add a question to a form that has already launched

Modified on Wed, 21 Feb 2024 at 07:42 PM


TABLE OF CONTENTS


If your form has launched, you will not able to add questions, therefore you will need to follow these steps to create your new question, clone 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.


Step 2: Clone 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 Clone link.

  4. Your form will load and you will be able to find your new question using the Categories on the right.

  5. To add the question, use this checkbox:

  6. Once you're done adding questions, proceed by clicking the Order Selected Question button.

  7. 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.

    New questions added to the cloned form will appear near the bottom (above the Learning Community questions). Remember: You can remove these questions when you launch your form (see: Step 3 below).
  8. Once you are happy with the order of your questions, click the Name This Report button at the top or bottom of the page.
  9. If your report has any questions linked to Groups, you'll see a pop-up like this one:

    Here you can decide if you would like a page break to be inserted between identifiers on your report.

  10. Type the name of your form and click Create.

  11. Finally, you'll be taken to a page that lists all of the forms you've ever created. (See Manage Forms page.)

Step 3: Reschedule Your Launch (If you don't have a launch scheduled, proceed to the next section.)

If you already have a launch scheduled using the old form, you'll need update the launch with the new form by following these steps:

  1. On the left, in your Mission Control, click Report Management.

  2. On the right, click Manage existing & scheduled launches.

  3. Open the Scheduled Launches panel.

  4. Find the launch you need to update and use the Action drop-down, selecting Edit Launch.

  5. When the page loads, under the first panel - Select a Form, choose your new form, and click Set.

  6. Make any other changes you'd like, and then click the button at the bottom of the page to update the launch.  

Step 4: Schedule a New Launch

If you don't have a launch scheduled, follow these steps:

  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. 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.


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