Template Builder Question Types and Other Components

Find descriptions for question types and other component options for the Template Builder when creating form templates in Team.

Note: Most Template Builder question type or other component provides you with options to Allow Attachments, Require Attachments, add Help Text, and add a Grid Header when you add a question type or other component into a section and select More Options. Each question type or other component can be set to Required and/or Active for your template.
Note: If you are adding Dropdown, Multiple Choice or Single Select questions to your form template, be sure that you have added lookup details via the Lookups tab. You may also click Add Lookup from within the template.
Table 1. Template Builder - Question Types
Question Type Description
Checkbox A single check box with a description.
Dropdown Provides a dropdown list with a lookup allowing users to select one item from the list.
Multiple Choice Displays all items from a lookup list, allowing users to select more than one lookup item.
Single Select Displays all items from a lookup list, allowing users to select one lookup item.
Table 2. Template Builder - Other Components
Other Description
PDF Embed a PDF, including a Fillable PDF, into a form.
Information Add instructions or other helpful static information for users to see when filling out a form.
Note: The Information option includes a rich text editor, linking capability, and the ability to imbed graphics and videos.