Input type questions get you information by directly asking users to enter data. The type of information you ask for can involve letters (e.g., a name), numbers (e.g., a zip code), dates, and so on. Examples of different types of input questions are shown in the following picture, and explained in the table below the diagram.
Note: A page containing input questions can also include other elements (such as paragraphs) that display information relevant to answering the questions.
|1||Short Text||Users enter a short answer.|
|2||Date||Users select a date, using a date picker.|
|3||Number||Users enter an answer containing numbers only.|
|4||Password||Users enter an answer whose characters are masked as they are entered.|
|5||Multiline||Users enter a longer answer, e.g., feedback or comments.|
Note: A related type of question is Photo Upload. This question type lets users send you images. For more information, refer to Getting Images From Your Customers.
Input Question Design: Basic Workflow
Step 1: Select the Input Question Type
From the Page Editor, select the required type of input question and drag it onto the Page map. (In the example above, a Password type question is selected.) When a question type is dragged onto the Page map, the Element tab (on the right side of the Page Editor) automatically opens.
Step 2: Design the Input Text
The text that you put in the fields of the Input section of the Element tab determines what the user sees on the page. The following fields are common to all input questions:
- Label: This is the actual text of the question. The Designer has a default label for every input question, which can be replaced with the text of your choice.
- Hint Text: This optional text is displayed in the answer field on the Interaction page. The text usually guides users as to how to answer the question.
Step 3: Define Validation and Security Settings
The settings in this section of the Element tab involve checking the answer provided and protecting sensitive input. All settings in this section are optional.
The following are some common settings for input questions:
- Required Field: When this checkbox is selected, users cannot proceed to the next page of the Interaction if they have not provided an answer. Required fields are indicated in an Interaction page by a red asterisk next to the label. (See the example in the first question in the figure above.)
- Do not audit the question's answer: When this checkbox is selected, the answer entered by the user is not saved in the Interact databases.
- Secure: Use this checkbox for collecting text information that contains sensitive data.
The Validation Type setting involves checking an answer to determine if it conforms to the validation settings configured. Validation settings are relevant to text and number input questions only. For more information, refer to Configuring Validation Settings for Input Questions.
Step 4: Format Settings
Additional settings for designing the Format of the input.
Step 5: Set the Variable Name
The Variable Name field stores the runtime response as a User Input variable in order to make it readily available to other Interaction elements. A unique name is automatically assigned to this field by default, but you can enter a more descriptive name of your own. You can also assign the runtime response to an existing or new variable. Entering '@' in the field enables you to select and assign a variable of the correct type using the autocomplete variables list. For more information, refer to Viewing and Managing Variables.
Step 6: Add Show/Hide Rule
The Show/Hide Rule field enables you to show or hide the input question during runtime if a specified Rule condition is met. The input question is always displayed by default. For more information, refer to Dynamically Displaying Elements with Rules.
Step 7: Set the HTML Reference ID
The HTML Reference ID field stores the response in order to make it available for use outside of Interact, for example in CSS or application extensions. A unique name is automatically assigned to this field by default, but you can assign a more descriptive name to make it easier to identify.