To start building your form, open the Fields flyout from the left side panel. The Fields navigation bar gives you an overview of your entire questionnaire and lets you add, move, and delete questions.

• Add field: Select this option at the bottom of the Fields navigation bar and choose from the list of field types.
• More options: Select the three dots next to a question to open the following actions:
  • Move: Available when more than one question exists. Reposition a question at any point during the creation process by:

    • Dragging it using its drag handle.

      

    • Selecting Move up or Move down.

      
  • Duplicate: Copy a question when you want to reuse its configuration. Edit the field text of the copy to distinguish it from the original.
  • Delete: Remove a question you no longer need.

The field canvas shows one question at a time. Use it to write your question and configure its settings.

Each type of field has a clear purpose:

• Intro and end text: Optional messages that bookend the form. Add an introduction with text and an image at the start, and a custom confirmation message that displays after submission.
• Questions: The core building block of a form. Each question has a type, a label, and its own settings: a description, whether it is required, and, for supported types, a conditional logic rule.
• Answer options: Reside inside single choice, multiple choice, recipient, and dropdown questions, and define the list of options a respondent can choose from. You can add or remove options at any time.

When you select a field, the contextual toolbar displays under it with actions relevant to that question:

Add

Select the plus icon to add a new field below the current one, and choose its type before you configure it. You can add as many questions as needed to build out your questionnaire. For single choice, multiple choice, or dropdown questions, add your answer options after choosing the type.

Edit

Select the pencil icon to define the question settings. The settings you see vary according to the question type you have selected.

The following settings apply to all question types:

• Description: Add instructions or relevant information for employees.
• Required: Activate this option so employees must answer the question before continuing.
• Images: Add an image to the question to provide additional context for employees.

The following settings apply to specific question types:

• Answer options (choice questions only): Randomize the order of the answer options, add an Other option that lets employees add free text to their answer, or add a None option.
• Conditional logic: Available for single choice, dropdown, recipient, and rating questions. It determines whether the question is shown based on how an earlier question was answered.

Delete

Select the trash icon to delete the field.