Edit Form Questions

To edit a Question that has been added to a form, select the edit icon on the appropriate row containing the question:

A dialog window will open that will contain the following:

 

Each tab item on the Question Information configuration panel has a specific purpose concerning a question’s overall configuration:

  • Settings: basic question settings.
  • DB Settings: define database queries for Multi-choice Checkbox, Radio Button, Select lists, and Search box question types.
  • Validation: all for regular expression entry and custom validate on short text question
  • Choices: will appear for Multi-Choice Checkbox, Radio Button, and Select list questions to manually add question choices.


The following will describe each configuration area.

Settings

The Settings tab is displayed for any question on a form regardless of the question Type:

The Question Settings tab allows you to update information such as a question’s label or add additional help particular for the question.

  • Label (required): Defines the label displayed, by default, to the left of any question added to the form.
  • Type (required): Allows you to change the type of question.
  • Required (optional):  A checkbox that when chosen, the field becomes required.
  • Help (optional): If help text is entered, Integrify will add a small icon next to the question label that allows the user to open and view the help text that is entered in this field.
  • Section Header (optional): If you would like to display a section header for your form, add one here.  The header will be displayed above the question in the form.
  • Page (optional, page 1 by default): Integrify supports multiple page forms. To change the default page where this question is located you may select the page number here.  If you need to create another select the New Page option from the Page list and a new page will be created for you.


DB Settings

The DB Settings tab is an optional configuration for the Multi-Choice Checkbox, Multi-Choice Radio Button, and the Multi-Choice Select List questions. It is, however, required for any Search Box question.

This question configuration enables you to dynamically bind and populate the contents of the Multi-Choice Checkbox, Multi-Choice Radio Button, and the Multi-Choice Select List questions.

For example, perhaps you would to like have Multi-Choice Select List on your form that contains the current job titles from your HR system. It is possible to define the appropriate database query and database connection in this area to connect to your HR system and retrieve that list of data each time that form displayed to the end user.

In order to retrieve data, a few key items must be configured on the DB Settings tab.

At a minimum it is necessary to add a DB Query, and map both the DB Label Column and DB Value Column as seen above. In the example above the query is looking at the internal CONTACT table. By default, if no Database Connection String is added, the Form rendering engine will try to execute the query against the Integrify database.

The following describes all of the Database Lookup configuration options:

 

  • DB Query (required): Any SELECT query that will retrieve one or more rows of data and one of more columns for data. Example:

    Select contact_id, last_name, first_name
    From contact
    Order by last_name, first_name

    It is possible to use alias such as:

    Select contact_id, last_name + ‘, ‘ + first_name as FullName
    From contact
    Order by last_name, first_name

    Additionally, it is possible to use parameters in the where clause of your query.  These will be populated at process runtime:

    Select contact_id, last_name + ‘, ‘ + first_name as FullName
    From contact where first_name = @firstname
    Order by last_name, first_name

  • DB Label Column (required): this field is mapped to a specific field column or alias defined in your DB Query such as LAST_NAME or FullName. The DB Label Column represents the visible portion of the HTML control the end user can see. In a Select list that would be the text in the drop down list. For a series of checkboxes or radio buttons the value is the label displayed for each item in that series.
  • DB Value Column (required): this field is mapped to a specific field column or alias defined in your DB Query such as CONTACT_ID or FullName. The DB Value Column represents the value that can be associated to a DB Label. For instance, in a list of job titles the end user may see Area Manager; however, the value associated with that particular option maybe a job code value such as AREAMGR_01.
  • Additional Mapped Questions (Search Box question only): This option applies to SearchBox question types only.

    In your Database Query, it is possible to return many fields in your query results and populate other form questions with this data.

    For instance, your query may look like the following:

    SELECT first_name, last_name, division,location
    FROM contact
    WHERE first_name like '%@search%'

    In the Additional Mappped Questions text box, simply map the unique question id on your form to the field in the SELECT portion of your query:

    4413=division,4415=location

    To retrieve the unique question id on a form, view the Question List. The ID column of the listed question lists the unique question number for each question on a form.
  • Hide Search Result Field(s) (Search Box question only): This option applies to SearchBox question types only.

    It you would like to hide query results in a Search Box query results list, you may do so by just entering a comma delimited list of fields in Hide Search Results Field(s) text box provided.

    For instance, your query may look like the following:

    SELECT last_name + ", " + first_name, division, location
    FROM contact
    WHERE first_name like '%@search%'

    If you only want last name/first name concatentation to display, in the Hide Search Results Field(s) you would enter:

    division,location

    This will suppress the division and location query results from displaying to the end user.

    Note: The values are still available to map to other form fields in the Additional Mapped Questions text box.

  • Connection (optional): By default, if you do not specify a connection string, Integrify will connect to the internal database which supports the Integrify application.

    If you need to connect to a remote database across your network, you can just need to specify the database type and provide the necessary connection string for Integrify to open the database connection.

    For SQL Server you will enter:

    Password=YouPassword;User ID=YourUserid;Initial Catalog=YourCatalog;Data Source=YourServer

    For Oracle you will enter:

    Password=YourPassword;User ID=YourUserID;Data Source=YourSchema

    Note: If you are using Oracle make sure that the necessary Oracle client and Oracle ODAC for you database version has been installed on the web server.

  • Provider (required): By default it will pre-select SQL Server but chose the appropriate provider for your database connection.

 

Validation

The Validation configuration enables you to add a Regular Expression that will be executed when a form is submitted and a custom message is displayed to the user if the text entered in a field does not satisfy the regular expression.

Note: For short and long text question types, you will also have the Max Length option.

 

For example, perhaps would like to have a Social Security Number field and you only want the end user to submit the data in the format of: XXX-XX-XXXX. You could add three separate questions on the form to represent each portion of the social security number or you could add a single text field and add some custom validation:

In the example above, the user entered the SSN as 123.45.4444. When the form was submitted Integrify executed the regular expression against value entered to see if it matched the pattern XXX-XX-XXXX. It did not so the custom message was displayed.

To add this additional validation, select the Validation tab and enter both a Regular Expression and Message in the fields provided:

Note: There are slight nuances with regular expression syntax. Since Integrify is based on the Microsoft .NET platform it is best to use the syntax that works for the .NET framework.

 

Choices

The Choices tab will only appear for the Multi-Choice Checkbox, Multi-Choice Radio Button, and Multi-Choice Select List question types. These question types are all support the ability display multiple options and/or select multiple options for a question on the form

The Choices tab functions very similarly to the Questions list when you are adding questions to a form:

To add a new question Choice to your question choice, select Add Choice and type in a Label, a Value, and then optionally select where this choice will be a default selected item when the form loads in the Default Value list:

There is a distinction between the Label and Value entry when adding a question:

  • Label: The Label indicates the label displayed next to a check box or radio button or the text displayed in a drop-down list to the end user.
  • Value: Each question choice may have a distinct value that is different from the label that is displayed. In the example above, High Priority is displayed to the end user but the value 3 is what is stored in Integrify if selected.


Once a Question Choice has been added, the order of the choice list may be re-arranged by clicking and dragging the option up or down the list (similar to re-ordering the Question List). The change in the order alters the order in which the checkboxes, radio buttons, and select lists are displayed to the end user on the form:

Mike -

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