How to add and manage Event Form questions

This article explains how to add, configure, edit, duplicate, and delete questions in the Event Form Builder. Mapping a question to an Event record field is covered in a separate article.

Before you start

Only designated users in your organisation have access to Object Manager. If you need something changed in Object Manager and don't have access, contact the people in your organisation responsible for configuring it.

How to add a question

1. Go to 'Object Manager' > 'Events' > 'Forms'.
2. Open the Event Form you want to edit, or create a new one.
3. Click 'Add question' at the bottom of the relevant section.
4. Enter the question label.
5. Select a question type from the dropdown. See question types below.
6. For a dropdown question, enable 'Multiple answers' if reporters should be able to select more than one option.
7. Enable 'Required' to make the question mandatory.
8. Click 'Publish' to publish your changes.

Question types

When you add a question, choose the type that best matches the information you want to collect:

• Short Text: A brief, single-line response, such as a name or reference number.
• Long Text: A longer response, such as an incident description.
• Dropdown: A list of predefined options. Enable ‘Multiple answers’ to allow more than one selection.
• Date: A date without a time.
• User Picker: A person in your organisation with a Vatix account.
• Location: The place where something happened.
• Number: A numeric value, such as a quantity or measurement.
• Date and Time: A specific date and time.
• Time: A time without a date.
• Lookup: A link to another Vatix record, such as a Site.
• File Upload: A file attached by the reporter.
• Signature: A signature provided by the reporter.

How to add an image to a question

You can display an image with a question, for example a body map or a diagram, to help reporters answer. This is different from a file upload question, which allows the reporter to attach their own file.

1. On the question, click the three-dot menu.
2. Select 'Show image'.
3. Drag and drop an image into the upload area, or click the upload area to browse for a file.
4. Click 'Publish' to publish your changes.

The image appears above the answer options when reporters complete the Event Form.

How to edit a question

You can update a question's wording without affecting your data or its mapping, as long as it still collects the same information.

1. Click the question you want to edit.
2. Update the question label.
3. Click 'Publish' to publish your changes.

How to duplicate a question

1. Click the duplicate icon on the question.
2. Edit the copied question as needed.
3. Click 'Publish' to publish your changes.

How to reorder a question

You can change the order of questions within a section, move a question to another section, or reorder entire sections.

1. Click and hold the six-dot handle to the left of the question you want to move.
2. Drag and drop it into the new position or into another section.
3. Click ‘Publish’ to publish your changes.

How to delete a question

1. Click the bin icon on the question.
2. Click 'Publish' to publish your changes.