The Forms App in Udext is a user-friendly tool for creating and managing forms. Whether you're gathering feedback, conducting surveys, or collecting information, here's how to use it step by step.
Creating a New Form
Access Forms App:
Go to the 'Apps' tab in Udext.
Navigate to the 'Forms' page.
Start a New Form:
Click on "Create New Form."
Setting Up Your Form:
Fill in the "Title" and "Description" of your form – both are required.
Choose from three question types: multiple choice, checkboxes, or open-ended.
Add as many questions as you need and provide answer options.
Make questions mandatory by selecting "Required" for each question.
For added security, click on "Secured" to require two-factor authentication (2FA) from end-users to access the form.
Organizing Your Form:
Rearrange the order of questions by dragging and dropping them using the 6-dot icon at the top of each question.
Duplicate questions easily using the duplicate button under each question.
Translating Your Form:
Automatically translate forms into your contacts' preferred languages by toggling "Enable Translation" when creating a new form.
The translation will be applied automatically based on each contact's language preference.
Preview Your Form:
Use the Preview button to see how the form will appear to end-users.
Managing and Tracking Responses
View Responses:
After sending out the form, click on the form name in the table to track responses and analytics.
Filter responses based on time period, groups, or broadcast messages where the form was attached.
Form Activation:
Activate or deactivate forms as needed with the "Deactivate" button.
Editing Forms:
While forms can't be edited directly, you can duplicate a form, make changes, and create a new version.
Form Access Controls
You can control who can access each form using the Form Access Controls feature. This gives you more flexibility and security over your data collection workflows.
How it works:
Restrict form visibility to specific platform users (e.g., admins, managers, select team members).
When creating or editing a form, go to the Access settings.
Select “Users Access” and then choose the teammates who should be able to view, share, or manage the form.
Save your settings. Only the selected users will see the form when browsing the Forms page.
Why this matters:
Keep sensitive or internal-only forms (like HR, compliance, or legal) limited to the right people.
Reduce clutter for other users so everyone only sees forms relevant to them.
Better control over who can see reports or manage forms.
Forms Events Tracking & Analytics
Forms App now allows you to monitor form activity with detailed analytics.
Get insights into:
First Open Time – The time the recipient has first opened the form
First Submission Time – The time the recipient has first submitted the form
Number of Submissions – The number of times the form has been submitted by the recipient
Number of Opens – The number of times the recipient has opened the form
Questions? Chat with us or email [email protected]