How to add a question

Top  Previous  Next
1.Go to Settings > Form Setup > Form Builder.
2.Select the Form you want to edit.
3.Select the Step "Edit Pages"

       FormBuilderSteps2

4.Select the Page that you want to add the question to.

       FormBuilderSelectPage

5.Click the Question button with in the row of buttons at the top

       FormBuilderEditButtons

6.You can either “Use an Existing Database Field” or “Create a New Field”.
7.To use an existing database field first select the level of the field (for each Account, for each Participant, or for each Registration) and then you can either search for the field by name or by form.  Once you have selected the desired database field either click the gold right arrow or click, drag, and drop the text block to the right window pane.
8.To create a new database field, click the New Database Field button.
9.A pop up box will appear with three tabs (basic, look and feel, and advanced), with each tab giving different options

 

Basic: Give the text of the question, instructions, format type, input restrictions, and field name.

 

Look and Feel: There are two choices, you can either use the default form styles or you can customize your own style.

 

Advanced: Here you can set up any conditional display logic needed, propagation, and external access.

 

10. Fill out the appropriate fields and then click the gold save button.

 

Note: At any time you want to close the Create a new Question box, click the close icon in the right hand corner of the box.