System Development, Software Updates, Quick Guides and Builder Training InformationBuilder Site Help Documentation Event Form: Sections and Section PropertiesSections in the Event Form (where questions/fields are added into). How to add in a new Section set up it's Visibility settings

Sections in the Event Form (where questions/fields are added into). How to add in a new Section set up it's Visibility settings

Before you can start to add Fields/Questions to your Event Form, you need to have Sections to add those fields into. It is critical that you understand how to set up a section and modify the layout to ensure your forms look and function optimally.

Why do you need Sections? To ensure your question flows and the page layout is optimised and user friendly.

Why do you need Sections? To ensure your question flows and the page layout is optimised and user friendly.

Sections are an integral component of setting up your form. The image above shows four sections have been used to divide up this injury monitoring form. You can clearly see the section titles and description entered for it. The sections are used here to separate out different types of questions into different areas. The section layouts can be set up differently as well. The image here shows the Injury Area being set vertically (see the Section layout Step in this Lesson) and the other sections have been set up with a Right Alignment and a Tool tip (the explanation that appears in the image here).

When you open an existing Event Form or create a new form, the Form Builder appears. In the Add Question View click on "Add New Section" on the right of the Form Builder

When you open an existing Event Form or create a new form, the Form Builder appears. In the Add Question View click on "Add New Section" on the right of the Form Builder

 

To Add a new Section click on "Add New Section"

To Add a new Section click on "Add New Section"

To add a new Section:

Click on the "Add Question" Tab on the Form Builder and select the "Add New Section" button.

A section will be inserted into the Event Form

A section will be inserted into the Event Form

A New Section will now show on the left of the page in the form overview section.

Click on the "New Section" heading so it is highlighted light red. You can now Name the Section and add in an relevant Description details using the Section Title and Section Instructions areas on the right of the page.

Click on the "New Section" heading so it is highlighted light red. You can now Name the Section and add in an relevant Description details using the Section Title and Section Instructions areas on the right of the page.

Start typing directly into the Section Title and Section Instructions text areas (right of the page) and the changes will appear on the left in the Form Overview (as shown below).

The changes made on the Section Settings will be applied on the left in the form overview

The changes made on the Section Settings will be applied on the left in the form overview

 

Additional Description Formatting Details- you can add in html code to format the section instructions to help with formatting and layout.

Additional Description Formatting Details- you can add in html code to format the section instructions to help with formatting and layout.

The image here shows that html code has been used to generate an unordered list (bullet points) in the section details. If you know how to use html feel free to add in any formatting you need. To find out more about using html code see the following link http://www.w3schools.com/html

Visibility Settings can be set (when the section should and should not appear) and are important to set for optimising the flow of data and to minimise the amount of questions on the page.

Visibility Settings can be set (when the section should and should not appear) and are important to set for optimising the flow of data and to minimise the amount of questions on the page.

The section's visibility on the event form can be set to show, hide or display when a specific series of fields are entered on the event form. Click on Visibility in Section Settings to enable this.

Visibility will default to "Always Visible". Click on the Visibility drop down and specify whether you want this section to show based on a specific set of fields being selected.

Visibility will default to "Always Visible". Click on the Visibility drop down and specify whether you want this section to show based on a specific set of fields being selected.

To add visibility settings click on the Visibility when all (or any) of:

1: Select the visibility

2: Select the field from the Field Name (a list of all fields in this form will be presented for you to select from)

3: Select the Condition that must be met, e.g. Equal To, Not Equal To, Greater than etc. Different conditions will appear depending on the type of question selected (e.g. a selection, number, yes no etc)

4: Enter/Select a Search term which will depend on the type of field you are using that you want the visibility to be set from. A Yes/No question you select Yes or No, but a number you may type in a whole number.

The example here shows that the entire section "Event Fields" and any questions added into that section will not appear unless all (because the visibility is set to "Visible when all of") of the criteria set in the Visibility settings are met:

-The Yes or No Visibility Field must be Equal To "Yes"

AND

The Section selection field must Not Equal To "Hidden"

-e.g. The Event Fields section will be hidden unless the Yes or No Visibility Field equals Yes and the Selection field is selected as either "Showing" or "Unsure".

Alternatively, you could selected "Visible when any of" for the Visibility would mean the Event Fields section would appear if :

-The Yes or No Visibility Field must be Equal To "Yes"

OR

-The Section selection field must Not Equal To "Hidden"

An example of this appear in the images in the steps below

The Image here shows you how the form looks before the correct fields are entered. The section does not appear and will stay hidden if No is selected.

The Image here shows you how the form looks before the correct fields are entered. The section does not appear and will stay hidden if No is selected.

The Section is hidden. See the image in the step below to see that the section appears on the form when the correct combination of fields is entered.

The Section Appears when the correct combination of fields is entered

The Section Appears when the correct combination of fields is entered

You can see that the section now appears when the correct combination of fields is entered. Visibility can also be set for specific fields but see the Creating an Event Form Lesson for more details.

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