Question Bank (Forms) - Create Question- Question Properties

The Question Properties step enables administrators to define the details of the question. The options available are dependent upon the field type selected for the question.

Important Note: At least one category must be created before creating a question. Selecting a category is required when creating a question. See Question Bank (Forms) - Categories Tab - Create Category.

To access the question bank, go to Admin > Tools > Core Functions > Form Management. Then, click the Question Bank link.

Question

This is a required field. Enter the question, up to 250 characters. Editing Note: This field cannot be modified after the question is used in a form.

If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Name

This is a required field that is used for third party integration purposes. The content in this field does not display for end users. Editing Note: This field cannot be modified after the question is used in a form.

The name can be manually entered or automatically generated. The name must be unique. To view in-line instructions for this field, mouse over the tooltip icon . The instructions display in a tooltip pop-up.

  • To manually define the name, enter the name in the field, up to 40 characters.
  • To generate the name automatically, click the Generate button. This populates the field with the first 40 characters from the Question field. Spaces display as an underscore. If special characters are used in the Question field, the characters do not display in the Name field.
  • Once the name is automatically generated, it can be modified manually by entering changes in the field. If the name is deleted from the Name field, the name can be regenerated by clicking the Generate button.

    Note: Changes made to the Question field are not automatically populated into the Name field.

Response Options

This section only displays for Checkbox, Dropdown, and Radio Button field types. In this section, administrators define the content for each radio button response option.

Editing Note: This field cannot be modified after the question is used in a form.

Checkbox Questions

The following fields display on the Question Properties step for Checkbox questions:

Field Name Description
Question

This is a required field. Enter the question, up to 250 characters. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Editing Note: This field cannot be modified after the question is used in a form.

Tag/API Name

This is a required field that is used for third party integration purposes. The content in this field does not display for end users. Editing Note: This field cannot be modified after the question is used in a form.

The name can be manually entered or automatically generated. The name must be unique. To view in-line instructions for this field, mouse over the tooltip icon . The instructions display in a tooltip pop-up.

  • To manually define the name, enter the name in the field, up to 40 characters.
  • To generate the name automatically, click the Generate button. This populates the field with the first 40 characters from the Question field. Spaces display as an underscore. If special characters are used in the Question field, the characters do not display in the API Name field.
  • Once the name is automatically generated, it can be modified manually by entering changes in the field. If the name is deleted from the API Name field, the name can be regenerated by clicking the Generate button.

Note: Changes made to the Question field are not automatically populated into the API Name field.

Response Options

This is a required field. Administrators can define a multiple checkbox response options for the field. Enter the response option, up to 250 characters. To add additional response options, click the Add icon to the right of the response option box. When users complete the form, they can select one or more of the response options.

If multiple languages are enabled for the portal, click the Translate icon to translate the field into other available languages.

Editing Note: This field cannot be modified after the question is used in a form.

Category

Select a category from the drop-down. This is a required field. If there are no categories in the drop-down, then at least one category must be created before a question can be created.

The categories that display in the drop-down are the categories for which the administrator meets the availability criteria and that are within the permission constraints for the permission to manage the question bank. The categories for which the administrator does not meet the availability criteria and are not within the permission constraints are not available to select in the drop-down.

Editing Note: This field can be modified, even if the question is being used in a form.

Active

The Active option defines the active status of the question. Questions are active by default. When the Active option is unchecked, the question is inactive and is not available for use in forms.

Editing Note: This field can be modified, even if the question is being used in a form.

Advanced Options

The following option is available:

  • Description - This field enables administrators to create a tooltip, up to 250 characters. The tooltip appears as an icon that end users can mouse over to view. If multiple languages are enabled for the portal, click the Translate icon to translate the field into other available languages. Editing Note: This field cannot be modified after the question is used in a form.

Dropdown/Radio Button Questions

The following fields display on the Question Properties step for checkbox questions:

Field Name Description
Question

This is a required field. Enter the question, up to 250 characters. If multiple languages are enabled for your portal, select the Translate icon to translate the field into other available languages.

Editing Note: This field cannot be modified after the question is used in a form.

Tag/API Name

This is a required field that is used for third party integration purposes. The content in this field does not display for end users. Editing Note: This field cannot be modified after the question is used in a form.

The name can be manually entered or automatically generated. The name must be unique. To view in-line instructions for this field, mouse over the tooltip icon . The instructions display in a tooltip pop-up.

  • To manually define the name, enter the name in the field, up to 40 characters.
  • To generate the name automatically, click the Generate button. This populates the field with the first 40 characters from the Question field. Spaces display as an underscore. If special characters are used in the Question field, the characters do not display in the API Name field.
  • Once the name is automatically generated, it can be modified manually by entering changes in the field. If the name is deleted from the API Name field, the name can be regenerated by clicking the Generate button.

Note: Changes made to the Question field are not automatically populated into the API Name field.

Response Options

In this section, administrators define the content for each response option. Three response option fields display by default. At least one response option must be defined.

To define the response options, enter the responses in the fields, up to 250 characters.

Editing Note: This field cannot be modified after the question is used in a form.

Add/Delete/Translate Responses

To add another response option field, click the Add icon . This adds a blank box below the existing response option.

To delete a response option, click the Delete icon . Note: The top level response option cannot be deleted.

If multiple languages are enabled for the portal, click the Translate icon to translate the field into other available languages.

Reorder Responses

To change the order of the response options, drag and drop the text boxes to the desired location.

Category

Select a category from the drop-down. This is a required field. If there are no categories in the drop-down, then at least one category must be created before a question can be created.

Editing Note: This field can be modified, even if the question is being used in a form.

Active

The Active option defines the active status of the question. Questions are active by default. When the Active option is unchecked, the question is inactive and is not available for use in forms.

Editing Note: This field can be modified, even if the question is being used in a form.

Advanced Options

The following option is available:

  • Dropdown Type - This option only displays for Dropdown question types. This option allows administrators to select whether or not users can select one option or multiple options when responding to the question.
    • Single Select - This option is selected by default. When selected, users can only apply to one of the response options for the question.
    • Multi Select - Select this option to allow users to select multiple options when responding to the question. Note: The Response Options section must have at least two options configured in order to use the Multi Select option in Advanced Options.

    Editing Note: Once the question is used on a form, the option selected in the Dropdown Type field can no longer be changed for the question.

  • Description - This field enables administrators to create a tooltip, up to 250 characters. The tooltip appears as an icon that end users can mouse over to view. If multiple languages are enabled for the portal, click the Translate icon to translate the field into other available languages. Editing Note: This field cannot be modified after the question is used in a form.

Save/Cancel/Back

Click Save to save the question.

Click Cancel to return to the Question Bank page without saving the question.

Click Back to return to the Select Field Type step. This option does not appear when editing or copying questions. Important Note: Clicking the Back button deletes all currently configured question properties, as the question has not been saved.