Welcome to the Formwize Help Centre

A support tool to help you edit and create, edit and display your forms

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How to use Formwize Help

Welcome to the Formwize help centre. Use these help topics to learn more about designing forms, analysing your data and understanding your account. Each heading in this help centre will contain the relevant information to support you from start to finish in your forms creation journey..

Navigate through the different sections and topics of the help centre using the contents panel on the left hand side. To jump to a specific part in a topic, use the panel on the right hand side. Above the contents panel on the right side, there are three features:  

Set as Favourite: Select this button to save the current topic you are viewing to a 'Favourites' section to revisit at a later date. The 'Favourites' panel can be accessed from the index page, or by pressing the Formwize logo in the top left corner.

Print: Select this button to print out the current topic you are viewing.

Remove Highlight: When using the search bar within the help centre, the specific word or phrase that was searched will be highlighted in yellow in the topic you have selected. To remove the yellow highlight, select this button.

 

What are you here to learn about? 

Check out the workflows below to help you navigate through the topics. When you are reading a topic that is part of a workflow, you will see three buttons in the bottom right corner: 

Up arrow: Select this button to jump to the start of the topic.

Previous: Select this button to go back a step in the workflow.

Next: Select this button to go forward a step in the workflow.

 

Different types of forms

Formwize offers four main form types that are fully customisable. Check out each type below for more information and how to use them:

• Survey
• Event
• Test
• Poll

 

Creation journey

If you need to simply create and deploy a survey, check out these topics to help your creation journey:

• Top Starting Tips - We highly recommend you read these before you begin.
• Survey - The most popular and powerful form.
• Editing your Form - The basics to editing your form.
• Question Types - Understanding the different question types.
• Deploy - Sending out your form to your target audience.
• Setting Up Reports - Reviewing the data collected from your entries.

 

Editing a form

If you would like to modify any aspect of a form once it is live, check out these topics to ensure it is done safely:

• Editing your Form - The basics to editing your form.
• Question Settings - Using the various question settings to enhance your form.
• Design - Editing the aesthetic of your form.
• Preview - Previewing your final work prior to sending it out.

 

Advanced features to improve your form

You are able to display pre-defined personal information collected from the form respondent. If you would like to include this information throughout your form, check out these topics to help you incorporate:

• Hidden Fields - The method of displaying the pre-defined information.
• Mailing Lists - How to define the information and send out the form.
• Hidden Question Type - Used to display text containing hidden fields.

 

Have we missed anything?

Missing detail? Inaccurate information? Needs a better explanation? Let us know via email Send EMail.

For further support that is not covered within this help centre, email us at: support@formwize.com