How to build questions in a form
This article will explain how to build questions in a form
Before we get started
The nature in which you build questions in a form is essential in ensuring that you are able to capture all the crucial pieces of information during an inspection. Capptions Direct form builder ensures that you have various tools at your disposal to capture data in different formats.
Take note
- You can only build questions in a form if you have the role responsibility of being an "owner" or "admin" of the organization you are building a form for or on your own account called the Personal Sandbox.
- You can only build a form via the web portal.
- To build a question in a form, you must first Create a Form
- To build questions in a form, you would need to make use of Field types and General Settings
Build questions in a form
1) Form Sections
Capptions Direct form builder allows you to organize the form into different sections; members can easily navigate through the form and understand what information is being requested. It also helps to ensure that all necessary information is collected and that members don't miss any critical fields. When building each section, you should provide it with a name that corresponds to the type of data you would like to collect.
2) Field Types
The foundation of building any question on Capptions Direct is understanding the type of data you would like to retrieve and in what format. For this, we have Field Types. The field types feature allows you to add questions, require actions, and different response types to ensure users can perform inspections effectively and efficiently. The field type chosen will therefore correlate to the Form Section for which it is selected in.
| Field Type | When to use it |
|---|---|
| Short text | To receive a short response to your question |
| Long text | To receive a detailed response to your question |
| Numeric | To receive a numeric response to your question |
| Date & Time | To have a time stamp and/or a time ticker to define the precise moment in time |
| Phone Number | To gather contact details |
| Single choice | To set pre-defined answers where only one answer can be selected |
| Multiple choice | To set pre-defined answers where more than one answer can be selected |
| Yes/No Choice | To receive a Yes or a No answer to the question |
| File Input | To receive documentation related to the inspection |
| Image Input | To receive evidence in the form of images related to the inspection |
| Signature | To receive authorization for an action taken |
| QR/Barcode | To retrieve data by scanning a QR/ Barcode |
| Informative Text | To provide more information with the intention of informing the reader about a particular action that needs to be taken or a specific topic |
3) General Settings within each Field Type
Once you have selected your field type, the General Settings feature allows you to ensure that members can understand how to respond to each question, and you can trigger follow-up questions depending on the response provided and mandate questions that must be answered to ensure no data is lost.
| General Settings | When to use it |
|---|---|
| Field Type | To update/ change the field type to a different one |
| Question | Type in the question to be answered |
| Help text | To provide an informative description giving more context on what the user must fill in |
| Placeholder | To provide the user with instructions on how to fill in the question |
| Add condition | As a type of follow-up question. To add a rule that the form section or field type that is selected will only be visible when a previously asked question has a specific answer which can "Equals" "Equal to" "Starts with" "Ends with" "Is empty" or "Contains" |
| Mandatory | When you want to make a question or section mandatory for the user to answer |
| Min Length/ Max Length | When you want to define a min/max character length for answers to a Long text, Short text, and Numeric field types |
| Min files/ Max files | When you want to define a min/max number of files/ images that the user should upload during an inspection |
| Max file size (MB) | When you want to define a Max file size (MB) of total images or files uploaded in a Field type |
| Allowed formats | When you want to define the format type of the image or file, the user must upload. |
| Default value | When you want to provide a set answer to a long text Field type |
| Time picker | When you want the user to log the time in response to the question asked |
| Default country code | When you want to define the country code of the number that the user must fill in |
| Define Options | Used when defining the answers to a Multiple-Choice question or Single-Choice Field Type |
| Yes Label text / No Label Text | Used when you would like to define the Yes/ No label text to corresponding words like "Good" or "Bad" |
| Text Value | When you would like to extend upon the informative text |
And that's how easy it is!
We hope this article is helpful in understanding how to build questions in a form. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct
Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!