Work with a template field
Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.
Template fields are the questions and statements that are presented in an assessment. These fields are available in the toolbox in the left pane on the Template Designer tab of an assessment template. The toolbox contains input fields, such as text boxes and date pickers, for asking questions and collecting input from users conducting an assessment. It also contains logic fields, such as decision makers and expressions, for showing conditional text to users. You can organize these fields into panel containers.
The settings for a field are shown in the sidebar when you click the field on the canvas.
The following table describes the options shown for a field on the canvas. These options are dependent on the field type.
| Icon | Description |
|---|---|
| Required |
Specifies if the field is optional or required. If you have marked the field as required, an asterisk (*) appears next to the field. |
| Delete |
Deletes the field from the canvas. This action doesn't delete the field from the toolbox. Tip If you have configured the field and want to use the field at a later time instead of deleting it, or want to add it to another page, click Add to Toolbox. This action adds your configured field to the toolbox so you can reuse it. Fields added to the toolbox aren't saved once you close the template, even if you click Save. |
| Add to Toolbox |
Adds the field, including its configuration, to the toolbox so you can reuse it later. For more information, go to Add your own template field. Tip You can add up to three fields to the toolbox. If you try to add another field, the last field in the toolbox is overwritten. |
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Drags the field to a different location on the page. |
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