Difference between revisions of "Creating hidden fields in your questions"

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Why would you want to create a hidden field in a question? Well, they can be very useful for internal note taking purposes or for underwriting use. They can be designed to pre-calculate parts of a result, or a host of other reasons. You might even need to use them in your rating or rules processing.
  
== Introduction ==
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The good news is that it's very easy to create a hidden field as part of a question.
  
Creating hidden fields in your [[Editing_Questions/Proposals|Questions]] can be very useful.
 
  
You can use them for internal note taking and underwriting purposes, or even to add fields that can be precalculated, manipulated or added together and then used in your rating and rules processing.
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== Creating Hidden Fields ==
  
  
== Creating a 'hidden' field ==
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#Follow the process for creating or editing a question
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#Click on the '''Triggers Tab'''
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#Enter a Trigger to show the Question but choose a condition that can never be triggered
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#Don't forget to save the question afterwards
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#Don't forget to publish your questions once you've completed your editing process
  
# To create a hidden field, you first need to create a new question in the questions editor, Admin > Questions.
 
# Once your question has been created, or for any existing question, click the Edit button for that question to show the Editing window.
 
# Go to the Triggers tab.
 
# Enter a trigger to Show the question, but create a trigger condition that can never be triggered.
 
  
I have for instance created a hidden question (which I'll be using to add two Covers together in my rating matrix) call CoverSum.  I've added a trigger to it which says to show CoverSum when a Yes/No question I have elsewhere in my question set is equal to the value 'NEVER SHOW'.  This will never happen and therefore the question 'CoverSum' will always be hidden.
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''What do we mean by a condition that can never be triggered?'' We mean for example; choosing a Yes/No question but setting the trigger to “Never Show”. As you can't answer anything but Yes or No to this question type the question will remain hidden.  
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We've used this example in our tutorial video below.
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== Tutorial Video ==
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<html>
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<iframe width="640" height="360" src="http://www.youtube.com/embed/49tXuwbSU9A" frameborder="0" allowfullscreen></iframe>
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</html>

Revision as of 08:50, 17 December 2012

Why would you want to create a hidden field in a question? Well, they can be very useful for internal note taking purposes or for underwriting use. They can be designed to pre-calculate parts of a result, or a host of other reasons. You might even need to use them in your rating or rules processing.

The good news is that it's very easy to create a hidden field as part of a question.


Creating Hidden Fields

  1. Follow the process for creating or editing a question
  2. Click on the Triggers Tab
  3. Enter a Trigger to show the Question but choose a condition that can never be triggered
  4. Don't forget to save the question afterwards
  5. Don't forget to publish your questions once you've completed your editing process


What do we mean by a condition that can never be triggered? We mean for example; choosing a Yes/No question but setting the trigger to “Never Show”. As you can't answer anything but Yes or No to this question type the question will remain hidden.

We've used this example in our tutorial video below.


Tutorial Video