Survey fields provide a place to enter data on an HTML form. When you create a survey and want to
verify that data is entered before the survey is submitted, do the following:
- Make fields required to ensure that the survey is not submitted with empty fields.
- For the required fields, add conditions that only execute a certain rule if the conditions are met.
After you create a survey, you cannot add, modify, or delete survey fields. If you do want to add, modify, or delete survey fields, first delete any deployments and then save the survey.
This procedure assumes you have created a survey without fields. Follow these directions to add
fields to a survey.
- From the survey list, click the survey you need. The Configure Survey: XXX screen appears.
- Click the Fields tab. The Define Fields window appears.
- From the Commands drop-down list, select New Field. Survey Field Details appears on the right side of the screen.
- In the Name field, type a descriptive but unique name for the field.
Tip: Precede each field name by s_ to help distinguish survey field names from other information in the rules. For example, s_FirstName identifies that the field is the First Name field for the survey.
- In the Question field, type the field label. This can be a literal question or a label such as First Name or Age.
- Click the Required checkbox to make the field required. Users cannot submit a survey unless required fields are completed.
- From the Data Type drop-down field, select how the field should be completed such as a
text field or a date field. Depending on the data type, the fields below change. Data Type
options include the following:
- Text Entry (default)
- Multiline Text Entry
- Boolean
- Date
- Integer
- Decimal
- Fixed Text
- Attribute
- Preference
- Click the Save button. The new field is added to the survey.
Rearrage Field Order
Fields can be added in any order. However, if you want to change the field order, click the up arrow to move the fields. Click the Save Order button to save the field order.
Data Type Fields
As previously stated, when you select a data type, the fields that follow change. The following lists the fields associated with each data type.
| Data Type | Fields |
|---|---|
| Text Entry | Default Value, Display Width, Is Password, Max Characters |
| Multiline Text Entry | Default Value, Display Width, Display Height (lines), Max Characters |
| Boolean | Checkbox, Radio Button - Yes/No, Radio Button - True/False, Default Value |
| Date | Default Value, Display Width |
| Integer, Decimal | Default Value, Display Width, Minimum, Maximum |
| Fixed Text | No Fields |
| Attribute | Attribute (List), Display Width |
| Preference | Preference, Display Width |