How to perform:
Enter an existing form or create a new form type – here.
Click Add Category (It is mandatory to create a new category! Do not add questions to the existing category "Form Details").
In the displayed screen, define the category details:
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Name – The category name.
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Visible – The category will be displayed to users in the interface.
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Not Visible – The category will not be displayed to users but will remain in the system.
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Conditional – The category will be displayed only if predefined conditions are met.
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Display – Choose the display type; the display type determines whether the category is conditional or not.
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Image – Add an icon.
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Active Status – Choose whether the category is active or not.
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Comment – A free-text field for adding notes.
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Print Text – Text that will appear in the printed output (optional).
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Print? – Checkbox to define whether the category will be shown in printed outputs.
Once the setup is complete, click Save to store the category in the system.
When choosing a Conditional Category:
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Select a condition – The condition determines whether the category appears after all questions have been answered or according to a specific answer.
In the “Select Responsible” field, choose who will receive the notification or be the target for a specific field in the system.
Options include roles or organizational entities, for example:
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Location Manager
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Direct Manager of the Location Manager
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Employees
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Employee’s Manager
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Immediately to Current User
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Company Users List
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Survey Initiator
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Selected User
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Equipment Manager
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Direct Manager of the Equipment Manager
Checking the box “Allow Editing of Previous Category” will enable editing and answering fields that were already filled in the form.