Option list

Within the questionnaire and setup information nodes there are three different kinds of question formats for option lists. 

  1. Radio
  2. Dropdown
  3. Multiple Choice

Radio

The radio format requires the signee to choose between two or more options. 

Fill in the fields to configure the radio question:

  1. Question: Enter the question here (required)
  2. Description: If the question requires further explanations write them here (optional)
  3. This field is required: By default all questions are required to be answered by the signee. If a question should be optional, uncheck this checkbox.
  4. Appearance: Here you can choose between showing the options as radio buttons or as a dropdown list. You can see a preview of what the options will look like in the preview panel.
  5. Options: Here you write the options available to the signee. To add another option click the "Add option" button.
  6. Clarification: A clarification question is a follow up question that is presented to the signee when the signee choses the option it is connected to. There can be more then one clarification question per option and they can be in any format. See more here.

Advanced field settings

  1. Data key: A Data key is automatically generated when you enter the question. The data key is used for delivering information between Taktikal and external systems, such as via integration, webhooks and API. These Data Keys need to be unique but can be changed here. We advise using caution when changing Data Keys if the connection to the external system has already been made, since changes to the Data Key will cause errors in delivery unless the same change is made to the Data Key in the other system.

Dropdown

The drop down format functions exactly like the radio format except the appearance of the option list will be in a drop down list and placeholder text can be added to the drop down list. 

Multiple Choice

The Multiple Choice format allows the signee to choose one or more options from a set of options. 

Fill in the fields to configure the multiple Choice question:

  1. Question: Enter the question here (required)
  2. Description: If the question requires further explanations write them here (optional)
  3. This field is required: By default all questions are required to be answered by the signee. If a question should be optional, uncheck this checkbox.
  4. Options: Here you write the options available to the signee. To add another option click the "Add option" button.
  5. Clarification: A clarification question is a follow up question that is presented to the signee when the signee choses the option it is connected to. There can be more then one clarification question per option and they can be in any format. See more here.

Advanced field settings

  1. Data key: A Data key is automatically generated when you enter the question. The data key is used for delivering information between Taktikal and external systems, such as via integration, webhooks and API. These Data Keys need to be unique but can be changed here. We advise using caution when changing Data Keys if the connection to the external system has already been made, since changes to the Data Key will cause errors in delivery unless the same change is made to the Data Key in the other system.

Clarification questions

A clarification question is a follow up question that is presented to the signee when the signee choses the option it is connected to. There can be more then one clarification question per option and they can be in any format. 

To add a clarification question click the "+ Add clarification" link beneath the option you want to connect a clarification question to.

Next configure the clarification question based on the question format

The preview panel will indicate that you are editing a clarification question and for which option the clarification connects to. 

The editing panel will indicate that you are editing a clarification question by stacking the editing panel on top of the editing panel for the original question, as well as providing a breadcrumb trail for you to follow, at the top of the editing panel. You can go back to the original question by clicking the breadcrumbs or the back button at the top of the editing panel or by clicking the editing panel for the original question visible as a narrow line to the left of the editing panel for the clarification question.

Once the editing question has been created it will appear below the option it was connected to. 

Next: Number formats

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