it easier to design the form to look similar to the paper version. For each of these fields, you can set formats by clicking their name. You can bold, italicise or underline. You can also choose to make the field read only or be required for entry. To add fields to the form, tick the boxes next to the names of the ones you want to add and click you ‘Add Elements to Form’ button.
You may wish to make your Form available to a neighbouring Party Organisation. To share the Form, in right hand box of the Party Organisation Access section of the edit page, simply click the name of the organisation you wish to share it with and click ‘Add’.