A Form, which is a set of Questions grouped together on a single screen, enables you to quickly obtain information from users. The group of Questions together form a logical unit.
Each Question in a Form is created in the same way in which a Question Interaction element is defined. However, the Questions are all defined within the Form element.

Sample Use Cases

  • A Form can be used to represent a checklist of Questions representing tasks that need to be fulfilled before moving on in the Interaction. For example, in a medical setting, a set of checks must be completed before marking a bed as ready for a new patient. The Questions on the Form in this Interaction might be:
    • Is the bed empty?
    • Has the patient card holder been removed?
    • Has the bed been cleaned? (and so on)
  • A Form can be used in a self-service Interaction to enable the user to quickly enter personal details, such as name, email address, etc.

Defining Forms

Creating and modifying this Interaction element involves specifying parameters in the Form Definition dialog. To access the dialog, from the Insert menu, click Form, or from the toolbar, click IconForm and then click inside the Interaction Map.


The General tab features the following settings:

SettingDescription/Notes
Reference name The name of the Interaction element. The name should be unique, so it can be used for referencing. The reference name appears only in Design view. It is not visible to users.
Page Title The text that is displayed in the title of the page.
Form Layout
  • Multiple Questions: Each question may have its own header and/or footer.
  • Details Form: The label of each question appears inside the question field. Individual questions do not have headers or footers.
Form Header The text that is displayed above the Form.
Form Footer The text that is displayed below the Form.
Add Question Clicking this button opens the Questions dialog. For details, refer to Questions
Note: Details Form layouts do not support multiple choice radio buttons display. Yes/No Questions must be displayed as a switch (not as a list, or in radio buttons).

The Input tab lists all configured Questions. This tab also enables you to manage the Questions (e.g., edit and delete them), and change the order in which Questions appear on the Form.

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