Features & Operations
The Governance App landing page displays all existing applications as categorized widgets. Each widget includes the app type (Collaborative or Survey), app name, and a brief description.
Users can search and filter apps using the options at the top of the page:
App Type: Filter apps by type - Survey or Collaborative.
Status: Filter by Published or Draft.
App Name: Search apps using a minimum of three characters.
To create a new app, users can click the “+” icon in the top right corner. This action opens the app creation page, where users can enter the essential details. The interface supports easy navigation and quick access to individual app configurations.
App Creation
To create a new Governance App, users must click the “+” icon on the landing page.
The app creation interface prompts for the following mandatory fields:
App Name: A clear, purpose-driven name that reflects the app’s intent (e.g., “Legal Survey – Q4” or “Sales Term Review”).
App Type: Choose between:
Survey – For collecting individual responses.
Collaborative – For gathering group input and facilitating joint responses.
App Description: A concise explanation of the app's objective, the type of data it will collect, and its intended audience.
Governance Roles: Assign roles to manage app access and responsibilities. Roles help enforce security, delegate ownership, and streamline collaboration.
These fields define the structure and permissions of the app and ensure it is aligned with the organization’s governance requirements.
App Design
Users can navigate to any application from the landing page to access its summary page. The summary page allows them to customize and curate the application by configuring the required fields and survey questions.
From the landing page, users can edit the application name and description, as well as update governance roles using the 9-dot menu.
The Design App button appears in the top-right corner. Click the button to open the Design App page. Use this page to create the form layout, drag and drop fields, and configure fields based on the specific use case.
Left Panel of the Form Designer
The left panel of the Form Designer is divided into two sections: Fields and Layouts.
Fields include all the field types supported by OvalEdge, such as Checkbox, Datepicker, Dropdown, Phone, Radio Group, Text Field, Upload, and Button.
The right panel is used to configure the properties of the selected field.
The Layouts section defines how fields are arranged and displayed on the form. The available layout components include:
Column Container: Used to place two or more fields on the same line.
Row Container: Used to place fields one below the other.
Footer: Used to configure the footer of the form.
Form Header: Displays the app name and description. If the form header is accidentally deleted, it can be restored by re-adding the Form Header component.
Right Panel of the Form Designer
In the Form Designer, the right panel allows users to configure the properties of each field. Every field can be customized, and validations can be added based on user requirements.
Main Section
The user can view and configure the following field properties in the Main section:
Key: Stores the unique key value for each field.
Value: Allows the user to assign a default value to the field.
Label: Defines the label or question text to be displayed on the form.
Placeholder: Displays placeholder text within the field.
Disabled: Disables the field for the current form.
Required: Marks the field as mandatory.
Type: Displays the component type.
Multiline: Enables multi-line input for text fields.
Rows: Specifies the number of rows for a multi-line text field.
Help Icon: Enables or disables a help icon for the field.
Help Text: Defines the content displayed when the help icon is hovered over or clicked.
Additional Properties
Render When: Allows conditional rendering of a field based on the user's input in another field.
Example:
Question 1: Select the highest level of education.
Options: Graduate, Postgraduate, PhD.
Question 2: Enter Graduation Degree
This question is displayed only if the user selects Option 1 in Question 1.
Render When Configuration for Question 2
form.data.field_RadioField1 === 'option 1'
field_RadioField1 is the Key assigned to Question 1.
Option 1 is the Value of the first radio option in Question 1.
HTML Attribute
HTML Attribute: Defines additional HTML attributes for the form field, allowing further customization and control over field behavior.
Actions
Actions are JavaScript functions used to handle events within the form. The available types of actions include:
Common: Predefined actions that assist in basic form operations.
Validate: Validates the entire form.
Clear: Clears all form fields.
Reset: Resets all form fields to their default values.
Code: Custom actions written directly in the code editor within the Form Designer.
Custom: External actions passed to the FormBuilder or FormViewer component as properties.
Rules
FormBuilder supports two types of validation:
Field Validation: Validates an individual form field.
Form Validation: Validates the entire form.
Built-in Validators
To apply a validator to a component:
Select the component in the Form Designer.
Navigate to the Rules tab.
If the Auto Validate option is enabled, the validator will be automatically triggered whenever the field's value changes.
To add a validator:
Click the Add a validation rule button.
For example, users can add a Non-empty validator to ensure the field is not left blank.
Users may provide a custom message in the Message field (e.g., "This is a mandatory field."). If not provided, the validator uses its default message.
Users can preview how the validator works by switching to Form View Mode and entering data in the form.
Additional Functionalities
Preview: After configuring the fields and survey questions, users can save their progress and preview the campaign or survey. This allows them to review the layout and functionality from the end user's perspective, ensuring usability and accuracy before deployment.
View App: Redirects the user to the App Summary page with a single click.
Download: Allows the user to download the form in JSON format. This enables the reuse of the same field configuration across different apps, eliminating the need to redesign forms.
