Getting Started
Creating a draft form
When creating a form, you must first select the details of the form. This will determine the availability and if there are any notifications sent when the form is completed.
Click Forms on the left-hand toolbar. This will open up all the forms and for every form listed, it will also highlight which revision is currently active.
Select +New
Fill Out the Form Details, you can also choose to use a generic form template or if you leave it empty it will need to be created from scratch.
Choose the Availability of the form, Who the form is visible too and then who is sent notifications when the form is filled out. You can also make this form mandatory or not.
Press Create,
A few extra tabs labelled "Revisions", "Submissions" and "Answers" will have appeared.
Click Revisions tab, You'll see the form in draft status.
Select the Revision, it will open up the form to edit and add contents.
Inserting new elements
Once a draft form has been created, you can start to build out the elements in the form.
Click Insert displayed underneath an exciting element
Choose the type of element you want
Fill in questions or information
Select if you want to make it mandatory to answer. For checking lists elements you're able to apply tags or enable notifications if certain answers are given.
Changing the order of the elements
Elements in the form can be moved up or down using the up and down buttons on the left side of each element.
Note: These are only visible in Draft mode.
Cloning Elements
Cloning an element can be particularly useful if your element is a multiple choice question with “Yes”, “No” and “N/A” as the possible answers.
Click the blue Clone button on the right-hand side of the element.
A clone of the element will be added underneath and will have “[clone]” added at the back of its title to make it easier to identify.
Deleting elements
To completely remove an element from the revision, click on the red Delete button on the right-hand side of the element.
Changes to revisions are only saved once you press the “Save” button in the bar across the top of the screen.
Linking forms to bookings and resources
Traffio automatically captures the following details for every form submission made through the app:
The date and time of when the form submission was started
The location from which the form submission was started*
The author of the form submission
The booking and the specific resource (if applicable) the form submission relates to
The time at which the form was submitted to the office
The location from which the form was submitted*
* Location data is only available if the user has granted the Traffio app permissions to use Location Services. They will be asked the first time the app attempts to collect this information. When the request for permission is denied, the app will ask again every subsequent time, until permission has been granted.
Publishing and activating a revision
Revisions start out in Draft mode. As long as a revision is a draft, you can make as many changes as you like without affecting what is visible out in the field.
Click the Publish button across the top.
From that moment onward, the revision is locked. If you would like to make changes to an existing published revision, open it up and click on the “New revision” button across the top.
This will create a new draft copy that you can make changes to.
