Using Elements

• Adding Elements
• Element Fields
  • Formatting Options in Title, Description and Tooltips
• Advanced Settings
  • Data Key
  • Answer Key

• Deleting Elements

   

Adding Elements

To add an element to a form, simply click the + Add element button on the right side of the form and select an element type from the menu.

Each element type has different characteristics and uses. More information about each type can be found here.

Element Fields

The available fields vary depending on the element type.

The Title field is required for all element types, while other fields are optional in most element types.

How to fill in the fields:

• Title: The only required field. Enter the question or text the signee should see and answer.
• Description: Optional text that provides additional information or instructions about the question.
• Tooltip: Optional text that provides further information about the question. It appears behind and information icon.
• Type: The question format. For some elements, the type can be changed after the element has been created. For others, you need to delete the element and create a new one using the desired type.
• Required checkbox: When selected, the signee must answer the question. When not selected, answering the question is optional.
• Placeholder: Optional text that appears in the input field until the signee starts entering an answer. 
• Advanced field settings

  • Data key: A unique key for the question. It is used when sending SmartFlow data through an Integration, API or Webhook.

     

Formatting Options in Title, Description and Tooltips

The Title, Description and Tooltip fields include several formatting options, as can be seen by the icons on the right side above the fields.

Bold format: Select the text you want to format and click the B icon to make the text bold.

Italic format: Select the text you want to format and click the I icon to make the text italic (right leaning).

Hyperlink: Select the text you want to turn into a link, then click the hyperlink icon. Enter the URL in the field that appears and click Set. 

Reference: Click the @ icon to insert a reference to an answer from an earlier question in the SmartFlow. Select the answer you want to reference from the list of available options.

The referenced answer will then be displayed in the selected location based on the signee's responses in the SmartFlow.

Bullet points: Select the text and click the bullet list icon to format it as a bulleted list.

Numbered list: Select the text and click the numbered list icon to format it as a numbered list.

Advanced Settings

At the bottom-right of each element, there is a section called "Advanced field settings", which is collapsed by default.

Click Advanced field settings to expand the section and view the Data key for the element.

Data Key

The Data key is a unique ID for a field within a SmartFlow. It can be used to identify data when it is sent to another system through webhooks or when data is pre-populated through an API.

When a webhook or API is used with a SmartFlow, it is important not to change the Data key without notifying the person responsible for sending or receiving the data via webhook/API. Changing the key make cause the integration to stop working correctly. For this reason, it is best not to edit Data keys after an integration has been set up. 

The Data key is generated automatically when an element is created. It is based on the beginning of the element title, with a few random characters added at the end. 

You can edit the Data key manually or click Generate to create a new one.

Each data key can only be used once within a SmartFlow, but the same Data key can be used in more than one Smartflow.

Tip: 
If the same Data key is used in connected SmartFlows, the data from this element in the first SmartFlow will automatically populate the corresponding field in the second SmartFlow.

Answer key

For multiple-choice elements, each answer option has its own unique option Data key.

To view or edit these keys, toggle "Enable editing options data keys" in the Advanced field settings section.

Once enabled, a key icon will appear on the right side of each option. Click the key icon to view or edit the option's Data key.

Here you can edit the Options data key. 

As with regular Data keys, it is advised not to change an option Data key after an integration has been set up unless requested by the person responsible for configuring the sending or receiving system.

Deleting Elements

To delete an element, select it from the left panel. Then click the trash bin icon in the top-right corner of the form menu.