Table of Contents
Question Fields are some of the most common and useful fields to add to a Form Template.
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Before setting up your Question Field
When adding a Question Field to a Form Template, the following information may be important:
- What is the question being asked?Â
(This is the Name of the Field) - Does the question have a default response?Â
(Automatically select Yes - this is the Prefilled With.) - How many options does the question have?Â
(Each option is separated by a special character "|" .) - Is the question mandatory?Â
(Check the box for Mandatory.) - Is this question only needed when something else happens?Â
(Check the box for Hidden.)- Does this question need to reveal other hidden fields?Â
(Check Show/Hide Rules.)
- Does this question need to reveal other hidden fields?Â
- Is this question only needed when a form is in a certain status?Â
(Set the Form Status.) - Is this question only for certain teams or zones?Â
(Set the User Zone.) - Does this question raise a defect?Â
(Set the Defect Configuration.)
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Basic Setup
There are five individual question fields available for your Form Templates. Each has a specific and unique use, primarily for legacy content for certain clients.
What this means, however, is that even though we have five options, you can use one to do it all.
Yes - No - N/A
Lets breakdown how to setup a simple Yes - No - NA.
- Name: The question being asked.
- Label: The system identifier - this is used when setting up Hide/Show rules for fields.
- Position: The order your field display.
- Prefill with: The preselected option.
- Prefill from: Pull a response from another field.
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Options for a Yes - No - N/A question field:
- 1:Yes|0:No|2:N/A
- 1:Yes
This will display as a green button with the text display of Yes. - 0:No
This will display as a red button with the text display of No. - 2:N/A
This will display as an orange button with the text display of N/A.
- 1:Yes
- 1:Yes|0:No|2:N/A
The option colours are only visible in the Office.
The numbers can be removed without impacting the functionality of the field, each button will be displayed orange, in the Office interface.
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Onchange: This is an advanced option.
See Advanced Setup for more detail. - Mandatory: Marks the field as mandatory.
- Hidden: Hides the field when the form is created. Used with Show/Hide Rules.
- Prefill: Enabled by default - only disable this at the suggestion of Prestartr Support.
- Form Statuses: Determines if the field will display based on the status of the form.
- User Zones: Determines if the field will display based on selected User Zones.
- Show/Hide Rules: Sets up a conditional logic to display the field. See Show/Hide Rules for more detail.
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Defect Configuration: The default settings to create a Defect with this field.Â
See Advanced setup for more details.
Advanced Setup
When setting up a Question Field, the advanced options include the following:
- Onchange
- Show/Hide
- Defect Configuration
The Onchange field is only used when assisted by Prestartr Support. If you have a form template that we have created that uses this field, contact support for assistance with editing that field.
See our documentation for Show/Hide Rules to learn how to setup this for fields on a Form Template.
The Defect Configuration settings is where can determine the default options when using this question to create a Defect.
The Edit Defect Configuration menu has selections for the following fields:
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Defect Priority:
Select from Very Low to Very High. -
Defect Type
These are set from the Defect Types section of the Catalogue. -
Defect Photos Field:
Select a matching Photos field from this template to upload to the created Defect. -
Defect Comments Field:
Select a matching Text field from this template to upload to the created Defect.
Open Defects
When creating a Defect from a Form Template field, keep in mind that once an Open Defect is created for a Plant, additional defects cannot be created until the initial defect has been resolved.