Introduce a versatile Public Form feature in Agency Handy that enables Superadmin and Admin users to create and share customizable, stand-alone forms not tied to any service.

Business Need

Enhanced Flexibility: Allow agencies to collect various data independently of services through customizable forms.

User Engagement: Provide multiple sharing options (email, links, iframes) to boost form accessibility.

Centralized Management: Enable efficient tracking and management of form responses in one location.

User Goals

Create Stand-alone Forms: Enable users to build forms that are unrelated to services with a simple drag-and-drop interface.

Share Forms Easily: Provide multiple sharing methods, including email, links, and embedded iframes.

View Responses: Offer a user-friendly interface to view and analyze form submissions effectively.

User Stories

Form Creation: As a Superadmin/Admin, I want to create public forms using drag-and-drop fields so that I can collect custom data.

Form Sharing: As a Superadmin/Admin, I want to share my public forms via email, links, or iframe embeds to maximize accessibility.

Response Viewing: As a Superadmin/Admin, I want to view and analyze form responses efficiently in a scrollable modal.

Functional Requirements

1. Form Creation

Fields Available:

Short Answer (max 120 characters).

Paragraph (max 500 characters).

Multiple Choice (Checkbox).

Selection (Radio Button).

File Upload.

Date Picker.

Formatted Text.

Spreadsheet (customizable rows and columns).

Page break

Section break

Display Text

Additional Fields:

Full Name,

Phone Number,

Address

Company.

Field Customization: Each field will have a "Supported Field Section" for additional information or instructions.

Metadata for Form:

Form Name (required).

Description (optional).

2. Form Sharing Options

Email Sharing: Allow users to send the form link directly to existing client email addresses and new email addresses as well.

show the email list with which the forms are shared.

Copy Link: Generate a shareable link for the form.

Iframe Embed: Generate an iframe code for embedding the form on external websites.

3. Form Management

Public Form Sidebar: Display a list of created public forms.

Response Viewing:

On-click, show a summary of form responses.

Search option

Column view minimum 5 max 30

column will be based on the questionaire.

Clicking a response opens a scrollable modal displaying detailed submission data.

4. Response Data Handling

Superadmin, Admin will receive a notification once a response arrives

“You have a new response in form “Form_Name”

upon clicking the notification redirect to the response.

A visual indicator to show new response

Store and retrieve response data efficiently.

Superadmin, Admin, PM can edit the responses

Enable form creators to export responses as CSV or Excel files (future scope).

Non-Functional Requirements

Performance: Ensure that forms load quickly and handle large numbers of responses without lag.

Security:

Ensure secure storage of form responses.

Use SSL encryption for all form-related data transfers.

Scalability: Allow multiple forms and responses without compromising system performance.

Future Scope

Form Templates: Introduce pre-built templates for common use cases.

Response Export: Allow users to export responses in various formats (CSV, Excel).

Analytics Dashboard: Provide insights like response rates, time taken to respond, etc.

Multi-language Support: Enable forms to be created in multiple languages.

Things to consider

If I edit a response, will it reflect on the list view

yes

If I add question in form, will it show?

yes, for old responses show blank

If I delete a question, will it reflect?

yes

Notification and email:

When a form i shared with a user via email address

Email: (add it in email template as well)

Subject: A Form Has Been Shared With You

Body: You have been invited to fill out a form: [Form_Name].

Description: [Form_Description]

Click the link below to access the form: [Form_Link]

If you have any questions or face issues accessing the form, feel free to reach out to us at [Support_Email].

Best regards, [Company_Name]

Once a user has filled up the form send a notification

“You have received a new response in form “Form_Name”

Email: questionnaire

Subject: New Response Received for Form: [Form_Name]

Body:

Dear [User_Name], You have received a new response for the form “[Form_Name].” To review the response, please click the link below:

[Link_to_Form_Responses]

If you have any questions or require assistance, feel free to contact our support team.

Best regards,

[Agency Handy]

Acceptance Criteria

Form Creation:

Users can successfully create a public form with all listed fields.

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