Understanding the Question Settings #
NestForms allows you to customise the Question Settings within each form component to optimise data collection and improve user experience. These settings let you control how questions appear, apply validation rules, and manage visibility options to ensure accurate and relevant responses.
Whether you're adjusting display options, setting required fields, or applying Skip Logic, the Question Settings will provide flexibility for building dynamic and efficient forms. This guide will walk you through the available options and how to use them effectively.
The Basic Question Settings #
The Basic Question Settings help you structure your form by customising rules, setting required fields, and defining response formats to ensure accurate data collection. Here are some of the universal Settings you will find within each question.
Once you have dragged a question (also known as a Form Item) across into your form, the first thing you should do is to give it a title. Simply click into the text and edit to suit your requirements.
On the left of the question bar is an icon . You should click and drag this icon to re-position the question anywhere on the form.
On the right of the text bar is a 3 dots icon (this icon will be explained later) and dropdown icon
.
Edit Question Settings #
The Edit question is commonly used on many forms.
Click on the icon to open the form item.
Now you have opened the form item you will find various settings. These settings will vary depending on which question you have decided to include on your form.
In this example the features include Keyboard type:
A Keyboard Type within the Edit question determines the type of keyboard that appears when a responder enters data and is unique to the this form item. This helps optimise input based on the expected response format.
Available Keyboard Types:
- Default – A standard keyboard for general text input.
- Email – Displays an email-optimised keyboard with '@' and '.' shortcuts.
- URL – Includes shortcuts for entering website addresses efficiently.
- Number – Restricts input to numeric values only.
- Phone – Provides a dial pad-style keyboard for entering phone numbers.
- Password – Masks input for secure entry, commonly used for sensitive data.
There are also checkboxes for Custom DB, Placeholder and Required along with a Validation Rules button:
- Custom DB – Links to a Custom Database for selecting preloaded data.
- Placeholder – Displays guiding text inside the input field.
- Required – Makes the question mandatory before submission.
- Validation Rules – Sets input restrictions like text length or number ranges.
These checkboxes will appear in most of the other questions within your form. Additional checkbox features will be explained later.
You can find more details for this form item on the Edit help page.
Multiple Answer, Single Answer and Dropdown #
These three questions have very similar settings, let's use Multiple Answers as an example:
The Multiple Answers question allows responders to select multiple options from a predefined list, making it ideal for checklists and multi-choice responses. Similar to entering text for the question title, you now have to enter titles for your options in each of your New option fields:
Underneath these there are further options to:
- Add Answer – Create new response options within the question.
- Modify Multiple Answers – Reorder, or remove existing answer choices.
In addition to the Custom DB and Required checkboxes you now have options to:
- Set Values – Assign numbers to answers for calculations.
- Skip Logic – Show or hide questions based on responses.
- Max Options – Limit the number of selectable answers.
This is a good point to explain the the 3 dot icon that appears beside the dropdown chevron and provides a menu with multiple settings:
Not all of these options will appear for every form item.