How-To: Use Question Types

Summary

In Permission Click, you’ll find several different types of questions that you can use to build exactly what you need - However, keep in mind that there might be more than one way to get to the same outcome. This guide will give you an overall idea of what you can use each question type for, but use your judgment to build the form you want.

 

Solution

As a rule, think about what would be easiest to understand and complete if you were filling out the form. Don’t assume parents or colleagues understand abbreviations.

 

  • Address: The address question provides you with all the fields necessary to capture standard addresses, including Street, Street 2, City, State/Province & Postal/Zip Code. You can make every field mandatory and leave any field optional. For instance, not every address will need a Street 2 response.

    For example, you can use the address question to gather personal information from parents or from internal staff submitting an internal approval for a field trip.

  • Date: Collect information about important dates such as date of birth, date an event will occur, or date a form is being signed.

    You can also set event start and end dates, including the option to set a deadline date to close the form from the “Dates” section of the form builder. Reminders in the platform are automated using these dates.

  • Dropdown: Use this question to give a limited set of answers to a question. For instance, you can use a dropdown when asking for gender. After creating a question, add one or multiple options available from a dropdown selector.

  • Paragraph: Paragraph questions allow you to ask your respondent a question while providing a multi-line text field to respond in. This question type is particularly useful when asking questions that will require a long-form response. If the answer is short, you can use the “Short Answer” question type instead.

  • Phone Number: Add a phone number field to your form. Phone number fields can have a pre-defined number format and prevent character letters from being inputted. This will help keep your data clean and stop incomplete or wrongly formatted answers from being submitted.

  • Rating: Add a star rating system to the form to receive and gauge a scalable response from those filling out the form. You can use this question type to collect feedback and survey parents and staff.

  • Select Multiple: Create multiple selection questions where respondents can choose one or more than one of the options displayed. When using the Select Multiple question, you will be asked to define both a question and an unlimited number of variables.

  • Short Answer: Short answers are the most commonly used question when building a form in Permission Click. Short answers will allow you to collect information that would typically require a single line of text. For example, names, email or any open-ended question that requires a short answer.

  • Time: Add a time selector field to your form.

  • File Upload: Upload files to provide additional information on forms that can be viewed, saved, or printed by recipients. File upload questions will accept several file formats, including PDF and JPG up to a size of 10MB.

  • Yes/No: Add a Yes or NO selector field to your form.

  • Repeatable Question: With Repeatable questions, respondents can add multiple answers to the same question. For example, users could build a series of questions relating to a medication’s name, dosage and frequency that allows the respondent to generate as many additions as needed to each of the medications they would like to provide detail on.

  • Yes/No Conditional: Similar to our standard Yes/No question, our Yes/No Conditional allows you to build an unlimited amount of follow-up questions that will dynamically appear for both the Yes and No Condition.

  • Dropdown Conditional: Similar to our standard dropdown question, our Yes/No Conditional allows you to build an unlimited amount of follow-up questions that will dynamically appear for each of the dropdown variables you create.

  • Equations & Expenses: A powerful calculations tool that allows you to collect expenses and other responses that require equations. Define input rules such as item expense limits and daily maximum totals to make expense reporting simple and worry-free. Equations & expenses are often used for purchase order forms.

  • Heading: Add a large font heading to your form, used typically as a title.

  • Divider: Place a page-width line break in your form to separate information.

  • Note: Utilizing the same interface as Form Information, the Note field allows you to build a customizable text block into your form using a Word-esc WYSIWYG editor. The editor allows you to style text, add bullets, tables, hyperlinks and even images to help provide information to your respondents and make your form easier to understand and fill out.

 

 

 

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  • Kudo this article if you found it helpful. It will help others find this resource.
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Summary

In Permission Click, you’ll find several different types of questions that you can use to build exactly what you need - However, keep in mind that there might be more than one way to get to the same outcome. This guide will give you an overall idea of what you can use each question type for, but use your judgment to build the form you want.

 

Solution

As a rule, think about what would be easiest to understand and complete if you were filling out the form. Don’t assume parents or colleagues understand abbreviations.

 

  • Address: The address question provides you with all the fields necessary to capture standard addresses, including Street, Street 2, City, State/Province & Postal/Zip Code. You can make every field mandatory and leave any field optional. For instance, not every address will need a Street 2 response.

    For example, you can use the address question to gather personal information from parents or from internal staff submitting an internal approval for a field trip.

  • Date: Collect information about important dates such as date of birth, date an event will occur, or date a form is being signed.

    You can also set event start and end dates, including the option to set a deadline date to close the form from the “Dates” section of the form builder. Reminders in the platform are automated using these dates.

  • Dropdown: Use this question to give a limited set of answers to a question. For instance, you can use a dropdown when asking for gender. After creating a question, add one or multiple options available from a dropdown selector.

  • Paragraph: Paragraph questions allow you to ask your respondent a question while providing a multi-line text field to respond in. This question type is particularly useful when asking questions that will require a long-form response. If the answer is short, you can use the “Short Answer” question type instead.

  • Phone Number: Add a phone number field to your form. Phone number fields can have a pre-defined number format and prevent character letters from being inputted. This will help keep your data clean and stop incomplete or wrongly formatted answers from being submitted.

  • Rating: Add a star rating system to the form to receive and gauge a scalable response from those filling out the form. You can use this question type to collect feedback and survey parents and staff.

  • Select Multiple: Create multiple selection questions where respondents can choose one or more than one of the options displayed. When using the Select Multiple question, you will be asked to define both a question and an unlimited number of variables.

