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After creating a form by entering the form details, you need to design and configure the questions that will appear on the form. The same procedures can also be used to edit the questionnaire for an existing form.
Since questionnaires are highly configurable, it is important to have a clear idea about the type of information you want to collect and the questions that will help you collect it.
Note:
When editing the questions on a form, the changes you make are not available to users until you click Publish.
You can format instructions on a form by applying bold or italic typeface, creating lists, indenting text, and more.
The Report Label field allows you to provide abbreviated question text to be used in notifications and reports.
In the main menu, click Form and then click Configure Forms. The Form Configuration page opens.
Locate the form and, on that row, click Questionnaire. The Form window opens.
Complete some or all of the following procedures.
On the Form window, on the upper right, click Insert and, in the menu, click Instructions. The Instructions window opens.
Enter and format the instructions.
Click Save. The Instructions window closes.
On the Form window, on the upper right, click Insert and, in the menu, click Group. The Group window opens.
For Label, enter the name of the section.
Click Save. The Group window closes.
On the Form window, on the upper right, click Insert and, in the menu, click Table. The Table window opens.
For Rows, 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 that row to another position.
For Columns, 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 a group
On the Form window, locate the group and in the group title bar, click Insert.
Take one of these actions.
If you want to add... | Then... |
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Element Set |
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Instructions |
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Table |
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On the Form window, locate the element set and in the title bar, click the plus icon. The Element window opens.
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).
In the Attributes section, enter the information for that element type.
Field | Description |
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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. |
If available, in the Validations section, enter this information.
Field | Description |
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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). |
If available, in the Choices section, take one of these actions.
If you want to... | Then... |
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Use a predefined list of options, |
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Create a list, |
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If available and appropriate, in the Default section, enter a Default Value for this field.
Click Save.
On the Form window, locate the item and in the title bar, click the pencil icon. The edit window opens.
Make your changes.
Click Save. The edit window closes.
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.
Note: Removing a group or element set deletes all options within that group, including instructions, questions, and tables.
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.
Click OK. The window closes.
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.
If you want to... | Then... |
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Save, | Click Save. Changes to the form questions are saved. |
Preview, |
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Save and Publish, | Click Save & Publish. The form will appear and can be selected in the Form menu. |