A form is composed of questions (or fields) that are arranged within the form's layout.
A form layout is created using Sections and Containers. Sections hold containers and containers hold questions. New forms contain a section with a container by default. You can drag additional sections and containers onto the form layout using the Layout menu on the left.
A container can be single or multi-column. To make a container multi-column, hover over the container and select the pencil icon in the upper right to edit it. Click the "+" button to add additional columns.
You will now see the additional columns outlined in grey inside the container.
You may add questions at any time by dragging and dropping them inside a container or a column within a container.
The Questions menu displays a list of all questions that can be used on your form. From within the form, questions can be added, removed, and or edited.
Once the questions are added to the form, they can be modified by hovering over the question and selecting the pencil icon.
In edit mode, under the Basics menu option, the Label for the question can be modified by first placing the cursor on the Label field and then adding the desired label.
On the bottom left, there are three checkboxes that can be configured to allow the question to be Disabled, Read Only, or Hidden:
In edit mode, under the Help menu option, Help text can be added which will be displayed to the user via a clickable question mark icon on the form next to the question.
In the example above, a Short Text question has been selected and this will add a single line, short text input box on the form. The other question types currently supported are:
The following are Layout related objects that can be dragged and dropped onto the form for formatting purposes:
After a question has been added, it will appear on the form within the Form Builder. Select the Preview tab to see how questions render on the form during runtime.
If multiple questions are added to the form, they may be reordered by simply dragging and dropping them to the desired location.
An indicator will appear stating that you have successfully grabbed a question to re-order. Simply move your cursor to the new location in the grid and release.
Note: The re-order of questions will impact how the question information is eventually displayed in the Request Detail. It will also impact the default layout of a form prior to any edits to that layout. If you have made changes to the default layout of a form and then re-order your question list, it will not alter the form layout again. It will only be reflected in the Request Detail display of that form data.
Once the questions are added to the form, they can be either edited or deleted. To edit the question, select the Pencil icon. This will display the configuration window where edits such as the question label, help notes, maximum field size, database query & connections, etc. can be made.
To Delete the question, select the "X" icon and the question will be deleted.
Adding additional fields or modifying the Client IDs (making them different than the Field IDs) to an existing form:
When additional fields are added to an existing form or Client IDs are modified on an existing form within an existing process, the new or modified fields need to be imported to the form via the process task configuration.
See the following:
Add an additional field to the existing form or modify a Client ID.
View the existing process and on the Form task, open Configuration > Configure Task.
Select the ADVANCED SETTINGS menu option.
Open the Fields To Capture section and click on the IMPORT FIELDS option to update the form fields.
Confirm the additional field has been added.
Open the Question Prefills section and click on the IMPORT QUESTIONS option to update the form fields.
Confirm the additional field has been added.
Once confirmed the process is complete.
This process must be done every time an additional field is added to an existing form.
The following is an example using the Search Box question.
Add a Search Box to a form and Label it then Click on the SAVE CHANGES button.
Next Select the DB Menu Option and enter a Query with a Parameter reference and then Click on the SAVE CHANGES button.
Add the Query Parameters by selecting the QUERY PARAMETERS menu option.
Click the ADD PARAMETER sub-menu option and add a Parameter Name using the '@' symbol and Question Mapping then Click on the SAVE CHANGES button.
For this example, we added a Short Text question to the form that is used as a Mapped Question within the Query Parameter.
Enter a Client ID that will be configured in the Query Parameters Question Mapping.
Once the added Search Box question and Parameters are configured, the Search Box question is ready for use.
This process must be done every time a Search Box question with Parameters is added to a form.