Creating a new form in Compass will allow you to start collecting custom data from your workshop participants. To create a new form, please follow these steps:
- Navigate to the Forms section under the "Administration" menu (Administration > Forms).
- Click the Create New Form button in the top right of the Forms list.
- You will be taken to the Form Builder to start building your form!
Form Details
Form Details are settings that apply to all revisions of a form. In this section, you'll specify the following:
| Form Name |
This is the global name of the form that will be displayed to all users. |
| Anonymous Form |
Check this box if responses should not be tied to specific participants, and only collected at the workshop level. For more information, please read the Form Types section of the Forms Overview article. |
| Display Order | In the event you want a form to display higher or lower in a list of forms within a workshop, enter a number here. The higher the number, the farther down in the list it will appear. |
| Programs | Select the programs that this form is assigned to. Whenever a workshop is created under one of these programs, the form will automatically be assigned to it. |
| Languages | If the form you are creating only applies to a specific set of languages, you can choose those languages here. |
| Effective Date | In the event you do not want your form to display in new workshops immediately, you can specify a date in the future when the form should start to show. |
Form Builder
Once you have entered in the core details of a form, you're ready to start adding questions and components to your form. The Form Builder in Compass comes with many different presentation and question types, such as:
- Panels
- Numbers
- Survey/Likert Tables
- Dates
- Checkboxes
- Radiobuttons
- Columns
- Dropdowns
- and more...
The Form Builder provides you with a drag-and-drop interface to easily build your forms. Additionally, you can add questions that will allow you to directly populate reports (e.g. DPP CDC Export, NCOA CDSME Export) with participant responses. In the next article, we will talk about adding components to the Form Builder.