How do I add custom questions to a Recommendation (template)?

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…

  1. Click Builder in the main navigation
  2. Click Recommendations
  3. Click the desired Recommendation Form
  4. Click the desired question type on the left to open the Add Panel on the right
  5. Type in the label, instructions, designate it required/not required and any other info relevant to the question
  6. Click Add to Form
  7. The Question will appear below the last header, paragraph or question on the Recommendation
  8. To move the Question, click it. When it turns green, drag and drop it where desired
  9. To edit the Question, click it. Edit the text on the left edit panel and click Save
  10. To delete the Question, click it. Click the Trash Can Icon. Type DELETE. Click Delete
  11. Click Back to All Forms to return to the list of all forms
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