In this article, we're going to explain how you can create effective medical and research forms in WeGuide. This form can later be used as a survey (engagement type) for your participants so that they can collect data for your program. Follow the steps provided to get started! 

TABLE OF CONTENTS

1. What is a Form
2. How to Create a Form
   • Step 1: Open the Forms page
   • Step 2: Create a new form
   • Step 3: Set up your basic form details
   • Step 4: Add your questions
   • Step 5: Save & Publish your survey

What is a Form

A form is a set of questions or content that can be displayed across one or multiple screens. You can customize and edit these forms to create a tailored experience for your participants, gathering the specific data you need for your study or application.

You can add various types of content to a form, including questions, images, GIFs, videos, and audio. For more information on creating great content in WeGuide, refer to the WeGuide Content Guide.

Importantly, remember to explore the system yourself! We recommend starting with our interactive demonstration to familiarize yourself:

How to Create a Form

Step 1: Open the Forms page

• Click on the Forms icon to access the form overview page. Here, you will see existing forms and have the option to create new ones.

• In order to use create your own form, you will need to follow a few steps. Will explain them in detail underneath.

 Click on Forms to be taken to the Forms page

Step 2: Create a new form

• You will now see an overview of all created forms. Click on + New Form to start setting up your new form.

            Click on + New Form to start setting up your new form

Step 3: Start setting up your basic form details

You can now start setting up your form. Before you can add any questions, you need to set up the basic form details. In this section, we will describe each field in detail. You can find a screenshot of how it will look when you have filled in all the details.

• Title: This is the title of your form, as shown to the participant. This title will show up for the participant while they're completing the survey so make sure this title is meaningful. We recommend keeping it as short as possible
• Description: This is the description of your form. This is shown on the forms overview page and is used to explain to other portal users what the form is about. It is currently not being shown to the participants.
• Form ID: This is the ID that is being used for your Survey. This ID will be used for all business logic and references to this form, so it's important to pick a variable name that is meaningful to you. Don't make it too long, since otherwise, you have to do a lot of typing when writing conditional logic. This field can't be changed once you have saved your form once, so pick carefully.
• Calculation Type: If you want to calculate a score for your survey, you can switch this to Sum, Mean or Percentage. For each question, you will be able to specify the scoring. After each participant has completed a survey, the score will be calculated by means of the calculation type. So let's say the score is Sum and the participant has answered questions that have scoring logic of 2, 4 and 6, then their score will be 12. If the calculation type was Mean, then their score will be 4.
• Subtitle: Sometimes it's helpful to add a subtitle for your survey. This subtitle is used by admin users who want to leave a bit more details about their survey for other admin users. It is currently not shown to participants.
  
• Route to after completion: In case your white label app has a custom page, we can redirect the user to this page after they complete their survey. In the future, it will be possible to route users to every page in our application, if this is of interest to you, please reach out to us. 
• Supported languages. The forms that are built within the WeGuide system support multiple languages. So you can create the form in one language and then add translations for other languages. How this works in detail is described in a different article, but in this select field, you can decide which languages are supported in your form.
• Default language. This is the default language of the form. In case your participant is using our app in a language that is not supported for this form, then this default language will be used. 
• Shared or program-specific. You are able to create a form that is shared with all admin portal users, or you can assign a form to a specific program. If the form is assigned to a specific program, then only admin users who have edit program rights to that program will be able to see and edit the form. 
• Celebrate. If you want to show a celebration modal at the end of the form, then turn this on. You are now able to add HTML content that will be displayed in the celebration modal and you are able to turn confetti on or off (who doesn't want confetti??!). 

The modal will be displayed after the user has finished the form. The celebration modal will show like underneath:

                                                               Example of a celebration modal with confetti

• Allow instructions. If you want to instruct people on what is expected from them before they start the survey, you can add instructions to your survey. These instructions will show up before the user will start the survey and will provide them with the right information so that they can complete the survey in a good manner. The instruction will show like underneath:

                                                           Example of how instructions will show in WeGuide

• Show the question number in the progress bar. If you want to show the question number in the progress bar, then turn this on. If you would rather have it hidden, then disable it. 
• Variables. This functionality is in beta and is not fully supported yet. 

This is how your form details section will look once you have added data for all sections. 

Once you have added your form details, press "Save as draft". Your form will now be saved and you can start adding questions.

Step 4: Add your questions.  

• You can now start adding your questions. Click on the + Add Question button and start adding your questions, as shown underneath. In the rest of this section, we will explain the different question types and question attributes.
  

Click on add question to start adding questions to your survey. Hover over the individual icons to get a description of the question type

For more information on all of the different question types, please click here. Different Question Types in WeGuide Questionnaires 

Step 4: Save & Publish your survey

To understand the different statuses of a form, check the interactive demonstration underneath, our read the description. 

Now that your survey is ready, it's time to save it. We have 3 different states where you can save it in.

• Draft mode. The survey is still editable, but can't be used in a program yet.
• Publish - Testing mode. The survey is still editable and can be tested inside a program.
• Publish - Production mode. The survey is no longer editable, only textual changes are allowed. The survey can be used in a program to collect data from now onwards

After you have published a survey to “production” mode, you won’t be able to change any fields anymore for that version, since that might affect the data collection proces. We have restricted this to ensure high-quality data. You won’t be able to add new questions, change the order or add options for example. The main changes that are allowed will be textual changes, such as typos. 

All the fields are locked by default, underneath the field or attribute that you can change:

Setup

• Description
• Subtitle
• Route to after completion
• Celebration content
  • Celebrate text. 
  • Confetti on/off
  • You won’t be able to turn on/off celebration content after publishing to production mode. 
• Instructions content
  • Instructions header
  • Instructions items (ability to add/edit/delete)
  • Instructions back button
  • Instructions next button
  • You won’t be able to turn on/off “Allow instructions” after publishing to production mode. 

Questions

• Question Title
• Subtitle
• Info text
• Footer
• Option text 
• Validation message
  • You won’t be able to add/edit/delete validations, you can only change the message that will be shown to users. 
• All labels
  • Data label
  • Minimum label
  • Maximum label
• Placeholder
• Instruction Description. 
• Photo/video recording instructions 
  • You won’t be able to turn on/off the instructions, you can only change the content of the recording instructions
• Photo/video instructions 
  • You won’t be able to turn on/off the instructions, you can only change the content of the instructions. 
• Verify recording question. 
  • You won’t be able to turn on/off the verify recording question, you can only change the content of the question.

Step 5: Form versions (beta)

As previously mentioned, once your form is published, it can no longer be modified. However, it is common in programmes or studies that you may want to make changes to your existing live production form during the program duration. To allow for this, we have enabled Form versions. 

Form versions let you create a separate draft instance of the form, allowing you to edit all the questions, attributes, and other form details, apart from the IDs that are being used on the question or options. What you can do is create a new version of the form, put it in testing mode, test it out in your testing program, and then publish this version once you're happy with the changes. 

Once you've published the new version, you can go to your engagement builder and change the version that's being used for this form on your engagement. The participants you've engaged will then receive the new version of the form while the old data that's been collected by older participants won't be impacted. 

When you export the data, the export will include all the versions and all the data, so you can analyse it within one export.

Create one or multiple versions inside your form. 

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