DeskDirector Forms - Question Types in Detail

Question Types in Detail

Here is all the type of questions currently supported in DDForms. You can also embed YouTube or other content into description of any field type. To check out how, head to DeskDirector forms - Embed content

Choice

By default this is a single-choice question (radio buttons). If you want to change it to a checkbox which allows multiple selections, enable the “Multiple answers” option. If you want to convert the field into a dropdown selection, enable the “Dropdown” option. The name given will be displayed to the user.

Text

Simple text input which is single-line by default. Check the “Long answer” box to make this multi-line. Custom Validation – Maximum length of the input.

Email / Url

Looks the same as short text field but with extra HTML5 email input validation.

Statement

The field will be displayed inside as prompt text. The description can also be added as additional info. This field is very useful in explaining something to your users. This field does not serve the purpose of section.

The statement field description also supports Markdown, giving it more flexibility. You can display hyperlinks, bullet pointed lists and more.

Statement field in example below only visible when end user selected yes.

Number

Simple numerical input. Custom Validation – Equality/Inequality conditions

Date / Date Time

A date input. Users will be presented with an easy to use calendar. This is supported by all ever green browsers.

Time

A time input. Users will be presented with an easy to use time input.

Phone

A phone input allow users to enter phone number with correct format. Our system perform heavy lifting to verify phone format according to country code that's been selected.

Address

A standard short text input with Google auto-complete support. You can specify which country google will provide suggestions from.

Dynamic

More information regarding this field is in this separate guide - DeskDirector Dynamic Fields

Forms Tutorials

Implementing Text Controls

24 STEPS

1. Open the DeskDirector Admin Portal and click Forms.

Step 1 image

2. Here, click New Form.

Step 2 image

3. Type a name for your form.

Step 3 image

4. Then, type a description for your form.

Step 4 image

5. Click Save to save the form and start editing.

Step 5 image

6. Click the Add new question button to add a form control.

Step 6 image

7. Click Text. This will add a text control to the form.

Step 7 image

8. Click the New Question title textbox.

Step 8 image

9. Type your question here.

Step 9 image

10. Next, click on the subtitle textbox.

Step 10 image

11. If you have any additional information about the question, type it here.

Step 11 image

12. The subtitle box supports markdown. Here, we have added asterisks around some words to render them italicized.

Step 12 image

13. Click Preview to see a preview of your subtitle box.

Step 13 image

14. The preview box shows how the subtitle box's text will be displayed to the user.

Step 14 image

15. To make a field mandatory, click the Required toggle switch to the on position.

Step 15 image

16. Now, click Add new question to add another field.

Step 16 image

17. Click Text.

Step 17 image

18. Type your question in the title box.

Step 18 image

19. Type a subtitle, if you want to give additional information.

Step 19 image

20. For this field, click Long answer.

Step 20 image

21. This will increase the size of the answer box and allow the user to input a longer answer.

Step 21 image

22. Finally, click on Save to save your form.

Step 22 image

23. You can edit your form at any time later, by visiting the forms section and clicking the form name.

Step 23 image

24. That's it. You're done.

Step 24 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2329939/Forms---Text-controls

Implementing Choice-based Controls

41 STEPS

1. Open a new or an existing form and click Add new question.

Step 1 image

2. Click Choice to add a choice-based question.

Step 2 image

3. Type your question in the title box.

Step 3 image

4. Type a related subtitle for your question.

Step 4 image

5. Now, we can edit the options. Click the Option 1 textbox.

Step 5 image

6. Type your option text.

Step 6 image

7. Repeat for the Option 2 textbox.

Step 7 image

8. To add an option named Other, click Add other.

Step 8 image

9. Click Add option to continue adding options.

Step 9 image

10. Type the text for your option.

Step 10 image

11. You can change the sequence of options by clicking and dragging the dots icon.

Step 11 image

12. You can choose to show these options as a drop-down list by clicking the Drop-down toggle switch to the on position.

Step 12 image

13. Let's see an example of a question with multiple answers. Click Add new question.

Step 13 image

14. Click Choice.

Step 14 image

15. Type your question title.

Step 15 image

16. Type a subtitle, if required.

Step 16 image

17. Type the option 1 text.

Step 17 image

18. Type the option 2 text.

Step 18 image

19. Click Add option.

Step 19 image

20. Type the option 3 text.

Step 20 image

21. Switch on the Multiple answers toggle switch to enable multiple selections for these options.

Step 21 image

22. We can see that the radio buttons have turned into checkboxes for allowing multiple selections.

Step 22 image

23. To keep any option selected by default, click on the check box before that option.

Step 23 image

24. Let's see how we can add a simple Yes/No question. Click Add new question.

Step 24 image

25. Click the three-dots menu.

Step 25 image

26. Click the Yes/No option.

Step 26 image

27. Type the question title.

Step 27 image

28. Enter the subtitle.

Step 28 image

29. Yes and No options have automatically been added for us.

Step 29 image

30. Let's add a condition-based field. Click Add new question.

Step 30 image

31. Click Statement. This field displays information to the user.

Step 31 image

32. Type the title for this field.

Step 32 image

33. In the subtitle box, you can input the video URL for users who have selected Yes in the preceding question.

Step 33 image

34. Click the three-dots menu.

Step 34 image

35. Click Set condition.

Step 35 image

36. Click on the Dependant Question drop-down menu and choose the question for which you wish to establish the condition.

Step 36 image

37. Now click on the rule condition drop-down box and select the Includes option for the operator.

Step 37 image

38. Afterward, you can select which response to the dependent question will activate this field. For this example, choose Yes.

