Adding and editing questions

Add a question

1. On the canvas, select Add.

2. In Add a question, search (for example type date) or browse the groups:

   Group	Question types
   Survey (survey forms only, listed first)	Rating 0–10 (NPS), Satisfaction rating (CSAT), Ease rating (CES), Agreement scale (Likert), Ranking
   Basic	Text Input, Long Text, Email, Phone, Address, Number
   Choice	Dropdown, Radio Buttons, Checkboxes, Multi-Select, Image choice
   Date & time	Date Picker, Time Picker, Appointment booking
   Upload & sign	File Upload, Signature
   More	Rating, Table Grid, Custom HTML, Display Value, Hidden field

3. Select a type. The question is added and its editor opens.

Every type is explained in Question types.

The question editor

Selecting a question card opens its editor. The tabs depend on the question type:

Tab	Shown for	Contains
Content	Every type	The question text and everything respondents see
Validation	Every type except Table Grid and Hidden field	Rules the answer must follow
Appearance	Survey types (NPS, CSAT, CES, Likert, Ranking)	Scale range and labels
Advanced	Every type	Logic, calculations, alerts, documents, scoring
Preview	Every type except Hidden field	“This is exactly how people filling the form will see this question.”

Content tab

Setting	What it does
Field label	The question itself (“Type your question”). Required. The publish check warns about questions with no text. Select Insert answer to quote an earlier answer or a variable in the label, for example “Thanks, {name}. Which session…”.
Description	Extra instructions shown under the label, above the field. Optional.
Placeholder	Hint text inside an empty field, for example you@company.com. It disappears when the respondent types and is never saved as an answer.
Default value	Pre-filled when the form loads. The respondent can change it. A Fill from another question rule overrides it.
Options	For Dropdown, Radio Buttons, Checkboxes, Multi-Select and Ranking. Each option has a label (what people see) and a value (what’s stored). The value is made from the label automatically. Add option adds one. Bulk import (CSV) loads many from a spreadsheet. See Options and bulk import.
Type-specific settings	For example Default country and Allowed countries on Phone, Accepted file types on File Upload, or Statements on Likert. Listed on each question type’s page.
Image or video	Add an image or video shows a picture or a YouTube/Vimeo video with the question. See Images and video on questions.

Validation tab

Limits what counts as a valid answer. Pick a rule from Add a rule (or a Quick add chip), set its value, and optionally change the Error message. If there are no rules, “No rules yet — any answer is accepted.”

Also here:

• Unique submission value rejects an answer that an earlier response already used, such as an employee ID or ticket number. It’s only checked when the respondent enters a value.
• Minimum and Maximum (shown as No minimum / No maximum when empty) for length or value.

All rules, which question types offer them, and the default messages are in Validation.

Appearance tab (survey questions)

Setting	What it does
Scale minimum / Scale maximum	The range of the scale.
Minimum label / Maximum label	Words at each end, for example Not at all likely and Extremely likely.
Offer “Not applicable”	Adds an N/A choice that’s left out of scoring.
Soft required	If skipped, the respondent is prompted but can still continue.
Randomize choices per response	Each person sees the items in a different order, which reduces order bias.
Maximum items to rank / Require ranking every item	Ranking only. Leave the maximum empty to allow ranking every item.

Advanced tab

Each of these opens its own editor. When one is set, it’s summarised on the question card.

Option	Use it to	Guide
Condition Visibility	Show the question only when earlier answers match.	Logic
Fill from another question	Copy or calculate this answer from others, change its options, or make it required or disabled based on other answers.	Logic
External Validation	Check the answer against your own API, such as a membership number lookup.	Validation
Show a message when	Show an info, warning, error or success message based on answers.	Logic
Attach a document	Give respondents a guideline, sample or policy next to the question.	Support documents
Calculate from other answers	Create variables and formulas.	Variables & calculations
Table columns	Set up a Table Grid’s columns and rows.	Table Grid
Choose what to display	Pick the variable a Display Value shows.	Display Value
Count this in the poll	Include this question in the vote tally (Poll or vote forms).	Polls
Score this question	Set the correct answer, Points and Section (Quiz forms).	Quizzes

The editor footer

Control	What it does
Type	Switch this question to another type, keeping the label. Answers already collected stay in responses.
Required	Respondents must answer before submitting or moving to the next step.
Field width	100%, 50% or 33%. Consecutive questions with the same width sit side by side, for example First name and Last name at 50% each. On phones they stack.
Duplicate	Copies the question with all its settings, right below.
Delete	Removes the question. Use Undo if you didn’t mean to. Answers already collected stay in existing responses.
Done	Closes the editor.

Options and bulk import

Choice questions start with Option 1 and Option 2. To load a long list (countries, products, branches):

1. Select Bulk import (CSV).
2. Upload a .csv file (up to 5 MB) by selecting the drop area or dragging the file onto it.
3. Choose the Label Column (what respondents see) and the Value Column (what’s stored and exported). They can be the same column.
4. Check the Preview (First 5 rows), then confirm.

Support documents

Attach a document adds reference material next to a question, for example a sample photo, a policy or eligibility rules. Select Add Document, then:

Setting	What it does
Display Label	The link text respondents see, for example Guidelines. Required.
Content Type	External URL (a link to a page or PDF), Upload File (Inline) (stored with the form) or Upload File (DMS) (stored in your organization’s document storage, for larger files).
URL / file	The link (must start with http:// or https://) or the file to upload.

Respondents see the documents next to the question and can open them without leaving the form.