Jotform Tools and Walkthrough

Jotform is one of the major tools being used by Paws-to-Share currenly. There are several aspects to the program that need to be understood to use it at an elementary level, and to create and use it well it's advised you seek information and instruction from the current manager of the program.

Main Actions

  1. Creating a New Form

  2. Reading Form Results

  3. Editing Form Results

  4. Editing a Current Form

  5. Sharing and Using Forms

The beginning to each section can be located by looking at the home screen below, viewable after login.

Jotform Home Screen.png

As the most important skill, a territory manager needs to be able to read and export the submissions. To begin, select View Submissions.

Submissions PT2.png

For Reading as well as Editing Submissions, the main areas of interaction are clearly marked:

Red:

The red icon is next to a grey bar containing some icons which are specifically linked to the last submission, shown in detail in the scroll-able pane below the grey row. The buttons include: Print, PDF, Reply, Forward, Delete, and Edit. In this column, the most important will be PDF and Edit.

  • PDF is important as part of the onboarding process requires saving submissions as a PDF to various locations.

  • Edit is important for the Territory Manager for fixing submissions to ensure accurate data for payroll and invoicing.

Green:

This entire section of the page is quite interactive and allows for viewing and selecting data without downloading it. The bar to the immediate right is important for when you need to work with all the submission data. It allows for download as Excel or CSV (PDF unrecommended). Every bar in the scroll-able section (showing results 1-14) is a submission for the form and can be selected. When selected, the data can be seen and interacted with in the Red area. The actions in this green interactive section are not necessary for use excepting deletion, which should only be used when extremely confident.

Purple:

When trying to isolate data or find a recent submission, the purple bar may be necessary. The search bar provides basic filtering/search functions, and the arrows can be used to navigate to see more data. The submissions are normally/automatically sorted by submission date.

To Edit the content on a submission, select the content that needs editing in the Green section, the use Edit, from the Red section.

In the area where the data was shown, the form will appear with all fields filled in as they were by the handler. Simply by hitting next, you can maneuver through the form and make corrections as necessary.

Editing a Current Form:

Editing a form is too large of a topic to properly express without a training video or large amount of text. This should provide enough information to navigate the panes as well as explain some of the features and options.

Jotform Edit Current.png

Broken into segments, the main aspects to know are:

  • Form Elements

  • Settings (Cog seen on "Your Name" block)

  • Settings and Publish (Seen in orange top bar)

Form Elements is where you find the fields needed to put together the form. After selecting a field on the form, an added field will appear after the selected field. These can be moved after being placed. There are a significant amount of form elements as basic supplies simple features, but widgets, seen directly below "Form Elements" contains complex and unusual fields, such as GPS tracker and specialty calendars.

Field Settings (Cog) brings up a pane on the right which allows to make changes specific to the field. Using these settings can be confusing and each different field type has different setting options. If you wish to edit anything in these settings, it is advised that you use a test document to identify each through trial and error, or ask someone more familiar with the program. JOTFORM SAVES ALL CHANGES MADE! In many cases, opening settings will allow you to change the number of fields or basic features of the field, but it can become complicated.

Settings and Publish are areas that should only be used to share or change the unique link to the form, or to make complex changes to the form's flow. Settings found in the orange bar is where you can add programming to the form, allowing actions to occur based on the values of certain fields. It is advisable, if you intend on creating a document from scratch, to understand the options that basic programming will allow you. In general, you should not make changes to the settings in a form you did not create as there are no developer/programmer notes (not available) to reference. Publish is almost solely used to publish an existing, yet unpublished, form. The main use after publishing would be the ability to change the custom link associated with the form. Changing the link will cause all handlers, forms, and territory managers' links to the form to become invalid (like trying to fly to an airport which has been destroyed) and as such should not be done without approval from all territory managers.