Items on the Standard Section of a Form

When creating a Form Template, the most flexible section to include is called a Standard Section. This section provides a choice of field Items allowing you to build the Form to capture the correct level of information from your Users and/or Managers.

Please see the, How to Create a Form Template guide if you have not created a Form Template before or the Sections on Form Templates guide for more information on the different Section types.

Here is a reminder of the Items available when you click on the Add Item button within the Standard Section.

Read-only Text Item

This Item can be used if there is a part of the form that you do not want either the Manger or User to edit. For example, it could be used to pose a question or give instructions on how to complete the form. When you add it, you will be presented with the below boxes where you can add the Label name and add the Text. Don't forget to click on the Save button afterwards.

Text Input - Single Line Item

This Item can be used to allow the User to input a single line of text.For example, it could be used to obtain a short answer to a question or used as name field. You also have other options that you can select underneath the text box, such as making it a Mandatory part of the Form or turning it into a larger text box.

When viewed by the User, it will look like this.

Text Input - Multiple Lines Item

This Item is essentially the same as the Text Input - Single Line Item but allows the User to write more. It is a good Item to use as a comments box. As with the Single Line Item, you also have other options that you can select underneath the text box, such as making it a Mandatory part of the Form. It can be completed by either the manager or employee.

When viewed by the User, it will look like this.

Date Input Item

This Item allows you to add a date option. It can be useful if a manager is completing the Form after an employee’s review and can therefore allows them to add an accurate date of when the review took place. This can be made a Mandatory Item by checking the tick box under Options.

When viewed by the User, it will look like this.

When the User/Manager clicks on it, a calendar will be displayed and the date can be chosen within it.

Single selection - Dropdown Item

You can use this Item if you require an option to be selected. The uses could be Yes/No, Pass/Fail etc. or have more options, such as a list of what is most important to the employee.

Once you have added it, you will see that you can add a Label to explain what the User should do, for example, along with the option to add text to the Optional Text box, such as more instructions or a long question.  The Choices box allows you to add the options available for the User to choose and each option needs to be on a separate line.  As with the other Items, it can be a Mandatory field in the Form.

When viewed by the User, the above example looks like this.


Single selection - Radio buttons Item

This Item also only allows a user to select one option however this time, all of the options are available to view straight away, rather than having to click into a drop-down menu first.  This Item may be more visually appealing on shorter Forms.

While it defaults to only allowing a User to select one option, you might notice that you can drop the Display as menu down to allow different styles of lists if you change your mind.

When viewed by the user, the above example looks like this.

Multiple selection - List Item

This Item can be used if you want add many choices to your form in a list format.  Users can select more than one choice by pressing the Ctrl key whilst clicking on the choice.  The Choices box, each choice needs to be on a separate line.

You can make this Item Mandatory by using the check box under Options.

When viewed by the user, the above example looks like this.


Multiple selections - Checkboxes Item

This option can be used if Users would need to make more than one selection from the choices.  The list is displayed with checkboxes next to each item for the User to tick.  

The Label will be displayed to the User so you could add a question here, for example.  You can also add Optional Text.  When setting up the different choices in the Choices box, each choice needs to be on a separate line. 

You can make this Item Mandatory by using the check box under Options.  

When viewed by the user, the above example looks like this.

Tabular Data Item

This Item can be used if you need a table in the form so that data can be inputted.  You will need to enter the information you need for the table into the Rows and Columns boxes.  Each new Row/Column should be on a new line.

You can make this Item Mandatory by using the check box under Options.  

When viewed by the user, the above example looks like this.

Objectives

This Item can be used if you would like to monitor progress over period of time. If the Form is allocated to Users throughout the year then this Item can remember the Objectives that were entered in the past Form.  This item can't be edited by the manager or the employee and would need to be changed in the Form Template.

There are two potential ways that the Objectives Item could be set up within the Form Template.  

Option 1

The first is to set a list of Objectives on separate lines within the Fields box, as below.

You can see underneath the Fields box that there are other options, such as making its completion Mandatory.  If you tick the Enable objective ratings box, a window will be displayed underneath where you can customise how you want the ratings to look.  For example, you could use it for setting a priority for the Objective that the User would then be able to select.

When viewed by the User, you can see that the first that you added becomes the name of the button that the User would click on in the Form.

You will see that the Objectives are grouped together, as shown below, and Comments about how to achieve each can be added.  The Due Date would therefore apply to all of them.

Option 2

The second option is to add Objectives as separate Items, as shown below.

You can see underneath the Fields box that there are other options, such as making its completion Mandatory.  If you tick the Enable objective ratings box, a window will be displayed underneath where you can customise how you want the ratings to look.  For example, you could use it for setting a priority for the Objective that the User would then be able to select.  

Once several Objective Items have been added, when the User views the Form, it will now have separate buttons for the User to click.  Note that the Fields box has been used to create the button.

When the User clicks on one of the buttons, it will be displayed as shown below.

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