V2 Forms: Overview: Question and Data Types in the Form Builder

 

 

Note: This feature is coming soon and is not yet generally available.

 

About

Forms are made of questions and answers. When adding questions, choose the right Question and Data Types to improve the usability of a form, and to control the data that will be collected. 

  • Question types describe what format a question is in. For example, a question where a user selects a single name from a list would likely use a dropdown question type.
  • Data types describe what format the user answers a question in. For example, a user might need to have a name (Text) in one question, and a dollar amount (Currency) in another.

This article will discuss question and data types, and show which data types can be used with different questions.

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Form Builder Question Views

The views and tabs shown when you add a question depend on the question type. Standard tabs include:

  • General: 
  • Options: Used with certain question types to set question-specific options (e.g. button group options).
  • Properties: What properties are displayed depends on the question and data type chosen. Common ones might be:
    • Validation Type
    • Default Value
    • Allowing certain actions based on the data type

2017-06-12-v2fb-QuestTabs.png

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Question Types

These icons are used to show what kind of question is being used in a form. They show up when you select Add a Question. 

Icon Description Icon Description
form-builder-icons-v6_Text_Field.png Text Field: Capture text input in a single-line field. form-builder-icons-v6_Text_Area.png Text Area: Capture text from a multi-line field.
form-builder-icons-v6_Dropdown.png

Dropdown: Choose one option from a list.

 

form-builder-icons-v6_Button_Group.png

Button Group: Choose 1-5 options from a list.

form-builder-icons-v6_Radio_Button.png

Radiobutton: Choose one option from a short list.

form-builder-icons-v6_Multiselect.png

Multi Select: Choose multiple options from a list.

form-builder-icons-v6_Information.png

Information Label: Show an informational message.

form-builder-icons-v6_Number_Calculation.png

Calculation: Calculate any number.

form-builder-icons-v6_Image.png

Image: Capture or attach photos.

form-builder-icons-v6_Sketchpad.png

Sketch Pad: Annotate on top of photos, diagrams, or a blank canvas.

form-builder-icons-v6_Signature.png

Signature: Capture a signature.

form-builder-icons-v6_Check.png

Single Checkbox: A question with a single checkbox.

form-builder-icons-v6_Date-Time_Selector.png Date/Time Selector: Select a date/time. form-builder-icons-v6_Date-Time_Stamp.png Date/Time Stamp: Automatically collect a date/time.
form-builder-icons-v6_Geolocation.png

Geo Location: Capture your current location.

form-builder-icons-v6_Duration_Field.png

Duration Field: Enter a time duration (hours, minutes, seconds).

form-builder-icons-v6_Stepper.png

Stepper: Use + and - buttons to choose a number.

form-builder-icons-v6_Slider.png

Slider: Choose a number or range on a slider.

form-builder-icons-v6_String_Concatenation.png

String Concatenation: Build a string using answers and static text.

form-builder-icons-v6_Digit_Extraction.png

Digit Extraction: Strip numbers out from another answer, or format a date.

form-builder-icons-v6_Duration_Field_copy.png

Duration Calculation: Calculate a duration based on other durations or numbers.

form-builder-icons-v6_Duration_Time-Based_Math.png Duration Based Math: Calculate the duration between two date/time entries.
form-builder-icons-v6_Date-Time-Based_Math.png

Time Based Math: Calculate a date/time based on another date/time and a duration.

form-builder-icons-v6_Audio.png

Audio Recording: Capture an audio recording.

form-builder-icons-v6_Bar_Code.png Barcode: Scan a barcode with your device's camera. form-builder-icons-v6_Attachment.png File Upload: Attach a file.
form-builder-icons-v6_Credit_Card.png Credit Card Transaction: Collect a credit card payment through a 3rd party vendor.    


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Data Types

These icons describe what kind of answers go into the question types. Data types determine the sort of data a question will be collecting.  For example, different icons will show in the form builder if the question expects text, an image, or GPS coordinates from the mobile user.

2017-06-08-V2fb-NumericDatatype.png Integer: This is an integer (whole number) data type.  form-builder-icons-v6_Decimal.png Decimal: This is a numeric data type. You can set the number of decimal places.
form-builder-icons-v6_Currency.png Currency: This is a numeric data type.  2017-06-08-v2fb-textdatatype.png Free Text: This is a data type that can contain alphanumeric characters.
form-builder-icons-v6_Email-50px.png Email: This is a data type that checks if your mobile users have entered a valid example@email.com address. form-builder-icons-v6_Date-50px.png Date: This is a data type that uses a date selector to store answers as a Date value.
form-builder-icons-v6_Time.png Time: This is a data type that contains a Time value in standard UTF encoding. form-builder-icons-v6_Date-Time_Selector.png Date/Time: This is a data type that uses a standard UTF encoded date/time value.
form-builder-icons-v6_URL.png URL: This is a data type that contains an http:// or https:// type URL. form-builder-icons-v6_Phone.png Phone Number: This is a data type that collects a phone number.
form-builder-icons-v6_Geolocation-50px.png Geolocation: This data type collects location data using your mobile device's location. form-builder-icons-v6_Image.png Image: This data type is an image file, usually png or jpg.
       

The data type affects the Properties tab of the question selection in the form builder.

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Right Navigation Icon Display

The icons for both question and data types are visible in miniature beneath the question name. This allows you to easily identify the data and question type at need.

2017-07-11-RightNavIcons.png 

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Question and Data Type Compatibility

Most question types can use particular data types. This section has a list of each with their compatible data types, and what control types they can be changed to.

Question Type Compatible Data Types
Text Field Integer, decimal, currency, email, URL, Phone Number, Free Text
Text Area Free Text
Dropdown Integer, decimal, currency, email, URL, phone number, free text
Button Group Integer, decimal, currency, email, URL, phone number free text

Radiobutton

Integer, decimal, currency, email, URL, phone number, freetext

Multiselect

Integer, decimal, currency, email, URL, phone number, freetext

Information

N/A

Single Checkbox

Yes/No

Image

Image

Sketch

Image

Signature

Image

Audio

Audio File

File Upload

File Attachment

Date/Time Selector

Time, Date, Date/Time

Date/Time Stamp

Date/Time

Geo Location

Geo Location

Geo Stamp

Geo Location

Duration Field

Duration

Stepper

Integer, Decimal, Currency

Slider

Integer, Decimal, Currency

String Concatenation

Free Text

Digit Extraction

Integer

Calculation

Integer, Decimal, Currency

Duration Calculation

Duration

Duration Time-Based Math

Duration

Date/Time Time-Based Math

Date/Time

Credit Card Transaction

 N/A

 

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Question Restrictions

Restrictions control whether a question shows up for users, in reports, or whether it must be filled out to continue with the form submission process. These restrictions can interact with conditional logic to create workflow refinements. Available restrictions vary depending on the question and data type.

  • Required: Required questions must be answered before proceeding to the next page of a form or submitting a form. If a user attempts to move to the next page or submit the form without answering a Required question, an error message will appear advising the user that there are unanswered Required questions.
  • Read Only: Read Only questions cannot be edited on mobile devices.  These fields usually either contain data filled out by an administrator in the case of a dispatched form, or are auto-populated/pre-filled based on selections made earlier in the form.
  • Hidden on Device: Hidden on Device questions cannot be seen by mobile users. These questions may contain sensitive information, or data used by questions later in the form.
  • Hidden on Reports: Hidden on Reports questions are not kept on completed documents, and are not saved.

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