Admins with permission can customize Recommendations (templates) by adding different question types. The question types available in Via are:
- Short Text
- Long Text
- Multiple Choice
- Single Choice (Yes/No)
- Dropdown
- Date Picker
- Signature
- Video
- File Upload
- File Download
- Rating
See below to add a custom question to a previously created Recommendation. To learn more about how to create a new Recommendation, click here.
To add a question to a Recommendation…
- Click Builder in the main navigation
- Click Recommendations
- Click the desired Recommendation Form
- Click the desired question type on the left to open the Add Panel on the right
- Type in the label, instructions, designate it required/not required and any other info relevant to the question
- Click Add to Form
- The Question will appear below the last header, paragraph or question on the Recommendation
- To move the Question, click it. When it turns green, drag and drop it where desired
- To edit the Question, click it. Edit the text on the left edit panel and click Save
- To delete the Question, click it. Click the Trash Can Icon. Type DELETE. Click Delete
- Click Back to All Forms to return to the list of all forms