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The Forms Module houses all forms that are being utilized by KAStrack and allows for the creation, viewing, and management of the forms and the form entries. Forms can integrate with several modules explained in the Forms and Module Integrations Table below. ...

Creating a New Form When new forms are created, a form creator has options regarding basic form settings, advanced form settings, and form styling options. Reference the How To: Create a New Form for a detailed explanation of each setting. How To: Create a N...

An aggregation is a report generated from form data. Form aggregations take the information from similar forms and aggregates them into one form. (For example, three monthly forms can be aggregated together to create one quarterly aggregation report.) The orig...

The Home Page of the Forms Module contains the Forms Table, where all existing forms built within your organization’s subdomain are stored and can be accessed. A “Show forms in groups” checkbox allows a user to customize their view of the Forms Home Page fo...

The Manage Entries Page is utilized to add, edit, import, and export form entries. Bulk edits can be enabled on this page for efficiency by selecting the Enable Bulk Edit Mode checkbox below the filter. You can access a form's Manage Entries Page by opening t...

The Groups Page in the Forms Module is accessible on the Main Menu. The Groups Page is utilized for organizational function and allows forms to be grouped together for efficiency and ease of use. New Groups are created on the Manage Groups Page by clicking t...

The Settings Page in the Forms Module allows an individual to customize and designate permissions pertaining to the Forms Module for system users. Module Levels Tab The Module Level Tab shows the different module levels for the Database Module and the defau...

Users can enable and set their own notifications preferences for system emails on the Notifications Tab of the My Accounts Page in the Accounts Module. WIKI LINK HOW TO: EDIT EMAIL REPORT / ALERT NOTIFICATION SETTINGS Forms Module Email Alerts Summary TableEm...

To access a form’s sharable URL Link or QR Code, go to the Home Page of the Forms Module and select the three-dot icon to the right of the form title whose URL Link or QR Code you want. Click “Overview” on the context menu, opening the form specific Overview...

To add a field to a form, go to the Home Page of the Forms Module. . Click the three-dot icon to the right of the form title that you want to add a field to opening the Form context menu. Select “Fields”. This opens the Fields Tab for the specific form of i...

To add a group in the Forms Module, select Groups on the Main Menu and go to the Manage Groups Page in the Forms Module. Select the “New Group” button opening the New Group Modal. Input the name of the new group. Select “Save” and the new group will now ...

To add a new module level in the Forms Module, go to the Settings Page and select the “New Module Level” button. This opens the New Module Level Modal. Input a name for the new module level and select the “Save” button. The new module level will now s...

To add a form entry, go to the Home Page of the Form Module. Click the three dot icon to the right of the form you wish to add an entry to opening the context menu. Select “Webform” to open a modal that displays the form fields. Input the data for each f...

In order for forms to be placed into groups, form groups have to be created first. How To: Add a Forms Group When groups have been added to the Forms Module, the Forms Table on the Home Page is broken into different sections for each group. To place form...

To add tags to a form entry, go to the Home Page of the Forms Module and click the three-dot icon to the right of the form that you wish to edit an entry in. This opens the Form’s context menu. Select “Manage Entries” from the context menu opening the Entries ...