Form Viewer

Intro

The Form Viewer app provides you with the ability to view, select, and fill out a form. In the app, you will be able to have a form deployed to your Form Viewer instance and from there they are able to select and view a preview of the selected form. You're only able to fill out and submit one form in the Form Viewer app, but you are able to go back to your form and continue to fill out your form at will. 

Setup

Once you've used the Form Builder to create a form, you can set it up in a Form Viewer and make it available to users in your Domo instance or non-Domo users via public embed.

Card Editor

The first step of the setup and configuration is to open your instance (card) of the Form Viewer in the card editor. To do this, open the card options () menu and choose edit card.

The card editor allows you to manage the following aspects of the Form Viewer:

• Form definition datasets used by the Form Viewer to import and load the forms created in the Form Builder. In total, there are eight form definition datasets required by the Form Viewer to function properly:
  
  • ExportForms
  • ExportGroups
  • ExportTags
  • ExportSubmittedUsers
  • ExportSections
  • ExportItems
  • ExportColumns
  • ExportFilters
• Filter configuration datasets which allow the Form Viewer to receive page filter updates (for more info, see the Using Page Filters section of the Form Builder documentation)
• Customized form fonts and styles (see Custom Form Styles below)
• Card level settings (see Application Settings below)

Import Your Forms

When you create a form in the Form Builder, the definition of the form is automatically broken down and saved to a series of form definition datasets. These form definition datasets (ExportForms, ExportSections, etc.) are required by the Form Viewer to import and display your forms.

To connect the form definition datasets, open your Form Viewer in the card editor and scroll to the bottom of the view where you will see a list of datasets. For each of the form definition datasets listed there, select the dataset created by your instance (card) of the Form Builder and then click save & finish.

Choose a Form

Once you've connected your Form Viewer to the form definition datasets, you will see a list of forms on the main screen. In the list of available forms, locate and click the form you wish to use. This will display a preview of the first page in the form.

Once you've verified you have chosen the correct form, click the select form button to continue. You will be asked to confirm your selection and you'll be provided the option of enabling the form for distribution and use via public embed (see Public Embed for more info). When you're ready to complete the set up process, click the confirm button.

Application Settings

You can customize some behavior in your Form Viewer by adjusting the application settings. To manage the settings in your Form Viewer, open the card editor.

To save your new settings, click the blue save button located at the bottom of the application settings menu.

Available application settings:

• Submission Notification: the type of visual confirmation provided upon successful form submission

Custom Form Styles

To customize the look and feel of your form, open the card editor. Here, below the application settings, you can choose from a series of style settings as well as a preview of the styles you've chosen.

Once you're satisfied with your changes, scroll to the bottom of the style settings menu and click the blue save button before closing editor.

Public Embed

Making your form available in a public space can be a powerful data collection tool. However, there are also a few steps you need to take to make sure it's done correctly.

Enable 'Public Embed' During Setup

Before you create the public embed URL, during the setup process you need to check the box indicating you wish to make the form available to the public. When you enable the form for public embed, you permanently alter the behavior of the application. Subsequently, you will be warned that this is a non-reversible action.

Separate Users For Separate Steps

When preparing the publicly embedded form, it's important to separate certain roles of ownership that are created when completing their associated steps. What this means is the user who creates the public embed URL and the user who creates and configures the Form Viewer (by choosing the form) should be distinct from one another.

For example: User A should create the Form Viewer and set up the form while User B should create the public embed URL. Additionally, User B in this situation should not be assigned a privileged role.

For more info, please reference the Public Embed article.

How Do I Get This?

To begin using the Domo Form Viewer app, visit the app store or have an Admin contact your Customer Success Manager.

FAQ

Why is this important?

Opens up a Domo as a data creation platform rather than just a data consuming one. Lock a single form to a view for a more defined user experience. 

How do I use it?

Simple form creation tool - web/mobile friendly. Pivot data to gain insights in Domo.