Manage Form Datasets
A dataset is a table which contains form responses. Each form field or question is a column, and each form response is a row in the table.
Datasets can be edited within LiveText or exported, edited, and then re-imported. The processes for managing datasets in these two ways are differentiated below.
OPTION A: Edit a Dataset within LiveText
Launch a Form - Launch Wizard
The Launch Wizard can be used to distribute forms to:
Individual or groups of LiveText users.
Non-LiveText members through a system generated email notification.
Non-LiveText members via a Public URL link that can be put on a website, newsletter, email notification, pamphlet, or other communication piece for anyone to complete.
Create/Edit a Form
Click the Forms tab located on the top center of the screen.
From within the Form Builder, click the New... button.
Enter a Title and an optional Description.
Click the Save as New Form button located in the lower right of the screen.
The form will be listed within the My Forms area. Click the title to begin editing the form.
The new form will open ...