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

2.         Click on the form you are working with.

3.         Click Add Question. The Add Item window appears.

4.         In the Unique ID field, enter an identifier for the file download.

5.         From the Type drop-down pick list, select FileDownload.

6.         In the Text field, enter and format the label you want to use to describe the file download.

7.         Text is automatically added to the left of the file download. Use the Text Position options to move it to the top or right.

8.         If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.

9.         Click Save.

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

2.         Click on the form you are working with.

3.         Click on the tab you want to work with.

4.         Right-click on the question/field and select Properties. The Edit Item window appears.

5.         Click the Settings tab.

6.         The question is automatically added to the left of the form page. Use the Alignment options to move it to the center or right.

7.         From the Upload a File options:

a.         Click Choose a File. The File Upload window appears.

b.         Locate and select the file you want to be available to form users.

c.          Click Open. The File Upload window closes.

d.         Click the Upload Button.

8.         In the Default Value field, enter text you want to appear when the form user accesses the form. You can enter specific text or you can use a string replacer tag.

9.         In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.

This option is only available to schools with a CRM Candidate license.

10.      Click Save.

You can use actions to control if anything happens when the form user downloads the file. For example, your band competition registration form includes a PDF download describing the competition requirements. When the form user downloads the file, you can show them a pop-up message letting them know Adobe Reader is required.  

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 on the tab you want to work with.

5.         Right-click on the question/field and select Properties. The Edit Item window appears.

6.         Click the Rules tab.

7.         Click Add Step.

8.         From the first drop-down, select If answer value is and in the corresponding effect field, enter *.

Because downloads don't give form users different choices, this field is always *.

9.         In the third drop-down, select the action you want to happen.

10.      Sample options include:

a.         To show the form user a message, select Alert: Show message. A blank field appears where you can enter text you want shown in a pop-up notification. This can be useful when you want to notify the form user about the download.

b.         To show or hide other form options because the form user downloaded the form, use the group clear, hide, show, and toggle options. See Working with Grids for more information.

11.      To include additional conditions before the action occurs:

a.         Click Add Step.

b.         Select Else from the first drop-down option.

c.          From the second drop-down option, select the action to occur.

12.      To include have more than one action occur when the form user selects a particular option:

a.         Click Add Step.

b.         Select And from the first drop-down option.

c.          From the second drop-down option, select the action to occur.

13.      Repeat steps 6 - 12 to add as many actions and conditions as needed.

14.      Click Save.