Configure or Edit Form Questions

1. In the main menu, click Form and then click Configure Forms. The Form Configuration page opens.

2. Locate the form and, on that row, click Questionnaire. The Form window opens.

3. Complete some or all of the following procedures. 

To add instructions

1. On the Form window, on the upper right, click Insert and, in the menu, click Instructions. The Instructions window opens.

2. Enter and format the instructions.

3. Click Save. The Instructions window closes.

To add a group

1. On the Form window, on the upper right, click Insert and, in the menu, click Group. The Group window opens.

2. For Label, enter the name of the section.

3. Click Save. The Group window closes.

4. Continue with the procedures To populate a group and, if necessary, To populate an element set.

To add a table

1. On the Form window, on the upper right, click Insert and, in the menu, click Table. The Table window opens.

2. For Rows, take these actions.

   1. For New Row, enter the name of the row. 

   2. To add more rows, click the plus icon and enter a name for each row.

   3. To delete rows, click the minus icon for those rows.

   4. To reorganize rows, click the three bar icon and drag that row to another position.

3. For Columns, take these actions.

   1. For New Column, enter the name of the column.

   2. In the menu on the right, select the type of content.

   3. If necessary, click the edit icon and enter the Attributes, Validations, and Default Value for that column.

   4. To add more columns, click the plus icon and enter a name for each column, specify the type of content, and enter the Attributes, Validations, and Default Value for the columns.

   5. To delete columns, click the minus icon for those columns.

   6. To reorganize columns, click the three bar icon and drag that column to another position.

4. Click Save. The Table window closes.

To populate a group

1. On the Form window, locate the group and in the group title bar, click Insert.

2. Take one of these actions.

   If you want to add...	Then...
   Element Set	Click Element Set. The Element Set window opens. For Label, enter the name of the set. Click Save. The Element Set window closes.
   Instructions	Click Instructions. The Instructions window opens. Enter and format the instructions. Click Save. The Instructions  window closes.
   Table	Click Table. The Table window opens. In the Rows section, take these actions. For New Row, enter the name of the row.  To add more rows, click the plus icon and enter a name for each row. To delete rows, click the minus icon for those rows. To reorganize rows, click the three bar icon and drag it to another position. In the Columns section, take these actions. For New Column, enter the name of the column. In the menu on the right, select the type of content. If necessary, click the edit icon and enter the Attributes, Validations, and Default Value for that column. To add more columns, click the plus icon and enter a name for each column, specify the type of content, and enter the Attributes, Validations, and Default Value for the columns. To delete columns, click the minus icon for those columns. To reorganize columns, click the three bar icon and drag that column to another position. Click Save. The Table window closes.

To populate an element set

1. On the Form window, locate the element set and in the title bar, click the plus icon. The Element window opens.

2. For Type, select the type of element (Boolean, Checkbox, Date/Time, Instructions, Multi-select, Numeric, Single Line Text, Multi-Line Text, Radio, Single Select, or Typeahead Select).

3. In the Attributes section, enter the information for that element type.

   Field	Description
   Label	Question or text you want to appear for this field.
   Date type	Date elements you will accept for this field: Date, Time, or Date/Time.
   Instructions	Text for the instructions.
   Numeric Type	Numeric elements you will accept for this field: Number, Percentage, or Currency.
   Decimal Places	Number of places after the decimal point you will accept for this field.
   ToolTip Help	Brief description of the field that will appear when the user points to a help icon next to this field.
   Add to Summary	If selected, this field will be included in the form summary.
   Report Label	Shorter name or abbreviation for this field that will be used in reports.
   Watermark	Light gray text you want to appear in this field to provide an example of the type of data you want the user to enter. For example, a telephone number field might have a watermark that shows 555-555-1234 to indicate the format.

4. If available, in the Validations section, enter this information.

   Field	Description
   Required	If selected, information must be entered in this field to complete the form.
   Min Length	Minimum number of characters or minimum numeric value allowed for entries in this field to be valid.
   Max Length	Maximum number of characters or maximum numeric value allowed for entries in this field to be valid.
   Allowed dates	Specifies acceptable date and time values (for example, any dates, floating date range, fixed date range, future dates, or past dates).

5. If available, in the Choices section, take one of these actions.

   If you want to...	Then...
   Use a predefined list of options,	Select the Use a Standard List check box. In the List to use list, click the content list you want to offer.
   Create a list,	For New Choice, enter the name of the choice or option.  To add more choices, click the plus icon and enter a name for each choice. To delete choices, click the minus icon for those choices. To reorganize choices, use the order icon to drag choices to another position within the section.

6. If available and appropriate, in the Default section, enter a Default Value for this field.

7. Click Save.

To edit an instruction, group, or table

1. On the Form window, locate the item and in the title bar, click the pencil icon. The edit window opens.

2. Make your changes.

3. Click Save. The edit window closes.

To change the order of components

On the Form window, locate the item you want to move and on the left, click the three bar icon and drag it to another position.

To remove a form question or element

Note: Removing a group or element set deletes all options within that group, including instructions, questions, and tables.

1. On the Form window, locate the item and in the title bar, click the trash can icon. The Remove window opens and asks you to confirm.

2. Click OK. The window closes.

To save, preview, or publish

The Save and Preview buttons are not available until all required information has been provided. For example, if you added a question without specifying a name (Label), the Save and Preview buttons are disabled.

On the Form window, take one of these actions.