Card Header
Identifier: System ID for the question; appears with a copy icon for reference
Question Type: Default Information
Top Action Buttons
Close Button (Pencil Icon)
Function: Collapses the question card editing view
Behavior: Hides detailed editing controls while keeping the question visible in a compact form
Use Case: When you want to minimize the card to see other questions on the form without losing your work
Preview Button (Eye Icon)
Function: Shows how the question will appear to end users and for certain question types allows you to set a default option.
Behavior: Displays a read-only preview of the question with the configured label and styling
Use Case: Verify question appearance before publishing or distributing the form
Add Button (Plus Icon)
Function: Adds a new question below the current question
Behavior: Inserts a blank question card
Use Case: Building the form structure sequentially
Up/Down Buttons (Arrow Icons)
Function: Moves the question up or down within the section
Behavior: Changes the question's order relative to other questions
Use Case: Rearranging question sequence without manual deletion/recreation
Copy Button (Duplicate Icon)
Function: Creates a duplicate of the current question
Behavior: Generates an exact copy with a new unique identifier (e.g., QID-GKE becomes QID-3J0)
Use Case: Reusing similar questions without manually reconfiguring all settings
Delete Button (Trash Icon)
Function: Removes the question from the form
Behavior: Deletes the question card entirely
Use Case: Removing obsolete or unwanted questions
Question Configuration Area
Question Label Field
Type: Text input with optional "Use Rich Text Editor" toggle
Purpose: The display text shown to form users
Rich Text Support: When enabled, allows formatting like bold, lists, and links
Use Rich Text Editor Toggle
Location: Appears next to the Question Label field
Function: Enables/disables rich text formatting capabilities
Available Formats: Bold, italic, lists, links, and other standard text formatting
Default: Off
Type Dropdown
Purpose: Selects the question type/field type
Available Options:
Information
Text
Text Area
Checkbox
Select Button
Radio Button
Dropdown
Signature
Question Attribute Buttons (9 controls in 3x3 grid)
Row 1: Data Collection Attributes
Required Button
Modal Title: "Set up when this item is required"
Options: Always, When, Never
Purpose: Defines when the form user must provide an answer to this question
Behavior: Opens a configuration modal where you can set conditional requirements
Associate Button
Purpose: Links this question to another question or work order field
Behavior: Opens a side panel titled "Question Associations"
Use Cases:
Work Order Placement (can be done from the Work Order option)
Showing Associated Item Information (Hours, Miles/km, Serial Number)
Restriction: Only text and dropdown questions support work order field associations
Visible Button
Modal Title: "Set up when this item is visible"
Options: Always, When, Never, For
Purpose: Controls when the question appears on the form
Behavior: Opens a modal where you can set conditional visibility rules
Row 2: Attachment & Workflow Attributes
File/Photo Button
Modal Title: "Set up when a file/photo can be attached"
Options: Always, When, Never
Purpose: Enables attachment functionality for this question
Behavior: Opens a modal to configure attachment rules
Task Button
Modal Title: "Generate Task"
Subtitle: "Setup when a task should be created"
Options: Always, When, Never
Purpose: Automatically creates a task based on question responses
Behavior: Opens configuration modal with conditional options
Notification Button
Modal Title: "Notification"
Subtitle: "Setup when a notification should be created"
Options: Always, When, Never
Purpose: Triggers notifications to users based on question state
Behavior: Opens configuration modal
Row 3: Metadata & Reporting Attributes
Information Button (Secondary - distinct from type selector)
Modal Title: "Extra Information"
Purpose: Adds supplementary information/context to the question
Configuration:
Information Label field (text input)
Bullet Points section (add multiple bullet items)
Use Case: Providing instructions or helpful context like "Remember to bring the following tools: Hammer, Nails, Gloves"
Reporting Button
Modal Title: "Reporting"
Configuration Fields:
Visibility in PDF dropdown (default: "When Answered")
"Apply To Previously Completed Forms" checkbox
Purpose: Controls how the question appears in PDF reports and historical data
Behavior: Opens configuration modal
Approval Button
Modal Title: "Approval"
Subtitle: "Setup when an approval should be required"
Options: Always, When, Never
Purpose: Requires approval workflow for this question's response
Behavior: Opens configuration modal
Advanced Configuration Buttons
Form Visible Button
Modal Title: "Form Visible"
Configuration:
Checkbox: "Require value for form to be visible"
Text: "Select the employees or roles that are an exception and can always view the form"
Two dropdowns for selecting employees and roles
Purpose: Controls access at the form level based on user roles/permissions
Behavior: Opens detailed configuration modal
Form Name Button
Behavior: Acts as a toggle (button becomes red/active when engaged)
Purpose: Associates a form submission name with the name of the submitter.
State: Shows visual feedback when active
Link Button
Modal Title: "Show Previous Response"
Configuration Fields:
Radio options: "Show Previous Response to this question" / "Show Previous Response from a question in another form template"
Link to Form Template field
Lookback Hours field (numeric)
Link From Question ID dropdown
Link To Question ID dropdown
Response From Question ID field
Display options: "Display below question field" / "Set previous response as answer"
Purpose: Displays previous responses from the same or different form templates
Use Case: Showing users what they answered previously for reference or auto-population
Section Title Controls (Top of card group)
Label Field: Editable text for section heading ("Section 1")
Use Rich Text Editor Toggle: Enables formatting on section title
Section-Level Buttons: Add, Up, Down, Copy, Settings, Delete (same functionality as question-level buttons)
Workflow & Best Practices
Editing a Question: Click Close to expand; configured settings persist
Reusing Questions: Use Copy to duplicate with all settings; new ID is auto-generated
Conditional Logic: Use Required, Visible, and other modals to set "When" conditions based on other question responses
Multi-Form Integration: Use Link button to pull data from previous form instances or related forms
User Access Control: Use Form Visible and Associate for role-based field configuration
Attachments: Enable File/Photo to allow users to add documentation; combine with Task to notify on upload
Key Interactions
All modal dialogs include Clear, Done, and Cancel buttons to manage configurations
Dropdowns in modals may reference other questions or form templates in the system
Toggles (Required, Visible, etc.) show active state with red button highlighting
Some buttons (Form Name) function as toggles rather than opening modals
Copy operation maintains all settings but generates a new unique identifier
This comprehensive guide covers all controls visible on the question card and their respective functions.