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Grouping questions

You can group related questions together in a form. Grouped questions indent and display closer together than questions that are not grouped.

 Ensure that you have deactivated the template. You cannot modify active templates.

You select the  Grouped  checkbox for a question to group it with the closest prior question for which the  Grouped  checkbox is cleared. When you select the  Grouped  checkbox for consecutive questions, they are all grouped together with the closest prior question for which the checkbox is cleared.

For example, in your form you want to create a group of checkboxes in which the user selects one or more areas of interest for their client's investments. First you add a Label question called Areas of Interest. Then you add three Checkbox questions called Finance, Health Care, and Technology. For each Checkbox question, you select the Grouped option.

When a user views the form, the Checkbox questions display inline below the Label question, and are spaced more closely to it. Single-line Text questions would instead be indented with respect to the Label question.

To group questions:

  1. In the business process or call script template, edit the page in which you want to group questions.
    The  Edit Page  dialog opens.
  2. In the  Sections  area, select the section in which you want to group questions.
    A list of all questions in the section displays in the  Questions  area.
  3. Click the  Edit  button for the question that you want to add to the group. The  Edit Question  dialog opens.
  4. [Optional]  Select the  Grouped  checkbox. Click Save and Close to save your changes the question. The  Edit Question  dialog closes.
  5. Repeat steps 3 to 5 for each question that you want to add to the group.

  6. When you are finished grouping questions, click  OK  to save your changes to the page. The  Edit Page  dialog closes.

The questions are grouped.

Configuring pages
Adding questions
Activating business process templates