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Publication Process

The Publication of your form template, causes the information for the publication to be stored in Captured Data, ready to be reconciled with the response data captured from scanned images of the completed forms.

Important Information: If you delete any publication from Captured Data before the forms from that publication have been returned and processed, the scanned images of the forms will have nothing to link to. This means your scanned and uploaded images will throw an error message saying Form ID unidentified, or something like that. The way around this is to re-publish the template, print the forms again and have the respondents fill them out again, or manually re-process each form separately which could take a lot of time out of your day.


Tips: Before you publish your form template:

  • Make sure you have set up your Mark areas correctly and the aggregation rule if you are using one.
  • Make sure you have added your chosen method of form identification to your template.
  • Make sure you have test previewed your form template, to make sure data can be detected from images produced by your scanner.
  • Add your data table to Source Data with respondent's records added for the captured response data to reconcile with. If your forms are completely anonymous, you will create an empty data table for the publication to reconcile with.
  • Make sure you know which Publication Type you will be choosing depending on the Form Identification method you used.


Publish a Form Template

 

The Publish Form Tab in the Form Editor Application.

When you publish the form template, you will select a data table from Source Data to reconcile the Captured Response data with.

tables window

 

 

 

 

 

 

 

 

 

 

 

The Publications Panel at the bottom, shows a list of the publications performed so far using the selected table.


Type a Publication name for your test or survey.

publish step 1

 

 

 


  • A check is made to verify a Form ID Barcode has been added to each page of the form template. FormReturn uses the Form ID barcode to reconcile the captured responses with the data table records.

publish step 2

 

 


Publication Type

Choose a Publication Type  which tells the software how to reconcile the captured data from each form, with the Data table record it belongs with.

Publish

 

 

 

 

 

Full guide to Form Publication