Central Systems Support

Select SETTINGS

Here you can define:

• Dates to accept responses
•  Shuffle Questions
• Progress Bar
• Response Receipts (email notifications)

More Documentation: https://support.microsoft.com/en-us/topic/choose-who-can-fill-out-a-form-or-quiz-c90c641e-6f88-45c5-9cb9-aca2b4083949

• Docusign
  • Ideal for forms that you need a ‘pdf’ as proof that someone completed it
  • Attachments will get combined with the form submission
  • Can be used for PID information (Personal Identifying Information)
  • Can have multiple people filling out the form / multiple signors / approvers of form
  • Can export the data to excel
  • Can create a link to display form on a website
• VISFORMS – Joomla Form
  • Cannot use Personal Identifying Information
  • Need a new form for each ‘event’
  • Can export data
  • Can view submissions in front end of Joomla
  • Should CLEAR out data on a regular basis, should not just ‘keep’ all data in the form forever
  • Someone from SASIT needs to create the form initially
• Microsoft Forms
  • Easy to create forms
  • Can use Personal Identifying Information
    • But if you have any issues, you can create a ticket and request CONNECT / OIT for assistance so it isn’t flagged.
    •  https://it.rutgers.edu/cloud-storage/knowledgebase/data-classification-and-storage-matrix-comparing-box-onedrive-and-google-drive/
  • Can manage the data as an export
  • Can share the data with different groups of people as needed
• Zoom Registration
  • For online meetings (even virtual), zoom registration options work well
  • You can add ‘questions’ to request if they will attend virtually or in person
  • Advantage: great for meeting registration
  • Can export via zoom report all registrations and questions
  • Can add multiple questions to the registration form
• SAS Evite
  • Event Registration option
  • ??

Branching provides the options to include complex logic to your form. Based on how the person completes the form specific sections / questions are skipped to those sections / questions. This conditional logic can be used based on a specific field value.

How to create branching:

1. Create ALL questions first, assuming all questions are relevant to the survey / form
2. Create various sections
3. Branching only ‘skips’ to the NEXT Section, you cannot use it to ‘go back’
4. Branching does not HIDE any fields, it just guides the user in completing the form

Select the field you want to use for branching, then click the 3 dots to select branching.

For each option it is possible to select what SECTION the user will be taken to.

To remove ALL branching options, on the top of the form, click the 3 dots next to branching options and select RESET, this will remove all brancing options:

More Documentation: https://support.microsoft.com/en-us/office/use-branching-logic-in-microsoft-forms-16634fda-eddb-44da-856d-6a8213f0d8bb

Create a new question

Select the type as: Upload File

Once you have the field options:

• Select number of files to upload / file limit (maybe you want them to upload multiple images)
• To select specific file type:
  • Click on the ‘3 dots’ on bottom right for the question to see file type options
    

Notes about File uploads

• File upload is only available when “Only people in my organization can respond” or “Specific people in my organization can respond” is the selected setting.
• File upload questions are not available for personal forms when Microsoft Information Barrier is enabled. However, you can still create a file upload question by creating a group form.
• If your SharePoint site is moved to a different domain, existing file upload questions will stop working. You’ll need to recreate these questions in the new domain to make them work again.

How to find attachments

When responders upload files for your form question, you can find those files in your OneDrive for Business folder.

1. Sign in to OneDrive for Rutgers.
2. Select Files, and then choose the Apps folder.
3. Select the Microsoft Forms folder.
4. Select the file folder matching the name of your form.
5. Select the folder of the question that has uploaded files. You'll see the files responders have uploaded to that question.

More Documentation: https://support.microsoft.com/en-us/office/add-questions-that-allow-for-file-uploads-in-microsoft-forms-6a75a658-c02b-450e-b119-d068f3cba4cf

Click on the TOP of the form, where the title is to add the ‘top logo’ for Rutgers or SAS

• To download the logos go to:
  • https://sas.rutgers.edu/office-of-communications-page/branding-and-visual-identity
  • https://signaturegenerator.rutgers.edu/
• Click on the IMAGE icon to add the image to appear above the title of the form
• We recommend to use either:
  
  • SAS Rutgers Logo
  • Rutgers Logo
  

Change Background Color

• • Click on COLOR
  • Click on CUSTOMIZED
  • Click on Edit Pencil to add a color option
  • Light Gray: #cccccc

• Once Gray is entered then CLICK ON IT for it to be the selected color