desktop 🠖 key concepts

Forms 

Forms allow you to assign variables to ego, nodes, or edges using a familiar and easy-to-use interface.

Details

Forms are one of the primary ways you will assign values to your variables in Interviewer. They work by associating each variable with an input control, a question prompt and validation options, to form a field. Each form can have as many fields as you wish, in any order.

When using Architect to design your protocol you will encounter several places where you can build a form - particularly when creating stages that use Interfaces such as the Name Generator, the Per Alter Form, and the Ego Form.

Constructing a form

Forms are comprised of one or more fields, which can be reordered to appear in any sequence. The sequence they appear in Architect is the same sequence they will be shown in Interviewer. To begin creating a form, locate the form section within the Interface you are configuring.

Set the form heading, and then create fields for each of the variables you wish to capture on this form by clicking the create new button.

When creating a new field, you will first either create a new variable or select an existing one from the variable chooser. Next, you will type the question prompt to be shown next to the input control.

Next, you must decide which input control to use. For new variables, this will determine the variable type.

After setting the input control, set any variable-specific options and configure the validation options you require. Validation helps ensure data quality by enforcing rules like required fields, format constraints, and value ranges.

Considerations

When designing forms, keep these points in mind: