Configurable Attributes

Multiple

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Used to track which column corresponds to which field in the form. Useful for repeated fields or where fields have the same or similar labels such as 'Description' and long forms are utilised.

When used, the reference ID will display in brackets the form records page as part of the field label as well as on Excel reports.

Open

Note: Column configuration may need to be adjusted for relevant fields to display. Refer to the Column Configuration section on the Introduction page of this user guide for more details.

Multiple

Provide a label/ title for the field and additional instructions for respondents if required.

Multiple

Select if the field is to be set to mandatory. Respondents will be able to save form progress, but the form record status will remain on 'In Progress' until all mandatory fields are completed.

Multiple

Checkbox, radio buttons and drop-down form fields can be used to conditionally display the form field in the question directly following it (not available for use in tables)

For example, if 'other' is an option, an additional text field can be created so the respondent must provide further detail. The text field will only be displayed if 'other' is selected.

See the Conditionally Display section on the Auto Population & Scoring page of the user guide for more details.

Text

Paragraph

Info

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Allows the end-user to add a photo directly below the text, paragraph or info box. These can be set to required (mandatory) if needed.

When using this tool, only images can be uploaded. Other document types such as PDFs can be added to the 'Add Document' button at the end of every form. 

See the Supported File Types in the Uploading / Managing Files page of the user guide for more details.

Text

Paragraph

Info

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Allows the end-user to add an action directly below the text, paragraph or info box. These can be set to required (mandatory) if needed. 

When viewed onscreen, Actions will only be listed under the question they pertain to. When viewed as a PDF, Actions will be listed under the question they pertain to as well as at the bottom of the PDF report as a consolidated list incorporating all actions raised throughout the form. 

Dropdown

Radio Button

Select if scoring is to be applied to the question.

See the Scoring section on the Auto Population & Scoring page of the user guide for more details.

Info

Information boxes allow for simple editing of text, as well as the insertion of tables and hyperlinks.

Dropdown

Radio Button

Checkbox

Populate all responses to be displayed in the drop-down, radio button or checkbox list.

Click 'Add Option' to add more options and click the - to remove an option.

Table

By selecting 'Display full width' the title/ label of the table will display above the table.

Note: if the form is likely to be used on a mobile device, it is recommended to select this option to ensure it displays correctly.

Form Fields within a Table

Use to adjust the text and background colour for form fields within tables.

Date

Select to have the current date automatically displayed. Respondents can adjust if required.

Time

Select to have the current time automatically displayed. Respondents can adjust if required.

Radio Button

Adjust number to change display of radio button options.

Text

Paragraph

Select to have data auto populated for the respondent.

Works together with the data source form field. 

See the Auto Population of Data section on the Auto Population & Scoring page of the user guide for more details.

Data Source

Select the data source the form is to gather data from.

See the Auto Population of Data section on the Auto Population & Scoring page of the user guide for more details.

Data Source

Select which field from the data source is to be displayed.

See the Auto Population of Data section on the Auto Population & Scoring page of the user guide for more details.

Data Source

Select if filters are to be applied to the data source displayed.

See the Auto Population of Data section on the Auto Population & Scoring page of the user guide for more details.

Number

Select if only whole numbers (no decimals) are allowed for numbers.

Number

Number

Table

Select if the number fields in the column of the table are to be summed up and displayed.

See Definitions of Fields: Edit Table - Table Column Total on the Create a New Form - Form Design page of the user guide for more details.

Number

Table

Select if the number fields in the row of the table are to be summed up or multiplied.

See Definitions of Fields: Edit Table - Table Row Totals & Multiply on the Create a New Form - Form Design page of the user guide for more details.