Adding field controls to questions

Add field controls to questions to manage the flow of questions in a page.  Field controls allows you to control the properties of questions, such as when a question is shown and what its answer is. By managing the flow of questions in a page, you can control which branch conditions are satisfied in the form flow.

To add field controls to a question:

1. Navigate to the  Customize  workspace.
2. In the  Business Processes ,  Call Management , or  Lead Management  tab, navigate to the  Pages  tab, click the  Edit  button for the page in which you want to add fields controls to a question. The  Edit Page  dialog opens.
3. In the  Sections  area, select the section in which you want to add a field control to a question. A list of all questions in the section is displayed in the  Questions  area.
4. Click the  Action  button for the question that you want to add field controls to, then select  Edit . The Edit Question  dialog opens.
5. Click the Field Control tab. The Value, Initialization, Validation, Visibility, and Enablement subtabs are displayed. If the question type is Radio Button or Dropdown Selection, the Filter subtab is also displayed. If Required is selected in the Question tab in the Edit Question dialog or Add Question dialog, the Required subtab is also displayed.
6. Click the subtab that corresponds to the property you want to control. The evaluation options and formula editor for the property are displayed.
7. In the  Formula  field, enter the expression that you want to evaluate to control the property.
8. Select one of the following options under Evaluate the formula when the user :
   • Saves the page , which evaluates the expression only after the user has saved the page.
   • Completes all of the referenced questions (default) , which evaluates the expression only after all of the questions referenced in the expression are answered.
   • Completes any of the referenced questions , which evaluates the expression as soon as any of the questions referenced in the expression are answered or updated.
   • Changes any question , which evaluates the expression as soon as a user modifies a question.
9. When validating your expression, you can choose from the following:
   • Click  Validate  to check if your expression contains any syntax errors. If the expression is valid, a green check mark is displayed. If an error is found in the expression, a red X and the cause of the error are displayed.
   • Click Validate and Test  to open the  Validate and Test Formula Test Command dialog where you can run the formula with a test value. Click  Run  to view the results.
10. When you are finished adding field controls, click  OK  to save your changes to the question. The  Edit Question  dialog closes.
11. Click  OK  to save your changes to the page. The  Edit Page  dialog closes.

The field controls are added to the question.

Related links

Configuring pages
Field controls
Adding questions