Surveys, Feedback, and More

MOBI contains all of the tools you might need to create a form. You can use the form as a feedback section, a survey to poll a group of users, and so much more. You have multiple options to control what happens when a user submits the form. You can send an email to a group of recipients notifying them of the submission. You can also setup a web service to be called. Within that web service you could process the submission and do whatever you want to with it including hooking it up to its own database. MOBI allows you to view all of the submissions you have received so far and will export them to a CSV for you.

Creating a Form

1. In the Designer for your site open the Toolbox and navigate to the Forms tab. (For more information on the Toolbox click here.) If no forms exist on the current page you will notice that all of the form questions are disabled.

2. Drag a Form into the Designer. You will notice that all of the questions for the form will become enabled.

3. Drag one of the form questions (Ex: Textbox) into the Form. You should notice that as you begin dragging the form question all of the forms on the page will be outlined in green to better indicate where you can drop the questions.

Basic Form Information

Each question has its own set of properties including the text of the question and whether or not the field is required or not. Questions with multiple choices such as Radio Buttons and Checkboxes allow you to add and remove the possible answers as well as toggle which option(s) should by default be active.

Every time the submit button is pressed all configuration is processed. This allows you to test your web service by clicking the Preview button in the header of the Designer to preview your site before you publish it. Any recipients you have setup to receive an email will be notified when you click Submit while previewing the site as well. However, they should notice that the type of response is specified as Preview rather than Active.

Configuring Your Form

You can reach the forms configuration page in one of two ways.

Option 1 - My Sites

1. From the MOBI home (My Sites) page, click on your site.

2. Click on the Forms link in the header. This will take you to a page that displays all of the forms you have created for the selected site.

3. Select the form you want to configure. This will take you to a page detailing all of the responses for the form.

4. Click the Configure link in the header.

Option 2 - Designer

1. In the Designer, open the site map, and select the page that contains the form you wish to configure (For more information on selecting a page from the site map click here).

2. Select the form you wish to configure in the Designer window (For more information on selecting a tool in the Designer click here). Be sure to click on the form outlined in green and not one of the questions outlined in blue. This should open up the form properties window.

3. Click the Configure link in the form properties window.

Anonymous Submissions

Sometimes you want to allow the user to submit a response to a form anonymously. This is particularly true in the case of a poll or survey. To enable this for your form follow the steps below.

1. Navigate to the form configuration section for your form (For help in finding the configuration section for your form read the Configuring Your Form instructions above).

2. Toggle the Allow Anonymous switch to the On position.

3. Click the save link in the header.

Email Notifications

If you would like to notify a user by email every time someone submits a response to your form follow the steps below:

1. Navigate to the form configuration section for your form (For help in finding the configuration section for your form read the Configuring Your Form instructions above).

2. In the Form Recipients section click the Add User link on the right of the header. A popup will open with the option to search for a user or input an email address.

3. If you know the user's email address you can simply type it out in the Email Address textbox and click Add. If you don't know their email address or would rather just lookup the user you can do so by entering the user's first and last name in the Name textbox. A dropdown should display allowing you to select the user (Note: If the user you are searching for is not an employee you may have to change the dropdown to either search WebAuth or Vendor users). Once you select a user from the dropdown click Add.

Every email includes a description of the submission (including site and page name, time submitted, and the type of submission) and all of the answers to the questions. It also includes a link to download all of the responses submitted so far in a CSV. To view the CSV the user will be required to login. Only users who have been given permission to view the responses will be able to download the CSV. This means just because a user gets an email detailing a submission doesn't mean they can download the CSV detailing all submissions for that form.

If you use the Upload tool in your form, by default the images won't display. Instead it will show a URL to the image which will require users to login to see the email. Any user who can login and has permission to view your site can see the image if they have the URL and are logged in. If you would like to display the images in the email follow the steps below:

1. Navigate to the form configuration section for your form (For help in finding the configuration section for your form read the Configuring Your Form instructions above).

2. Toggle the Public Images switch to On.

3. Click the Save button in the header.

Download to a CSV

1. From the MOBI home (My Sites) page, click on your site.

2. Click on the Forms link in the header. This will take you to a page that displays all of the forms you have created for the selected site.

3. Select the appropriate form. This will take you to a page detailing all of the responses for the form.

4. Click the Download link in the header. (Note: If no submissions have been submitted so far you will not see Download in the header).

Linking a Form to Your Web Service

In some cases you might want to do something more with the data that gets submitted. This might included using the data to update a database or parsing the data to look for certain red flag entries. Whatever the need MOBI allows you to setup your web service to be called every time a form is submitted. You can test this functionality by clicking Preview in the Designer. When you click Submit from the Preview your web service will notice that the type of the response is Preview rather than Active.

For more information on creating your web service click here. For information on what the data will look like when it gets to your web service please go here.

Once you have your web service created and available follow the steps below so that MOBI will know to call it.

1. Navigate to the form configuration section for your form (For help in finding the configuration section for your form read the Configuring Your Form instructions above).

2. In the Web Services section click the Add Service link in the header. This will open a popup prompting you for the URL of your web service (Note: MOBI will attempt to call the IsAlive function of your web service to ensure there are no connection issues).

3. Click Add.

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