To add a new page to a question form

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The procedure to add a new page to a question form is as follows:

  1. Navigate to Quick Menu > System > Configuration > Form Template. The Form Template window is displayed.
  2. Expand a category heading from the alphabetical list and select an associated question form template, or type its name into the Search Templates field. By default the list is filtered to show Current question form templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on Page Setup. The Page Setup tab is activated.
  4. Click on New Page. The Page Element window is displayed.
  5. Enter a Name for the new page into the field provided i.e. the page heading, as presented to the recipient on the question form. The syntax of the page name must exclude special characters (? / \ # & ! ^ % £ $) 1.
  6. Using the View Roles drop-down field, multi-select all user roles permitted to view this question form page, or choose the All option, as required 2.
  7. Using the Update Roles drop-down field, multi-select all user roles permitted to apply changes to this question form page, or choose the All option, as required 2.
  8. Click on Confirm. The new page appears in the layout as a horizontal bar.
  9. Click on Add Section 2. The Section Element window is displayed, ready to record all the details required for the new page section. This procedural step is covered separately in the topic To add a section to a question form page.
  10. Repeat steps 4 through 9 to add further pages to the question form.
  11. Click on Save 3.


Tip

1 To aid in identification, it is good practice to devise and uphold a consistent naming convention for all page headings.

2 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.

Note

1 The Search Templates field will match against any element of the question form template name.

2 A page must contain at least one section before it can be saved within the question form template.

3 To amend the details of an existing question form page, select the desired page using the drop-down field, double-click on the associated horizontal bar and repeat steps 5 through 8.


See related topics...

Question form template management overview

To add a section to a question form page

To create a new question form template

To reorder pages within a question form