How-To Guide

Create Dynamic Forms

Dynamic questions give you the power to pull questions and answers directly from your datasets! Not only is this a huge time-saver, but it’s also a great way to ensure that your on-site staff have the right information based on the location they’re visiting. Check it out!

SELECT DATASET

Select the dataset from which you’d like to draw your questions or answers.

Use the search bar in the drop-down menu to find the right dataset even faster!

Screenshot of the Add Dynamic Options lightbox in Mapline, with 'Select Dataset' highlighted

SELECT COLUMN

Select the dataset column that contains the questions or answers you’d like to import into your form.

And don’t worry: if you need to customize your dataset first, you can always do that later.

Screenshot of the Add Dynamic Options lightbox in Mapline, with 'Select Column' highlighted

ADD FILTER CONFIGURATION

Here’s where you can filter the data you pull in from your dataset. For example, maybe you only want your on-site personnel to see data for their own assignments.

Or, maybe you only want to show certain answers based on the type of service visit that’s being performed.

Configure your filters exactly the way you need, then click the orange OK button to return to the Dynamic Options window.

ADD SORT CONFIGURATION

Apply the sort function to keep your answers easy to use. Sort your answers in ascending or descending order to display options in alphabetial or numerical order. This makes it quick and easy for users to fill out your form.

Have questions? Want to see any of these in action?

Give us a call. We'd love to talk!

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