When designing a form, you can add different types of questions. For example, you could ask users to write a short answer, enter a date, or select an answer from a list. You can also decide which questions are required and which questions are optional. For more information about the questions you can use, see Types of Questions.
Note Don’t forget to include a Submit button as the last question so that users can submit their answers. Forms should always have a Submit button unless you are just using the form to display information to users.
- Click + in the Questions area.
- Enter the following information.
Question Enter the question.
Description Enter more information to help the user understand the question. This description will be shown under the question.
Category Assign the question to a category.
Type Select the question type, such as Text or Multiple Choice. For details, see Types of Questions.
Required Select the Required checkbox if the user must answer the question in order to submit the form.
- Enter the following information for Multiple Choice, Checkboxes, Combobox, Combobox (multiple), Choose from a List, and Choose from a List (multiple) questions.
Options Enter the options assignees can choose from.
OR
Advanced: Source Enter a source to use for the options. You can select a Blue Relay data set or any web service that returns an array.
- Enter the following information for Entity List and Entity List (multiple) questions.
Entity Type Select the type of values to include in the list. You can choose All (both users and groups), Users Only, or Groups Only.
Root Entity (Optional) Select a group or user as the root entity. This limits the options that users can choose from and works in conjunction with the Entity Type field. The following table shows the available options.
Entity Type | Root Entity | Description |
All | Group | Users can only select this group, a subgroup of this group, or a user from this group. |
All | User | Users can only select this user. |
Users Only | Group | Users can only select a user from this group or from a subgroup of this group. |
Users Only | User | Users can only select this user. |
Groups Only | Group | Users can only select this group or a subgroup of this group. |
- (Optional) Click Advanced and enter the following information.
Validation Pattern Enter a regular expression against which to validate the answer.
Assignees Select one or more groups and/or users. Only these groups and users will be able to see the question (if they are assigned the form as part of a workflow task). Note that the organization is the default assignee and can only be removed after you add another assignee.
Active Tasks Enter one or more task names. The question will only be shown if one of these tasks is active. This can be useful if users only need to answer the question for a specific task.
Visible Conditions Add conditions to show or hide the question based on different criteria. For example, you could use a condition to only show a question if the previous question has a value. Enter conditions using SpEL (Spring Expression Language) syntax.
Required Conditions Add conditions to mark the question as required. For example, you could use a condition to make the question required when a specific value is entered for the previous question. Enter conditions using SpEL (Spring Expression Language) syntax.
- Click Save. (If you plan to add another question, select the Create Another checkbox first.)