Formatting a table in a survey

For example, you can use a table to ask users which family members they want to add to an insurance policy. Each row corresponds to a person and each column stores a different piece of information, such as first name or level of coverage. You can use different types of fields in each column, based on the type of information that you need.

To format a table in a survey:

1. Click Designer Studio > Case Management > Survey to open the Survey Management landing page.

2. In the Type column, find a legacy survey, and then click the name of the survey.

3. Ensure that your survey has at least one question that uses a table format.

4. Click the name of a question with Type set to Table.

5. In the Edit question dialog box, press the Down Arrow key in the Table Class field and select the name of a class that defines properties that you can reference in the columns and rows of the table.

6. For each column in the table, repeat the following steps:

   1. Click the Add row icon.

   2. In the Column label field, enter a heading for the column.

   3. In the Column property field, press the Down Arrow key and select the name of a property that stores the answer that users provide.

   4. Change the format of the fields in the column from a text box to a different format, such as a list or series of radio buttons.

      1. In the Display type list, select a format.

      2. Expand the List configuration section.

      3. For each choice that the user can select, click the Add row icon and enter values in the following fields:

         • Display value - The label for the choice.

         • Value - The value that is stored on the clipboard when users select the choice.

7. Define the rows in the table.

   To use a specific number of rows:

   1. In the No of rows list, select Fixed.

   2. For each row in the table, click the Add row icon and enter values in the following fields:

      • Answer label - The heading for the row.

      • Answer row Id - The unique identifier on the clipboard for the row.

   To allow the user to choose the number of rows:

   In the No of rows list, select Dynamic.

   To create a row for each item in a repeating field group:

   1. In the No of rows list, select Property Based.

   2. In the Aggregate property (PL/PG) for rows field, press the Down Arrow key and select a property that stores a page list or page group.

   3. In the Label property field, press the Down Arrow key and select the property that stores the value of the label for the row.

8. Click Save.