Questions Tab


The Questions tab is used to assemble the form. To use an element, simply drag-and-drop the element into the space provided or the desired area. We recommend to first add all headings and then add questions/statements based on your deconstructed document outline. However, elements can be added in any order and easily reordered using drag-and-drop.

There are two informational element options available to guide the end user:

  • Heading = an informational heading to a section(s) within the form

  • Help Text = provide context or instructions for completing the form


There are four main options for the actual question, statement, or choice). The most widely used are Radio Buttons and Checkboxes because they are the most user-friendly.

  • Dropdown = single selection choice from a picklist

  • Radio Buttons = single selection from radio button choices

  • Checkboxes = multiple selection choice from checkboxes

  • Text Input = exact match text entry by end user



Headings


1.   From the navigation menu, click Response.



2.   From the secondary menu, select Forms.



3.   Click on the form name.



4.   Drag and drop the element into the space provided.



5.   Enter the heading name in the space provided (entries are saved automatically).



6.   Click the X to close the Heading Editor and again display the elements.



Questions


To add a question, drag-and-drop the desired element to the space provided. If you do not see the element options, click the X to close the element editor window. Skip to step 3 if you are already on the Questions tab.



1.   From the navigation menu, click Response.



2.   From the secondary menu, select Forms.



3.   Click on the form name.



4.         Drag and drop the element into the space provided.



5.   In the element editor window, enter the question in the space provided. If you do not see the editor window, click on the question on the left – when selected, it has a border around it and a blue line on the left.



6.   Enter the choices for selection by the end user in response to the question. Use the  to add more choices and the  to remove



7.   To make a choice the default, enter the matching choice value in the space provided. The end user can always make another choice.



8.   Choose a layout option for the choices.

a.   Inline displays options horizontally across the form.



b.   Stacked displays options vertically down the form.



9.   Consider the question and if helpful, enter help text to guide end users.



10. Repeat steps 4-10 until complete.

Validations

To add a validation, follow the steps below.

1.   From the navigation menu, click Response.



2.   From the secondary menu, select Forms.



3.   Click on the form name.



4.   Select the Question (click to select). If you do not see the editor window, click on the question on the left – when selected, it has a border around it and a blue line on the left.



5.   Click the Validations tab from the element editor window.



6.   Click the Add Validation button.



7.   From the Validation Type picklist, choose the type of validation. The most widely used are Required and Visibility.



Required

a.   Select Required from the Validation Type picklist.



b.   Enter message text to display (optional).



Visibility

a.   Select Visibility from the Validation Type picklist.



b.   Enter message text to display (optional).



c.   Under Linked Question, select the question for this visibility.



d.   In the Linked Answer RegEx field, enter the value from the linked question’s Choices to activate this visibility option.



e.   Review the question to confirm it displays “Hidden Question”.



Delete Question

To delete a question from the form, follow the steps below.

1.   From the navigation menu, click Response.



2.   From the secondary menu, select Forms.



3.   Click on the form name.



4.   Hover over the question and click the trashcan icon.



5.   Click OK to confirm deletion of the question. If there are any records linked to this question, be sure to delete those, if appropriate.