Forms

This guide provides instructions on using Forms to boost productivity, flexibility, customization, sharing, and exporting in the Smart Site Plan Platform.

Creating a Form

1. In the main navigation, select the SSP menu and choose Forms.
2. In the Forms section, select the button labeled Create at the bottom of the container.
3. Add desired elements to your form using the menu on the right. For details on available elements, refer to the Form Elements section. During creation, you can prefill form values by entering data for the added elements. Once created, the form will retain these prefilled values to enhance productivity.
   • To reset the form creator to its default state, select the button labeled Reset at the bottom-left of the container.
   • To customize the form’s appearance, refer to the Form Styling section.
   • To import an existing form, refer to the Form Import/Template section.
   • To preview how the form will appear to submitters, select the button labeled Preview at the bottom of the container. Note: The form cannot be filled out in preview mode.
4. Select the button labeled Finalize at the bottom of the container.
5. Enter a name for the form, which will be visible to users.
   • Assign the form to at least one project by selecting the desired project(s).
   • To make the form private, toggle off the option labeled Allow public submission for this form.
   • To enable public submissions, ensure the option labeled Allow public submission for this form is toggled on. A public URL will be generated upon form creation. For more details, refer to the Make Your Form Publicly Available section.
   • All settings can be modified after the form is created.
6. Select the button labeled Create to generate the form.
   • If public submission is enabled, a Copy link option will appear for sharing the form’s public URL.
   • Select the button labeled View form to open the submittable form in Smart Site Plan.
   • Select the button labeled Modify form to reopen the form creator for editing.

Form Elements

Below is a list of available form elements in Smart Site Plan. You can edit the header of any element by clicking it and entering a new value.

Form Styling

Each form element can be styled individually to create a visually appealing and functional form. Hover over an element to access styling options.

• A dotted box around an element indicates it can be dragged. Click and drag the upper part of the box to reposition it within the form.
• Styling buttons at the bottom left include: outdent, indent, space above, text alignment, font-size, bold, underline, and italicize. The outdent, indent, and space above options affect the element’s container, while text alignment, font-size, bold, underline, and italicize affect the header text.
• Toggle the Required option to make an element mandatory before submission. This is not available for Text or Table elements.
• Select the Duplicate option, next to Required, to copy the element and its settings, placing it at the bottom of the form.

Form Import/Template

1. In the form creator, select the button labeled Template at the bottom to view forms available in the project or owned by you.
2. Choose a form from the list to replace the current form template with the selected one.

Modifying an Existing Form

The form owner can modify a form by accessing their account settings in the SSP menu.

• In the account settings, select the form you wish to edit to open a popup with its details.
• The top left of the popup shows the form’s creation date.
• The top right displays the number of times the form has been submitted.
• To rename the form, click the Name field, enter a new name, and select the Checkmark button to save.
• To update the projects the form is available to, toggle the options in the Select project(s) for this form section.
• To make the form private, ensure the option labeled Allow only you to view this form is enabled, restricting access to you for the selected projects.
• To allow public submissions, ensure the option labeled Allow public submission for this form is enabled. For more details, refer to the Make Your Form Publicly Available section.

Make Your Form Publicly Available

All forms in Smart Site Plan can be configured for public submission.

• To create a publicly accessible form, follow the Creating a Form steps and ensure the option labeled Allow public submission for this form is enabled.
• To enable public access for an existing form, follow the steps in Modifying an Existing Form and toggle on Allow public submission for this form.
• If public submission is disabled, users attempting to access the form will see a message indicating it is not publicly available.

Submitting a Form

1. In the main navigation, select the SSP menu and choose Forms.
2. In the Available section, select the desired form.
   • If the form includes an Email List element, all listed email addresses will receive a URL to the submitted form upon submission.
   • Required fields are marked with a green asterisk. The form cannot be submitted until all required fields are completed.
3. After filling out and submitting the form, a confirmation screen will appear.
   • All submitted forms are publicly accessible by default.
   • Select the button labeled Copy link to share the submitted form’s URL with anyone, including non-Smart Site Plan users.
   • Select the button labeled View form to open the submitted form in Smart Site Plan.
4. Submitted forms appear in the Completed section of the Forms area.
5. Select a completed form to view its details.
   • Select the button labeled Delete at the bottom to permanently remove the form. Users with editor permissions for a project can delete any form submitted for that project.
   • Select the button labeled Print to open a styled version of the form in the print dialog, allowing you to print it or save it as a PDF.
   • Select the button labeled Share to copy the form’s URL to your clipboard.
   • Select the button labeled Compact to compress the form’s elements for a smaller, more readable view. This setting is saved for future views of the form.

Autosaving/Saving a Form as a Draft

Forms automatically save as drafts while you fill them out.

1. While completing a form, Smart Site Plan automatically saves your progress in the Drafts section. Note: Submitting a form deletes its draft. The Attachments element is not saved in drafts.
2. Select a draft from the Drafts section to resume editing the saved form.
3. Select the button labeled Delete to remove the draft from the Drafts section.
4. Submitting a draft will also remove it from the Drafts section.

Searching Forms

You can search through Available, Drafts, and Completed forms. Additionally, completed forms can be downloaded as a CSV file.

1. In the Smart Site Plan interface, enter a search term (e.g., form ID, URL, submitter, date, form name, or contents) in the search bar.
2. The search results will display all matching forms based on the entered identifier.

Downloading Forms

You can bulk download all Completed forms as a CSV file using the Smart Site Plan search feature.

1. In the Smart Site Plan interface, enter a search term to find the desired forms.
2. In the Forms section, select the Download icon at the bottom-right of the container.
3. The exported CSV file will include the contents of all forms matching the search query.
   • Columns are organized from the first form to the last. If a column exists, its value is placed accordingly; otherwise, a new column is created, allowing multiple forms to be combined into one CSV file.
   • All form elements are supported in the CSV export.
   • The CSV file includes the following prepended columns: Form ID, Form Name, Form Date, and Form Submitter.
   • For Attachments, the column format is the header name followed by the attachment’s URL, which can be used to access the file.

Need more help with Using Forms? Our team is here to help. You can reach us at Smart Site Plan Support.