Master the grid question type
Take full advantage of the grid question type
With the grid question is great for creating ratings, surveys and more.
Topics
- Add a grid field to your form
- Create a grid with multiple rows and a custom scale
Prerequisites
You already know how to add Ultradox Forms to your flow and deal with basic question types.
Goals
- You will be able to leverage all features of the grid field type
Instructions
To explain the grid form fields, we assume you want to inquire about the satisfaction of your customers about your offers. To do this, you provide your customers with a list of your offers with a rating scale to click on.
Adding a form
You can create a new form dragging an empty form from the building blocks sidebar into your document.
Add the grid question type by clicking on the grid icon in the fields toolbar at the bottom of the form editor.
Adding a grid field
First of all give your question in reasonable variable name. In our example we will call the variable survey.
Enter a prompt for the user and optionally a description.
Next we have to define the rows by entering a comma separated list.
In the column field we specify the possible choices for each row.
The resulting variable names will be derived from the row and column names.
Click on Apply when you have entered all fields.
After clicking on Apply you will find the grid that you've just defined in the resulting form.
You will find a row with a set of checkboxes.
You can click on some checkboxes to specify default values and for testing your flow.
Output variables
In the output variables section of the form you will all variables that you can use in the subsequent building blocks of your automation.
Adding the ${survey.features} variable to your template will for example print Not satisfied in this example.
User Interaction
Finally customize the user interaction to display a message to the customer after the form has been completed. Therefor click on the user interaction icon in the title of the Form building block to open the dialogue.
Further information
You can also create a nice table showing the entered values. Either use the Ultradox Template Editor to insert a table as a starting point or create a table manually in Google Docs that looks like this:
| Question |
Answer |
| $[survey[].row] |
$[survey[].column] |
When generating your document or email from this table definition you may get something like this:
| Question |
Answer |
| Features |
Not satisfied |
| Stability |
OK |
| User Interface |
Satisfied |
| Documentation |
OK |
Try it
Let's enable user interaction for the form to see if everything works as expected.
If you enable your flow as a App and hit the run button you will see how the grid will be rendered to the user of your app.
The entered data will be collected and will be available in subsequent steps of your flow.
Please note that the checkboxes that you've checked in your form in the Ultradox Editor will be checked by default.
Questions and Feedback
If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.
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Last Updated: 10/11/17