Applies To Version(s): 4
Overview
The extended form features gives you more control over how your forms are presented to the user by allowing you to create several new types of columns. By using delimiters* (or special characters) along with keywords in the column name, this allows the option to create three different types of form groupings. Each form grouping will display additional columns based on a choice, or expand/collapse option. Use the following simple instructions to get started.
* the default delimiter is the colon (unless your ShareVision site has been set up to use a custom character).
Feature 1: Choose Type Section
Administrators
Part 1: Create a Type section heading
- Create a new column with the title Type: (the colon is required).
- Make this a Choice column. Enter your choices in the text box under Additional Column Settings.
- Select Radio Buttons in the Display choices using section.
- Ensure Default value: is set to Choice. Leave the default value field blank.
Part 2: Create section questions
- For each section question, create a new column with the format Choice Name: Question.
Colon is required for this functionality. See example on right.
Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.
Staff
Select a Type to reveal the related questions.
Example below of the fields on a new form:
Feature 2: Expand/Collapse Section
Administrators
Part 1: Create an expand/collapse section heading
- Create a new column with any title to meaningfully identify the section followed by a : (colon)
- Make this a Yes / No (check box) column.
Part 2: Create section questions
- For each section question, create a new column with the format Section Heading Name: Question
Heading name must exactly match the column name in part 1, and include the colon.
Colon is required for this functionality. See example on right.
Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.
Staff
- Section headers expand to reveal questions. Collapse sections to hide questions.
Example below of the fields on a new form:
Feature 3: Applicable Questions Section
Administrators
Part 1: Create an applicable-questions section heading
- Create a new column with any title followed by section:, (e.g., Persons Notified Section:, shown on right)
- Make this a Yes / No (check box) column, with the default set to "No".
Part 2: Create section questions
- For each section question, create a new column with the format Section Heading Name: Question.
(e.g., "Persons Notified Section: Police?)
Colon is required for this functionality. See example on right.
Note:
If your list uses Content Types, the Column Status for any columns used in this feature must be set to Optional.
Staff
- In order to view and respond to the associated columns, check the Yes/No section check box to open section;
- Un-checking a completed section will clear all data previously entered into that section.
Example below of the fields on a new form
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