Single Response, Multiple Response and Dropdown Lists
Upload a List
Save time for a long list with the Upload option on these form fields. Learn more.
Inline questions
Multiple Response and Single Response questions both have a Form Field Option for "Inline." This sets up the options in a horizontal, as opposed to vertical, row:
This can help keep your form short and may be a good option when there are only a few choices.
Dropdown List vs. a Single Response questions
Both make submitters choose a single option out of many. Ever wondered when it's best to use which?
Dropdown Lists generally work better for longer lists to keep your form tidy.
Another good rule of thumb is to use a single select list when you want submitters to consider every option, and a dropdown when they’ll know their answer immediately and can just type it in the search bar.
Number Field
The number field has so much going on it warrants its own help article (thanks, Pam!). Here are a few options you may find handy:
Number format
You can use a basic number, a percentage or a currency. When you choose a currency you can even choose from many global currencies.
Minimums and Maximums
Set a minimum or maximum to keep responses within a specific range. This helps eliminate back and forth with applicants if, for instance, someone requests a funding amount outside of your program's range.
Address Field
Require Address
The first thing to know about the Address Field is when to not use it. You should not use the Address Field if you have Require Address turned on, which means you are already collecting address information from all submitters. Require Address collects address information as a step before submitters fill out your form. Using both would be redundant and create a time tax on your submitters.
Require a Valid US Address
Checking this form field box turns on Address Verification. This ensures that addresses entered match those in the USPS database. Don't have Address Verification? Contact your Customer Success Manager.
Rating Fields
The Rating Fields—Single Rating, Multiple Rating, and Dropdown Rating—work similarly to the Rating Fields you are used to in Review Forms, except the score is accessed differently. You'll see a total score on the submission by selecting Submission Form Scores:
This allows admins to triage high priority applicants, assign submissions to different reviewers, or take other actions based upon scores you assign to their answers to your questions (such as around urgency or need).
Visual Fields: Text Only and Dividers
Especially when working with a longer form, it can be a good idea to divide it into sections and use the Divider Field to break it up.
When using the Text Only field, keep in mind the following:
Rich Text Editing
You can use this field to embed images, video, and more, directly into your form. Do you have complicated instructions for a particular question? Why not record a quick video explaining how to answer it to get ahead of any questions!
Headings
Also in the Rich Text Editor, note that you can use H1, H2 or H3 headings, and that the Text Only Header itself is not required. Using H1, H2 or H3 (in the correct order, with H1 being more significant) improves the accessibility of your form for people using screen readers, and makes it easier to skim for everyone.
Long Answer Question
Rich Text Editing
Found under the Form Field options, allowing for Rich Text Editing not only allows your submitters to more fully express themselves with bold, italics, underlining, and more, it also makes reviewing easier on your team with the inclusion of bullets, numbers, and hyperlinks.
That's a wrap for today—I hope you learned something new (and useful!).