  • Short Answer: Short answers are the most commonly used question when building a form in Permission Click. Short answers will allow you to collect information that would typically require a single line of text. For example, names, email or any open-ended question that requires a short answer.

  • Time: Add a time selector field to your form.

  • File Upload: Upload files to provide additional information on forms that can be viewed, saved, or printed by recipients. File upload questions will accept several file formats, including PDF and JPG up to a size of 10MB.

  • Yes/No: Add a Yes or NO selector field to your form.

  • Repeatable Question: With Repeatable questions, respondents can add multiple answers to the same question. For example, users could build a series of questions relating to a medication’s name, dosage and frequency that allows the respondent to generate as many additions as needed to each of the medications they would like to provide detail on.

  • Yes/No Conditional: Similar to our standard Yes/No question, our Yes/No Conditional allows you to build an unlimited amount of follow-up questions that will dynamically appear for both the Yes and No Condition.

  • Dropdown Conditional: Similar to our standard dropdown question, our Yes/No Conditional allows you to build an unlimited amount of follow-up questions that will dynamically appear for each of the dropdown variables you create.

  • Equations & Expenses: A powerful calculations tool that allows you to collect expenses and other responses that require equations. Define input rules such as item expense limits and daily maximum totals to make expense reporting simple and worry-free. Equations & expenses are often used for purchase order forms.

  • Heading: Add a large font heading to your form, used typically as a title.

  • Divider: Place a page-width line break in your form to separate information.

  • Note: Utilizing the same interface as Form Information, the Note field allows you to build a customizable text block into your form using a Word-esc WYSIWYG editor. The editor allows you to style text, add bullets, tables, hyperlinks and even images to help provide information to your respondents and make your form easier to understand and fill out.

 

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.

Summary

In Permission Click, you’ll find several different types of questions that you can use to build exactly what you need - However, keep in mind that there might be more than one way to get to the same outcome. This guide will give you an overall idea of what you can use each question type for, but use your judgment to build the form you want.

 

Solution

As a rule, think about what would be easiest to understand and complete if you were filling out the form. Don’t assume parents or colleagues understand abbreviations.

 

  • Address: The address question provides you with all the fields necessary to capture standard addresses, including Street, Street 2, City, State/Province & Postal/Zip Code. You can make every field mandatory and leave any field optional. For instance, not every address will need a Street 2 response.

    For example, you can use the address question to gather personal information from parents or from internal staff submitting an internal approval for a field trip.

  • Date: Collect information about important dates such as date of birth, date an event will occur, or date a form is being signed.

    You can also set event start and end dates, including the option to set a deadline date to close the form from the “Dates” section of the form builder. Reminders in the platform are automated using these dates.

  • Dropdown: Use this question to give a limited set of answers to a question. For instance, you can use a dropdown when asking for gender. After creating a question, add one or multiple options available from a dropdown selector.

  • Paragraph: Paragraph questions allow you to ask your respondent a question while providing a multi-line text field to respond in. This question type is particularly useful when asking questions that will require a long-form response. If the answer is short, you can use the “Short Answer” question type instead.

  • Phone Number: Add a phone number field to your form. Phone number fields can have a pre-defined number format and prevent character letters from being inputted. This will help keep your data clean and stop incomplete or wrongly formatted answers from being submitted.

  • Rating: Add a star rating system to the form to receive and gauge a scalable response from those filling out the form. You can use this question type to collect feedback and survey parents and staff.

  • Select Multiple: Create multiple selection questions where respondents can choose one or more than one of the options displayed. When using the Select Multiple question, you will be asked to define both a question and an unlimited number of variables.

  • Short Answer: Short answers are the most commonly used question when building a form in Permission Click. Short answers will allow you to collect information that would typically require a single line of text. For example, names, email or any open-ended question that requires a short answer.

  • Time: Add a time selector field to your form.

  • File Upload: Upload files to provide additional information on forms that can be viewed, saved, or printed by recipients. File upload questions will accept several file formats, including PDF and JPG up to a size of 10MB.

  • Yes/No: Add a Yes or NO selector field to your form.

  • Repeatable Question: With Repeatable questions, respondents can add multiple answers to the same question. For example, users could build a series of questions relating to a medication’s name, dosage and frequency that allows the respondent to generate as many additions as needed to each of the medications they would like to provide detail on.

  • Yes/No Conditional: Similar to our standard Yes/No question, our Yes/No Conditional allows you to build an unlimited amount of follow-up questions that will dynamically appear for both the Yes and No Condition.

  • Dropdown Conditional: Similar to our standard dropdown question, our Yes/No Conditional allows you to build an unlimited amount of follow-up questions that will dynamically appear for each of the dropdown variables you create.

  • Equations & Expenses: A powerful calculations tool that allows you to collect expenses and other responses that require equations. Define input rules such as item expense limits and daily maximum totals to make expense reporting simple and worry-free. Equations & expenses are often used for purchase order forms.

  • Heading: Add a large font heading to your form, used typically as a title.

  • Divider: Place a page-width line break in your form to separate information.

  • Note: Utilizing the same interface as Form Information, the Note field allows you to build a customizable text block into your form using a Word-esc WYSIWYG editor. The editor allows you to style text, add bullets, tables, hyperlinks and even images to help provide information to your respondents and make your form easier to understand and fill out.

 

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.
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Last update:
‎07-10-2024 12:35 PM
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