The RadioButton question lets people select one answer from several choices.
Add Radio Button Options and Set Up the Definition Properties
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click on the form you are working with.
3. Click Add Question. The Add Item window appears.
4. In the Unique ID field, enter an identifier for the dropdown.
5. From the Type drop-down pick list, select RadioButton.
6. In the Text field, enter and format the label you want to use to describe the radio button options.
7. Text is automatically added to the left of the radio button options. Use the Text Position options to move it to the top or right.
8. If you are grouping fields, enter the group name in the Group field. Each question being included in the group must have the same group name in this field.
9. If you are using a collection grid:
a. Select the grid you are associating the radio button options with from the Grid drop-down.
b. Select the appropriate Grid Function from the drop-down.
10. Click Save.
Configure Radio Button Settings
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Settings tab.
7. The question is automatically added to the left of the form page. Use the Alignment drop-down list to change the alignment of the question.
8. Set up the attributes:
a. If you want to require users to select an option, select the Required check box.
b. If you want the dropdown to be shown to users, but unavailable to them to select from, select the Read Only check box.
c. If you want to make a question/field only visible in the report view or EX FormFlow - Workflow, select the Show Only in Report checkbox.
d. The Hide On Load setting can be used to hide a question on the form until another action takes place. * This setting will soon be discontinued. To show/hide a question, use question Rules options.
e. If you want the option the user selects to be included in the form report, select the Include in Report Grid check box.
9. To have one of the radio button options automatically selected when the form user accesses the form, enter it in the Default Value field. Form users can update what is selected.
10. If your radio button options include a value amount mapped to a selected Payment Profile, and you want to double the final balance amount, select the Add Double Value to Final balance check box.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
11. If your radio button options include a value amount mapped to a selected Payment Profile, and you want to multiply the amount by the Fee Amount in the Payment Profile, select the Multiply Balance by Double Value check box. For example, an event participant is registering for an event and they have 3 guests attending with them. There's a fee and when they select the number attending this will multiple the fee of the event by 4.
* It is recommended that you use the Balance Calculator to modify the final balance as this setting will eventually be discontinued.
12. From the Map to Payment Field drop-down, select the payment portlet field you want to associate with the form user's radio button selection.
13. If you are associating the radio button options with information in EXi Events, select the appropriate event field from the Map to EXi Event Field drop-down options. If you are using this drop-down with a multi-part event that allows invitees to select the events they are attending, see Build a Multi-Part Event Registration Form.
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This option is only available to schools with an EXi Events Management license. |
14. In the Help Info Text field, enter additional information or brief instructions for form users. Help information is shown next to a help icon that shows your text when the user hovers over or clicks on it.
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This option is only available to schools with a Candidate features license. |
15. Click Save.
Set Up Static Options for Radio Buttons
See Question/Field Options for more information.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Options tab.
7. Select the Static Options option.
8. If you want the options to be randomized, select the Randomize Options check box.
9. Click Add Option.
10. For the Numeric field:
If the radio button options impact a final balance on the form, enter the numeric amount to be used in the balance calculator. For example, for the question , "What state will this product be shipped to?", the options might be "VA" or "NC". Since each state might require a difference tax percentage to be applied, the Numeric might be 0.08 for VA and 0.07 for NC, which would be used to calculate the final balance. Example
If the radio button does not impact a final balance on the form, enter the Numeric as 0.
11. Use the Value field to enter the value that will be stored in the database and displayed in the email/report.
12. In the Text field, enter how the option will appear to the form user.
13. If you want a particular option to be automatically selected when the form user first accesses the form, select the Selected check box.
14. Click Save.
Set Up Dynamic Options for Radio Buttons
See Question/Field Options for more information.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. Click on the form you are working with.
4. Click on the tab you want to work with.
5. Right-click on the question/field and select Properties. The Edit Item window appears.
6. Click the Options tab.
7. Select the Dynamic Options option.
8. From the Options Source drop-down, select the datasource you want to use to populate the options available for the form user to select from.
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JZB indicates a Jenzabar-provided datasources. You can also select from datasources your school has set up using the datasources options. |
9. Click Save.
Options give the form user a list of items to choose from.
Returns a list of states from the EX database.
SELECT
RTRIM(VALUE),
DESCRIPTION
FROM
TD_STATE_VIEW
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
2. Click Manage Forms. The Manage Forms page appears.
3. From the Form Admin toolbar, click the Tools drop-down list, then select Data Sources. The Data Source page appears.
4. Click
the Add icon 
to the right of the DataSource
drop-down list. The previously inactive fields become active.
5. In the Name field, enter a name for the datasource you want to create.
6. From the Use Database drop-down, select the database you want to pull the data from. This could your EX database or another external database you are using with EX FormFlow - Forms.
7. In the DataSource Query field, enter your SQL query that will select and/or filter the information in your database that you want to make available in your form.
8. Click Save DataSource.
9. Click Manage Forms. The Manage Forms page appears.
10. Click on the form you are working with.
11. Click on the tab you want to work with.
12. Right-click on the drop-down, radio button or checkbox question you are associating the datasource with and select Properties. The Edit Item window appears.
13. Click the Options tab.
14. Select Dynamic Options.
15. From the Options Source drop-down, select the auto-complete data source you created.
16. Click Save.
Associate an Action with the Radio Buttons
You can use actions to control if anything happens when the form user selects a particular radio button option. For example, your form survey includes a radio button option asking form users to rate their level of satisfaction with the school's facility. If the form user selects Dissatisfied, you can show an additional essay question asking them to detail why.
1. Log in to the campus portal as an administrator and access EX FormFlow - Forms.
1. Click Manage Forms. The Manage Forms page appears.
2. Click on the form you are working with.
3. Click on the tab you want to work with.
4. Right-click on the question/field and select Properties. The Edit Item window appears.
5. Click the Rules tab.
6. Click Add Step.
7. In the first drop-down, select the If or Else condition.
8. In the second drop-down, enter what user selection causes the action.
9. In the third drop-down, select the action you want to happen.
10. Sample options include:
a. To show the form user a message, select Alert: Show message. A blank field appears where you can enter text you want shown in a pop-up notification. This can be useful when you want to notify the form user about their choice.
b. To show or hide other form options based on what the forum user selected, use the group clear, hide, show, and toggle options. See Working with Grids for more information.
11. To include additional conditions before the action occurs:
a. Click Add Step.
b. Select Else from the first drop-down option.
c. From the second drop-down option, select the action to occur.
12. To include have more than one action occur when the form user selects a particular option:
a. Click Add Step.
b. Select And from the first drop-down option.
c. From the second drop-down option, select the action to occur.
13. Repeat steps 6 - 12 to add as many actions and conditions as needed.
14. Click Save.
Options for Questions with Multiple Selections