[Video] Customize Your Digital Forms with Calculations, Dynamic Fields & Data Reports

Learn how to customize and configure your digital forms

Welcome back to the Intro to GoFormz webinar series, a three-part video walkthrough on getting started with GoFormz and learning about all the features that can help you streamline your paper processes and data capture. Join Alicia Bryan, Director of Customer Success, and Implementation Lead, Emily Switzer, as they walk you through the process of configuring more advanced form fields and features, like calculations and dynamic fields.

Quick Takeaways

If you’re looking for a quick rundown of all the topics covered in this webinar, here’s a guide to what we covered, including timestamps to help you locate the information you need.

Introductions (00:18)

Welcome to the webinar and a chance to learn a little more about your hosts.

Meet the Demo Template (01:30)

A quick introduction to the sample form you’ll learn how to configure throughout this webinar, including all the advanced features and field types you’ll feel comfortable implementing.

Key Concept Review (08:25)

This is a quick look at the way calculations and conditional logic work within GoFormz, before we start building the form Template. This includes different types of text fields, if/then logic, dynamic field properties, and date functions.

Building Your Template (15:04)

This section makes up the bulk of the webinar and dives into adjusting the configuration for your Template. Building on the drag-and-drop process of building a Template for your form in the first webinar of the series, this portion highlights how you can customize the behavior and formatting of each field type, within the Properties Panel. This section walks through the following detailed features:

• Default form name

• Static fields as pop-up messaging

• Dependent variables for checkboxes

• Implementing formatting with calculations

• Applying dynamic properties across multiple fields

• Condition-dependent visibility

• Color highlighting

• Nested “if/then” statements

• Detailed Datasource linking

• Calculations based on Datasource contents

• Calculated totals across multiple tables and pages

Building a Report (35:10)

This covers the process for using completed form data to create reports within GoFormz, from selecting your specific data points to the layout of how that information is presented.

Q&A Block (39:10)

All the questions asked during the live webinar presentation from users in attendance.

Closing Announcements (50:44)

Closing details from the webinar, and a reminder to catch our next session on November 14th, 2023, where we’ll dive deeper into best practices for automations and how to remove repetitive tasks from your daily workflow.