To edit a Question that has been added to a form, select the Pencil icon:
A dialog window will open that will contain the following:
Each tab item on the Question Information configuration panel has a specific purpose concerning a question's overall configuration:
The following will describe each configuration area.
The Basics tab is displayed for any question on a form regardless of the question Type:
The Question Basics tab allows you to update information such as a question‚ label or width size of a question.
The DB tab is an optional configuration for the Checkboxes, Radio Buttons, and the Select List questions. It is, however, required for any Search Box question.
This question configuration enables you to dynamically bind and populate the contents of the Checkboxes, Radio Buttons, and the Select List questions.
For example, perhaps you would like to have a Select List on your form that contains the current job titles from your HR system. It is possible to define the appropriate database query and database connection in this area to connect to your HR system and retrieve that list of data each time that form is displayed to the end-user.
To retrieve data, a few key items must be configured on the DB tab.
At a minimum, it is necessary to add a DB Query and map both the Option Label and Option Value. In the example above, the query is looking at the internal CONTACT table. By default, if no Database Connection String is added, the Form rendering engine will try to execute the query against the Integrify database.
The following describes all of the Database Lookup configuration options:
The Validation configuration enables you to add a Regular Expression that will be executed when a form is submitted. A custom message is displayed to the user if the text entered in a field does not satisfy the regular expression.
Note: For short and long text question types, you will also have the Max Length option.
For example, perhaps you would like to have a Social Security Number field, and you only want the end-user to submit the data in the format of "XXX-XX-XXXX." You could add three separate questions on the form to represent each portion of the social security number, or you could add a single text field and add some custom validation:
In the example above, the user entered the SSN as 123.45.6789. Then, Integrify executed the regular expression against the value entered to see if it matched the pattern XXX-XX-XXXX when the form was submitted. It did not, so the custom message was displayed.
To add this additional validation, select the Validation tab and enter both a Regular Expression and Message in the fields provided:
Note: There are slight nuances with regular expression syntax. Since Integrify is based on the Microsoft .NET platform, it is best to use the syntax that works for the .NET framework.
Also, there is an optional Required checkbox within the Validation that, when chosen, the field becomes required.
The MultiChoice Options tab will only appear for the Checkboxes, Radio Buttons, and Select List question types. These question types all support the ability to display multiple options and/or select multiple options for a question on the form.
To add a new question choice, select Add Option and type in a Label, a Value, and either select Save Changes to exit or Add Option to add another choice.
There is a distinction between the Label and Value entry when adding a question:
Once a Question Choice has been added, the order of the choice list may be re-arranged by clicking and dragging the option up or down the list (similar to re-ordering the Questions on the form within Form Builder). The change in the order alters the order in which the checkboxes, radio buttons, and select lists are displayed to the end-user on the form:
The Help tab is where you can add helpful user text relevant to the form question. For instance, an explanation of what kind of answer or information is expected when answering the question.
Once the text has been added to the Help tab, a circular icon containing a question mark will be added to the form next to the question.
When clicked, the Help Text Icon will open a window containing Rich Text that can include formatted text, images, links, videos, symbols, emojis, and source code, as you can see below.