Configuring your custom questionnaire onboarding wizard
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Open the navigation by clicking the tiles menu selector:
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Navigate to the Programmes section by selecting the "Programmes" tile:
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Using the Programmes grid and search options identify the programme that you wish to configure:
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Edit the programme that you wish to amend by clicking the "Edit" option. Click this
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From the Programme Builder screen click the Onboarding Wizard menu option to launch the Onboarding Wizard modal
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Navigate to the second tab of the Onboarding Wizard modal called "Steps"
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This screen shows you the steps you have within your onboarding wizard. From here you can identify which of the steps are "Custom Questionnaire" steps. A "Custom Questionnaire" step allows you to add a custom form to capture additional information from users.
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For each step in the onboarding wizard you can define your own step name which will display to the user. This is shown after the name of of the step. For example, the image below shows where a Custom Questionnaire step has been added and a display name of "Questionnaire" set which will be the step name that the user is presented with.
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You can add additional Custom Questionnaire steps by navigating to the bottom of the steps tab and clicking "Add Custom Questionnaire"
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This will add a new step to the bottom of the list of steps. You can move the steps up and down to determine the presented order of the steps using the arrows controls on the right-hand side of each step
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Click the pencil icon to edit the display name of the step
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For each "Custom Questionnaire" step you will have a corresponding tab in the top navigation to the right of the "Steps" tab (see illustration below). Navigate to this tab to manage the custom fields that are captured in this step of the onboarding wizard.
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Click the "Confirm" button on the onboarding wizard window to save your changes
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Click the "Confirm" button on the programme builder window to save your changes