When building Customer Forms, you may need to create multiple choice questions where your customers are able to select one or multiple answers. For example:
Do you suffer from any of the following?
Back or neck pain
To do this you would need to create a multiple-choice type Customer Field. To learn more about creating fields, please go to Creating Fields
Different ways to create multiple choice questions
There are different ways to handle these types of questions within TeamUp, depending on how you wish to store the data. Using the example above, let's explore a few of the options.
For example, you may be interested in having one field which collects all of the user's answers, or, you may prefer to have each option as a yes or no question so that you'll be able to drill down on who has, for example, "heart problems" but not "asthma".
The difference between the two can be seen from the Customer List report - Customers >> Customer list >> Export filtered list >> Export to CSV:
1. If you chose to collect all answers in one field, the CSV report would show:
2. If you chose to collect the answers as yes or no questions, the CSV report would show:
I want to show an additional "Explanation" box
If you need additional information depending on your customer's answer/s, there are two ways to collect this data.
If you selected to collect the data in a multiple-choice Customer Field (example 1 above), you could then add a new long-text type Field ordered next on the form that asks:
If you selected any option above, please explain here. Otherwise, write "N/A"
If you chose to create several yes or no questions (example 2 above), this Field type allows separate explanation fields to be created for yes and no answers.
When you create a yes or no type Field, a 'Require an explanation' section will cascade below:
Add fields to a customer profile
Using and understanding customer fields list