Guide to Using Group Form Contacts Feature in Forms

Feature Summary

Contact questions allow respondents to select contacts from Contacts to fill in relevant contact information, such as selecting task owners or evaluation targets, ensuring accurate and consistent contact information.

Feature Description

Feature Dimension	Description
Premium Limitation	No premium limitation
Version Limitation	No version limitation

Steps

Add a Contact Question

Feature Entry
Edit tab > Common Question Types > Contact button

1. Click the Edit tab at the top.
2. In the left panel, expand the Common Question Types area.
3. Click the Contact button to add a contact question to the Group Form.
4. Enter the question content in the question editing area, such as "Select a contact".

Allow Selecting Multiple Contacts

Feature Entry
Contact question > Contact Settings > Allow Selecting Multiple Contacts switch

1. Click the added contact question.
2. In the Contact Settings panel on the right, turn on the Allow Selecting Multiple Contacts switch.
3. Once enabled, respondents can select multiple contacts.

Set Default Values

Feature Entry
Contact question > Contact Settings > Default Value option

1. Click the added contact question.
2. In the Contact Settings panel on the right, click the Default Value option.
3. Select the source of the default value: None, The person filling out this form, or Specified Person.

FAQ

Question 1: How do I allow respondents to select multiple contacts?

• Solution: Click the contact question, and turn on the "Allow Selecting Multiple Contacts" switch in the "Contact Settings" panel.

Question 2: How do I set the default value for contacts?

• Solution: Click the contact question, click "Default Value" in the "Contact Settings" panel, and select "None", "The person filling out this form", or "Specified Person" as the default value.

Question 3: Where do the contacts in the contact question come from?

• Solution: Contacts in the contact question come from Contacts. Respondents can select contacts from Contacts, ensuring accurate and consistent contact information.

Notes

• Contact questions are suitable for scenarios where you need to reference contacts from Contacts, such as selecting task owners or evaluation targets.
• When the default value is set to "The person filling out this form", the system will automatically retrieve the information of the current respondent.