Now that your paper form is uploaded in Script, it is time to add form steps and form fields!
Form Steps are used to assign fields to users. You can use form steps to list out how many people need to fill out a field on the form. To add another step, simply click ‘Add Step’ and name the step user. Do not worry about assigning the specific user or email address at this point. Click the up and down arrows to the left to rearrange your form steps or the X to delete the step.
Form Fields represent all of the tools that you can place on your PDF. When the form is live, these fields will be fillable to the appropriate user.
To Insert a Field, simply drag and drop the tool that you wish to add directly onto your paper form.
Rearrange the field to the proper location by using the arrow button to the left
Resize the field by clicking and dragging the bottom right-hand corner of the field
Each field has its own set of Field Properties. Once your fields are inputted onto the PDF, they are creating a data point that is important in data collection and workflow building. Below are some of the field properties you will need to fill out.
*Field Name is the name of your column that will show up on a CSV download or in workflow building. Choose a unique field identifier for each field.
- Pro Tip: if your fields are repetitive, try labeling them with numbers to differentiate
- Ex. Student Name 1, Student Name 2, Student Name 3
*Completed By assigns the field to the user who will be completing it based on your forms steps you created. When the appropriate user accesses the form, the fields assigned to them will be fillable. Users will be able to review information in unassigned fields, but they will not be able to edit.
- General format includes letters and numbers
- Currency format includes a $
- Number format limits to only numeric characters
Field Input Mask gives users the ability to limit how many characters are accepted.
- Letters are represented with A
- Numbers are represented with 9
Default Value guides the user to fill out fields. A default value can be used in a variety of ways. For example, if you would like the field to present with “State” or “Zip Code”, you can set the default value to those terms.
- Pro Tip: When using formulas and calculations, set your default value to zero in those fields.
*Tab Order allows the user to tab through the fields when filling out the form. Set tab orders in the consecutive order you would like the user to fill out the form. Tab orders continue to be consecutive for each form step. Best practice at Script is to set the tab order when all of the fields are created.
- Ex. Initiator: 1,2,3,4 Step 2: 1,2,3,4 OR Step 2: 5,6,7,8
- Pro Tip: Set tab orders in an arithmetic progression in 2’s or 5’s to create room for form edits. That way, if you add another field you can simply add the tab order without having to reset every field tab order.
- Ex. 2,4,6,8 with a field added 2,4,5,6,8
*Validation allows users to make fields required and set a minimum or maximum if the field format is a number or a currency.
The information tab is a great tool to answer frequently asked questions. Users will be able to hover over the message next to the field when filling out the form.
As you are building your paper form, make sure to frequently Save in the bottom right-hand corner. Best practice at Script is to Save Early, Save Often to ensure that your changes have been updated!