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Checklist Builder - Questions
Updated over a week ago

In the Checklist Builder page, you can edit the text of the question without having to go into the Question Settings.

If you want to know what each question type does and looks like, have a look at this article: Checklist Question Types.

Add simple questions

Simply click on the existing text and make the required changes. The other changes you can make on the main screen is setting a Question to be 'Mandatory', and you can change the Question Type via the dropdown.

Other actions that can be performed via the green 'Edit' button are Delete, Duplicate and Move. The Move option allows you to place the question in a different Group, or to a different position in the existing Group. Please note that drag-and-drop only works within the same Group.

Edit Question

When clicking 'Edit', all of the existing Question Settings can be accessed:
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  • Main; In this tab you can update the Question label, and also use multi-line labels. If the Question Type supports Scoring as well, the options will show on this same tab.

  • Tickets*; For those Question Types that support Tickets this tab will be available, and you can select the Answer(s) that would trigger a Ticket.

  • Attachments*; Here you can change the Comments / Photos / Attachments settings, as well as adding other help info.

  • Attributes*; if the question should only be shown for certain Franchisees / Sites you can apply the Attributes here.

Whenever you've applied Tickets / Attachments or Attributes, a little star will appear so you can easily identify which of these items were applied.

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Attach Rule

We've completely changed how Rules work, so please refer to the following article to see how to create Rules in the new Builder: Creating Rules.

Please note that the following Question Types don't allow you to attach Rules:

  • Dynamic Datagrid

  • Fixed Datagrid

  • Datagrid

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