Question types and their settings

The type of a question decides what your client sees (a text box, a list, a date picker, a signature pad) and how the answer is checked. Picking the right type saves you from cleaning up answers later.

Adding a question

1. Open your form and stay on the Questions tab.
2. Click Add a question (or Add your first question on an empty form).
3. In What kind of question?, click a type.
4. In the panel on the right, write the Question, and add Help text (optional) if your client might hesitate.
5. Tick Required if the PDF would be wrong without this answer.

Drag a question by its handle, or use the arrows, to change the order. The copy icon duplicates it.

The types, group by group

A few notes on the less obvious ones:

• Multiple choice lets your client pick one option; Checkboxes let them pick several; Dropdown keeps a long list compact.
• Amount is a sum of money in EUR, GBP, CHF or USD.
• Consent box is an "I agree to…" tick box.
• Heading and Info text are not questions: they give your client a section title or an explanation.
• File upload takes a PDF, PNG or JPEG file, Image upload a PNG or JPEG photo, up to 5 MB per file. Tick Allow several files to accept up to 10.
• Signature lets your client sign with a finger or a mouse, or type their name.
• Calculation and Line items work out totals for you. They have their own article: calculations and totals.

Settings you will find

• Options, with Add option, for the choice types.
• Number of stars for a rating, Lowest value and Highest value for a scale.
• Rules (optional): Shortest answer and Longest answer for text, Smallest value and Largest value for numbers and amounts, Allowed dates for dates (for example Today or later).
• Expected format on a short text: an Irish Eircode, a UK, French, Belgian or Swiss postcode, a VAT number or an IBAN. It checks the shape of the answer, not whether it really exists.
• Your own error message (optional), shown when an answer breaks a rule.
• Key: the name of the answer in your document, such as client_name.

Good to know

• Changing a Key later can break the document, because the PDF looks for answers by key.
• You can repeat an earlier answer in a question: use Insert an earlier answer under the question text, for example "Thanks {{first_name}}, which rooms need work?".
• The form saves itself as you work. "All changes saved" appears at the top.
• Check how each type looks to your client in the Preview tab, or read what your client sees.

Next, learn to show or hide questions with conditions.