To create a new group in a question form section

The procedure to create a new group in a question form section 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. Select the question form page, containing the desired section for the new group, using the drop-down field.
5. Locate the horizontal bar matching the section in which a form-specific question group will be created i.e. one not already available within the library.
6. Click on Add Group. The Group Element window is displayed.
7. Enter a Name for the new group into the field provided i.e. the short description for the question group. The syntax of the group name must exclude special characters (? / \ # & ! ^ % £ $) 1.
8. Enter a Label for the new group into the field provided i.e. the caption for the new question group, as presented to the recipient on the associated form.
9. Use the Information Text field to add supporting contextual data that is relevant to the new question group i.e. an introduction to the question group, as presented to the recipient on the associated form.
10. Use the Help Text field to add a tool tip that will aid the recipient in their response to all questions in the group.
11. Click on Confirm. The new group appears in the layout as an indented horizontal bar, underneath the associated section heading.
12. Click on Add Question or Add Library Question 2. The Question Library window is displayed, ready to capture all the details required for the new group question. This procedural step is covered separately in the topics To create a new question via a form group or To add a library question to a form group respectively.
13. Repeat steps 5 through 12 to create further groups on the same question form page.
14. Click on Save 3.

Tip

1 To aid in identification and extended searching opportunities, it is good practice to devise and uphold a consistent naming convention for all question group names.

Note

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

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

3 To amend the details of an existing form-specific question group, select the desired page using the drop-down field, double-click on the associated horizontal bar and repeat steps 7 through 11.

See related topics...

Question form template management overview

To remove a group from a question form section

To add a section to a question form page

To add a new page to a question form

To create a new question form template