This guide is meant to give you an in-depth look into editing a form. Watch this 10-minute video to learn how to build and edit forms.
Read more about form building below:
Editing Form Details
From the "edit view," you can update the name of a form at the very top of the form.
Adding and Editing Questions
Adding a New Question or Form Element
To insert a new question into a form, click the blue “+” button that appears below a selected question. This will bring up a list of possible question types; select a question type to start editing your new question. The new question will be inserted where you clicked the blue button (right after the question you had previously selected).
You can also duplicate a question using the duplicate tab on the left-hand side of any question to easily copy and modify questions that you’ve already created.
Question Editing Basics
Different question types on your form will yield different data visualizations when the form is used to collect data. For an overview of data corresponding to the different types of questions, see this article.
Apart from usability elements like a section or rich text field, every question that you add to a form has a few common elements:
Prompt: the prompt will appear as the question text when someone is filling out the form. For most questions, this will pose the basic question being answered.
Data Label: think of a data label as a unique short-name for your field. It will not be visible on the form itself.
Data labels can be used to connect a question from one form to another form. To learn more about data labels, read this guide.
Required: setting a question to required will force users to complete that question before submitting the form.
Framework Alignment: Frameworks allow you to connect data in KickUp to the instructional or professional practice framework used by your organization. Frameworks in KickUp are organized into nested “nodes” that your Client Success Manager helps you configure. Clicking “Add Alignment” will display a search field that searches framework nodes that you can link to the question. Framework alignments allow you to surface related information in other parts of the application, such as the Insights sidebar in the Evaluation module.
Open Response Questions
An open response question will allow you to collect long-form text from your users. This question only asks for the default question fields of prompt, data label, and required. This question will present users with a large text box for filling out responses to your prompt.
Numerics questions allow you to ask a user to enter a number in response to your question. This question also only asks you the basic fields like prompt, data label, and required. Users will see a number field when filling out a form (and the form will fail to submit if the enter non-numbers).
Multiple Choice Questions
Multiple choice questions allow you to ask a user to select one (or many) options from a list in response to your prompt. In addition to the basic question fields, you’ll also be prompted to enter options for your user to select from as well as whether or not you want to allow multiple selections.
Matrix questions allow you to ask a user to answer Likert-scale style questions. You can ask a single question or multiple questions against the same rubric. In addition the basic question fields, each matrix allows for adding of multiple “questions” as well as a pre-sorted array of rubric items with an indicator of the option’s value. There is also the ability to add in an N/A option to the Question Choices, providing an option for answers that should not be scored.
Other Form Elements
Sections allow you to group and add new questions together to improve the usability of your form. Additionally, you can set a section to be collapsible to keep the first view of your form simple for your end users. You can also choose an icon that will appear next to the title of your section.
Rich Text elements allow you to add custom text to your form, offering further instructions or context for your form-takers.
Importing Questions from Other Forms
To easily build out forms, you can import questions from forms in your organization in KickUp. To import a question, use the blue "+" button to add a new question and select the "Import Existing Element" to get started.
You will be prompted to select a form from your organization to list out the elements in that form: questions, sections, etc. Select an element to import into the form you are editing and click the blue "Import" button to add it to your form. If you import a section, you will import all the questions and elements inside that section as well.
Once you have imported the question or section, you will be prompted to make any changes or tweaks that you'd like to make. When finished, save your imported question and continue editing.
In case you'd like to add more questions from that form, the element import modal will be set to the form you were using the next time you open while editing.
Previewing & Publishing Forms
As you make changes to a form, you can preview your form using the "preview" tab next to the "edit" tab. Once you are ready for the changes shown in the form editor to "go live" across the KickUp application, click the Publish button at the top of the form editor and ensure that the Last Published timestamp below the form's name has updated. Note that certain items cannot be changed once published. Learn more about this in the video above.