Upload: Enables the user to upload a previously downloaded JSON file into a different app to replicate the form structure.
Save: Saves the current configuration of the form fields.
Undo/Redo: Allows the user to revert or reapply changes made to the form configuration.
Different Views: Provides a responsive preview of the form on different devices, including mobile, tablet, and desktop.
Upload Feature and Upload Component in “Design App”
End users can upload images and files up to 25 MB when the form is shared with them. The app creator can configure this functionality by dragging and dropping the Upload component into the form and managing its settings through the Main section in the right panel.
The following upload parameters can be configured:
Maximum Individual File Size (in MB): Specifies the maximum file size limit for each file.
Maximum Total File Size (in MB): Specifies the total upload limit for all files combined.
File Type: Restricts uploads to specific file types such as images or documents.
Upload Mode: Allows either single or multiple file uploads, as selected by the app creator.
System Settings for Upload Functionality
To enable the Upload feature, users must configure the relevant system settings under the "Others" category.
The following parameters are required:
Storage Service: Specifies the storage provider (e.g., Amazon S3).
Bucket Name: Defines the target bucket where uploaded files will be stored.
Connection ID: Identifies the connector used to establish the connection with the storage service.
Note: Ensure that the Amazon S3 connector is validated and active for the upload functionality to work correctly.
Collab App Summary Page
The Collab App Summary Page displays key details about the application, including the app title, description, and assigned governance roles. This information provides users with immediate context regarding the app’s purpose and scope.
The page also allows users to track the number of campaigns within the application, including:
Total Campaigns
Active Campaigns
This visual representation helps users monitor application usage and engagement levels effectively.
9 Dots Menu in the Collab Application
The 9 Dots menu provides users with quick access to key actions for managing the Collab App.
Publish App
Users can publish the app to make it live and accessible to the public. If the app is no longer needed, it can be deleted to maintain a clean and organized workspace.
Create Campaign
After publishing the app, users can create a new campaign. A pop-up window will appear, prompting users to enter the following details:
Campaign Name
Duration (15 or 30 days from the start date)
Responsible Person or Email ID for handling responses
Share Campaign
Users can specify a particular user or email address to receive responses. This ensures that the right stakeholders are involved in the collaboration, enhancing both relevance and efficiency.
Campaign Details in the Collab App Summary Page
The Collab App Summary Page features a table that displays detailed information for each campaign. Users can view the following:
Campaign ID
Campaign Name
Owner
Campaign Link
Start Date
Response Submission Date
Submitted Answers
This information enables users to monitor campaign progress, ensure timely responses, and facilitate effective collaboration across teams.
9 Dots Menu in the Collab Application Table
The 9 Dots menu within the Collab Application table provides quick access to campaign-level actions.
Resend Campaigns: If a previously created campaign has expired, users can resend it to the original recipients. The campaign will retain the same expiration duration as configured during the initial link generation.
Delete Campaigns: Users can select and delete one or more campaigns that are either expired or no longer in use. This helps maintain a clean and organized campaign list.
Survey App Summary Page
The Survey App Summary Page provides a snapshot of the survey application, displaying key information such as the app title, description, and assigned governance roles. This overview helps users quickly understand the purpose and ownership of the survey.
A Global Link field is available on the page, showing the generated survey link. This simplifies the process of sharing the survey with respondents, improving accessibility and user experience.
Publish the App and Generate a Link: Once the app is published, users can generate a global link for the survey. Based on the survey’s start date, users can specify an expiry period—15 or 30 days—to control the response window.
Regenerate the Link: If the original link expires, users can regenerate it with the same expiry duration as before. This ensures uninterrupted data collection and seamless user participation.
Render the link
Once survey or campaign links are created, they can be easily shared by authorized users. These links allow recipients to view, contribute to, and analyze the app’s data as needed.
This streamlined sharing mechanism facilitates efficient data collection and collaboration, enabling organizations to manage and analyze information more effectively.
View Responses in the Survey App
Survey links are public and accessible to anyone with the link, allowing respondents to participate without logging in. This simplifies the response process while maintaining data integrity, as each submission generates a unique dataset.
The Survey App Summary Page displays a table with detailed information for each survey. Users can view the following:
Survey ID
Responder Email Addresses
Start and End Dates
Submitted Responses
This information enables users to track survey progress and analyze data in real-time.
Additionally, by collecting respondent email addresses, users can maintain communication with participants, enabling follow-ups and personalizing the survey experience.
View Responses in the Collab App
Campaign links are generated to enable stakeholders to collaborate on data collection. Each link is unique and ties the responses to a specific campaign effort.
Stakeholders can use these campaign links to submit data collectively. This collaborative approach improves the accuracy of responses and supports informed decision-making.
The Collab App Summary Page displays a table with detailed information for each campaign. Authorized users with access to Governance Apps can view the following:
Campaign ID
Campaign Name
Responder IDs or Email Addresses
Start and End Dates
Submitted Responses
This information enables users to track campaign progress and analyze data in real-time.
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