PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

Enable multi-languages

PlatoForms simplifies global connections by providing forms in multiple languages. Our multi-language support lets you create forms in your language while allowing respondents to answer in theirs.

Add languages and translation

  1. Hover over the desired form on the Dashboard.

  2. Click the Settings (gear) icon in the top right corner and select Form Settings.

    Form settings

  3. In Form Settings window, switch to the Multi Languages tab, and click Manage Languages.

    Manage Languages

    Note

    • Enable the Show Language Switcher on Form option to add a language selection dropdown.
    • Enable the Detect user language option for automatic language detection and display.

  4. In the Form Languages window, select a language from the dropdown, and click Add New Language.

    Choose a Language

  5. Add translation in the opening translation window:

    Note

    Adding a new language doesn’t automatically translate the form’s content; you’ll need to do the translation yourself.

    Translation

    • For manual translation: Switch between Form Text and System Text tabs to add text-to-text translations manually.
      Note

      Form Text translates labels and descriptions of online form fields, while System Text translates elements like the “Submit” button and “Cancel” options.

    • For auto-fill translation: Click Export Tranlation to download an Excel file. Fill in translations in the “Your translation” column. And click Import Translation to upload changes.
      Note

      For the guides of importing excel worksheets, refer to the Auto-fill translation section.

  6. After adding translations, click Save Translation at the top left.

  7. (Optional) To export your final translations in Excel format, click Export Translation.

Auto-fill translation

When importing data from Excel for auto-fill translation, follow these guidelines to ensure a smooth and accurate process:

Set primary language
Example excel file

  • Prepare proper file: The name of your Excel file doesn’t matter; only data from the first worksheet will be used.

  • Ignore the title: The system ignores the 1st row, typically containing titles.

  • Three-column format: Organize your translation in three columns; only content in the 3rd column is imported. Ensure the format matches the Excel file you exported.

  • Empty cells: If a cell in your file is empty, the corresponding translation will reset to blank.

  • Font styles: Any font styles in your file will be ignored during import.

  • Rich text: Import does not support rich text messages. Translate messages with text formatting manually in the Form Text and System Text tabs.

Placeholder guide

In PlatoForms, placeholders are used to dynamically replace specific values in a form during rendering.

The format for placeholders is %(TheName)s, where TheName is a placeholder variable representing a specific value or piece of information that will be inserted into the form.

Note

For example, if you have a placeholder like %(TheName)s in your form, during rendering, the system will replace %(TheName)s with the actual username of the user filling out the form. This dynamic replacement allows you to personalize form content and make it more relevant to individual users.

So, the format %(TheName)s serves as a template for placeholders, indicating where and how the replacement should occur within the form.

These placeholders follow a specific format to ensure that the system can identify and replace them correctly:

  • Use ASCII characters: Placeholders should only consist of ASCII characters. Non-ASCII characters won’t work.

  • Start and end with % and s: Each placeholder should start with % and end with s. This format is necessary for the system to recognize them correctly.

  • No spaces: Placeholder names should not have any spaces. Spaces in placeholder names won’t be recognized.

Set primary language

The “Primary Language” is your form’s default language, visible to users first, including labels, instructions, and system messages.

To change the primary language:

  1. Hover over the desired form on the Dashboard.

  2. Click the Settings (gear) icon in the top right corner and select Form Settings.

    Form settings

  3. In Form Settings window, switch to the Multi Languages tab, and click Manage Languages.

    Manage Languages

  4. Hover over your desired language tab and click Set as Primary.

    Set primary language

Preview multi-languages

“Preview multi-languages” lets you see how your form looks in different languages:

  1. In the translation window, click the Preview Address URL.

    Preview Address

    The preview page will open.

  2. To view the form in different languages, use dropdown to the right of Change Language.

    Change Language

Switch between languages

After submitting your form, you’ll get unique URLs, Embed Scripts, or QR Codes for each language version.

Use the language buttons to switch between languages. Each button takes you to a specific URL or Embed Script for that language, so you can share different versions with your responders.

Switch Languages

This makes it easy for them to access and interact with the form in their preferred language. They can also switch between languages using the language switcher.

Language Switcher

Video tutorial

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