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nTreePoint Web Forms - Feature List

Although this list is not exhaustive and does not cover some of the smaller or more specific features of nTreePoint Web Forms, it provides a more detailed overview of the overall functionality of the product. If you have any questions regarding any of these features or how they apply to your specific requirements, please contact us anytime.



Distributed Multi-User System
Allow any number of users to create and manage forms separately from other users' forms
Create an unlimited number of sections in the section hierarchy, giving different users ownership of different sections and section branches
Let users create subsections under sections they own and give ownership to other users within their group or department
Give section owners the ability to control colors and logos so they can match their Web Forms sections to their group or department's online identity
Form Management
Copy an existing form to avoid duplicating work
Move forms from one section to another
Export a form to a text file for import into a separate installation
Import a form from another installation through an exported text file
Control public access to response listings
Control public access to response details
Control public access to summary view
Control ability for public to fill out form
Enable passwords for public access to response listings and details
Enable secure form submission over SSL
Assign automatic start and end dates to form availability
Assign a maximum number of responses per user
Assign a maximum number of responses per form
Redirect users to a custom URL after form completion
Data Management
Add data managers to an existing section who can add/update/delete form responses but who cannot change the form itself
Creating a custom listing view to display form responses in a table using questions from the form
Sort listing view based on different questions in ascending or descending order by clicking column headers
Define a default sort column in ascending or descending order
Navigate back and forth through large response sets
Filter response listing by defining specific criteria for question responses
Enable or disable the filter for public users (if public users have access to response listings)
View or update details for a specific response from the listing view
Delete one or multiple responses at the same time from the listing view
Activate/deactivate a response from the listing view
View completing status of a response from the listing view (for example, if only three of four pages of a form have been completed by a user, it would be marked as incomplete)
Import data from comma or tab delimited fields into any form, regardless of the ordering or contents of the data in the import file
Export data from a form to CSV or XML
View data in a summary view to get a snapshot of the breakdown of responses
Link directly to a filtered list view from any part of the summary view
Rules
Add an unlimited number of rules to a form
Add multiple rules for a single question
Jump users to specific pages based on their input
Define additional required questions
Show the user a custom error message
Automatically send a text or HTML copy of the response to any number of additional users (who do not have to be data managers, form managers, section owners, or administrators)
Question Management
Create forms with a single page or multiple pages (using rules for skip logic or just letting users complete form sequentially page by page)
Define a caption as well as “short name” which can be used as a column header in the listing view
Require any question
Define public read and public write at the question level (for example, for a form that can be filled out by the public, have additional questions that only data managers can access)
Define placement (field beside or below caption) and alignment
Question Types
Heading
Add any number of heading questions in either text or HTML format to provide instructions, comments, introductions, thank you messages, etc.
Text (Single Line)
Format single line text fields as text, integer, or decimal
Provide a default value
Define as email or url for auto format verification and auto linking from details or listing view
Define field size and maximum input length
Make the field hidden, password, unique, etc.
Provide advanced regular expressions for advanced required formatting as well as custom errors and labels
Text (Multiple Line)
Define field height and width
Define maximum input length
Enable the HTML editor for rich text input/editing or default to a regular textarea field
Radio Buttons
Define default selected item
Define column layout for list items
Define custom lists, choose from reusable global lists, or link to other forms for list data
Radio Button Group
Define default selected items
Display multiple radio questions under the same heading and scale
Single Select List
Define default selected item
Provide custom list headers
Define custom lists, choose from reusable global lists, or link to other forms for list data
Multiple Select List
Define default selected items
Set minimum and maximum selection requirements
Define custom lists, choose from reusable global lists, or link to other forms for list data
Checkboxes
Define default selected items
Define column layout for list items
Set minimum and maximum selection requirements
Define custom lists, choose from reusable global lists, or link to other forms for list data
Date & Time
Dates and times are automatically formatted
Drop-downs are provided for time and a graphical calendar is optional for date selection, eliminating invalid date and time entries (or telling the user automatically if an invalid format has been used)
Define default date and/or time or use current date and/or time
Document
Use document fields to allow users to include one or more documents with their submission
Impose maximum size restrictions
Supply both accepted and rejected document types for each field
Link to document directly from response details or response listing
For images (jpeg and png), provide maximum height and width and any uploaded images will automatically be resized
For images, display a link to the image in the listing/details view, or choose to display the image itself instead
Global Data
Create custom lists at the administrative level that can be reused in any listing question in any form
Create custom text types at the administrative level that can be reused in any single line text question
Provide advanced regular expressions for advanced single text field formatting as well as custom errors and labels, eliminating the need for individual form managers to do so
Advanced Data
Use advanced “form linking” to make the response of one form the values for a list question of another form
Lists in one form are updated automatically in the form doing the linking when the data in the linked form changes
Define custom formatting for joining multiple question together from the linked form to form the list values in the form being linked from
Provide automatic URLs in data and listing view to link to data in linked form from linking form
Automatically see which forms are linked together from listing or details view
Pre-populate new responses from linked forms from both the listing view and details view
Filter on linked form responses from both the listing view and details view
Email
Automatically email any nTreePoint user account when a response is submitted, or email the section owner or tool managers
Automatically email any non-nTreePoint user when a response is submitted in either text or HTML format
Send a copy of the form submission to the user filling it out (if an email address is provided)
User forms to manage email lists and automatically send email the entire list or a filtered subset of the list
Create email reminders based on date fields in your forms