Creating a Form

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In the top navigation bar, click Resource Tools.

The Taskstream AMS top navigation ribbon with Resource Tools highlighted.

On the right-hand side of the following page, click Form Builder.

The Assessment Tools page showing options for Rubric Wizard and Form Builder, with Form Builder highlighted.

Creating your Form

Enter a title for your form, provide a description (optional), and click the Create New button.

The Form Builder page showing fields for New Form Title, Description/Purpose, Add to Folder, and the Create New button highlighted.

To add headings or questions to your survey, click to Insert New Form Element.

The Build Form page in Form & Survey Builder showing Rename Form and Insert New Form Element options highlighted.

From the dropdown menu, select the type of element you want to add to your survey, then click the Continue button.

The Add Form Element page showing the Select element type dropdown menu with question type options displayed.

The following options can be added to the survey.

The headers should be used to add titles and directions to different portions of the survey.

  • Section Header
  • Subsection Header

The last six options should be used to prompt respondents to answer different types of questions.

  • Open Ended (text/comment area)
  • Open Ended – 2 column format (text/comment area)
  • Choice – One answer (radio buttons or pulldown)
  • Choice – Multiple answers (checkboxes)
  • Rating Scale (single or multiple criteria can be rated)
  • Date
  • Number

Each form element is subject to formatting rules. The following screenshots provide examples of the formatting rules that apply to each element.

SECTION HEADER

The Section Header editor page showing fields for title, short title, and description with Save options, and the resulting section header displayed below.

SUBSECTION HEADER

Editor:

The Subsection Header editor page showing fields for title, short title, and description, with Save & Return to Form and Save options displayed.

Result:

The form preview showing a Subsection Header with edit, delete, move, and copy options.

OPEN ENDED

Editor:

The Open Ended question editor showing settings for required response, text area length, and maximum character limit, with guidance labels highlighting each option.

Results:

The form preview showing an Open Ended (text/comment) question with a large text box and edit options.

OPEN ENDED – 2 COLUMNS

The Open Ended - 2 Column Format editor showing options to require a response, label each column, choose text area length, and set a maximum character limit, with a preview of the two-column response layout below.

CHOICE – ONE ANSWER

Editor (part 1):

The Choice - One Answer editor showing fields for title and description, with the option to set the number of response choices highlighted before continuing.

Editor (part 2):

The Choice - One Answer editor showing fields to enter response choices and select the layout for displaying those choices.

Result:

The form preview showing a Choice - One Answer question with three selectable response options and edit controls.

CHOICE – MULTIPLE ANSWERS

Editor (part 1):

The Choice - Multiple Answers editor showing fields for title and description, with the option to select the number of response choices highlighted.

Editor (part 2):

The Choice - Multiple Answers editor showing fields to enter response choices and select the layout for displaying those choices.

Result:

The form preview showing a Choice - Multiple Answers question with selectable checkboxes and edit controls.

RATING SCALE

Editor (part 1):

The Rating Scale editor showing options to require a response, define scale levels, choose display preferences, and specify the items to be rated.

Editor (part 2):

The Rating Scale setup page showing fields to enter a title and description, with options to select the number of scale choices and the number of items to be rated.

Result:

The form preview showing a Rating Scale question with multiple items listed in rows and selectable scale options displayed across columns.

Date

The Date question editor showing fields for title and description with response required, and the resulting date field displayed in the form preview below.

The Number question editor showing options to require a response, specify number format and valid range, with a preview below displaying the numeric input field.

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