Here are some quick tips and tricks that might help you when creating your forms:
- Copy a form style and edit the copy to test and tweak the design without affecting the original version
- Give each style a specific, descriptive name so that you can quickly see where it is used
- Give each form a specific, descriptive name if you want to use it on multiple sites (names must be unique)
- Use the More action option in the section design tab to apply a field size (33%, 50% or 100%) to all fields in a section
- Remember to Preview changes before you make them public
- Preview will display an example of a published page - not the embed code version
- Delete only when necessary - it is not possible to restore deleted items
- Use the Source option in the CK editor to add more advanced design changes
- If you use a single-line text column to capture email addresses – please enable Email validation and make the column mandatory
HighQ Forms and site templating
As of April 2023, HighQ Forms configuration is included in Site templates. When you import a site template to a new instance you no longer need to rebuild forms as they are already included.
Adding a form to a Microsoft Teams group
You can publish a form in a Microsoft Teams channel, members of the channel can then enter requests or data which will be captured in the source iSheet.
Microsoft Teams uses the link created by HighQ Forms. Select Publish form in the Settings tab, then click Copy link.
In Microsoft Teams, open the channel that will contain your form, then click the + icon to create a new tab.
Click the Website button:
Finally, give the tab a name and paste the link for the form in the URL field.
Click Save to finish. Make sure you inform your group about the new form.
