# 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.

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### **What:**

Public Forms enable agencies to collect custom data by building and sharing versatile forms through various channels without service association.

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### **Purpose:**

1. **Data Collection Flexibility:** Collect diverse information for different business needs without depending on specific services.
2. **Enhanced User Engagement:** Share forms using email, links, or embed codes for greater reach.
3. **Centralized Management:** Efficiently track and manage responses through a streamlined dashboard.

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### **Pre-conditions:**

1. Users must have **Super Admin** or **Admin** access.
2. The form must have a **Form Name** and at least one field configured.

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### **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.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FhXPMwsnIBnxl5RYcOkrI%2FScreenshot_39.png?alt=media&#x26;token=d252f3fa-741f-4350-9fd2-8e1bdd7f6d54" alt=""><figcaption></figcaption></figure>
* 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&#x20;
  * Terms & Conditions
  * Page Break&#x20;
  * Section Break&#x20;
  * Display Text<br>
* Customize each field with additional instructions or information.
* Give a name and a description and Save the form after completing the setup.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FZaf89qRcIpIobycjQi1j%2FScreenshot_42.png?alt=media&#x26;token=9aca2ca2-6a44-402b-b10d-720d3fd0d9d6" alt=""><figcaption></figcaption></figure>

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### **2. Share the Form:**

* Open the **Public Form Sidebar** and select the form you want to share.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FD5DoZUTztHQ7Bn0LK79o%2FScreenshot_44.png?alt=media&#x26;token=3bb20f7e-167e-478b-b160-f5d4ca0d9ac3" alt=""><figcaption></figcaption></figure>
* 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.

  ![](https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FIcNU7aicnnlq9Zvde0Up%2FScreenshot_45.png?alt=media\&token=b7d6a175-76cb-417b-9218-b19ba4f244bf)<br>

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### **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.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F3VLPjnJOveAebKQWBckU%2FScreenshot_46.png?alt=media&#x26;token=a46fa10c-a037-4951-aac8-7fa16bb0c2e2" alt=""><figcaption></figcaption></figure>
* Give the second-page information. Put your digital signature there and Click the Submit button.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FZCyGNNIfvA5c7D2Wx9uC%2FScreenshot_47.png?alt=media&#x26;token=f10b9ba9-da99-4a84-a00a-4639ef7deca6" alt=""><figcaption></figcaption></figure>
* A notification will pop up indicating your successful submission. If you want to submit another response, click the **Click here** button.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FnUpWuKuYMk8bfhbyk4T4%2FScreenshot_48.png?alt=media&#x26;token=373bd08e-13a7-4164-8d97-acdb4b26f4bf" alt=""><figcaption></figcaption></figure>

### **4. Manage Responses:**

* Navigate to the **Responses** section under the desired form.
* Responses are displayed in a searchable column view (5-30 columns).<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FELTDimFSJVLJ77JsfFum%2FScreenshot_49.png?alt=media&#x26;token=6386d385-413d-4e6d-ab02-135ebf6463f5" alt=""><figcaption></figcaption></figure>
* Click on any response to view detailed submission data in a scrollable modal (at the right side).<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FFAOHH0pYGyWhJDqEKO4O%2FScreenshot_50.png?alt=media&#x26;token=20d0a7d6-18e7-4d7a-b0ae-607a4c2ec9a6" alt=""><figcaption></figcaption></figure>
* 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).

### &#x20;**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.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F2rQmsjJT2rweVqny2ws1%2FScreenshot_51.png?alt=media&#x26;token=e39d8a22-3c92-42a6-98a9-49da319347b2" alt=""><figcaption></figcaption></figure>
* 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.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FLCbp4Ag0FDMMTYIlyqyz%2FScreenshot_52.png?alt=media&#x26;token=22b66356-0ac8-4e83-958b-052a25161915" alt=""><figcaption></figcaption></figure>
* A warning modal will pop up. Click the Delete button. Your Form will be deleted.<br>

  <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FJNGyNsWLo5fYcTIrnNRx%2FScreenshot_53.png?alt=media&#x26;token=6217ac17-94eb-492c-9c39-d3e87abdcaf3" alt=""><figcaption></figcaption></figure>

### **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.&#x20;
* Click it and the response will be deleted.

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### **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.
