Required Knowledge: Sales+
Required LRM Access: Owner
Custom Questions allow you to collect information unique to your organisation specific to that for submission. The data collected through Custom Questions is automatically stored against the submission data. Examples:
- Enquiry Reason
- Application Bio
- Contact Preference
Hence it’s information that is useful within the context of each form submission but not needed against the actual Learner record.
Once Custom Question has been added, it can be easily managed within the Form Management section.
Custom Fields differ from Custom Questions as their data is stored directly within the record. See How to Manage Custom Fields
1
Navigate to LRM > Settings > Configuration > Form Management
2
Custom Questions
Under the Custom Questions Tab, you can:
- Add Custom Question
- Search Questions
- Active Fields only
- Inactive Fields only
- Both Active and Inactive
- Choose to show Form Types:
- Application
- Contact
- Manage Fields
- Use Toggle to set to Active or Inactive
3
Add Custom Question
1. To add a Custom Question, on the top right corner, Click Add Custom Question
2. Enter a Question Name
3. Select a Question Type
- Date
- Single-line Text (Fields Length Between 1 – 100)
- Multi-line Text (Fields Length Between 1 – 4000)
- Decimal
- Integer
- Dropdown (Single Select) (Create dropdown Value(s))
- Dropdown (Multi Select) (Create dropdown Value(s))
- Yes or No
- Confirmation
- Checkbox
NOTE: Depending on the Question Type selected, you may have to add extra Field Type details. Options for the additional required type details will appear as you make your selection. Update/Enter details as required. i.e. A Single-Line Text Field will require you to also enter the Field Length.
4. Select one or more Form Types
- Application and/or Contact
5. By default, the newly created Field is set as Active. Use the Toggle to set as Inactive if required
6. Click Save
NOTES:
- Contact Form fields are customisable
- Drag and Drop Contact Form fields to change position
- Once Custom Questions are created you will only be able to edit the Question Name and Form Type. Questions can only be disabled and not deleted. Please ensure the question is set up correctly before saving.
