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Formulize 4 Tutorials

A series of videos that walks through how to use Formulize to setup a basic application.

Julian Egelstaff

on 6 September 2017

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Transcript of Formulize 4 Tutorials

There are a few basic ways to change the overall style and appearance of Formulize. There are more advanced ways to customize the look of your system, in
Radio buttons
Multi-line Textboxes
Cloning elements
Table of elements
Text for display
Derived values
File upload boxes
Linked selectboxes
Version 4 Tutorial Videos
These videos walk you through Formulize, from installation to creating a form and database, to customizing the screens people see.
The tool we're creating is an activity tracking system for use at a wildlife preserve or conservation area.
Step 1. Installing Formulize
Formulize can be installed on its own, on your web server. Or, you can install Formulize as a module in a website that is built on ImpressCMS or XOOPS.
You can also integrate Formulize with any other PHP-based website software, such as Drupal, Wordpress, phpBB, etc, or even custom-built systems. A full video about this is planned for later.
Step 2. Creating users and groups
Step 3. Creating a form
Step 4. Setting permissions
Step 5. Filling in a form
More about interacting with forms
Step 6. Adding elements to the form
Styling and Preferences
Step 7. Saving views of the data
Step 8. Altering the appearance of screens
You can add many different kinds of elements to a form. There are videos for each kind. You can view any or all of them.

Some of the advanced features of Formulize are covered in the Linked Selectboxes and Derived Values videos.

When you are ready to continue, zoom out with your mouse wheel and click on:
Step 7. Saving views of the data
You need to create users in Formulize, so that people can log in and fill out the forms you create. Formulize can also synchronize its user list with a Drupal website that is already installed at the same URL.
You can organize users into groups, so that you can control what information different people see, and what actions they can perform, such as updating and deleting data.
Step 8. Altering the appearance of screens
There are several options that you can change, that affect how Formulize functions, such as the default size of textboxes, and what buttons are available at the bottom of forms.
You can also jump ahead or back at any time. Zoom out with the mouse wheel and click on any video.
Forms are the essence of Formulize. Forms are the containers for data. People can fill them in to add data to your system.
You can give different groups of users permission to perform different actions with a form. You can also control which entries in the form that group of users is allowed to see. So staff can view all entries by volunteers, for example, but not the other way around.
Complete path
Quick path
There are two paths through these videos:
Complete path
Quick path
The Quick Path just goes through the main steps. The Complete Path covers all the topics, including the main steps, plus more detailed information.
When there's a choice, click a video to continue.
One of the main things people do with Formulize, is fill in forms. It's pretty straight forward.
You can search the entries that people have created in a form, based on all kinds of different criteria.
You can set Formulize to show you only entries created by certain groups of users, or you can increase the scope to include all users.
Changing Scope
You can import data from spreadsheets into Formulize. You can also use this to update existing data that has been entered into forms.
Importing data
You can export data from Formulize into a spreadsheet.
Exporting data
Each question in a form shows up as a column in the list-of-entries screen. (Each entry someone has made shows up as a row.) You can control which columns are included and which aren't.
Changing Columns
You can perform calculations on the data that people have entered into a form, such as sum totals, averages, and percentage breakdowns to show the frequency of different answers.
The default list-of-entries screen has lots of features, but is probably not user-friendly for most of the people who will use your forms. So, you can radically alter the appearance of that screen, including turning buttons on and off, changing the text on the buttons, and setting default views to show people.

It is also possible to customize the HTML template that is used to show the list, however that is not covered in this video. Please post in the support forums if you would like pointers about how to alter the HTML template.
At any time while using the list-of-entries screen, you can save all the settings you have currently chosen, so that you can return to that view of the entries at any time. You can also publish these "saved views" so that other users can see this particular set of data.
Complete path
Quick path
Note: if you setup a local server in Windows, DO NOT install it in "C:\Program Files". Use "C:\" instead.
Full transcript