CougarConnect: Forms

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How to build Forms

Sign in

Before you start, be sure to Sign in to CougarConnect using the link in the upper-right.
sign in button highlighted

Create Forms

Select the Manage Organization button. Note: if you don't see this button, you don't have access to manage any organizations.
Select the button that looks like 3 horizontal lines and an arrow symbol, found in the upper left corner. This is button will open your Organization Tool Drawer.
Next, click the gear icon next to your organization.
Then select Forms.
Select the 3 vertical dots near the top of the page. Then select Create Form.

Build forms

Setting Form Properties

On the Form Properties page, you can add and edit details about the form, including the name, visibility, when the form will be active, and if you would like only a certain audience to be able to respond to the form. Make sure to scroll to the top and select the blue button that says Save.

Form Status - Make sure to toggle this to enabled when you’re ready for folks to start filling out your form.
Active from / to - Active From is the date and time your form will start receiving responses. Active Until is when it will stop receiving responses.
Include in Explore Forms List - If you want your form to be discovered and submitted by everyone, toggle this to enabled.
Require Review and Approval Process - If you want other people to review the submissions you receive, toggle this to enabled and you can assign reviewers.
Allow Submissions from Public Users - You can toggle this to enabled to let folks respond to the form without logging in to CougarConnect.
Allow Multiple Submissions - If you elect to have respondents log in, you can also allow them to submit responses multiple times by enabling this.
Submitter Identified Reviewers - If you want the folks submitting this form to submit a reviewer to double check their info first before you review it, toggle this to enabled.

Adding Questions

Now you can add questions. There are 8 different question formats you can choose. You can also add multiple pages to the form by using the buttons at the top of the page. The form automatically saves your work. When you have added all the questions needed, select ‘Back to Forms’ on the upper left of the screen. To check your work and preview what your audience’s experience will be, you can submit a practice form.

On this page is where you can begin to add questions. You can change details about the for m itself under Form Properties. You can change the details about each individual page on Page Properties. You can add additional pages as needed. You can also look at your Page List.

You can add 8 different types of questions. It's possible to embed videos into the question text as well. You will need to post the video on Youtube or Vimeo and then copy the link into the question text.

Question Type	Function
Check Box List	Multiple choice question that allows users to choose more than one option.
Radio Button List	Multiple choice question that only allows users to select one option.
Text Field	Open text response. Alter the number of rows to provide the user a larger space to write in for longer answers. You can also use the Text Field question to utilize validation, ensuring a specific format is entered.
Drop Down List	Multiple choice question where users can only choose one option. The only difference between the dropdown and radio button options is that the user has to click the dropdown to view the available choices.
Instructions	This is your method of providing additional instructions or information to the user. Instructions do not require any action on the part of the user.
Single Check Box	Think of this as a method to provide the user a set of terms and conditions that they need to agree to before they can proceed on the form. You can input the terms that need to be agreed upon and the user will be provided a single check box to confirm their agreement.
Ranking	Provide the user multiple answer choices for them to rank. You can also determine the maximum number of items they need to rank.
File Upload	Allow the user to upload a file from their computer. Files must be under 4 MB and the uploader accepts most file types. If you prefer a specific file type, make sure to indicate this within the instructions of the question.

Learn more details about building forms from CampusLab's support page: Creating a Form

Managing Forms (Form Options)

If there is an orange circle with an exclamation point in it, this means that you have recent submissions that need to be reviewed.

When you select the 3 dots () next to a form in the Forms list, the following options are available:

Edit the form questions - Please note that if you have already received submissions to this form, deleting a current question will delete the question and any answers from previous submissions. A tip to avoid this is to instead copy the form and change the questions in the new form. Make sure to share the link to the new form with your audience.
Archive - Archiving old forms helps to keep your Forms section clean. Archived forms still hold onto submissions, but you have to activate the form in order to pull the data.
Copy - This allows you to make an exact duplicate of this form.
Share - This is where you will find the link to the form that you can then share with your audience via email, social media, on a flyer, etc. *** Please do not copy the url from the web browser when you open your form because that will not take your audience to your form.***
Submissions - Allows you to review all of the form submissions.
Export as Excel - Creates an excel sheet you can download to review all the submissions together at once.
Export as PDF - Use this to download one large PDF document that includes every submission.

If you stop editing the form and navigate away, you can find it again by going to your user tool drawer (circle icon on upper right of the page that has your photo or initial) and then My Submissions.

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