Creating a new form

• Click the Create New Form button. You will be taken to the Form Details area, where you can set up the properties for your new form.

Setting up your form properties

• Title will be the name of the form that will be displayed to end users looking for a form to fill in. Type in the full form name/title in the textual entry field provided.

• Categories are assigned to forms to place them in your website’s navigation structure. Click the Assign Categories button to add the relevant categories for this form. Available categories can be managed within Utilities > Category Builder. (Instructions for using this interface are included within the Jadu Utilities Manual.)

  

  Assigning categories to your new form

• Click the Assign Metadata button to open up the Assign Metadata window. In this window, you should set basic Metadata properties; Keywords and Description for improved Search Engine Optimization (SEO). You can also schedule your form to be made live, not live or invisible on a particular date as necessary, as well as configure the Advanced Metadata settings. Please see Appendix two for further details.

  

  Assigning Standard Metadata to your new form

• Allow Unregistered Users? allows you to determine whether visitors need to be logged in as a registered user of the website to complete the form.
• Resume at start? means that if a user exits the form before completion, by selecting Yes you can force them to begin at the start of the form again when they return to the form rather than resume from the last page that they completed (in case they should need to review their previous answers for example).
• If your form is spread over multiple pages, you can select the option to display a progress to visually illustrate to your end users how much progress they have made through the form so far. From the Display progress bar? area dropdown menu, select Yes if you would like to display a progress bar.
• Require ReCaptcha before submission? if enabled, will require the form user to enter a response to an image captcha before being allowed to submit the form for processing. For further information about captcha, please see http://www.captcha.net.
• General Form Instructions provides a Jadu Document Editor WYSIWYG interface. Type or paste the form’s description/summary, instructions along with any relevant content or media into this area. This should include a list of any additional information that will be required to complete the form, any special circumstances or conditions for completion, etc.
• Once you have completed all of the stages above you can save your form by clicking on the Save button, allowing you to move on to setting up the first page of questions within your form.