Enrolment Form Layout and Logic - Advanced Editing

Advanced editing for Digital Enrolment Forms involves adjusting page layouts and creating logic flows for if/then scenarios.


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Advanced Page Layout

Creating Questions/Fields on the same line

When dragging and dropping a field/tool from the toolbox, the question will appear on a new line.
Whilst this can be useful for longer form fields such as Comments, or a larger tool such as a Matrix, some questions are better suited to a smaller space alongside other questions on the same line, such as the Child Details questions laid out by Xplor in the skeleton layout:

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To set up multiple fields/questions next to each other, first create your questions within the form by dragging and dropping from the toolbox, then select the Layout dropdown in the Edit box.

Next, remove the tick from the box next to "Is start with new line?" and repeat the process for each of the questions you'd like to place in the same line.



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To move the questions/fields to the same line, drag and drop the questions next to each other using the three orange line icon at the top right of each question.

 

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Question Title and Description Format/Location

The title of your Question/Field can be placed at the top left of the field (default setting), underneath the field or to the direct left of the field.
To change the placement, in the Edit box underneath the Layout heading, click on the Title Location dropdown and click on your preferred option.

 

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In addition to title placement, the location of the description can also be adjusted to appear under the title, or underneath the field (here labelled "Input").
To adjust, select an option from the Description Location dropdown found underneath the Title Location dropdown.

Question/Field Location on Page

The location of your questions/field on the page can be adjusted to be more centered by changing the 'Indent' under the Layout dropdown.
An indent with a negative figure means the question/field will be placed further to the left of the page.
The higher the indent figure, the further towards the right of the page the question/field will be.

The example below shows our test question with an Indent of 10, relative to the question above which has an Indent of 0.

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Configuring the size of a Question/Field

The size of a field can be specified should you prefer your questions to be kept to a consistent width across the page.
If left unadjusted, for example, a single input field on its' own line will stretch the entire width of the page.

You will be able to set an exact specified width (measured in pixels) for a questions/field under the Width input in the Layout dropdown. 
The example Single Input below has had a width of 400 pixels specified:


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This will appear in the form as below:


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Alternatively, you can specify a minimum and/or maximum width for your question/field.


Note: Please be aware that if you specify a maximum width for questions/fields with multiple columns, the format of these columns may be interrupted, particularly if the choices listed in these columns have a high number of characters.

Configuring Columns

In some tools (Checkbox, Radiogroup, Multiple Text), you will be able to specify the number of columns your choices appear in.
Under the Layout dropdown, type in the number of columns you'd like under 'Column count'.

 

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If specified, your choices/inputs will be divided equally over the number of columns.



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Editing Logic
Logic allows you to create if/then questions for your parents/guardians, and helps to keep the enrolment form tidy, hiding specific fields unless certain criteria are met.
For example, you might create a radiogroup question "Does your child have any food sensitivities (non-allergic)?
If the parent/guardian selects 'No', they can move on to the next section of the form uninterrupted, however, if they were to select 'Yes', using logic, a new field can open up for them to specify those sensitivities.

Setting Up Logic


In order to create the flow for your logic, first determine the format best suited for your leading question. Typically this would be in a Radiogroup Yes/No format.
We will refer to this field as the root question.
It's particularly important to pay close attention to the Name you give your root question. The Title will be parent/guardian facing, but the Name is how the question/field will appear within the form designer and custom enrolment form reports.

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The next step is to create a follow up field underneath. This could be single input if you would the parent/guardian to type their answer, or you could create a checklist of common answers (it may also be helpful to create an 'other' option within your checklist).
Once your follow-up is created, scroll down to the Logic dropdown in the edit box for this question.
There will be three options to choose from:

  • Visible If
  • Enable If
  • Required If

Select from the above, and click on the 'Select Question...' dropdown. From this list, select the Name of the root question from which this follow-up field will flow from.

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Once selected, the dropdown directly to the right will allow you to specify the conditions under which your follow-up question will appear. 

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Lastly, you will need to indicate the choice/answer to the root question that will trigger the follow-up question to be displayed.


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