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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 groupsection.

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 on and drag that row and drag it 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 for that column.

   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 columneach column, specify the type of content, and enter the Attributes, Validations, and Default Value for that the columns.

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

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

4. Click Save. The Table window closes.

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 Instructionswindow opens. In the text editor, enter 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, use click the order three bar icon to and drag rows it to another position within the section. In the Columns section, take these actions. For New Column, enter the name of the column. In the menu to on the right, click select the type of content for that column. 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 columneach column, specify the type of content, and enter the Attributes, Validations, and Default Value for that the columns. To delete columns, click the minus icon for those columns. To reorganize columns, use click the order three bar icon to and drag columns that column to another position within the section. Click Save. The Table window closes.

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To populate an element set

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

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

3. In the Attributessection, enter the information requested for 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. In If available, in the Validations section (if available)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. In If available, in the Choices section (if available), 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. In If available and appropriate, in the Default section (if available and appropriate), 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 edit 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 move and on the left, click the order 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 delete icontrash 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 will be disabledare disabled.

On the Form window, take one of these actions.