V2 Question Type: Button Group

 

About

The Button Group Question type allows a mobile user to choose an answer from 2 to 5 color-coded buttons, providing easy visual feedback. Button Group questions are often used in inspection forms to show a Yes/No/Not Applicable question, and can collect additional comments when specified answers are selected.

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Form Builder

In the Form Builder, a Button Group question will show up like this: 

 2018-11-29-ButtonGroupDiagram.png

The Question Edit screen for these questions has four tabs: General, Options, Properties, and Help Options. This article will go through each of the tabs.

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General

Unique ID 

The Unique ID is the reference for the question. For more information on Unique IDs, read: <link to Unique ID documentation goes here>. It can either be auto-generated based on the question text, or customized.

 

Data Types

Data Types are the kind of information your mobile users will be putting into these questions. Setting a data type makes sure that you use the correct kind of information, in the right format. The data type can also influence whether the answer to a question can be used later in the form, or in the business process.

The Button Group question type supports the following data types:

  Free Text  Email URL Phone Number Integer Decimal Currency
Button Group

 

Tips for Form Designers:
Ensure you choose a data type that matches the options users can choose from, and what you need to do with the data. 
  • Email: Use this data type if collecting an email address that you need to send an email to with an Email Data Destination.
  • Integer, Decimal, and Currency: Use one of these data types if the answer needs to be used in a calculation or aggregation later in the form. Note: In order to calculate a score using button group questions, such as for an inspection form, you must use a numeric data type.

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Restrictions

Restrictions control how your mobile users interact with a question. They can be set on the question itself, or controlled by Conditional Logic.

  Required Read-Only Hidden on Device Hidden in Reports
Button Group

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Options

The Options menu is where you can set up the two to five choices mobile users can select from in this question, and configure the correct colors.

2018-11-29-ButtonGroupOpt.png

  • Value submitted to server (required): This is the answer that will be sent to any documents and data destinations attached to the form if selected. These are validated depending on the selected data type for the question.  This value is required. If the question has a numeric data type, the number must conform to the number data type.
  • Text displayed on device: This is the answer visible to users in the form. This does not have to match the selected data type. There is a character limit of 12.  If no display text is entered, buttons will be labeled with the Value. 
  • Display color: Select from several preset colors or enter a hex code for custom colors. 

 

Properties

Properties allow you to set up your question in various ways. Question Properties change depending on the data type chosen.

Free Text Email/URL/Phone Number Integer/Decimal/Currency
  • Validation Type: Validation checks that your users have entered information correctly.
  • Default Value
  • Allow mobile users to launch Email, Browser, SMS, or Phonecall to this entry
  • Default Value
  • Allowable Range (Min/Max)
  • Decimal Place Precision (Decimal Data Type)
  • Currency
  • Default Value

 

Answer Exceptions

Answer Exceptions are used to categorize problems identified during the course of a field technician's work as the user completes a form. For example, if configured on an Inspection form, if a user selects "No" for an answer, an Exception could trigger that fails the entire inspection until problems are fixed.

For more information on setting up Answer Exceptions, please read: Answer Exceptions

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Additional Comments

Additional Comments are useful for when certain answers from a user require further information, like a comment or reason. On a Button Group question, the additional comment field shows up when a user selects a particular answer. For example, if the options are Yes, No, and N/A, a comment could be configured to appear on a "No" answer, requesting details.

For more information on configuring Additional Comments on questions, please read: Additional Comments on Questions

 

Help Options

Adding "Help" content to forms gives mobile users access to support and other resources out in the field.  Help content is available to users through a button embedded beside a question.  Any question in the form can include a link to Youtube videos, web pages, or HTML-formatted work instructions. 

For more information on Help Content, please read: V2 Forms: Adding Help Content to Questions

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