Which question types are available in workflows?

 

This article is about the various question types that are supported within the workflow builder.

💡 The workflow types TerraTrue supports may be edited via the workflow builder in the Workflow Library

Workflow question description

TerraTrue workflow questions have the following configurable properties.

  • A required flag, which indicates whether a user must provide an answer to this question if it is visible.
  • Question text, the actual question itself.
  • An optional description.
  • Optional additional context text, to further aid the user when answering the question.
    • An info icon will be present on the question, and the supplied text will be visible as a tooltip once the info icon is pressed.
  • A set of display conditions that control whether the question is shown to users.

Option-type Questions

Some questions like Checkbox and Radio allow workflow authors to create a configurable set of options to present to users.

Screenshot 2024-02-16 at 6.26.31 AM.png

  • The option-type questions commonly support an "Include Other option", if used an extra option is presented to users to allow them to include their own option while completing the question.

Screenshot 2024-02-16 at 5.46.07 AM.png

An example of the user taking advantage of the "Other" option for a Radio type question

 

Question Types

Checkbox questions

  • This question presents users with a set of checkboxes that they can choose one or many of.
  • The individual checkbox labels can be configured.
  • Special options for this question include
    • “None of the above”, a custom value can also be provided for this 
    • “Other”, this option allows users to provide a custom value when answering the question.
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 

Screenshot 2024-02-16 at 5.51.53 AM.png

A simple Checkbox question as shown in a workflow

 

Screenshot 2024-02-16 at 6.28.16 AM.png

A Checkbox that provides the additional None of the Above and Other options

Radio questions 

  • This question presents users with a set of radio buttons from which they can choose one.
  • The individual radio button labels can be configured.
  • Special options for this question include
    • “Other”, this option allows users to provide a custom value when answering the question.
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 
  • This type of question can be prepopulated.

Screenshot 2024-02-16 at 5.56.03 AM.png

Text Area questions

  • This question presents users with a multiline rich text editor question
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 
  • This type of question can be prepopulated.

Screenshot 2024-02-16 at 6.59.24 AM.png

Text Field questions

  • This question presents users with a text field question
  • Aside from the question text, additional description and context fields are available to provide users with extra help
  • This type of question can be prepopulated.

Screenshot 2024-02-16 at 6.59.43 AM.png

 

Yes/No questions

  • This question presents users with a set of Yes and No buttons that they can choose one of.
  • The individual radio button labels can be configured.
  • Special options for this question include
    • “I don't know”, this option allows users to provide their own custom value when answering the question. An extra default option “N/A” is also provided.
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 
  • This type of question can be prepopulated.

Screenshot 2024-02-16 at 5.59.44 AM.png

A Yes/No question that is using the extra "I don't know" option

Date questions

  • This question presents users with a date field question
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 
  • This type of question can be prepopulated.

Screenshot 2024-02-16 at 5.58.59 AM.png

File Upload Questions

  • This question presents users with a file upload question
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 
  • A drag-and-drop area in provided for users to upload one or many files.

Screenshot 2024-02-16 at 6.06.17 AM.png

A File Upload question that a user has provided a file for already

Alert Questions

  • This question presents a message to users.
  • Aside from the question text, additional description and context fields are available to provide users with extra help. 

Screenshot 2024-02-16 at 6.01.47 AM.png

A simple Alert as shown in a workflow

 

Taxonomy Questions

  • This question presents a taxonomy selector to users depending on which taxonomy type is configured. 
  • The following taxonomy types are supported 
    • Data Type
    • Data Use
    • Third-Party
    • Launch Goal
    • Data Subject
    • Data Transfer (Region)
    • Retention Period
  • Aside from the question text, additional description and context fields are available to provide users with extra help.

Workflow question prepopulation

Workflow questions can also be prepopulated. Workflow authors may use the "Write your own" to provide a static default answer when users are shown the question. Or they may use the "Launch" the workflow is being collected for as a source of data.

Various launch fields may be used to prepopulate a question depending on the question's type, this is outlined in the table below.

The Custom Field launch value supports custom values received from our Jira integration for launches created by a Jira issue. If the Jira integration is active the custom fields of interest can be marked in the Jira Custom Fields screen.

💡 The custom fields available from Jira are also filtered by TerraTrue question type so that only appropriate Jira fields are used and prepopulation is possible.

Question Type Prepopulation Supported? Supported Values from Launch
Checkbox No

 

Radio Yes
  • Custom Field
Text Area Yes
  • Custom Field
  • Title
  • ID
  • Description 
  • Release Date
Text Field Yes
  • Custom Field
  • Title
  • ID
  • Description 
  • Release Date
Yes/No Yes
  • Custom Field
Date Yes
  • Custom Field
  • Release date
File Upload No  
Alert No  
Taxonomy No  

 

💡Learn more about creating workflows in the workflow builder in these articles:

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