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Workflow Question Types Reference

Overview of available question types and when to use each.

Lauren Baird avatar
Written by Lauren Baird
Updated this week

Question Types Overview

See Examples below

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Question Type

Purpose

Use When

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Yes / No

Capture a simple binary response

You need a clear confirmation or decision

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Open Text

Capture free-form written input

Users need to explain or describe something

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Open Text with Photo Upload

Capture text with one photo

Context and visual evidence are both required

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Open Text with Multiple Photo Upload

Capture text with multiple photos

Multiple images are needed to document a condition

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List with Photo Upload

Review a list and attach a photo

Users confirm a condition visually

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Text List with Buttons

Display information with actions

Users need to acknowledge or take an action

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Open Text with Photo Upload and Buttons

Combine explanation, photo, and action

Users must explain, document, and choose an outcome

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Open Text with Multiple Photo Upload and Buttons

Detailed documentation and actions

High-detail reporting is required

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Checklist

Select one or more items

Multiple conditions may apply

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Checklist Radio

Select exactly one option

Only one response should be allowed

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Multi-Select with Follow-Up Questions

Select items with individual follow-ups

Each selection needs more detail

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E-Signature

Capture digital signature

Formal acknowledgement or approval is required

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Automated Info with Buttons

Display system-generated info

Users need to review existing data

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Editable List – Employee Addition

Add employees to a Work folder

Managing people in Work-first orgs

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User Selection

Select one or more users

Assigning responsibility or documenting involvement

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Editable List – In-Progress Notification

Notify users during workflow

Real-time visibility is needed

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Notice Screen with Buttons & Links

Display guidance or next steps

Users need information, not data entry


Question Types with Examples

Yes / No

Purpose: Simple confirmation or decision
Use When: You need a clear binary answer
Notes: Commonly used for routing or escalation logic

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Open Text

Purpose: Free-text input
Use When: Users need to explain, describe, or add context
Notes: Avoid overuse; long text increases completion time

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Open Text with Photo Upload

Purpose: Text explanation with a single photo
Use When: Written context and visual evidence are both required
Notes: Good for inspections or observations

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Open Text with Multiple Photo Upload

Purpose: Detailed text with multiple photos
Use When: Multiple images are needed to document a condition
Notes: Increases effort—use intentionally

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List with Photo Upload

Purpose: Review a list and capture a photo
Use When: Users confirm a condition visually
Notes: Minimal text input

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Text List with Buttons

Purpose: Display information with interactive buttons
Use When: Users need to acknowledge or act on displayed content
Notes: Useful for guidance or instructions

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Open Text with Photo Upload and Buttons

Purpose: Text, photo, and action in one question
Use When: Users must explain, document, and select an action
Notes: More complex—ensure clear instructions

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Open Text with Multiple Photo Upload and Buttons

Purpose: Detailed documentation with multiple photos and actions
Use When: High-detail reporting is required
Notes: Use sparingly to avoid user fatigue

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Checklist

Purpose: Select one or more items from a list
Use When: Multiple conditions may apply
Notes: Often paired with rule-based routing

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Checklist Radio

Purpose: Select one option from a list
Use When: Exactly one answer must be chosen
Notes: Required for Custom Scoring

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Multi-Select with Follow-Up Questions

Purpose: Select multiple items, each with its own follow-up
Use When: Each selected item needs additional detail
Notes: Powerful but increases workflow complexity

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E-Signature

Purpose: Capture a digital signature
Use When: Formal acknowledgement or approval is required
Notes: Ensure users understand what they are signing

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Automated Info with Buttons

Purpose: Display system-generated information
Use When: Users need to review existing data
Notes: Read-only content


Editable List – Employee Addition

Purpose: Add employees to a Work folder
Use When: Managing people in Work-first organizations
Notes: Available only in Work-first orgs


User Selection

Purpose: Select one or more users
Use When: Assigning responsibility or documenting involvement
Notes: Useful for follow-ups and notifications

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Editable List – In-Progress Notification

Purpose: Notify selected users during workflow completion
Use When: Real-time visibility is required
Notes: Use intentionally to avoid alert fatigue

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Notice Screen with Buttons and Links

Purpose: Display information with links or actions
Use When: Users need guidance or next steps
Notes: No data capture

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General Design Guidance

  • Choose the simplest question type that meets the need

  • Complex question types increase completion time

  • Be consistent across workflows that serve the same purpose

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