👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ❌
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ❌
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
The purpose of this guide is to provide a clear and consistent reference for all available question types within the platform. By outlining each field type, its description, and example use cases, this guide helps users:
Understand the function of each question type.
Select the most appropriate field for collecting accurate and relevant data.
Ensure consistency in form and survey design across teams and projects.
Reduce errors in data collection by applying the right format for the required response.
This document is intended as a quick reference tool for administrators, support teams, and form builders, ensuring efficiency and accuracy when creating or reviewing forms in the system.
🛠️ Prerequisites
Created Form Template
📝 Step-by-Step Guide
Field Type | Description | Example Use Case |
Short Answer | Single-line text field for brief responses. | Entering a name, ID, or job title. |
Paragraph | Multi-line text box for longer, detailed responses. | Providing feedback or detailed explanations. |
Multiple Choice | Select one option from a predefined list. | Choosing “Yes” or “No.” |
Checkboxes | Select multiple options from a predefined list. | Selecting applicable services or products. |
Dropdown | Compact menu to select one option from a list. | Selecting a department or category. |
File Upload | Upload and attach files. | Attaching invoices, reports, or certificates. |
Linear Scale | Rate along a numeric or descriptive scale. | Satisfaction rating (1–5). |
Multiple Choice Grid | Matrix format to select options across rows and columns. | Rating multiple criteria on the same scale. |
Date | Select a specific date. | Choosing a deadline or date of birth. |
Time | Select a specific time. | Scheduling a meeting time. |
Content Block | Non-question element used for text, instructions, or guidance. | Explaining rules before a section. |
ABN Lookup | Validates and retrieves details from the Australian Business Number register. | Confirming supplier company details. |
Number | Numeric input for whole numbers only. | Entering headcount or units produced. |
Decimal | Numeric input that accepts decimal values. | Recording costs, weights, or measurements. |
Field with validation for email format. | Collecting contact email addresses. | |
Percent | A percentage input field that can be displayed either as a numeric text box or as a slider scale. | Indicating percentage of workforce that are outsourced. |
Phone Number | Field with validation for phone number format. | Collecting mobile or office numbers. |
Address | Structured field for full address input. | Capturing mailing or billing addresses. |
URL | Validated web address field. | Linking to a website or online resource. |
Country | Dropdown or lookup to select a country. | Specifying country of operation. |
Lookup | Search-enabled field to pull and reference data from another list/dataset. | Linking to an existing supplier profile. |
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.