Activities: Adding Custom Questions

Activities: Adding Custom Questions

Purpose

  1. This article will demonstrate on how to create custom questions for Event Types within the Activities module.

Video



Directions

1. From Setup within the Activities module select on Custom Questions.


From Setup within the Activities module select on Custom Questions.



2. To create custom questions you have to select an Event Type from the dropdown you want to associate the custom question with.

To create Event types see helpful article:  Creating an Event Type


To create custom questions you have to select an Event Type from the dropdown you want to associate the custom question with.



3. Add Custom Question Field is now enabled, select it to create your custom question/s.


Add Custom Question Field is now enabled, select it to create your custom question.



4. Type the Question and select if it will be a mandatory response and is active when creating that event type.


Type the Question and select if it will be a mandatory response and is active when creating that event type.



5. These icons will allow you to duplicate the question or delete that question.

NOTE: Once data is collected in a question, you cannot delete that question; you will only be able to inactivate it so it doesn't continue showing to users on the Event record itself.



These icons will allow you to duplicate the question or delete that question.



6. From the field type dropdown you can choose how you want the questions answered.

  1. Boolean = a toggle switch
  2. Date = select date
  3. Date time = select date and time
  4. Free text = typing an answer
  5. Integer/Number = numerical value has to be entered
  6. Multi select = multiple answers can be selected from choices created
  7. Single select = only one answer can be selected from choices created

From the field type dropdown you can choose how you want the questions answered.



7. Questions can be sorted by dragging to new position using the hamburger stack.


Questions can be sorted by dragging to new position using the hamburger stack.



8. Once completed with all custom questions select save and an alert will appear indicating your custom questions have been saved or updated successfully.


Once completed with all custom questions select save and an alert will appear indicating your custom questions have been saved or updated successfully.


Example of custom created question in an Event


1. When creating a new event and the event type with the custom question is selected you will see a Custom Questions tab appear.


When creating a new event and the event type with the custom question is selected you will now see a Custom Questions tab now appear.



2. From the Custom Questions tab you are now able to see your custom created questions.


From the Custom Questions tab you are now able to see your custom created questions.



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