DeskDirector Forms - Question Types in Detail

24 STEPS

1. Open the DeskDirector Admin Portal and click Forms.

2. Here, click New Form.

3. Type a name for your form.

4. Then, type a description for your form.

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

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

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

8. Click the New Question title textbox.

9. Type your question here.

10. Next, click on the subtitle textbox.

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

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

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

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

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

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

17. Click Text.

18. Type your question in the title box.

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

20. For this field, click Long answer.

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

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

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

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

41 STEPS

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

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

3. Type your question in the title box.

4. Type a related subtitle for your question.

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

6. Type your option text.

7. Repeat for the Option 2 textbox.

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

9. Click Add option to continue adding options.

10. Type the text for your option.

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

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

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

14. Click Choice.

15. Type your question title.

16. Type a subtitle, if required.

17. Type the option 1 text.

18. Type the option 2 text.

19. Click Add option.

20. Type the option 3 text.

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

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

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

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

25. Click the three-dots menu.

26. Click the Yes/No option.

27. Type the question title.

28. Enter the subtitle.

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

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

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

32. Type the title for this field.

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

34. Click the three-dots menu.

35. Click Set condition.

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

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

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

39. Click Set condition to save the condition.

40. Scroll up and click Save.

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

34 STEPS

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

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

3. Click Email.

4. Type your question title.

5. Then, type the subtitle.

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

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

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

9. Click the three dots to view more options.

10. Click URL.

11. Type your question title.

12. Then, type the subtitle.

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

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

15. Click the three dots to view more options.

16. Click Number.

17. Type your question title.

18. Type the subtitle.

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

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

21. Click Add validation.

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

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

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

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

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

27. Click Phone.

28. Type your question title.

29. Then, type the subtitle.

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

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

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

33. Finally, click Save to save the form.

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

26 STEPS

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

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

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

4. Click Date.

5. Type your question title.

6. Enter the subtitle.

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

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

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

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

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

12. Click Time.

13. Type the question title.

14. Then, type the subtitle.

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

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

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

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

19. Click Address.

20. Type the question title.

21. Then, type the subtitle.

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

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

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

25. Finally, click Save to save the form.

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

15 STEPS

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

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

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

4. Click File.

5. Type the question title.

6. Type the subtitle.

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

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

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

10. Click Signature.

11. Type the question title.

12. Then, type the subtitle.

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

14. Finally, click Save to save the form.

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