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Merge pull request #51 from derjoachim/master
- Ticket 37234 - removed deprecated email font configuration setting - Ticket 37201 - Add documentation for the forms module
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index.rst

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using/gdpr
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using/msteams
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using/kanban
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using/forms
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.. toctree::
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:maxdepth: 2

using/email.rst

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E-mail -> Administration -> Accounts -> Double click account row. Either use
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the simple plain text signature here or the e-mail templates.
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Changing the font
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`````````````````
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You can't select a font in the template editor. The font is globally defined in
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:ref:`config.php <configuration>`. The administrator can change the default font::
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$config['$html_editor_font']="font-size:13px; font-family:Arial, Helvetica, sans-serif;";
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.. _template-variables:
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Template variables

using/forms.rst

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.. _forms:
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Forms Module
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============
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This small module enables a user to create and manage forms like questionnaires among users and contacts. It is meant as
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a more privacy-friendly alternative to Google Forms.
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Prerequisites
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-------------
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Participants for the forms are either core users or contacts. Therefore, the addressbook module needs to be available.
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You need a professional license to use the Forms module.
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Creating and Managing Books
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---------------------------
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Forms are kept in books, not unlike note books or address books. :ref:`Sharing books <sharing>` work the same: if a user has access to a book,
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they have access to all forms in that book.
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Creating and Managing Forms
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---------------------------
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Form creation is done through the following steps:
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1. Create an empty form
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````````````````````````
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.. figure:: /_static/using/forms/forms-1.jpg
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:alt: Editing a sample form
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:width: 50%
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Editing a sample form
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Add at least a title. You can optionally set a description, a period and even a reminder mail.
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2. Add the fields of the form
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``````````````````````````````
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A large number of field types is available. The system is not unlike adding custom fields. You can order the individual fields
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through drag and drop. There's also options to conditionally hide fields or to conditionally require them.
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.. figure:: /_static/using/forms/forms-add-field.jpg
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:alt: Add a field
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:width: 50%
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Add a field
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3. Add participants
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````````````````````
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In order to identify your target audience, you have to add them to the 'Participants' list. This can be done with a
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simple search field.
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.. note:: In order for a participant to be available, they have to exist in the addressbook module.
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4. Send out the invitations
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````````````````````````````
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.. figure:: /_static/using/forms/forms-send-invitation.jpg
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:alt: Invite participants
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:width: 50%
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Invite participants
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When you're satisfied with the form, you need to invite your participants. Simply click the 'Send' button and amend your
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subject and body to your taste.
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The invitees will receive an email with the link to the form, which will look somewhat like this:
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.. figure:: /_static/using/forms/forms-sample.jpg
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:alt: A sample form for the participant
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:width: 50%
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A sample form for the participant
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After filling in the form and submitting, an optional 'Thank you' text is shown.
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When a participant has filled in the form, it will be shown in the participants list.
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Tips
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----
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- You can :ref:`link <links>` forms to other objects like projects or tasks.
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- Forms can be cloned by clicking the button labeled 'Duplicate'.
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- View the results in a spreadsheet format by clicking the 'Download report' button.
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- Expired forms can be hidden by clicking the 'Archive' button. You can view archived forms by using the filter in the left panel.

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