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Form Tutorials

This series of videos cover forms in BrightSpot with topics ranging from the basics of getting a form started to more complex aspects of forms such as creating email actions.

After viewing these videos you will be ready to set up forms on your website with ease!

Collecting Confidential Information in a Form

As a university, we often work with sensitive information that can be used to identify a person. If this information were to fall into the wrong hands, our students and employees would be at risk of identity theft and more. As such, we need to be careful about how we collect and transfer this kind of information. If you are collecting personally identifiable information in your forms, please let the web team know so that we can add additional authentication measures to the form to make it more secure. Confidential and personally identifiable information include, but are not limited to:

  • Birth date combined with last four digits of SSN and name
  • Tax ID with name
  • Driver’s license number, state identification card, and other forms of national or international identification (such as passports, visas, etc.) in combination with name
  • Social Security number and name
  • Health insurance information
  • Medical records related to an individual
  • Psychological Counseling records related to an individual
  • Law enforcement personnel records
  • Criminal background check results
  • Ecclesiastical Endorsements
  • Vulnerability/security information related to a campus or system
  • Campus attorney-client communications
  • Employee Information
  • Employee net salary
  • Home address
  • Personal telephone numbers
  • Personal email address
  • Payment History
  • Employee evaluations
  • Pre-employment background investigations
  • Mother’s maiden name
  • Race and ethnicity
  • Parents’ and other family members’ names
  • Birthplace (City, State, Country)

Please avoid requesting and transferring this kind of information using unsecured methods, especially over email and/or unsecured forms (including google forms).

1. How to Create a Form

Start Creating a Form

Cover the basics of how to create a form and key parts that are required for all successful forms.

2. Text Fields

Add Text Field Items to a Form

Demonstrates different types of text fields, how to add them, what they are used for, and what they look like.

3. Choice Fields

Add Choice Fields to a Form

Demonstrates different types of choice fields, how to add them, what they are used for, and what they look like.

4. File Upload Field

Add File Upload to a Form

Demonstrates how to add a file upload field, what it is used for, and what it looks like.

5. Groups

Group Items on a Form

Demonstrates how to insert a group into a form and what they are used for.

6. View Submissions

View Form Submissions

Demonstrates how to download a CSV file with the results of a form.

7. Email Actions

Add an Email Action to a Form

Demonstrates how to have results of a form sent to a specified email.

8. Shortcut for Email Action Results

Shortcut for adding form results to an email action

Demontrates a shortcut to how to copy and paste all of the field titles and parameter names into the body of an email action.

9. Duplicating a Form

Copy a Form

Demonstrates how to duplicate a form from an existing form and how to prevent common mistakes when doing so.