Webform Checklist Commands

Owned by
Debby Gibson
Apr 21, 2020
2 min read

A checklist is an online form, which contains a series of questions that you require a client to answer.  When a Client answers and submits a Checklist, the submitted information is stored in the Client Folder in Nimbus as a PDF with any attached files.  Checklists contain:

  • questions;

  • question responses;

  • the ability to add text in response to questions; and

  • the ability to upload files associated with particular questions.

Checklists are created by typing the appropriate commands into the Webform Tab of an Email Job.  This can be done on a Webform template / or on the fly using an Email Job.

Webform Commands

Utilise the following commands to build your webform checklists.

Command

Description

SECTION text

Produces the blue section heading text

QUESTION text

Produces an automatically numbered question.  If the user clicks ‘YES’, and there are either TEXT or FILE keywords which follow the QUESTION keyword, the questionnaire opens up to allow further detail to be answered.

QUESTIONNO text

Produces an automatically numbered question.  If the user clicks ‘NO’, and there are either TEXT or FILE keywords which follow the QUESTIONNO keyword, the questionnaire opens up to allow further detail to be answered.

QUESTIONM text

Produces an automatically numbered MANDATORY question.  The user MUST answer this question before the SUBMIT button becomes available.

QUESTION(responses)

Allows the user to provide personalised responses to a question (rather than using the default of Yes, No, Don’t Know, N/A).  Enter the responses after the QUESTION keyword within brackets and separated by commas.  Eg: QUESTION(Yes,No,Maybe)  There are a maximum of 4 responses and a minimum of 2.  Responses should be kept to a maximum of 7 – 10 characters.

OPTION text

Options are used in conjunction with the question responses.  Options allow you to provide different TEXT boxes, depending on the question response selected. Eg: 

TEXT text

Produces a text box with the text positioned to the left.

TEXTM text

Produces a text box as above.  It is mandatory to enter text into this text box before the SUBMIT button becomes available.

FILE text

Produces a file browse dialog with the text positioned to the left.

FILEM text

Produces a file browse dialog box as above.  File must be attached before the SUBMIT button becomes available.

MORE text

Produces a floating box, which includes the text, allowing you to add more explanation.

DELIVERYOPTIONS

This must be the last instruction in the checklist.  It gives the clients the option of notifying you how they will get information to the Practice.

SIGN

This command will allow your Client / Contact to sign the form. If they have not yet setup their digital signature, they will be asked to do so when they start the signing process.