Data inputs

Rafi Syed
Rafi Syed
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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.

  1. Using data inputs
  2. Input Types
  3. Changing an Input Type
  4. Advanced Mode
  5. Data Validation
  6. Security options




Using data inputs

 

Whenever you make interactive content, you'll see a new panel for Data in the Editor step.

 

Data_Tab.png

 


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:


Data_input_types.png

 

Once your content goes live, you can check the Table panel for submissions and responses, depending on the information you're trying to collect.

 

 

 

 

 

Input Types

 

Here's a breakdown of every input type available.

 

 

Text


Use this for short responses up to 128 characters.

 

Name.png



Long text 

Use this for longer responses up to 16,384 characters. 

 

Long_Text.png



Number

Set a minimum and maximum allowed value to make sure the response is in the required range.

 

Number.png



Choose one from a list (Radio buttons)

Create a series of options with one response. Enter a Value for each Display Text. The Value is used for reporting. 

 

 

Radio_Button.png



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. Enter a Value for each Display Text. The Value is used for reporting. 

Checkbox_-_Data_Input.png


Choose one from a dropdown (Select box)

Make a dropdown with a single choice. Enter a Value for each Display Text. The Value is used for reporting. 

 

 

Drop_Down.png



Choose a number from a slider

Like number above, but friendlier on a mobile app.

 


Slider.png

 


Choose a number using buttons

This is also like number, but a different tappable option.

 

Increase_or_Decreaset.png



Email address

Used to obtain a properly formatted email address (username@domain.com).

 

Support_Email.png



Phone number

Enter a phone number. Only the + symbol and numerals are allowed.

 

Phone.png



Website

Used to obtain a website that starts with http:// or https://

 


Website.png

 


Yes / No (Boolean)

Used to obtain a Boolean value (0 for No, 1 for Yes) from a slider that can be toggled.


Yes_No.png



Enter an address

Used to obtain an address. The geolocation is suggested as the user starts typing the address:



 

Currency amount

Used to obtain a monetary value:



currency.png



Select a date

Used to select a particular calendar day:



Date.png



Select a time of day

Used to select a time period in a day:



time.png



Select a date and time

Used to select a time on a particular day:



date_and_time.png



Select a date range with times

Used to select a Start date and time, and an End date and time:



date_and_time_range.png



Select a time range

Used to select a start and end time:



time_range.png



Share their location

Used to get a geolocation co-ordinates based on an address:


 

geolocation.png



Percentage

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. 



Percentage.png 



Upload an attachment

 

Prompt members to add a file to the content for review. They can upload SVF, PNG, JPG, GIF, and PDF files.

 

 

 

 

 

 

 

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.


Validation.png




Security options

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.


Security.png




Advanced Mode

Advanced mode offers additional data input types, validation and security features.



Advanced_mode.png



Geo-location Polygon

Used to get an area on a map rather than a specific location



polygon.png



Advanced Validation

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:


Data_validation_advanced.png 

Advanced Security

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.


Security_2.png



Dependency

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.


Dependency.gif


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

  1. 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:

 

Dependency_5.png


  1. 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:

 

Dependency_1.png


  1. 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

  2. Select Create to create the rule and Save the Data Input:



Dependency_3.png


  1. Repeat by creating data input(s) for the remaining drop down choices.

  2. You should now have the main drop down data input, and at least one data input for each of the drop down choices:

 



Dependency_0.png


  1. 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: 



Dependency_4.png


  1. 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.

 

 

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