Create a Form
Business Case
Users of tiCrypt may need to collect some outside data for their research. Maybe a doctor needs to collect data from all of their patients while also keeping this data very encrypted. tiCrypt forms allow users to send out surveys safely and review the data within tiCrypt.
Forms
tiCrypt forms are surveys that are made within tiCrypt and are sent to outside users via a URL. As soon as the recipient takes the survey and submits it, the data gets encrypted with the creator's private key and sent back to the tiCrypt form server. When the creator of the survey goes back to see the submission, all of the data appears as it is decrypted in their browser.
Only the creator of the form can see the responses.
Types of forms
tiCrypt provides a variety of different forms that they can make.
1. Global: this means that anyone who has the generated link to the form can submit a response. When creating the form, the creator can set an expiration date for the URL and whether or not the link is active immediately. Responses are confidential.
2. Global password: this means that anyone who has the generated link to the form must also obtain the password to submit a response. Responses are confidential.
3. Magic link: this means that every expected user of the survey has a different URL to the form. Responses are specified with a userID, first and last name.
4. Magic link with password: this means that every user has a different generated URL to get to the survey and they also must enter a password to access the form. Responses are specified with a userID, first and last name.
5. Users & Password: this means that all users are given a unique username and password. Responses are specified with a userID, first and last name.
The creator of each of these types of forms generates a link within the form. In order for the creator to give the link to others, they need to use a third party to facilitate the URL such as email, slack, etc.
We support various types of forms as some data collection may be more protected than others.
How to create a form
- Navigate to the forms panel and click on the plus sign. A modal will appear that prompts you to name your form, give it a description, and select the type of access to the form as discussed above. Select the server where you want the form to be deployed.
- Once your form template is created, click on it to edit it. A new screen will appear that shows the layout of the form. The left column (your toolbox) has a variety of different types of inputs that a user can add to their form such as radio buttons, checkboxes, comments, etc. Select the type of input you would like and drag it onto the layout. From there, you can customize your questions.
You can have multiple pages of your form, each of which covers a different topic. tiCrypt forms allow users to get very creative with their data collection process.
- You can test what your form looks like by opening your form and selecting the "Test Survey" tab to the right of the "Survey Designer" tab.
How to send out the form to collect data
In order to send out a form, no matter which type, creators need to generate a URL. Navigate to the Authentication tab to the right of the Template tab within the form. Select Generate. It may be the case that the creator sent out the URL to a specified group of people and does not want them to submit again. They can regenerate the URL and send that to another handful of people.
The regeneration feature of the URL allows for even more privacy and protection of the survey.
Once the URL is generated, creators must get this URL to the anticipated respondents via email, slack, etc. The choice is yours.
In order to view the submissions, select the "Submissions" tab to the right of the "Authentication" tab. From there, creators can see all of the answers to their survey. This page differs depending on the type of form. As stated above, global forms simply have the responses whereas magic forms and user-password forms are specified by userID, and first and last name.
The following video is a demonstration using a global-password form. The only difference between this and the demonstration above is that a password needs to be entered.
The following video demonstrates how to generate links for a magic form. The form is created the same way, yet when generating the link, the creator must add a specific respondent, and send them their URL. A respondent can be added to the survey through the "Authentication" tab. Once a respondent is added, the survey creator will get a notification saying that there are unsaved changes. To save these changes, the survey owner must click on the "review" button on the notification. From there, they will see all of the unsaved changes. Accept the changes, and the magic links will then be valid to use.
If the survey owner does not accept the changes, the magic link will not work.
If the survey owner would like to remove a respondent from the magic link list, they can select the red trash icon to the right of their name. Clicking this icon will prompt a modal that asks for the typed name of the user.
Magic link forms with passwords are the exact same as the above but they require a set password. User Password forms work the EXACT same way as magic forms.