add a question to a form that has not yet launched

TABLE OF CONTENTS

• Step 1: Create Your New Question(s)
• Step 2: Add Your New Question(s) to Your Form
• Step 3: Schedule Your Launch

If your form has not yet launched, you will be able to add questions to the form. Follow these steps to create your new question, add questions to your form, and schedule its launch:

Step 1: Create Your New Question(s)

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, under Question Management, click Create and manage questions.
   
   
3. To build questions, click Create a New Question and walk through the steps you’re prompted with on the next page.
   
   Be sure to make note of the Category you select (or create) for your new question. You'll need this in the next step.
   
   Need more guidance on creating questions? Checkout this article. 
   

Step 2: Add Your New Question(s) to Your Form

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, click Manage forms.
   
   
3. On this page, find the form to which you would like to add your new question. Click the Change Questions link.
   
   
4. Your form will load and you will need to toggle the Display By from Report to Category.
   
   
5. Next,  find your new question using the Categories on the bottom-left.
   
   
6. To add the question, use this checkbox:
   
   
7. Once you're done adding questions, proceed by clicking the Order Selected Question button.
   
   
8. The next page will give you a chance to order the questions on your form.
   
   To order questions, either select a question and drag it to its desired location OR select the location using the Move To drop-down menu to the right of each question.
   If you have included any Group questions (questions that will duplicate for each identifier the receiving report is assigned to), you see this pop-up to create a Page Break. 
   
   
9. Once you are happy with the order of your questions and if you have any questions for which logic may be applied, click Add Optional Display Logic.
   
   If you have no questions for which logic may be applied, click Name This Report and proceed to step 11 below.
   
   
10. Next, use the Add Logic links to add and remove questions based on responses to your single-select qualitative questions.
    
    Want to learn more about using logic in your forms? Check out this detailed article on Display Logic here.
    
    
11. Once you are happy with the applied logic (optional), click the Name This Report button at the top or bottom of the page.
    
    
12. Type the name of your form and click either Create or Create Form and Schedule Launch.
    If you click Create, you'll be taken to a page that lists all of the forms you've ever created. (See this article for more on managing forms.)
    
    If you click Create Form and Scheduled Launch, you can begin scheduling your launch. (See this article for more information on scheduling launches.)
    

Step 3: Schedule Your Launch

1. Schedule a New Launch.
   1. On the left, in your Mission Control, click Report Management.
      
      
   2. On the right, click Schedule new launches.
      
      
   3. Once you’ve entered the scheduler, you’ll notice that launches are a simple, multi-step process.
      
      You can always clear steps by clicking the Clear Steps link on the upper right-hand side or return to the previous screen by clicking the Back link.
      
      
2. Select a Form.
   1. Use the drop-down menu to select a form to schedule.
      
      
   2. You can view the form in a new window by clicking the View Form link.
      
      
   3. To move to the next step, click Set.
      
      
3. Select a Frequency.
   1. Use the drop-down menu to select the frequency.
      
      
   2. Input the frequency information and click Set.
      
      

4. Targeted Reporters. 

   1. Use this step to tell the system who should complete the form.
      
      

   2. Select who should complete the form.
      
      

   3. To move to the next step, click Set.
      
      

5. Learning Community Questions.

   1. Uncheck to remove the Learning Community & Strategy Sharing Question.
      
      

   2. Uncheck to remove the Goal Setting, Challenge Reflection, & Reporter Support Question.
      
      

   3. To move to the next step, click Set.
      

6. Reminder Messages.

   1. Use this step to set up the announcement, reminder, and extension emails and text messages for your reporters.
      
      

   2. To use either the email or text message reminder, click Use.
      
      

   3. Once the window opens, you can customize and save your announcement and reminder emails.
      
      

   4. To move to the next step, click Set.
      
      

7. Keeping Things Clear for Reporters. 

   1. Customize the Link Reporters Will Click to Load the Report
      This link allows you to change the pre-defined hyperlink that your reporters see. By default, this hyperlink is the launch and close date of the report (excluding extension dates).
      
      

   2. Launch & close dates at the top of the form.
      This checkbox will show your reporters the launch and due dates (excluding any extension dates) on the top of the report.
      
      

   3. Introductory text at the top of the form
      This checkbox allows you to write introductory text at the top of your report. This is the perfect spot for instruction, updates, or other information that you are wanting your reporters to pay attention to.
      
      

   4. File attachments at the top of the form: 4 Remaining
      This checkbox allows you to attach up to 4 files that will appear at the top of your report.
      
      

   5. To complete this step, click Set.
      
      

8. Launching the Form. 
   
   Once each step has a green checkmark, you’re ready to schedule.
   
   

   

   Simply click the Schedule Report button.