Form Questionnaire
Editing Form Questionnaire
When editing a form, you can open [Questions] tab and you will see a list of form questions, their status and action options represented by icons. If you just created a new form, we have added a set of question fields as an example to help you get started.
Columns
Enabled
Indicates whether the question field is displayed on the form. You may click on the toggle to quickly
switch its status.
Question Label
Question text or a field label to display above the field input.
Type
Format of the answer you are expecting from users, or in some cases which don't
represent inputtable fields such as "Section" or "Spacer", indicates the type this item will be rendered into the form.
Required
Whether an answer is required for this question.
Column Span
Shows how many columns the field takes. For example, if you set [Column Count] to "2" in the [General] tab, a field with 2 column span takes the entire
page width while those with 1 column span take half the page width.
Action Options
On the left of each field entry you will see a set of clickable icons to perform actions to the corresponding field.
- You could click and drag this handle to reorder the item.
- Allows you to edit existing question.
- Allows you to make a duplicate copy of the question.
- Allows you to remove this item.
Adding/Editing Question
When you click [Edit Question] or [Add Question], a question editor popup appears where you could configure the field.
Status
Indicates whether the question field is displayed on the form.
Do NOT change this value after you have started to receive response as this will effect the accuracy of the reporting.
Type
Determine the type of item to be rendered into the form, for example a section heading, spacer, or input field.
There are different types of answer input type you could choose for this question.
Question type is important as it speaks to both the format of the answer you're looking to support,
as well as whether these responses will be included in your reporting.
Drop down questions, numeric questions, Star Rating and Slider Ranking questions all can be included in reports.
Free form questions like Single Line Text and Open Ended cannot be reported on as it's likely no two responses will be the same.
| Field Type | Inputtable | Description |
|---|---|---|
| Section | Inserts a section heading. | |
| Spacer | Inserts a blank space. | |
| Text | One line of free form text where the responses have no structured format and can include any combination of alphanumeric characters. | |
| Multiline Text | Similar to Text, but support multiple lines of free form text. | |
| Dropdown | Drop Downs limit the answers to what you include in the dropdown options. Multi-select option can be enabled during the question configuration stage. | |
| Checkbox | Checkbox should be used for Yes/No questions generally. For example "Do you agree with this statement...", with checkbox indicating yes. | |
| Number | Numeric field, as the name implies, only supports numeric values. People responding can either enter a number or use the dial to select a number. We recommend setting the appropriate field length to support the number range expected. | |
| Internal | Internal field can be used to populate Act! Contact field with a static value for every submission. This field is hidden and thus cannot be modified by users. | |
| Slider | Slider ranking is another way of expressing the same kind of question, but it allows the respondent to select their ranking by sliding the indicator from left to right. We recommend using the question hint option to indicate which end of the scale means what. For instance "1 indicates I strongly agree, and 10 indicates I strongly agree". | |
| Rating Scale | Star rating is useful for questions that ask the respondents to grade their experience. For instance, "Rate your satisfaction with our service" where they can answer with set number of stars. This will be recorded as a number in the survey. |
Question Label
Enter the question text for this item.
Answer Hint
Useful for providing context for the answer. For instance, field hints for slider ratings can be used to explain whether a grade of "1" means strongly agree or strongly disagree.
Input Required
This validation should be used for all questions you expect to use in reporting.
Be sure to include "None of the above" if the answer options are not exhaustive.
We do not recommend using "All of the above" as this will not support reporting properly.
Max Length
This field allows you to limit the maximum number of characters
allowed for free form text fields.
Options
For drop down field type, you can easily type in all possible
answers here, one item per line.
Input Range
For numeric and sliding scale inputs, you can adjust the
minimum and maximum range of input value.
Column Span
Shows how many columns the field takes. For example, if you set [Column Count] to "2" in the [General] tab, a field with 2 column span takes the entire page width while those with 1 column span take half the page width.
On supported templates, you may also assign a different column span for "Tablet" and "Phone" screens so the field fits nicely on smaller screens. If not set, it will take the column span of the nearest bigger screen.
^^ Last revised: 2023.02.15