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16 Nov 2009 - 16 Nov 2013
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KeyBridge Product Documentation
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KeyBridge Documentation Home
KeyForm User Guide
Table of Contents
  1. Introduction
  2. Creating Forms
  3. Managing Forms
  4. Analysis

1 Introduction
KeyForm is an online surveys and data analysis tool. KeyForm leads you step by step through setting up a form, what data elements you want to include. For instance, do you want people to make a single selection from a list of items, or can they choose more than one item? Who should be able to access your survey? You can restrict your survey to anybody with a NetID, or even a member of a particular group of Georgetown users. You can access the responses in all sorts of ways.
1.1 Logging in to Keyform
  1. Open your web browser and go to http://keyform.georgetown.edu
  2. Use your NetID and password to login.
  3. Click on Keyform Administrator
  4. Select the Keyform Subscription for your department. If your department does not have any subscription, you may select "Free Sites". (If your department wishes to subscribe, please email keybridge[at]georgetown[dot]edu or use this online form.)
1.2 Free Site vs. Subscribed Service
The features listed here are only available to subscribed service:
2 Creating Forms
To begin creating forms, click Create a new form and give your form a name. Click Create Form to continue. At anytime you need help, click on the icon to view help window where applicable.
The numbered steps refer to each step taken in the from creation stages.
2.1 Setup
  1. URL: Note the URL in this step. Use this address to refer users to your form.
  2. Name: Enter a name for this form
  3. Define Users: If you wish anyone other than the subscription administrators to be able to edit this form, list NetIDs, separated by commas.
  4. Title: Enter the title that will appear on the form itself.
  5. Form Sponsor: Enter the subtitle that will appear at the top of the form, such as the name of the department. Optionally, enter a web address (beginning with http://) that users will go to if they click on the subtitle.
  6. Inactive Form Message: While the form is not active, what message should be displayed to people who try to access the form? You may use HTML to format your message.
  7. The Forward users to a URL function is unavailable at this time. Skip this step.
  8. Click UPDATE to continue to next page.
2.2 Design
  1. Custom Header and Footer: Would you like your form to display a custom header and footer?
    • Select: Use the default header and footer to use the default header and footer (UIS form). Skip Step 2.
    • Select: Display the header and footer provided below: if you wish to include a customized header and footer. Proceed with entering the appropriate HTML code for header and footer on the provided text window: Custom header HTML source: and Custom footer HTML source:
  2. Table format: This section allows you to customize the HTML table that contains the form. If you don't have experience editing HTML, it's recommended that you leave the default values listed below.
  3. Style Sheets: This section allows you to customize the look of your form with HTML styles. If you don't have experience using cascading style sheets (CSS), it's recommended that you leave the default values listed below.
  4. Font Family: Select the font type you want to use for your form.
  5. Table column backgrounds: customize or leave as default.
  6. Section Headers: customize or leave as default.
  7. Sub Headers: customize or leave as default.
  8. Directions: customize or leave as default.
  9. Misc.: customize or leave as default.
  10. Click Update to continue.
2.3 Audience
  1. Select the a type of access restriction you want to implement on your form:
    • No login (any user can access this form)
    • General login/password (single, user-defined login for anyone)
    • NetID login.(only users with a valid NetID can access this form)

      When selecting the third option (NetID login) Give access to all NetID users or select from a given list of policies.
      If a user revisits the form, choose from the given options what should happen.
  2. When a visitor submits the form, what should happen? Select one of the following options.
    • Display a confirmation page with a customize message. (Type your message in the text box.)
    • Instead of a confirmation page, forward the visitor to this web page: (Type the URL on in the text field)
  3. Press Update to continue
2.4 E-mails
2.4.1 Confirmation Emails
  1. Confirmation email - select if you want users to receive it once the form is completed.
  2. Subject line - on the confirmation email.
  3. Email body - You can use templates to format the email message. The drop down lists the following templates you can embed in you email:
    The fields need to be retyped on the email message body. The drop down is merely a reference on what data is available.
    {DateCreated} – indicates the date the form was completed
    {CreatedBy} - Works only when authenticate by NetID is enabled. Lists the NetID of the person who completed the form.
    {DateUpdated} - unavailable
    {UpdatedBy} – unavailable
    {RecordID} – unavailable
    {Batched}- unavailable
    {BatchID} - unavailable
    {Completed} – Will return yes once form is completed
    {UUID} - unavailable

