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Create a form and add questions

A form is a set of questions and question groups that responding organizations complete as part of a report. Create a new form, add content from your library, then publish it.

 

Before you start:

  • Ensure your UpMetrics login is assigned an Org Admin or Editor role. Learn more about roles and permissions.

  • To add existing content, have questions or question groups in your question library. You can also create new questions directly in a form, but question groups can only be created in the question library.

Create a form

  1. In the left navigation, click Reporting > Form Library. The form library appears.
  2. In the upper right corner, click Create new form. A dialog appears.
  3. Enter a name for the form in the Form name field.
  4. Optional: select the checkbox next to one or more programs the form belongs to.
  5. Click Create form. The form opens.

Add questions to a form

  1. Click Edit. The form becomes active for editing.
  2. Add content using any of these options:
    • Existing questions: Click Add and select Question from library. Search or scroll to find questions, select the checkbox next to each one you want, and click Add x questions.
    • New questions: Click Add and select New question, then choose a question type and complete its fields. New questions are saved to your question library automatically.
    • Question groups: Click Add and select Question group. Search or scroll to find groups, select the checkbox next to each one you want, and click Add x groups.
  3. At the top of the questions list, click Save question changes.

Note: Changes to questions within a form aren't applied until you publish them. Unpublished questions show an (unpublished changes) tag.

Preview and publish the form

  1. Click Preview form to see the form as responding organizations will. Click Close preview when you're done.
  2. In the upper right corner, click Publish. A dialog shows how the change will affect other parts of reporting. Click Publish form. A success notification appears and your changes are published.

Edit a form

  1. In the left navigation, click Reporting > Form Library.
  2. Click the name of the form you want to modify, then click Edit.
  3. Make your changes:
    • To edit a question, click its drop-down arrow to view its properties, then modify its fields as needed.
    • To set whether a question is required, select or clear the Required checkbox.
    • To reorder a question or question group, click and drag its handle icon.
    • To duplicate or remove a question, click the icon next to it and select Duplicate or Remove. Removing a question from a form doesn't delete it from your question library.
  4. At the top of the questions list, click Save question changes.
  5. Click Preview form to check your changes. Click Close preview when you're done.
  6. In the upper right corner, click Publish. Select the checkbox to confirm your changes, then click Publish form.

Note: Question groups can only be modified in the question library, not from within a form.

Delete a form

  1. In the form library, click the icon next to the form and select Delete.
  2. Select the checkbox to confirm, then click Delete. The form is deleted.

Warning: Deleting a form is permanent. Confirm it isn't in active use on a report before continuing.