- Question title: each question must have a title. It’s a required field and will appear on the form as a label when the user fills in the question.
- Question code: each question needs a unique code. One is generated by default when you start creating a new question, you can overwrite this and give it a different code, if you prefer. The question code won’t appear on the form itself, but you can use it to search and filter by when adding questions.
- Question type: choice
- Required: you need to specify whether the question is required or not. If you set a question as required, the user must provide an answer to it on the form in order to submit the form. However, the user can save the form as draft without answering required questions. If you try to submit a form without answering all required questions, an error message will appear showing a list of questions that haven’t been answered.
- Question description: it’s optional whether you enter a description. The description is used as a tooltip on the form and will add an exclamation point beside the question on the form. If the user clicks on the exclamation point, the description entered (tool tip) will appear.
- Publish question as list field: check this box to save the question to the SharePoint forms list. This allows you to report on the question from there.
- Signer count: enter the number of signatures the document needs to have before it’s considered complete.
- All signers: use this option if you require all signatures to be entered.
- Target question: select a file upload question that will contain the link to where the document will be stored in SharePoint.
Note: the document must be saved back to SharePoint if you wish to display the link. - SharePoint destination folder: if you want to store a copy of the document in SharePoint, select where the document should be stored.
Note: a document will be created after each signer signs the document, and all documents will be added to a .zip folder in this location. You can save the document to SharePoint without displaying the link. - Show question title on form: check this option if you want to display the question’s title to the left of the question’s input field. If you uncheck this option, the input field is moved to the left and appears under the other questions/question titles.
- Render, but hide question on form: if you check this option, the question will behave as if displayed by default. Default value, publishing and calculation will apply despite the question not being displayed on the form.
Example of question in a form
In the image below:Document status: this is the “Document signature status” question. It displays the 2 signers required to sign, and the current status.
Refresh: use the refresh button to check whether there are updates to the document.
File upload: this is the file upload question used to display a link to where the .zip folder with the signed documents is stored.
