Templates New

PostedMay 9, 2022

UpdatedMay 16, 2022

ByAmir Sella

Introduction

Electronic forms enhance Simploud’s flexibility by adding the ability to attach smart forms to assist with decision making or to capture structured information in an intuitive way. Using electronic forms can be for decision making (e.g., determining if a complaint is reportable or not), checklists for completion, decision trees, scorecards, questionnaires, surveys and other use cases that requires structured form that should be filled by the users.

E-forms are created based on predefined templates that are being created per each object as instructed in this section.

Templates

The template is a foundation of the electronic form.
The electronic form rests on a template in order to be created, in Simploud there are two types of such templates – Standard and Flowchart.

Standard Template

This is the classic template of Simploud, enables to handle vary use cases that requires simple and structured kind of forms. It is simple and user friendly to create and fill.

Flowchart Template

Simploud advanced type template, this is a set of questions that follows a specific logic.

Every question leads to the next one.
Recommended when a different answer may affect the rest of the template.

Unlike standard template, flowchart must start with a section type question and finish with a result. The flowchart type is distinct due to the appearance of questions – every question “calls” the next question.

Creation of a new template

Insert the name of the template.
Choose the process to whom the template will be connected.
Choose the purpose of the template.
Check the Active check-box.
Click Save

Template is an Object

Just like any other object in Simploud, the creation of a new template creates a new record in the system and that record is being managed via a short workflow. The template’s record page contains 2 sections:

Template Settings and Template Questions.

Template Settings

This section is designed to define template features.

In this guide we will deal with two basic features with which you can start using Template comfortably without diving deep into the depths of things.

The features are:

This section displays the type of the template.
Flowchart :This checkbox determines the type of the template, if checked – flowchart template.
Click on Edit to describe the template. Click save when you finish.
Click on Save Questions to save changes.

Template Definitions

The following feature permits to add text tab for each question and to shows who answered the question.

Check Show Comments to add text bar alongside to the question.
Check Show Performed By to display the user who answered the question details.
Click on Save Questions to save changes.

Form Access and Visible Parts

The following checkbox, when enabled, prevent a status change on a parent record if this form is not completed (status is mandatory)

Check Force Completion checkbox.
Insert the status to complete (impossible to change to this status if form is not completed).
Insert a message to user to complete form.
Click Save Questions.

Template Logic

Standard Template Questions

In this section question are added to the template. This paragraph will focus on Standard template questions. Simploud’s flexibility allows you to define for each question its characteristics simply and comfortably.

Clicking on Add a Question button displays a pop-up window with the fields to set a new question.

ID- Automatically set number to the question
Select a Response Type.
Click on Enable Files to set the option to add a file next to each question.
Click on Save and then click on Save Questions.

Parent ID and Parent Answer Fields.

Based on picklist fields, templates allow the creation of follow-up questions that are based on the user’s answer.

In the process of creating a new question with a picklist response type field, fill in the Parent ID and Parent Answer. Once a user fills in the parent answer as expected, the matched question will appear

Fill in the Parent ID of the current question, make sure it has a picklist response type.
Fill in the parent answer and make sure it is identical to the answer in the parent question.

Response Type – Allows to define the data type of the question (further explanation at the picture below).

Flowchart Template Questions Types

As written before, flowchart is an advanced template type. You will find in it all the questions types available in Standard Template, and you can find in it few more, such as:

1) Checkpoint – Setting the next question for each answer.

Select CheckPoint as Response Type.
Insert answers.
Set the next question the user will see and click on Save.

2) Calculated Result – Allows you to create a computational formula based on answers of previous questions.

Choose Calculated Value as the Response Type.
Describe the result of the formula.
Create the formula – use this format to rely on previous questions: {Question ID}.
Insert the Next Question.
Click Save.

3) Signature – Allows to sign electronically on a set of questions.

Choose Signature as the Response Type.
Ask the user to sign.
Insert the Next Question.
Click Save.