Custom questions can be created to gather more information from a user during the funding request process in Budgeting. These questions will be presented to the user completing a request.

To create custom questions, navigate to the Custom Questions tab and select the green +New button. From the dropdown, select the question type you wish to use.

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You can create the following question types:

Question Type:

Function:

Single Select

Multiple choice question that only allows users to select one option.

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 

Multiple Select

Multiple choice question that allows users to choose more than one option.

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.

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.

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.

 

Adding Skip Logic

You must have at least two pages in order to utilize skip logic. Select Page Properties by clicking on the page icon as shown below. Select the Display Logic tab then click the green +Add Condition button. Next, click Select Question. Your available options will include 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).

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Have more questions? Submit a request