Limit Submissions and Access to the Form, Make Submissions Anonymous, Allow Users to Review Their Submissions

You can set a form-wide limit on the total number of entries the form will accept per form user. In other words, you can turn the form off after it receives a certain amount of entries from one user. If a user returns to submit and the threshold has been met, they will receive a message indicating they have met the submission limit.

This can be useful when you want to limit submissions for homecoming election ballots to one per person.

Make Submissions Anonymous

You can remove any user-identifying information from the form's metadata. When a form user submits their form, it will come into EX as a guest user. This impacts meta-data only. If your form includes user-identifying questions such as name, address, ID number, it will be included on the form.

Allow Users to Review Their Submissions

You can allow form users to view their form using the View Reports link once it has been submitted.

Limit Specific Users from Accessing the Form

You can limit who can access to your form using a SQL query that filters form users. For example, you can make forms that only available for freshmen or seniors, parents, or faculty. If the form user who is logged in does not exist in this list, the form link will not be available.

How To

1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you are working with.

4. Click Form Settings. The Form Information window appears.

5. Click the On Finish tab.

6. In the Number of Times a User Can Submit field, enter the total number of times you want to allow a form user to submit the form within EX FormFlow - Forms. Once they reach that number and attempt to submit again, a notification message appears letting them know they have met the submission limit.

To allow a form user to make unlimited number of submissions, enter 0.

7. Click Save.

1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you are working with.

4. Click Form Settings. The Form Information window appears.

5. Click the On Finish tab.

6. Select the Make Submissions Anonymous check box.

7. Click Save.

1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. Click on the form you are working with.

4. Click Form Settings. The Form Information window appears.

5. Click the On Finish tab.

6. Select the Allow Users to View Their Own Submissions check box. The View Reports link will be available after the user submits their form.

7. Click Save.

In order to limit the form to select users, a selection query must exist or be created to let the campus portal know who should have access to the form. The following SQL will limit those who can access the form to only parents who have a student at the school:

select distinct ID_NUM

from RELATION_TABLE r

where r REL_CDE='CHLD'

1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.

2. Click Manage Forms. The Manage Forms page appears.

3. To create a selection query:

a. Click Site Administrators. The Site Administrators page appears.

b. Click Data Sources. The Data Source page appears.

c. Click the Add icon.

d. In the Name field, enter a name for the filter you want to apply.

e. From the Use Database drop-down, select the database you want to pull the access list from. This could your EX database or another external database you are using with EX FormFlow - Forms.

f. Select the Is Access Control List check box.

g. In the DataSource Query field, enter your SQL query that will select the users you want to access the form. This could be by student classification, employee status, relation to student, etc. Sample query

h. Click Save DataSource.

i. Click Manage Forms. The Manage Forms page appears.

4. Click on the form you are working with.

5. Click Form Settings. The Form Information window appears.

6. Click the Access/Security tab.

7. From the Limit Access to drop-down, select the appropriate data source.

8. Click Save.

Form Settings - Access/Security tab

Limit the Number of Times a User Can Submit

Make Submissions Anonymous

Allow Users to Review Their Submissions

Limit Specific Users from Accessing the Form

How To

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