Frequently Asked Question

Tips for building checklist forms

Last Updated 5 years ago

  1. Use a segmented control field as this means you can require a positive or negative answer. 
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    In most cases you probably want the options to be "yes" and "no".
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  2. Use the text block for long questions.
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    Use short labels for the field names/labels. This ensures the user can see the full "block" of text, and ensures your CSV export has short label identifiers. 

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  3. Use the instructions field to provide instructions to the end user.

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    The final printout won't show the text from this field.
  4. Make use of your sections to make it easier for end users.

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    Split your checklist into groups of say, 10-20 questions so that it's easier for users to navigate through the list and see where missing data might need to be completed.

If you would like a copy of the sample checklist form, contact our support team.

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