Overview
Forms are essential tools for gathering information, measuring results and engaging with users. Use forms to create surveys, polls, quizzes and assessments to activate measurable results, with data that can be viewed and downloaded.
Forms can be used natively within courses, or as standalone surveys for general feedback on a course or for other data collection. They are also used for 'intake' registration forms.
Follow the steps below to create and effectively manage forms within your organization.
Creating a Form from 'Create' Area
Go to the 'Create' option in the main left menu bar.
Admins and course authors can create and edit forms by selecting the 'Surveys and Quizzes' option.
To create a form from scratch, add a title to your form and click the 'Create from Scratch' button.
This will automatically navigate to the form designer for this form.
Create Forms From Homepage
Creating a form is also accessible from the 'Surveys & Quizzes' tab on the Home page.
Click the '+Create Form' button.
Select the type of form to create, confirm the title then click 'Start from Scratch'
Form Type Selector
Editing a Form
Edit the basics of the form (including the name, group, introduction and completion message, and privacy settings).
Create the content for the form using the variety of 'fields' provided (including text, multiple-choice, scale, yes/no, number, date, and email).
Each field has a range of options including:
Make Required
Add a Descriptor with helper text below the title
Randomize options (Multiple choice)
User can only select one answer (Multiple choice)
Click 'Save Field whenever new fields are created and/or updates are completed for any field.
When the form is saved it will be saved to the list of forms.
Click the 'Get Notified' checkbox in order to receive notifications whenever a participant completes a self assessment, survey or quiz.
Note: notifications will be sent based on the notification settings selected in user account settings.
Note: Return to the forms dashboard in the 'Survey & Quizzes area of the homepage, to edit and delete forms from the list. More on this just below.
Forms Dashboard
Access the Forms Dashboard from the 'Home' option in the left hand main menu.
Click the 'Surveys and Quizzes' option
Quickly create a new from with the upper right 'Create Form' button.
Form Sorting & Search:
Sort by form type
Search by form name
Sort by a range of other options like: Name, Recently Updated, etc.
See forms location if they are in a course (and not 'stand alone')
Search by typing in a course name
Quickly see number of responses by form
Forms Quick Actions:
From the dashboard, access a suite of 'quick actions' (similar to the ones in the 'Learning Experiences' home area.
Share: click the 'people +' icon to quickly invite participants.
View All Results: click the dashboard icon to view all results.
View Individual Results: click this people icon to view each individual's data.
Delete Form: delete the form.
Integrating Forms into Courses
Enhance courses by integrating forms. Add any form into a course step as a content block. Course admins can create any of the three types of forms—Quiz, Assessment, or Form—from the course edit page or incorporate an existing form. Forms can be added to any step using the course authoring tool (learn more about this tool with this article).
Go to any course step editor.
Click the plus button to add a content block.
Click the 'Form' content block.
Either select an existing form from the drop-down menu, or create one right in the current course step.
When choosing an existing form, you have the choice to either 'link' the form to the original, so that all data will live in the same form area, or 'clone' a new and separate copy of the form, in which case the data will be completely separate and viewed on a separate page when desired.
Once this has been selected, you can begin editing the form.
A linked form will alert you as to how many forms this is linked with.
When editing a linked form, all versions will be updated.
A form can always be 'unlinked' by clicking the 'Unlink Form' button.
Learners Taking a Form
When users take a form, they experience:
Single-Field Display: Only one form field is displayed at a time.
Progress Tracking: A progress bar shows the completion status.
Navigation: Learners can scroll or use navigation buttons to move through the form.
Autosave: Responses are saved progressively.
Validation and Accessibility: Users must complete required fields to proceed, and all fields are accessible via keyboard.
Completion and Thank You: Upon completion, learners see a thank-you message and the time they completed it.