    As you create fields in KeyForm, those field names will be available on this drop down list for you to copy into your email message body if you want the data on these fields to appear.
  4. Enter one email address from which the message should come from.
2.4.2 Notification Emails
  1. Notification email - choose if you want it to go out once the form is completed. Provide one email address only.
  2. Customize subject line for the email.
  3. Compose email body using templates from the drop down and field names enclosed in { } to display the data that was entered on the form.
  4. Enter one email address from which the message should come from.
  5. Click Update to continue.
2.5 Preview
To preview the form at anytime, click on this link.
2.6 Content
In content mode, you will be presented with this page. Select one type of field you wish to add to your form and click Add Field to add this to your form design. The fields can only be stacked vertically. You may be able to sort the order of the fields by clicking on the arrows beside each field on content mode.
Keyform offers several input fields and options you can use to design your form. As you select a field to add to your content design, you will find helpful instructions in setting up that particular field by clicking on icon where available.
The available fields are as follows:
2.6.1 Text
2.6.2 Rating Scale – Matrix (Likert Scale)
A grouping of questions with a common rating scale (Matrix)
2.6.3 Predefined Items
We do not recommend the use of SSN or the collection of any valuable personal information in KeyForm. This feature will be removed in the next version of KeyForm
2.6.4 Page Break
Breaks up the form onto multiple pages (Page Break)
2.6.5 Lists
A value selected from a predefined list of options (List)
A single value selected by clicking next to text options (Choices)
One or more values selected by clicking on checkboxes (Checkboxes)
2.6.6 Heading
Section Heading (Heading)
3 Managing Forms
You can manage the forms by going to the Home section of your subscription.
It also displays which forms are active and inactive.
3.1 Activation
When activating a form, select the form in the Inactive Forms list and click Turn On. The form will be displayed under the Active Forms section of the Home Page.
3.2 Duplicating a Form
To duplicate a form, click Duplicate an existing form then select from the list which form you wish to duplicate.
Once a form is duplicated, you will proceed to edit the name and details (Step 1 to 5) of the duplicated form.
3.3 Deleting a Form
To delete a form, select the form and click on the Delete link to the right. Once a form is deleted, there all data it collected will be lost.
4 Analysis
Form data can be viewed by clicking on the Analysis link on each form.
4.1 View
You can view the number of responses per field assigned on the form. To view each response for each field, click on the link View Responses found under each field heading. Note that this page view will vary depending on how you designed your form.
4.2 Download
Clicking on the download these results link will prompt your browser to save the file in a comma- and quote-delimited format suitable for importing into Microsoft Access, Microsoft Excel or SPSS/
4.3 Advanced
Data can be filtered by going to the Advanced Analysis page. You may configure your filter by selecting the criteria through each field’s drop down options. You may also save your query by clicking on the Save this query checkbox and giving it a query title. You may access saved queries by going to the Advanced Analysis page.
4.3.1 Opening the query in MS Excel
To better manipulate the data, we recommend that your download the query to your computer and us a spreadsheet editor like MS Excel.
  1. Save the query on your local drive by clicking Download these results from the advanced Analysis page.
  2. Launch Microsoft Excel and open the file
    1. File > Open
    2. The query is saved as a .txt file. Change the File Type to "All Files" so you can see it in the window and select it.
  3. Once the file is opened, the Text Import Wizard will launch (If this does automatically launch, select all (Ctrl+A) the data and go to Data > Text To Columns to see the same dialogue window)
  4. Choose Delimited as the data type, click Next
  5. Go to Other and type the delimiter character "| ". A preview of how the data is parsed will show on the window.
  6. Click Finish.
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KeyBridgeGeorgetown University
3300 Whitehaven Street, NW, Suite 2000, Washington, DC 20057
keybridge at georgetown.edu • fax. (202) 687-1505
Georgetown University