Methods that People can use to Complete a Web Form

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There are five ways that a web form can be completed:

  • Internal Completion – someone completes the form when they are logged into SmartSimple. The form is associated with the person. These forms will not be visible in the user profile unless you are in a role with manager permission for the Web Forms. You can only complete a form in this manner if you can log in. Examples of this type of form would be; internal request forms, and internal surveys.
  • Internet Completed – someone completes the form over the Internet when they are not logged into SmartSimple. This is considered an anonymous form, as the system will not know who completed the form, and the person does not need to have login permission for SmartSimple. If the originator can be identified, the form can be reassigned to the profile of that user. Examples of this type of form would be all types of public surveys and questionnaires.
  • Completed as Part of a Signup Process – someone registers through a SmartSimple web signup page and a web form has been linked to the signup page. When the user has completed the signup process, the web form is displayed. The form will be linked to the contact. Examples of this type of form would be supplemental non-profile information that you want to gather on the signup process.
  • Completed on behalf of – some internal person completes the form on behalf of another person and the form is stored with the person’s profile. To complete a form in this manner, you must be in a role with manager permission for the Web Forms. Examples of this type of form would be reference check forms, and quality control surveys completed over the phone with the contact.
  • Internet completed non-anonymous – The link to this form is externally visible, but when the user selects the form they are prompted to login with their username and password. The Login template associated with the form controls the presentation of the login screen. The standard SmartSimple interface is not displayed to the user when they log in using this method – rather, they can complete the form and are immediately logged out. Examples of this type of form would be forms associated with public calendars where the event registration is restricted to existing users.