Step 38 image

39. Click Set condition to save the condition.

Step 39 image

40. Scroll up and click Save.

Step 40 image

41. That's it. You're done.

Step 41 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2330524/Forms---Choice-based-controls

Implementing Formatted Controls - Email, URL, Number, Phone

34 STEPS

1. Open the DeskDirector Admin Portal and click New Form, or click an existing form to edit it.

Step 1 image

2. First, we will add an email field. To do this, click Add new question.

Step 2 image

3. Click Email.

Step 3 image

4. Type your question title.

Step 4 image

5. Then, type the subtitle.

Step 5 image

6. The email address box is for the end-users to fill in. It will check whether the email address provided is valid.

Step 6 image

7. You can click on the Multi-entries drop-down box to choose how many entries to allow for this field.

Step 7 image

8. Now, we will add a URL field. Click Add new question.

Step 8 image

9. Click the three dots to view more options.

Step 9 image

10. Click URL.

Step 10 image

11. Type your question title.

Step 11 image

12. Then, type the subtitle.

Step 12 image

13. The URL box is for the end-users to fill in. It will check whether the URL provided is valid.

Step 13 image

14. Now, let's see how to add a number field. Click Add new question.

Step 14 image

15. Click the three dots to view more options.

Step 15 image

16. Click Number.

Step 16 image

17. Type your question title.

Step 17 image

18. Type the subtitle.

Step 18 image

19. Users can enter only numerical values in the number textbox. We can also add validations for its input.

Step 19 image

20. To do so, click the three-dots menu.

Step 20 image

21. Click Add validation.

Step 21 image

22. Click the condition drop-down box to select your condition. Here, we will be selecting the "less than or equal to" condition.

Step 22 image

23. Type the limit value of your condition in the textbox.

Step 23 image

24. In the error textbox, type the message to display if an invalid number is entered.

Step 24 image

25. Now, we will add a Phone number field. Click Add new question.

Step 25 image

26. Click the three dots menu to expand the options.

Step 26 image

27. Click Phone.

Step 27 image

28. Type your question title.

Step 28 image

29. Then, type the subtitle.

Step 29 image

30. The phone textbox will let the user enter their phone number. It will check whether the number format is valid.

Step 30 image

31. You can click on the Country drop-down box to select which country prefix to add to the phone number.

Step 31 image

32. Click on the Multi-entries drop-down box to choose the number of entries to allow for this field.

Step 32 image

33. Finally, click Save to save the form.

Step 33 image

34. That's it. You're done.

Step 34 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2331086/Forms---Formatted-controls---Email-URL-Number-Phone

Implementing Date, Time, and Location Controls

26 STEPS

1. Open the DeskDirector Admin Portal and click New Form, or click on an existing form to edit it.

Step 1 image

2. Click Add new question to add a new field.

Step 2 image

3. Click the three dots menu to expand the options list.

Step 3 image

4. Click Date.

Step 4 image

5. Type your question title.

Step 5 image

6. Enter the subtitle.

Step 6 image

7. The date textbox is where the user will add the date with the help of a calendar control.

Step 7 image

8. If you want multiple entries for this field, you can click the Multi-entries drop-down and select the required option.

Step 8 image

9. Toggle the Date and Time switches to turn each on or off.

Step 9 image

10. Let's add a time field. Click Add new question.

Step 10 image

11. Click the three dots menu to expand the options list.

Step 11 image

12. Click Time.

Step 12 image

13. Type the question title.

Step 13 image

14. Then, type the subtitle.

Step 14 image

15. The time textbox is where users will enter the time.

Step 15 image

16. If you want multiple entries for this field, you can click the Multi-Entries drop-down box and select the required option.

Step 16 image

17. Now, let's add a location field. Click Add new question.

Step 17 image

18. Click the three dots menu to expand the options list.

Step 18 image

19. Click Address.

Step 19 image

20. Type the question title.

Step 20 image

21. Then, type the subtitle.

Step 21 image

22. The address textbox is where the user will enter the address.

Step 22 image

23. If you want the address from a specific country only, select which country from the Country drop-down box.

Step 23 image

24. If you want to change the language, you can do so by clicking on the Language drop-down box.

Step 24 image

25. Finally, click Save to save the form.

Step 25 image

26. That's it. You're done.

Step 26 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2331180/Forms---Date-and-time-and-location-controls

Implementing Upload File and Signature Controls

15 STEPS

1. Open the DeskDirector Admin Portal and click New Form, or click on an existing form to edit it.

Step 1 image

2. We will add a file upload field. Click Add new question.

Step 2 image

3. Click the three dots menu to see more options.

Step 3 image

4. Click File.

Step 4 image

5. Type the question title.

Step 5 image

6. Type the subtitle.

Step 6 image

7. The file selection box is where the user will search for and upload the file.

Step 7 image

8. Now, we will add the signature field. Click Add new question.

Step 8 image

9. Click the three dots menu to see more options.

Step 9 image

10. Click Signature.

Step 10 image

11. Type the question title.

Step 11 image

12. Then, type the subtitle.

Step 12 image

13. The signature selection box is where the user will select and upload their signature.

Step 13 image

14. Finally, click Save to save the form.

Step 14 image

15. That's it. You're done.

Step 15 image

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2331207/Forms---Upload-file-and-signature-controls

How did we do?

Getting started with DeskDirector Forms

DeskDirector Forms - Dynamic Fields

Contact