Find descriptions for question types and other component options for the Template Builder when creating form templates.
Note: Most Template Builder question type or other component provides you
with options to Allow
Attachments, Require
Attachments, add Help
Text, and add a Grid
Header when you add a question type or other component into a
section and select More
Options. Each question type or other component can be set to
Required and/or
Active for your
template.
Note: If you are adding Drop down, Multiple Choice or Single Select
questions to your form template, be sure that you have added lookup details via the
Lookups tab. You may
also select Add Lookup
from within the template.
| Question Type | Description |
|---|---|
| Checkbox | A single checkbox with a description. |
| Date | Provides a calendar allowing users to select a date. |
| Dropdown | Provides a list with a lookup allowing users to select one item from the list. |
| Multiple Choice | Displays all items from a lookup list, allowing users to select more than one lookup item. |
| Single Select | Displays all items from a lookup list, allowing users to select one lookup item. |
| Text | Provides a single line for text entry. |
| Multi-line | Provides multi-lines for text entry. |
| Other | Description |
|---|---|
| Currency | Displays a field for users to enter an amount based on currency. |
| Number | Provides a field for numeric entry. Note: For
lengthy numerical entries, such as phone numbers and bank account
numbers, use the Text question type. |
| Pass/Fail | Displays a checkbox of either Pass or Fail. |
| Percentage | Displays a field for percentage entry. |
| Rating | Provides users a rating system out of 5 stars. |
| Signature | Displays a field where users can draw or auto-generate their signature. |
| Initials | Displays a field where a user's initials are auto-generated. |
| Time | Displays a field where users can enter a time entry in 00:00:00 AM or PM. |
| Yes/No | Provides users a multi-choice checkbox of yes or no. Note: You can add a third entry by selecting
Add "Not
Applicable" as an option. |
| Embed a PDF, including a Fillable PDF, into a form. | |
| Information | Add instructions or other helpful static
information for users to see when filling out a form. Note: The
Information option includes a rich text editor, linking
capability, and the ability to imbed graphics and
videos. |