Agriculture Communication

Accessibility


| Share

Item Type: Form

Create a form in Ag CMS

Forms are used in many ways in Extension and REC's at NDSU such as 4-H sign ups, event evaluations, newsletter subscriptions, etc. Forms are a great way to get information electronically without the paper hassle and easy for the respondents to complete a form without obtaining the hard copy and having to mail or deliver it.

And when you have your responses online, you can easily sort information rather than wading through loads of papers just to organize the results. It's easy for respondents to complete and easy for form managers to organize the responses by having the ability to export data/form responses.

In Ag CMS, you create a form and can get the results via email notifications and downloading a file of responses.

Here's how to create a form in Ag CMS.

1. Create a New Form-  Choose Add new “Form Folder”

Add Form Folder
2. Build Your Form

  • Title - this is the only field that's required
  • Submit Button Label – defaults to “submit”, but you can change it.
  • Reset Button - If you want a reset button, check the box.
  • Action Adapter – defaults to “Mailer” which means you will get an email notification when someone submits the survey.
  • Thanks Page – the default is to have a basic “thank you page” that a person sees after they’ve submitted the form.
  • Force SSL connection – ignore
  • Form Prologue – text that goes before the questions
  • Form Epilogue – text that goes after the questions

Save your changes


3. Set Up Mailer

Email address defaults to the Ag CMS user logged in. This is where the email notifications will go when a form is submitted.
Add a Subject (which is the email subject line) and Comments. 

Test by clicking/tapping the Submit button

set up mailer

Note: If you don't need Comments on your form, you can go in and disable it by going to the Contents tab and deleting it.

 

4. Thank You Page

After testing (from the previous step) you'll see this page as a summary and also get an email (from Bob Bertsch) confirming what the email will look like when people fill out your form. If you did not get the email, check your spam/junk folder.
Thank you page


Here's what the email notification looks like when someone completes a form:
Email notification of form filled out

Note: if you didn't get the automated email, check your junk/spam folder

 

5. Set Up Data Output

If you need to get your form responses in a file format that you can export vs. just getting the responses visa email, set it up by Add new > Save Data Adapter. Give it a title (only you will see this on the back end/for editing). The default settings will allow you to save or open a file in a CSV format (Comma-Separated Values).

You also have the options to a Tab-Separated file, include column names or include the date/time a form was submitted. 
Save Data Adapter


Add 6. Add Questions

There are many different ways you can ask questions on your forms. Any of them can be marked "required". These are some of the most basic and most used:

Multi-Select Field (check box)-  can choose more than one answer by checking a box
Multi select field checkbox list


Date/Time Field - can use a calendar and/or clock picker for a date or a time
Date time field


String Field - can type in text. Meant for short answers
String Field


Lines Field - can type in more text than a String Field
Lines Field


Rating Scale Field - rank something by a number range
Rating Scale


Selection Field - can choose one option in a drop-down menu or using radio buttons
Selection field

Save your changes

7. Test and Make Changes if Necessary


8. Get Your Form Results/Responses

1. Go to your form folder in Ag CMS and choose the "Save Data Adapter" you created in Step 5.

2. Click/tap the link ("Click here to get the saved input") to save or open the data.

Quality Surveys

Your survey results are only as good as the questions you ask. Learn how to build a quality survey from eXtension

Creative Commons License
Feel free to use and share this content, but please do so under the conditions of our Creative Commons license and our Rules for Use. Thanks.