Custom questions can be created to gather more information from a user during the budgeting request process. These questions will be presented to the user completing a request.
To create custom questions, navigate to the Custom Questions tab of your budgeting request process. You can begin adding custom questions by selecting Add New Item or Add Question on this page. From the dropdown, select the question type you wish to use.
You can create the following question types:
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Question Type: |
Function: |
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Single Select |
Multiple choice question that only allows users to select one option. |
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Drop Down List |
Multiple choice question where users can only choose one option. The difference between the drop down and radio button options is that the user has to click the drop down to view the available choices. This choice is preferred |
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Multiple Select |
Multiple choice question that allows users to choose more than one option. |
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Textbox |
Open text response. Alter the number of rows to provide the user a larger space to write in for longer answers. You can also use the Textbox question to utilize validation, ensuring a specific format is entered. |
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Multiple Textbox |
Open text response. Alter the number of rows to provide the user a larger space to write in for longer answers. You can also use the Textbox question to utilize validation, ensuring a specific format is entered. |
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Instructions |
This is your method of providing additional instructions or information to the user. Instructions do not require any action on the part of the user. |
If you have already created multiple pages of custom questions on this process, the page you land on after selecting the Custom Questions tab will look a little different. Before creating custom questions, you will first need to select the page where you would like to add or modify questions.
You can also name your page by selecting the Properties button while on a specific page of questions, allowing for easier future navigation.
Adding Display Logic
You must have at least two pages in order to utilize display logic. You can create additional pages by selecting the "Insert Page Before" or "Insert Page After" button:
Display logic allows a specific page to appear only under specific conditions based on how the submitting user answers other questions in the form. Navigate to the page that you would like to only appear to certain users. Select Properties and choose the Display Logic tab. Select the +Add Condition button. The page will present you with a drop-down list of all available options, which includes all questions in the form prior to the page you’re currently viewing. After you choose a question, pick an answer choice and then complete the logic statement (i.e., show the page if the answer choice to this question is selected or not selected).