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Creating/Editing a Permit Question on a Form

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Written by Support
Updated over 10 months ago

Add questions in ComplyFlow forms to update or refine your data collection. You may also edit existing form questions as needed.

Ensure you have View & Edit Forms permissions (previously Permit RW) to add/edit form questions.

1. Sign in to ComplyFlow, select the module picker > Forms > Form Questions.

2. On the Permit Questions page, select Add.

To edit an existing question, use the Search bar to find the question, then select the pencil icon under Actions

3. Enter the question and select its attributes on the Create Permit Question page. For existing questions, edit the question and its attributes on the Edit Permit Question page.

Understanding the Permit Question Fields

  1. Question: Enter the question here.

  2. Tooltip Title: Briefly explain the question (if needed).

  3. Type: The type of response expected

    1. Checkbox: Select one or more options.

    2. Date: Enter a date (e.g., mm/dd/yyyy).

    3. Datetime: Enter date and time.

    4. Dropdown: Choose one option from a list.

    5. Entity: Select a value from a related record or table, depending on the entity type.

      • Entity Type: Select from the drowpdown (e.g.Contractor, Staff, Equipment)

    6. File: Upload a file (e.g., document, image).

    7. File Input: Upload and preview a file.

    8. Number: Enter a numerical value.

    9. Radio: Select one option from a group.

    10. Static Text: Display non-editable information.

    11. Text: Enter a short text string.

    12. Text Area: Enter a longer text passage.

    13. Yes/No: Select yes or no (true/false).

  4. Permit Sections: Choose the permit section where the question will be added.

  5. Required: Check if the answer is required.

  6. Label Width: Set the width of the label text (e.g., 20px).

  7. Input Width: Set input field width (e.g., 30px).

  8. Internal: Restrict to internal users.

4. Select the Add button at the bottom-left of the page. This will take you back to the Permit Questions page.

Next Steps

  • For question types without choices, you're done!

  • For question types requiring choices (e.g., radio button, dropdown, checkboxes), proceed to Step 6.

Add Question Values or Options

5. Use the Search bar to find the question, and select the magnifying lens icon under Actions.

6. On the View Permit Question # page, select Add in Permit Question Values.


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To edit an existing question, On the View Permit Question # page, select the pencil icon in the Actions column under Permit Question Values.

7. Enter a possible response in the Value field.

8. Select an option from the Assign Contractor Attribute dropdown, if applicable.

9. Select an option from the Assign Document Category dropdown, if applicable.

10. Select Save at the bottom. Repeat steps 5-10 as needed.

This example shows a Radio Question Type with two options:

This is how it appears on the form:

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