Forms - Create a New Form for Users (Add a New List)

How to Access

1. Login to ShareVision with a user account that has Site Administrator permissions. 
2. Select the gear in the upper right hand corner and then select Site Administration:
   
   
   
3. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
   
4. In Site Administration, select Add a New List in the List and Libraries section:

Create a List

The List will be where all of the collected data from the completed Forms will collect. Columns in a List are the fields that appear on the form that users will need to fill in. 

1. Name the List and provide a description if one is needed
2. Click Create

Add Existing Columns

1. Click List Settings 
2. To add Column to this list that already exist on your site, click Add from existing site columns
   
   
   
   All available columns will appear in the box on the left. Click a column to highlight it and then press Add to move the column into the Columns to Add box. When you have selected all of the existing columns you'd like to add to the list, click Okay

Create Column

Click Create Column

1. Enter the Column Name 
2. Select a Column Type - this will determine how information will be collected for the column 
3. Add a Description (optional)
4. Choose if the column answer is required
5. Choose if the form should Enforce Unique Values. Enforcing unique values would prevent any two responses from having the same value in this field.
6. Set a Maximum Number of Characters (if applicable)
7. Enter a Default Value for the column (if applicable)
8. Click OK to save the Column

Order Columns

Once the List has all necessary columns, the order of these columns can be re-arranged so they appear in the appropriate order when someone completes the form. To change the order in which the columns appear, select Column Ordering

1. All Columns will appear and can be assigned a number from the top. Once satisfied with the order, press OK
2. Sometimes, a form will be required with slight differences in the fields that need to be filled in. For instance, a Form for a Residence may include fields that are relevant for a Residence but not for a Program.
3. Enabling Content Types on a List will allow you to create a different versions a Form connected to the same List. To learn more about setting up Content Types, check out the Content Types Knowledge Base Article.

Using the Form

To display the newly created form, it must be added as a PagePart to a selected Page

1. Select the gear in the upper right hand corner and then select Site Administration:
   
   
   
2. When prompted, enter your ShareVision Administrator username and password and select Sign In.
   
   
   
3. In Site Administration, select Configure Portal Settings in the Portals and Pages section:
4. Select the Portal and Page you'd like the Form to be on, then click New PagePart
5. Enter the PagePart Name                                                                                                                                                                                                                                  
6. For Type, select List
7. Under Data Source, select the List created in earlier steps
8. Complete the rest of the PagePart settings as desired
9. Press Save

The PagePart containing the form will now be available on the page. Users can fill the form by clicking the Add New Item Button