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.
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Advanced field settings
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Data key: A unique key for the question. It is used when sending SmartFlow data through an Integration, API or Webhook.
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Formatting Options in Title, Description and Tooltips
The title, description and tooltip fields offer some formatting options as can be seen by the icons on the right side above the fields.
Bold format: Select the desired text and click the B icon to make the text bold.
Italic format: Select the desired text and click the I icon to make the text italic style (right leaning)
Hyperlink: Select where you want the hyperlink to appear and click the hyperlink icon. Input the URL in the field that appears and click Set to save it.
Reference: Click the @icon to add a reference to a previous answer within the SmartFlow. Choose the answer you want to reference from the list of available references.
The answer will be presented in the designated area based on answers from each SmartFlow.
Bullet points: Click the bullet list icon to arrange the selected text in a bulleted list.
Numbered list: Click the numbered list icon to arrange the selected text in a numbered list.
Advanced settings
At the bottom right for each element there is a section called Advanced field settings which is collapsed by default.
To open this section, simply click on the section name or button to show the Data key for this element
Data key
The data key is a unique ID for the field within the SmartFlow and can be used to identify the data when it is being moved to another system via webhooks or when the data is being pre-populated via API. When a webhook or API is used for a SmartFlow it's important not to change the data key without notifying the person that is sending or receiving the data via webhook/API since the process may break if the datakey is changed. It is therefore a good policy not to edit the datakeys after an integration has been made to reduce the likelihood of operational errors.
The Data key is automatically generated when an element is created by taking the start of the title and adding a few random characters at the end. It can be edited by the SmartFlows user by entering a new Data key or by clicking the Generate button. Each data key can only be used once within a SmartFlow, but the same datakey can be used in more than one Smartflow.
Tip: if the same data key is used in connected flows, the data from this element in the first SmartFlow will automatically populate that field in the second SmartFlow
Answer key
For multiple choice elements, each option has a corresponding options data key which is unique to each answer. To enable viewing and editing these keys toggle the "Enable editing options data keys" in the Advanced field settings section.
Once enabled key icons will appear on the right side of each option. To view or edit it, click the key icon.
Here you can edit the Options data key. As with data keys, it is advised not to alter this after an integration has been established unless requested by the person that is configuring the sending or receiving system.
Deleting elements
To delete an element, first select it within the form by clicking on it from the left panel. Next click on the trash bin icon in the top right corner of the form menu to delete the element.