Whenever you make content, you can add a data input for your members to provide some information. This guide will explore all of your options to help you create surveys, forms, and other interactive elements in your Pages and Posts.
Using data inputs
Whenever you make interactive content, you'll see a new panel for Data in the Editor step.
Click the blue plus (+) to add a new data input field. You can select an input type based on the type of information you want to collect:
Once your content goes live, you can check the Table panel for submissions and responses, depending on the information you're trying to collect.
Here's a breakdown of every input type available.
Use this for short responses up to 128 characters.
Use this for longer responses up to 16,384 characters.
Set a minimum and maximum allowed value to make sure the response is in the required range.
Choose one from a list (Radio buttons)
Create a series of options with one response. Use the value field to simplify the answer choice to a single helpful text or numeric value.
Choose many from a list (Checkboxes)
Create a series of options which the user can choose from. You can set a minimum or maximum number of options, too.
Choose one from a dropdown (Select box)
Make a dropdown with a single choice.
Choose a number from a slider
Like number above, but friendlier on a mobile app.
Choose a number using buttons
This is also like number, but a different tappable option.
Used to obtain a properly formatted email address (firstname.lastname@example.org).
Enter a phone number. Only the + symbol and numerals are allowed.
Used to obtain a website that starts with http:// or https://
Yes / No (Boolean)
Used to obtain a Boolean value (0 for No, 1 for Yes) from a slider that can be toggled.
Enter an address
Used to obtain an address. The geolocation is suggested as the user starts typing the address:
Used to obtain a monetary value:
Select a date
Used to select a particular calendar day:
Select a time of day
Used to select a time period in a day:
Select a date and time
Used to select a time on a particular day:
Select a date range with times
Used to select a Start date and time, and an End date and time:
Select a time range
Used to select a start and end time:
Share their location
Used to get a geolocation co-ordinates based on an address:
Used to obtain a percent % by entering a number or using the up and down arrows. By default the minimum and maximum allowed values are 0 and 100 but that can be changed.
Changing data input type
To change the data input type, edit the Page or Post and go to the Data tab. Select the edit (pencil) icon to change the properties of an existing data input. Selecting a new input type will preserve the name of the data field, but will reset all other options to their default values.
Validation (Required Field)
If the member has to enter a value for a data input, toggle the Required Field option. Nobody can submit the form until they've entered a value for this data input field.
The end user can input this field: this is a field the end user can enter a value (default setting).
My team can edit and update this field: Workplace Admins (typically) can edit this value after it has been submitted by a user, usually to correct or update based on changing circumstances.
Advanced mode offers additional data input types, validation and security features.
Used to get an area on a map rather than a specific location
The Validation tab in Advanced Mode is used set properties such as whether this is a Required Field, Minimum and Maximum allowed values for numeric data input fields, as well as making a Required Field When another data input has a certain value:
The Security tab in Advanced Mode allows you to control who can change the values. Typically the end user creates the values when they first submit an interaction. You can further control which teams may Read, Update or Delete the values. This can be useful for data privacy and security purposes.
The Dependency feature works with the “Choose one from a drop down” (selectbox) input type. It allows you to display different data inputs depending on the selection made in the drop down.
Example: If question is “Would you like to make a reservation?” and the options are “Yes” or “No,”
If Yes, you can show “Great! Please enter your contact information” with some additional input fields for contact information fields such as name and email address.
If No, you can ask ”Is there an alternative you would prefer?” with a text box for comments.
This can also be used for maintenance requests. If the request is HVAC related, you can ask more specific questions about the issue (what floor? too hot or too cold?) versus if the request is about plumbing or cleaning issues.
In the example above, “What can we do to make it better” field appears only if the user selects “No” in the drop down.
How to Configure Dependency
In Data Tab, create a Choose one from a drop down data input. This will be the choice the member makes that will determine which other inputs to show.
In the example below, we have two types of requests, HVAC or cleaning related:
Next create the data input(s) for when the member choses the first option.
In the example above, the first option is HVAC related, so we created a Long form data input for the member to tell us more about the request:
Select Add Dependency Rule and select the following:
- Data Field: Select the dropdown created in Step 1
- Operator: select Value Equals
- Value: Select the first value for the drop down
Select Create to create the rule and Save the Data Input:
Repeat by creating data input(s) for the remaining drop down choices.
You should now have the main drop down data input, and at least one data input for each of the drop down choices:
- Go to the Layout tab and add the new dropdown data input type. The dependant inputs will appear indented and below the main drop down input:
- Save, target, and publish the content item.
When a member is filling out the form, if they select Heating and ventilation, they will get the HVAC request data input, and if they select Cleaning, they will see the Cleaning Request data input.
You can also direct the form to the right team using Conditional Workflows.