Formstack Online Form Builder

Overview

Formstack is an electronic forms tool licensed to ECU that allows faculty and staff to easily collect data using digital workflows with no-code forms. ITCS provides support and development services, but Formstack is very intuitive and easy to learn with no formal training.

Formstack is web-based, and users create online forms to replace Word/Excel/PDF documents, then configure workflows, approvals and routing. Formstack is mobile friendly, secure and standards compliant.

Submit this ticket to request an account, assistance or account deletion. 

Available To

Faculty, Staff, Students (student must have a faculty or staff sponsor)

Account Types

• Creator. For building and modifying forms or accessing form submission data. This account is restricted to active users and requires a dedicated license.
• Approver. For approving workflows within Formstack. This account is not restricted and is auto-created for ECU employee supervisors.

Account Conditions

1. Any faculty/staff member can request an account.
2. Students can request an account under guidance of a faculty/staff member for official ECU business. Student accounts are not available for coursework or personal use.
3. NEW! Accounts inactive for more than six months are deleted.
4. NEW! Accounts are removed if the employee transfers to a different ECU department or exits the University.

Forms/Workflows

• Within Formstack, users create simple forms or more complex workflows that route submissions for review/approval.
• Form owners are responsible for maintaining their forms/workflows and complying with all ECU records/retentions requirements. (libguides.ecu.edu/recman).
• Specifically, records created in Formstack may be subject to the UNC Records Retention and Disposition Schedule. For more information and guidance, contact Joyner Library Records Management at recordsmanagement@ecu.edu.

Form & Workflow Conditions

1. NEW! Forms/workflows older than six months with no submissions are archived, then permanently deleted after six months.
2. NEW! Forms/workflows with no new submission data for 12 months are archived. If the form remains archived, it is deleted after six months.
3. NEW! Archived forms/workflows where the owner cannot be identified and archived more than 12 months are deleted.

Related Links

• Formstack login
• Data classification levels
• Data steward listing with contact information
• Data Governance Committee
• Request to collect Level 3 or Level 4 data
• ECU Records Management

Get Started

1. Review the user terms and conditions above.
2. Seek approval for collecting Level III or Level IV data (if applicable).
3. Submit this Formstack request if you require a Formstack account or support from ITCS.
4. See the IT Knowledge Base article, Overview - Formstack Getting Started & Best Practices to get started.
5. See the other Related Articles and Word document download of terms and conditions on this page.
6. Build and publish your form.

Fees

No fees are associated with this service.