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- Click the +Add New Form Template at the top left of the screen.
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9. Alternatively, you can use a Form Layout, which is a pre-configured alignment template. This can be selected on the Manage Form Template screen:
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If you use a form layout, it will apply the formatting to every step in the form. |
10. Once you have completed this section, click the Save button at the bottom.
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11. Your form will now have its first form step.
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You will be able to edit or delete your form step at any time by selecting the links below:
12. Now you need to add questions to the form step. You have the option to add a brand new question to the form step or import the questions from the Global Question library.
13. To import a question from the Global Question Library, click the Add global question link here:
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14. This will take you to the Global Question List.
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17. Alternatively you can search the Global Questions by selecting Search at the top left of the screen.
18. Once you click the link, a prompt will appear for you to enter search keyword(s). The keywords will allow you to search for Global Questions by either question reference or any of the question text.
19. Once you have entered your search keyword(s), click the FilterSearch button on the right hand side.
This will return a list of questions that match your keyword search.
20. Add the question(s) that you would like to use in the form by clicking the checkboxes under the Select column.
21. Alternatively you can select all the questions on the page by selecting the Select all on page checkbox at the top. As the page will show only a maximum of 20 questions per page, you can select all the questions in the list by choosing the Select all in list checkbox.
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If you select a number of Global Questions to use from one page, |
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and then do a key word search, your selected questions |
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will be removed as a selected question. |
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If you select a global question off the first page, you can then navigate to the next page and you will not lose the question selected.
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22. Once you have selected the required questions, click the Add button at the bottom of the screen.
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24. To change the order of the questions, left mouse click and hold on the question name, and then drag and drop the question to the position on the form you would like it to go, as seen below:
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Once you are happy with the order of the questions, you must save the form to lock them in order. If you leave the page and dont click save your questions will return to the order before you ordered them. |
25. The next time you add more Global Questions to the form, the questions already used in the form will have an x under the select column, so you won’t be able to add a duplicate question.
26. To add more steps to the form, click on the + Add New Form Step.
