FormBuilder - Homepage

A collection of tutorials to improve practical understanding of the ATLAS FormBuilder.


Getting Started

FormBuilder - What is FormBuilder? 
FormBuilder - General concepts


Forms

Form Groups

ATLAS FormBuilder - How to Add a Form Group Administrator
ATLAS FormBuilder - How to Add a Form
ATLAS FormBuilder - Add a New Security Group
ATLAS FormBuilder - Add a User to a Security Group.
ATLAS FormBuilder - How to copy a security group
ATLAS FormBuilder - How to Make a Copy of a Form
FormBuilder - Form Group Edits - How to Edit Form Group Information: Group Name/Testing Email/Contact Information

Form Settings

ATLAS FormBuilder - How to Adjust Form Periods
ATLAS FormBuilder - How to Add a New Form Period
ATLAS FormBuilder - Removing Period Restrictions for Selected Users
ATLAS FormBuilder - Lifecycle - How to Build a Routing Trigger
ATLAS FormBuilder - Lifecycle - Trigger Conditions Explained
ATLAS FormBuilder - Conditional Statements in Routing Triggers
ATLAS Formbuilder - Timed Routing Actions
ATLAS FormBuilder - Trigger Confirmation Email
ATLAS FormBuilder - How to Change/Edit a Form Title
ATLAS FormBuilder - Maximum registrants for period and waitlist features
ATLAS FormBuilder - Active Vs. Inactive
ATLAS FormBuilder - Test Mode explained
ATLAS FormBuilder - Introduction to Conditional Statements
ATLAS FormBuilder - Removing Period Restrictions for Selected Users
ATLAS FormBuilder - How to Change Form URL
[Link for document 55700 is unavailable at this time.]

   Form Phases

ATLAS FormBuilder - Introduction to Phases
ATLAS FormBuilder - Deleting Phase Permissions
ATLAS FormBuilder - How to Create a Phase Permission
ATLAS FormBuilder - How to Create a Confirmation Phase
ATLAS FormBuilder - How to add content in a confirmation phase

Form Questions

ATLAS FormBuilder - Question Types Explained
ATLAS FormBuilder - List Question Types Explained
ATLAS FormBuilder - How to Copy and Paste a Question
FormBuilder - How to Create Checkbox Questions
FormBuilder - How to Create Select List Questions

Text Merge

ATLAS FormBuilder - Text merge fields
ATLAS FormBuilder - Text Merge Formatting Cheat Sheet
ATLAS FormBuilder - Text Merge Formatting (Advanced Users)

Form Responses

ATLAS FormBuilder - How to Access Form Responses 
ATLAS FormBuilder - How to Delete a Form Response 
ATLAS FormBuilder - How to Edit Form Response Answers
ATLAS FormBuilder - How to Cancel a Registration
ATLAS FormBuilder - Download Form Response Data as Spreadsheet or Text Document
ATLAS FormBuilder - Export form response data as PDF
ATLAS FormBuilder - Compiling data using aggregate Form Views
FormBuilder - Manage Form Responses - How to Create/Edit Report
FormBuilder - Manage Form Responses - How to Run a Report
[Link for document 56910 is unavailable at this time.]
FormBuilder - PDF Report - directly attach file

Payments

ATLAS FormBuilder - How to Accept/Enable Payment
ATLAS FormBuilder - How to Add and Edit a Payment Line Item
FormBuilder - How to Process IPay Refund
FormBuilder - How to Reconcile Check Payments
[Link for document 57940 is unavailable at this time.]

Trouble Shooting

ATLAS FormBuilder - No Forms Available
ATLAS FormBuilder - "Unauthorized" screen after form submission