Smartforming is a way to use your Client's Locations, Levels, or Groups to determine which questions display on each shop.
For example, you may have some questions on a survey about the Drive-Through, but not all locations have a drive through. Rather than make shoppers click "NA" for each of the questions, you can choose to Smartform certain questions, so that they only appear when needed.
When a question is hidden using Smartforming, it is as if the question does not exist at all on the shop. Shoppers will not see it, nor will clients, or reviewers.
Get started on the main Admin Page.
Select a client, head to the Clients tab and use the Client & Form Settings link, or simply use the Quick Jump bar.
Once on the Client Administration page, make sure the Form Settings dropdown is set to Question List and use hit GO button.
Few locations - a lot of questions
If you only have a few locations or levels to modify the settings for, but more questions, use the Edit question visibility dropdown.
Select the Level you want to edit the visibility for and hit the GO button again.
A new pop-up will open, allowing you to modify visibility per question, for the selected Location Level!
Decide on the questions you want to hide (or show), and simply use the Save Changes button at the bottom of the pop-up window.
You may need to wait a moment, but after refreshing your Question List, you'll see a note in the "Hidden From" section.
If you use the details link, another pop-up will let you know exactly for which Location Levels the question is hidden, and allow you to modify the setting as well.
A lot of locations - few questions
When you have a few questions to edit, but more Level units, you can use the Edit option for the question you want to modify.
Head to the Visibility and Formatting section of the Question Admin pop-up and select the Level you want to modify the visibility for!
Save Changes and a new pop-up will allow you to select which of your Level Units you would like to hide, or show, the question for.
Make your selection, Save Changes and refresh the Question List to see the update for your question in the "Hidden From" section.