Public Forms
The Public Form feature in Agency Handy allows Super Admins and Admins to create customizable, stand-alone forms that are independent of any services. This feature supports multiple sharing methods (email, links, and iframes) and centralizes response management for easy access and analysis.
What:
Public Forms enable agencies to collect custom data by building and sharing versatile forms through various channels without service association.
Purpose:
Data Collection Flexibility: Collect diverse information for different business needs without depending on specific services.
Enhanced User Engagement: Share forms using email, links, or embed codes for greater reach.
Centralized Management: Efficiently track and manage responses through a streamlined dashboard.
Pre-conditions:
Users must have Super Admin or Admin access.
The form must have a Form Name and at least one field configured.
Steps to Use (Detailed):
1. Create a New Public Form:
Log in to Agency Handy and navigate to the Public Forms section under Forms.
Click the Create Public Form button.
Click the Display Text button (inside the Utilities section) from the Add Form Components section. Write the name.
Add components using the drag-and-drop form Add Form Components section. Available fields include:
Full Name
Phone Number
Email
Address
Company Name
Date
Paragraph (max 500 characters)
Multiple Choice(Checkbox)
Short Answer (max 120 characters).
.Selection (Radio Button)
Formatted Text
.Attach File
Customizable Spreadsheet
Terms & Conditions
Page Break
Section Break
Display Text
Customize each field with additional instructions or information.
Give a name and a description and Save the form after completing the setup.
2. Share the Form:
Open the Public Form Sidebar and select the form you want to share.
Choose a sharing method:
Email Sharing:
Enter the recipient's email address.
An email with the form link will be sent.
You can view a list of email recipients for tracking.
Copy Link: Generate and copy a shareable link for easy distribution.
Iframe Embed: Copy the embed code to place the form on an external website.
3. View Public Form
Go to the Public Form link. The For will be opened.
Write the information in the right box and click the Next button.
Give the second-page information. Put your digital signature there and Click the Submit button.
A notification will pop up indicating your successful submission. If you want to submit another response, click the Click here button.
4. Manage Responses:
Navigate to the Responses section under the desired form.
Responses are displayed in a searchable column view (5-30 columns).
Click on any response to view detailed submission data in a scrollable modal (at the right side).
Perform the following actions:
Edit Responses (for Super Admins, Admins, PMs).
Delete Responses (for Super Admins, Admins, PMs).
Export responses as CSV or Excel (future scope).
4. Edit a Public Form:
Go to the Public Form section and choose any public form to edit.
Go to the 3 dot button and select Edit.
After Edit save the form again and you are good to go.
5. Delete a Public Form:
Go to the Public Form section and choose any public form to delete.
Go to the 3 dot button and select Delete.
A warning modal will pop up. Click the Delete button. Your Form will be deleted.
6. Delete a Response:
Go to the Public Form section and choose any public form that has at least one response.
Tick the response from the left side or 3 dot button at the right side.
A delete button will be activated.
Click it and the response will be deleted.
Important Notes:
Additional fields: Full Name, Phone Number, Email, Address, Company, Signature, and Terms & Conditions, each are allowed only once.
A Response can't be deleted if it has a signature attached.
Submission Rules:
All form submissions are securely stored and accessible only by authorized users.
Super Admins and Admins receive notifications and emails when new responses arrive..
Editing: Updates to forms reflect on the response list. Deleted questions leave blank fields for past responses.
Form Creation: Users can successfully create and save a public form with metadata and fields.
Security:
Form-related data is encrypted using SSL.
Only team members with appropriate permissions can access forms and responses.
Form Sharing:
Users can share forms using links and iframe options.
Shared links and embed codes work as expected.
Response Management:
All submitted responses are displayed accurately with options for detailed viewing, editing, and deletion.
System Performance:
Forms load quickly without lag, even with large response data.
All data transfers are secure and encrypted.
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