[Learning Module] Form Builder Basics





Form Builder Basics Overview

Covers the basic use of the form building, including adding, removing, and changing common types of questions, changing order, adding basic display and validation conditions, and defining basic question content. The basic use of the application builder is also covered.



Tutorial Available for This Module

You can learn everything in this module by completing the Beginner Tutorial.

This module requires completion of:

  • CommCare Fundamentals

  • CommCareHQ Basics

 

Learning Objective

The Learner Should be able to:

Link to Resources

Recognize and explain the function of each part of the application builder

  • Recognize the following sections: Deploy, Settings, Multimedia, Languages, Application Structure, Actions

Beginner Tutorial Part 2 - Navigating and Preparing the Application Builder

Create a blank application

  • Navigate to the applications tab and click the link next to "make a new application"



Change and save changes  application, module, and form names

  • Explain where to go to update each one of these

Beginner Tutorial Part 2 - Navigating and Preparing the Application Builder

Identify and explain the function of the different parts of the form builder

  • Recognize the Question Bar, Question Tree, and Question Properties sections

Form Builder

Add, delete, and change the order of questions in a form

  • Recall that there is no "undo" button

Form Builder

Explain the purpose of different question types and identify where to go for more information on question types

  • Use the Form Builder page on the help site for more information on each question type

Form Builder

Explain the role of Question IDs and what is/is not acceptable in one

  • Explain whether or not Question IDs are acceptable when given examples.

Form Builder

Add and edit label text

  • Distinguish between label text and the label question type

Form Builder

Distinguish between the form builder and the form settings page

  • Access the form builder by clicking on "edit" or the small pencil icon on a form's name

Form Builder

Test a form in CloudCare using the Preview Form button

  • Access the Preview Form from the Form Settings page

Using Web Apps

Make a question required and explain what that means

  • Describe possible drawbacks of making a questions required

Form Builder

Add a basic display condition using the Expression Builder

  • Define display conditions and explain how they works

  • Add display conditions to a form

Beginner Tutorial Part 5

Add validation conditions using the Expression Builder

  • Define validation conditions and explain how they work

  • Add validation conditions

Beginner Tutorial Part 5

Locate the Advanced Tools section of the Form Builder

  • Find the options for bulk translations, export form contents, etc.

Form Builder