Guide to Using the Contacts Feature in Forms

Feature Summary

Users can select contacts from Contacts to fill in contact-related fields, such as selecting a task owner or evaluation target. This is a common question type.

Feature Description

Steps

Add Contacts

Feature Entry
Edit tab → Common Question Types → Contacts button

1. Click the Edit tab at the top.
2. Expand the Common Question Types section in the left panel.
3. Click the Contacts button to add the contact field to the questionnaire.
4. The default question is Select Contact, and respondents can select contacts from Contacts.

Allow Selecting Multiple Contacts

Feature Entry
Contacts → Contact Settings → Allow Selecting Multiple Contacts switch

1. Click the added Contacts question.
2. Turn on the Allow Selecting Multiple Contacts switch in the Contact Settings panel below.
3. Once enabled, respondents can select multiple contacts.

Set Default Value

Feature Entry
Contacts → Contact Settings → Default Value drop-down list

1. Click the added Contacts question.
2. Click the Default Value drop-down list in the Contact Settings panel below.
3. Select a default value: None (default), Respondent, or Specified Person.

FAQ

Question 1: What is the purpose of the Contacts feature?

• Solution: It allows users to select contacts from Contacts to specify task owners, evaluation targets, and more.

Question 2: How do I set the default selection to the respondent?

• Solution: In Contact Settings, click Default Value and select Respondent.

Notes

• The Contacts button is located in the Common Question Types section.
• Features such as allowing multiple contacts and setting default values are supported.