Collect data from public

Yeeflow team
Yeeflow team
  • Updated

Whether it’s product feedback, a job application, or new project requests—there’s important information you need to collect from others that’s essential to your work. With Yeeflow Public forms, you can collect information from anyone with a custom form that plugs directly into your workflow. 

 

Public forms

Public forms let you collect information from anyone and save it automatically to an application. Public forms are automatically generated from your existing data list and then give you the ability to customize the layouts, rearrange and remove fields.

 

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In this guide, you’ll learn step-by-step how to create, customize and share a Yeeflow public form. By the end of this guide, you’ll be able to collect information from anyone and put it to use—all within Yeeflow. 

 

Step 1: Create a new data list 

Collecting information from teammates or external stakeholders can get chaotic quickly. Whether you’re reviewing job applications or receiving project requests, there are a lot of details to wrangle and you don’t want anything important to get overlooked.

Streamline your work in minutes with a structured data list that captures every detail, each time it’s submitted. Imagine you’re recruiting new resources to join the projects you are working on. With Yeeflow, you can create a public form that allow anyone to submit a new application form from online. You can standardizes what is submitted in each new request, ensuring you have all the context you need to start working immediately.

 

Streamline information gathering

Get back our Projects for excellence application, Let's click the "+ Add component" button from the bottom of the left navigation bar, and click "Date List" to create a new data list called "Job application".

Next, change the default Title field name to "First Name", and set the Required as Yes. Then add the following new fields by clicking "+ New column" button from the last of the Header row.

  • Last Name: Field Type: Text Box, Required: Yes.
  • Email: Field Type: Text Box, Required: Yes.
  • Position: Field Type: Radio Button, Required: Yes, Choices: Principal Project Management / Senior Project Manager / Project Engineer / Business Systems Analyst / Technical Manager.
  • Resume: Field Type: Attachment, Required: Yes, Upload Multiple: Yes.

 

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Step 2: Create your new public form

Click the more options button of this "Job Application" data list, and click "Public Form" from the pop-up menu list to open the public forms window.

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Click the "New Form" button to create a new public form with the name as "Application form". Then, click "OK" button to open the form designer.

 

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To learn more about how to use the public form designer, please refer: understand the  public form designer.

 

Step 2: Design your public form

2.1 Background and cover image

From the form designer, click the "Page" tab from the add controls panel. Under the Page group, change the background color to : #F5F7FA. Next to the Container group. Change the content width from Fixed to Full width, and set the padding to 0px. Then, from the Appearance group, set the "Default Title-Field Alignment" as Vertical.

 

Next, click the "Controls" tab, and drag a section control to the top of the canvas. Set the Min Height to 200px and the Vertical align to Center. Switch to the Styles tab from the section's settings panel. Upload an image as the background of this section. Set position as: Center Center, Repeat as No-Repeat, and Size as Cover.

 

Public_form_Header.gif

 

2.2 Add content section and form header

Click and drag another section after the previous section. from the layout settings, set the content width to "Fixed", and the width value as 1000px. Then, go to the advanced tab, change the Margin-top as: -80px.

 

Next, drag a new section into the above section, set the content width to be fixed as 800px, and set the min-height to 200px. Then, go to the style tab, and set the background color of this section to white: #FFFFFF.

 

Drag to add a Title control to this section, set the text as "Application form" and change the size to Large. Then, drag to add another Title control with the text as "Thank you for your interest in joining our team! We look forward to hearing form you." and change the size to Small.

 

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You can click the "Preview" button to view the layouts so far, or click the "Submit" button to save your changes.

 

2.2 Add required fields on the form

Let's add another section just below the header section (still inside the main content section). Set the Content Width to be fixed as 800px, and the background color as white: #FFFFFF. From the advanced tab, set the Margin-top as 20px, and Margin-bottom as 40px.

 

Next, drag to add a Grid control into this section with 2 columns and turn OFF the Display Caption option. Drag the First Name, and Last Name list fields into the Grid. From the Style / Field - Editable group, set the border color as: #B1B1B1, and the padding to 10px. Then, from the Title style group, set the font-size to 16px and the font-weight to 400. 

 

Public_form_Content.gif

 

Then, drag to add the Email field under the grid, and set the same style like the First/Last Name field.

 

Next, drag a title control and change the text to "Which position are you applying for?". From the Style tab, click the Settings button of Typography to set the font-size to 16px and font-weight to 400.

 

Drag to add the Position list field to the canvas. From the Content / Appearance group, set the layout as "Vertical", and turn OFF the display title option. From the Style / Field group, Set the "Gap between control and option label" to 11, and control size to 20. Set the border type as Solid, and color as: #B1B1B1. Then, set the font-size of Option label to 14px. 

 

Drag to add the last field: Resume to the form. From the "Style / Upload button" set the padding size to 10px, and border color as: #B1B1B1. Then, from the Style / Title", set the font-size to 16px, and font-weight as 400.

 

Next, drag the Submit button control into the same section, and from the Advanced tab, change the padding to 0.

 

Public_form_Content2.gif

 

Click "Submit" button the save complete the design of this public form.

 

Step 3: Share your form & collect submissions

With your form built, now it’s ready for action! You can start collecting information by sharing your form. You can share it to anyone. Once you start receiving submissions, you can then review, update, and take action on those details—all within Yeeflow.

 

With access to your form’s share link, anyone you want can submit requests directly into your data list—no need for them to sign in to Yeeflow.

 

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To share your form, select Share form on the top bar. This will generate a unique URL for your form, which you can copy and send to anyone you want. 

 

If your form contains sensitive information, you can add extra protection with a password or set expire date for the shared link.

 

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With your form shared, you’ll start receiving submissions! Stay on top of every new submission by customizing your post-submission form settings—when a form is submitted, you can configure your form to display a custom message, or redirect your submitter to a custom URL.

 

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You can also embed the public form to your other web site by clicking the "Embed this form on your site" link and copy the Embed script. 

 

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When someone submits information to your form, it will automatically show up as a new record in your data list. Create a filtered view that shows you a list of only new submissions or view submissions along with existing work.

 

Nice work!

You’ve taken three key steps to create a public form in Yeeflow:
✓ First, your created a data list that captures the essentials details you need to know
✓ Next, you customized your public form, making it easy and clear to navigate
✓ Finally, you shared your form with users and reviewed their submissions, all in one place.

 

With your custom form, you’re now set up to collect key information from anyone, anywhere, directly in your application. From creation, to customization, to sharing - you can now capture the details that matter most with a public form in Yeeflow.

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