Histórico da Página
Basic Path
01. In the community in which the form will be published, trigger the Forms tab.
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The Forms tab is only displayed if the administrator or moderator of the community enable it. |
02. Trigger new form.
03. In the Settings for the form, define the requested information.
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Title |
04. In the form's Content, insert the desired fields-which are available in Add fields to the form.
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The fields available to compose forms in communities are: |
05. Configure each field inserted as desired.
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Each field type has specific features. It is possible to configure them according to the needs, customizing the name, options, whether or not a field mandatory response, among other peculiarities. To change the characteristics of a field inserted on the form, press the Edit icon located in the upper right corner of the frame that corresponds to the field and change the information in the table presented on the right side of the window. |
06. Press Save form.
Alternative Paths
Configure Forms preview Published in Community
01. In the community from which the forms will be displayed, activate the Forms tab.
02. In the first field located at the top of the window, set the order in which the forms must be submitted.
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Available ordering options are:
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03. In the second field located at the top of the window, define the situation in which the forms are being considered in the presentation.
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The available options are:
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04. View the forms according to the settings defined.
Edit published form in Community
01. In the community where the form is published, the Forms tab.
02. In the listing displayed, locate the form to be edited.
03. Press the arrow in the upper-right corner of the frame that corresponds to the form that will be edited.
04. Press Edit.
05. Change the chosen information.
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Information about the displayed fields can be obtained from the basic route. |
06. Press Save form to make changes or Cancel to discard them.
Extract form Answers report Published in Community
01. In the community on the form from which the answers are extracted, start the Forms tab.
02. In the list presented, locate the form from which the answers are extracted.
03. Press the arrow in the upper-right corner of the frame that corresponds to the form from which the answers are extracted.
04. Trigger Pull report.
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To activate this option, is generated a spreadsheet containing information on users who answered the form and your answers to the questions asked. |
05. View the generated report containing the answers extracted from the form.
Show partial result of Form Published in Community
01. In the community on the form from which the statistics will be displayed, activate the Forms tab.
02. In the list presented, locate the form from which the statistics will be displayed.
03. Press the arrow in the upper-right corner of the frame that corresponds to the form.
04. Trigger view statistics.
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This option only appears when the form is parameterized to display the partial result of the vote. |
05. Show partial statistics of the answers made to the form.
Edit published form in Community-advanced
01. In the community where the form is published, the Forms tab.
02. In the listing displayed, locate the form to be edited.
03. Press the arrow in the upper-right corner of the frame that corresponds to the form that will be edited.
04. Press Advanced.
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The Advanced option directs to the navigation folder of documents in which the item is stored. In this location, it is possible to have access to all available functions for documents, such as rename it and edit its properties. |
Remove Form Published in Community
01. In the community where the form is published, the Forms tab.
02. In the listing displayed, locate the form being deleted.
03. Press the arrow in the upper-right corner of the frame that corresponds to the form that will be deleted.
04. Press Remove.
05. In the confirmation message that appears, press Yes to complete the deletion or Not to drop out of the action.
Answer Form Published in Community
01. In the community where the form is published, the Forms tab.
02. In the list presented, locate the form to be answered.
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You can also access a form through the link located in the notification that is emitted at the moment of its creation and which is available in the central user notifications. |
03. Press Answer.
04. Insert the desired responses to each of the issues that make up the form.
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The fields highlighted with an asterisk (*) are mandatory. |
05. Trigger Respond to effect the responses entered on the form.
Share Form
01. In the community where the form is published, the Forms tab.
02. In the listing displayed, locate the form to be shared.
03. Trigger the sharing icon, located in the left corner of the social actions of the form that you want to share.
04. Press Share.
05. Enter the users and/or communities with which we want to share the form.
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When you start to type the name of the user or of the community, suggestions that match the information typed are presented. An alert is sent if the user or the community entered does not have access to the information to be shared. |
06. Enter a message to go with the sharing, if desired.
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The message that will accompany the shared content can contain up to 600 characters. |
07. Press Share; or Discard to withdraw from action, if desired.
Get Link of the form
01. In the community where the form is published, the Forms tab.
02. In the listing displayed, locate the form for which you want the link.
03. Trigger the sharing icon, located in the left corner of the social actions of the form for which you want the link.
04. Press Copy link.
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To activate this option, the link address for the form is copied to the Clipboard, allowing it to be shared on other sites, such as documents, tools, e-mails etc. If the browser used does not support sending the URL to the clipboard, when pressing Copy link, a table is presented containing the selected link and it is necessary to press "Ctrl + C" to copy it effectively. It is possible that some users cannot view the contents for which the link directs due to access permissions. |
Show form Shares
01. Fire the frame that contains the number of times that the form was shared, located on the sharing icon on the form.
02. Show the information related to the form's shares.
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It is possible to search a specific sharing through the search field located in the upper right corner of the window. It is possible to view the content on the site in which it was shared by pressing the icon located in the right corner of the line corresponding to the share that will be displayed. |
Create form in community Category
01. In the community in which the category of form will be created, trigger the Forms tab.
02. Within Categories, press New.
03. In the window that appears, enter the name of the category.
04. Press Save.
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To activate Save, the category is created and presented in the table of categories. Pressing the arrow located on the right side of the category name, you can access the options to rename, add to Favorites, share or remove the category. You can also search a category using the category Filter field. The categories created are displayed as options in the category field in creating or editing a form. |
Rename Category to Form in Community
01. In the community in which the category of form will be changed, the Forms tab.
02. Within Categories, find the category you want to change.
03. Press the arrow located on the right side of the category name.
04. Activate Rename.
05. Enter the new name for the category.
06. Press Save.
Add or Remove Favorites Form category
01. In the community to which the form category belongs, trigger the Forms tab.
02. Within Categories, find the category to be added to or removed from Favorites.
03. Press the arrow located on the right side of the category name.
04. Press Add to Favorites or remove from Favorites, according to the action you want to perform.
Share form Category
01. In the community to which the form category belongs, trigger the Forms tab.
02. Within Categories, find the category to be shared.
03. Press the arrow located on the right side of the category name.
04. Press Share.
05. Enter the users and/or communities with which we want to share the form category.
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When you start to type the name of the user or of the community, suggestions that match the information typed are presented. An alert is sent if the user or the community entered does not have access to the information to be shared. |
06. Enter a message to go with the sharing, if desired.
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The message that will accompany the shared content can contain up to 600 characters. |
07. Press Share.
Get Link Form category
01. In the community to which the form category belongs, trigger the Forms tab.
02. Within Categories, find the category from which you want the link.
03. Press the arrow located on the right side of the category name.
04. Press Copy link.
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To activate this option, the link for the category targeting of form is copied to the Clipboard, allowing it to be shared on other sites, such as documents, tools, e-mails etc. It is possible that some users cannot view the contents for which the link directs due to access permissions. |
Remove form Category
01. In the community to which the form category belongs, trigger the Forms tab.
02. Within Categories, find the category to be deleted.
03. Press the arrow located on the right side of the category name.
04. Press Remove.
05. In the confirmation message that appears, press Yes to complete the deletion or Not to drop out of the action.
Speaking of publishing Form in community ...
In the existing Forms in the communities you can publish forms and manage them.
This tab only appears if the administrator or moderator enable it in the community, i.e. define the community allows the publication of forms.
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