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Preferences - Dynamic Form Questions

Dynamic form questions are questions you centrally define and can then be dynamically added to forms/questionnaires. This setup provides increased flexibility, allowing you to centrally define and configure questions and use them as needed in various forms and questionnaires.

To create and configure dynamic form questions, follow the steps below:

  1. In the Questions Table, scroll to the bottom of the table and select the Create Row button, preference-table-create-row.png. The Create Row window displays.

  2. Configure by entering values for the relevant fields:

    Remember, you can select the insert field button, insert_field.png, to add dynamic values.

    1. Name (Required) - Enter a name for the question.

    2. Display title - Enter a display name for the question (as it will appear to users).

    3. Display description - Enter a description of the question. This description displays with the Display title on the interface.

    4. Form IDs - Enter the IDs of the forms this question should be contained in. A question may have multiple Form IDs. All questions with the same Form ID will be included in the relevant questionnaire or form when that Form ID is used.

    5. Question type - Select the question type:

      1. Text

      2. Long Text

      3. Number

      4. Date

      5. Dropdown

      6. Search

      7. Radio

      8. Multicheckbox

      9. People

      10. MultiPeople

      11. Separator

      12. Info

    6. Save to Schema Key - Select the schema key to save the input for the question.

    7. Hide Conditions - Define the conditions that determine when the question is hidden.

    8. Show in Summary Conditions - Define the conditions that determine when the quesiton's answer displays on the intake summary step.

    9. Summary name - Enter a name to display for the question summary.

    10. Is Required Conditions - Define the conditions that determine when the question is required.

    11. Custom validation Regex - Enter a regular expression for custom validation.

    12. Custom validation message - Enter a message for the custom validation.

    13. Widget Width - Enter the display width of the question in the widget as a percentage.

    14. Widget Order - Enter a number to determine the display order of the question on the form (in ascending order). If no value is provided here, relevant widgets that share the same Form ID value will display in the order they were added to the Questions Table.

    15. Dropdown options - Configure the dropdown options (for dropdown and search questions).

      1. For dropdown questions - Enter a comma-separated list or JSON array. Use the JSON array option for arrays where values contain commas (for example: ["Solaire of Astora","Ornstein, the Dragonslayer","Knight Artorias"] ).

      2. For search questions - Provide a JSON object with data source details (ask the Tonkean team for syntax help).

  3. When finished, select Create. The dynamic question is created.

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