V2 Question Type: Stepper and Slider

 

About

Allow users to quickly select answers using a stepper/slider control with predetermined ranges and intervals. This is useful when the expected answer exists in a predictable range or on a set interval, such as a cost range, temperature, or time. 

Examples of both question types on an iOS device is shown below:

Stepper:

2018-12-19-StepperiOS.png

Slider:

2018-12-19-SlideriOS.png

 

Tips for Form Designers: When to Use Stepper or Slider
  • Stepper and Slider questions can save your mobile users time over a numeric text field when used correctly. 
  • Stepper: Steppers are extremely useful for things that your users would count, and where the likely range of options is close to the default. Often, the motion of the tap plays well with human counting habits. An example of a good use case for the stepper is counting objects when filling out a form, or for quantities.
  • Slider: Sliders are meant for pre-defined ranges where any value within the range is valid. A common use case for slider questions is temperature readings on site inspections. Large ranges are fine, but keep in mind that it can be hard for users to get the precise answer on a large range with a small step size.
  • When not to use Stepper or Slider: If your users need precision and have a wide range of valid answers, use a numeric text field.  

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Form Builder

In the Form Builder, the Stepper and Slider question types appear as shown below. We have used a Stepper question to demonstrate:
2018-12-19-FB-Stepper.png

The Question Edit screen for the Stepper and Slider question types has three tabs: General, Properties, and Help Options. This article will go through each of the tabs.

2018-12-19-FB-Stepper-Tabs.png

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General

Unique ID 

The Unique ID is the reference for the question. For more information on Unique IDs, read: Overview: Unique IDs. 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 forces users to enter the kind of information you want in the correct format. This also ensures that the entered data can be used elsewhere in your business process, whether that's by other questions in the form, or in a data destination.

The Stepper and Slider question types support the following data types:

  Integer Decimal Currency
Stepper
Slider

 

Tips for Form Designers:
  • Make sure your Data Type reflects what kind of information your mobile users will be entering. A lot of Data Destinations (such as Salesforce or Sharepoint Custom List, for example) are extremely picky about data types; fields in those systems may require that you send a particular 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
Stepper
Slider

Stepper and Slider questions cannot be Required, because there is always a value entered -- i.e., the question is always answered. If a Default Value is not specified in Properties, the initial answer will be set to 0.

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Properties

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

Integer/Decimal/Currency
  • Allowable Range (Min/Max)
  • Decimal Place Precision (Decimal Data Type)
  • Currency
  • Default Value
    • (Stepper Only): If a default value is not specified in Properties, the initial answer will be set to 0.
    • Slider questions require a default value.
  • Step Size: Set how finely the mobile user can split values, i.e., if they step one or five values for each "step" upwards.
    • If the question has a large range, e.g. -1000 - 1000, it is important to set the step size -- otherwise, mobile users may waste time by tapping too many times on a stepper control, or trying to get the correct number on a finely-grained slider.
  • (Stepper Only) Allow the user to directly edit the value: The user can tap on the number rather than the + / - buttons and enter a value directly.

2018-12-19-FB-Stepper-PRopInteger.png

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Answer Exceptions and Additional Comments

As Stepper and Slider questions use Numeric Data Types, you will have the option to use Answer Exceptions and Additional Comments.

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 shifts a Temperature slider to one extreme or another, ProntoForms could show a warning containing information on what kind of protective equipment might be needed for that weather.

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. Using the same example as above, if a user adds an excessive number of parts to an Invoice form, a comment could be useful to provide additional details on why that number of parts is necessary.

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

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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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