How Do I Set Up Questions on My Resource Forms?

Adding Resource-Level Questions (Reusable Across Forms)

Resource-level questions allow you to collect standardized information from requesters across multiple forms.

To add a reusable resource question:

1. Navigate to Resource Questions on the Resource Level  [NOT the form.]

2. Click Add Question.

3. Complete the following fields:

   • Question Type – Select the input method (e.g., simple text, select from list, date). 

     • [More information on question types can be found HERE]

   • Internal Label – This is how the question is tracked across forms.

     • Example: Use "First Name" as the internal label, but display it as "Pickup First Name" on one form and "First Name" on another.

4. Click Submit when finished.

Adding Questions to a Resource Form

To add questions directly to a specific resource form:

1. Navigate to the form.

2. Click the Form Questions tab.

3. Click Add Question.

4. Choose one of the following options:

   • Use Existing – Add a reusable question previously created at the resource level.

   • Create New – Add a new, form-specific question.

     For this guide, we’ll walk through the “Create New” option.

      

Complete the following fields:

• Question Type – Select the input method (e.g., simple text, email, date).

  • [More information on question types can be found HERE.]

• Internal Label – How the question is identified on the back-end (e.g., in the Resource Requests table).

• Question Prompt – The visible question text shown to the requester on the form.

• Helper Text – Optional guidance to help the requester understand what is being asked.

• Is Response Required

  • Toggle Yes if the question must be answered before the request can be submitted.

• Per Item

  • Toggle Yes if the requester must answer this question for each individual item they are requesting.

• Is Identifier

  • Toggle Yes to make the response display in the requester’s list of submitted requests.

  • This will also add the response as a searchable column in the Approvals Dashboard, and the resource and form request Lists.

  • Note: Toggling this on will also automatically set Searchable to Yes.

• Searchable

  • Toggle Yes to make the response searchable in the resource and form request lists.

  • Note: Static fields like portal name remain searchable by default.

Need Help?

If you're experiencing technical issues, email amp@c3presents.com with a summary of your issue.