create-a-form.md

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📔 Create a Form

Description

This document provides instructions on how to create a form for a program.

Prerequisites

• A person must have installed any tool that has spreadsheet features in his/her machine
• A person must have basic knowledge of working with spreadsheets and Extended Mark-up Language (XML)

Procedure

You can create a form for a program using any tool that has spreadsheet features and XML.

• Spreadsheet - for example, Microsoft Excel, Google sheet, and so on

Note:

For example, here Microsoft Excel is used to create a form for a program.

• XML

Create a form using Microsoft Excel

You can use the existing template in XLS format to create a form for a program.

1. Open the template by using MS Excel.

The template to create a form for a program is displayed.

Template form

The columns and their descriptions are given below.

Survey worksheet

Column	Description
type	This column contains the data type of the field value. For example, the data type can be integer, text, list, image and so on.
name	The name represents the variable name of the field mapped in back-end
label::English	The label is the field name appears in the user interface (front-end). Note: You can the added the column, if the field name to be displayed/translated in another languages in front-end. By default, the column name is label::English. For example, you can add label::French, label::Germany and so on.
required	In this column, enter Yes, if the field value is mandatory.
read-only	Enter yes, if it is read-only field.
calculation	Enter the formula to calculate the field value, if required.
default	Enter yes, if any default value to be displayed in the field.
relevant	This column determines whether a question to be displayed to a user or not. It allows you define branching or skip logic in your forms.
appearance	Enter the element of the field. For example, the field element can be field-list, field-drop-down, horizontal and so on

Choices worksheet

This worksheet contains the data based on the field element.

For example, here the below image represents the field which has value in list format.

Choices worksheet

The column and their descriptions are given below:

Column Head	Description
list	Enter the field value in list format
name	The name represents the variable name of the field mapped in back-end
label::English	The label is the field name appears in the user interface (front-end). Note: You can the added the column, if the field name to be displayed/translated in another languages in front-end. By default, the column name is label::English. For example, you can add label::French, label::Germany and so on.

Settings worksheet

This worksheet contains the history of the form. It contains the title, form id, public key, submission url, instance name, and the version of the form.

Setting worksheet

The columns and their descriptions are given below.

Column	Description
form_title	The title of the form
form_id	The unique ID of the form
public_key	This is a key required for encrypted forms
submission_url	It is a specific URL for uploading data, overrides default
instance_name	It allows user to create a dynamic naming convention for each submitted instance
version	The version history of the form

Create a form using XML

You can create a form using XML.

Click here, to learn about create a form using XML.