Customize Overall DataGuide Form Settings

You can change the overall settings of a DataGuide form by clicking Survey Settings button in the Designer subtab under the Form Designer tab.

Overall Form Settings

The settings are grouped into seven areas:

Use the Search field at the top to find a specific setting.

General

In this section (which is only editable if the form is in draft mode), you can change the form’s title, description, and select the Make the title and description visible checkbox.

Additionally, you can set the Width Mode to:

Auto

Applies either the Static or Responsive options depending on the question types used

Static

Sets the form at a fixed width

Responsive

Sets the form to full width of the screen.

If you want to change these options, make a duplicate of the form. In Form Manager, click the option arrow next to the form you want to change. Select Clone to copy the form will all the same questions and options.

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You can add a custom logo in this section by selecting a image file or image logo link (no size limit), set the width and height in CSS units (px, %, in, pt, etc.). You can also define the fit of the logo:

None

image maintains its original size

Contain

image is resized to fit while maintaining its aspect ratio

Cover

image fills the entire box while maintaining its aspect ratio

Fill

image is stretched to fill the box without maintaining its aspect ratio

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Question Settings

You can set each question in the form to look and behave differently. You can control:

Question description alignment

Align the question’s alignment to either under the title or the input area.

Question numbering

Sets either an automatic numbering, no numbering, or resets the numbering on each new form page.

Question title pattern

Sets the title pattern for a question. Choose from:

  • 1. Question Title *

  • 1. * Question Title

  • * 1. Question Title

  • 1. Question Title

* is for a required question

Required Symbol(s)

Use a symbol or a sequence of symbols indicating that an answer is required.

Question indexing type

Enter a number or letter with which you want to start numbering.

Error message alignment

Sets the location of an error message in relation to the question with invalid input. Choose between:

  • Top - an error text is placed at the top of the question box

  • Bottom - an error text is placed at the bottom of the question box.

Restrict answer length

Enter the maximum allowable characters allowed for only text entry questions.

Restrict comment length

Enter the maximum allowable characters for question comments only.

Comment area height (in lines)

Sets the number of displayed lines in text areas for question comments. If the input takes up more lines, the scroll bar appears.

Allow users to resize text areas checkbox

Allow users to resize text areas for question comments and Long Text questions only.

Grid layout enabled

Sets a grid for form layout.

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Pages

From this setting, you can add new pages or delete existing pages from the form.

Click Add Page to add a new page. In the table, click Delete Page next to the page you want to delete.

Show page titles checkbox

Show or hide page titles on the form.

Show page numbers checkbox

Show or hide the page numbers in the form.

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Conditions

Question conditions for a form depend on triggers. A trigger is an event or condition that is based on an expression. Once the expression is evaluated to "true", a trigger sets off an action. Such an action can optionally have a target question it affects.

Add Trigger

  1. If there are no triggers, click Add new trigger to add a new trigger.

  2. Set when the trigger occurs in the Run expression dropdown.

    Choose from:

    complete form

    Marks the form as complete when the trigger criteria are met.

    Set answer

    Sets the answer of another variable or question when the trigger criteria are met.

    Copy answer

    Copies the answer to a variable or question when the trigger criteria are met.

    Skip to question

    Allows the user to proceed to a selected question when the trigger criteria are met.

    Run expression

    Runs a logical sequence when the trigger criteria are met.

  3. In the Expression box, click Add Expression to configure the expression.

    1. At the Expression modal, use the Select…​ dropdown to select a question on the form.

      A preview of the question appears below.

    2. Click the logical operator dropdown and select an operator:

      • Empty

      • Not empty

      • Equals

      • Does not equal

      • Contains

      • Does not contain

      • Greater than

      • Less than

      • Greater than or equal to

      • Less than or equal to

    3. Click Add Condition and set the dropdown to either AND or OR.

      • If AND, both conditions must be true

      • If OR, either one of the conditions must be true.

    4. Set the Select…​ dropdown to a question on the form.

    5. Use the Empty/Not Empty dropdown to set if the question is empty or not.

    6. You can either add a new condition or click Apply.

      If the expression is invalid, an error message briefly appears directing you to correct this.

      The expression syntax appears in the box.

  4. Click Edit Expression to edit the expression or Delete to clear the expression.

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Data

Set how entered data is handles in the form.

Clear invisible values

Select one of the following options:

  • Never - Answers to any hidden questions are retained and included in the form data.

  • When the survey is complete - When the form is marked as complete, answers to invisible questions are cleared.

  • When the question becomes hidden - When a condition changes a question to hidden, any responses to the question are cleared.

  • When the question or its panel/page becomes hidden - When a condition hides a panel type of question, any responses to the question are cleared.

Update text question value

Select an option to update the stored response to a question.

  • On blur - Updates the stored question after the user navigates away from the question.

  • While typing - Updates the stored question response with each entry.

Store the Others value in a separate field

Saves the value of the 'other' text box.

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Validation

To run error checking, select these options:

Set focus on the first invalid answer

Moves the cursor to the first question when an invalid response is entered.

Run validation

Select one of the following options to run validation.

  • When switching to the next page

  • After an answer is changed

  • When the form is completed

For Multi-User forms, the Run validation option is disabled and sets its value to "When the form is completed." This ensures validation does not prevent users from saving and moving to other sections of the form.

The user submitting the form must resolve any validation errors.

Recommended Reading

For more information, see:

FieldFX Documentation PTC ServiceMax Help Center Salesforce Documentation

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