Multiple Choice Questions

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Multiple Choice Questions

1.Click the Multiple Choice tab to create a question that allows a user to select from a list of answers.

2.Type the question in the Question Text field.

3.If this question can be skipped by the user completing the form, click the check box: Give the user the option to say this question is not applicable
 
eFormsQuestionMultipleChoice-mh
 

4.To save the answer to a document index, click the Select Index type... field to select from a list of index types.
Each type is linked to a list of answers from which a user may select.
 
For example, if the index type selected is Job Number, the list of answers in the dropdown list on the eForm will be a list of job numbers.
 
eFormsQuestionIndexType-mh
 
Note:  Selecting an index type is optional.
 
When an index type is selected from the dropdown list, the check box, Pull options from URL, is automatically checked and the URL associated with the index type displays.
The URL links to the set of lists that are published from the Sage Intacct Construction system.
 
eFormsQuestionURL-mh
 
Note:  Multiple choice options that contain a URL will pull data on the fly from the server.
 

5.To allow a user to select multiple answers, check: Allow Multiple Answers

6.To create a specific label and add it to the list on the form, check: Allow Other
 
This opens an additional field to type the name of the label.
 
For example, to give the user the option of indicating an unapproved vendor was used for a work order, an Unapproved Vendor label can be created and it will be added to the bottom of the list of vendors for the user to select.
 
Note:  This option is disabled if pulling a list from index types.
 
eFormsQuestionAllowOther-mh
 

7.On the Available Options banner, uncheck Pull options from URL and click +Add to manually create answers for the user to select from on the eForm.
 
eFormsQuestionsURLOptions-mh
 
Available Options change to:
 
eFormsQuestionURLOptions2-mh
 
+Add can be clicked multiple times to create multiple answers.
 
eFormsQuestionsURLOptionsMultiple-mh
 

8.Type the answer in the option field and select one of the following:
 

The move icon eFormsQuestionsMoveButton-mh allows a list of multiple answers to be sorted. Click an answer and move it up or down in the list.

The star icon eFormsQuestionStarButton-mh sets the answer to display by default.

The flag icon eFormsQuestionFlagButton-mh allows the field to be flagged to indicate a level of importance. Clicking the flag icon opens the Set Flag page. Select a flag level and then click Set to set a flag, or click Cancel to cancel without setting a flag.
 
eFormsQuestionsSetFlag-mh

To delete an answer, click the trashcan icon eFormsTemplateTrashCanButton-mh and then click Yes.
 

9.To create a conditional question that will be triggered based on the user's response, click on the answer and then click +Add.
 
eFormsQuestionsMultipleConditional-mh
 

10. In the Add Conditional Question page, click the tab for the type of question to use and enter the question criteria.

11.To request more information related to this question, click +Add to open the Add Additional Information page. Enter the new question criteria.
 
eFormsQuestionAddAdditionalInfo-mh