Creating and Using Multiple Choice Templates in the Jolt Web Portal
This guide will help you create and use Multiple Choice templates for lists in the Jolt Web Portal. Templates allow you to reuse multiple-choice questions across different lists efficiently.
Prerequisites
To create or use Multiple Choice templates, you must have Location Website Admin access.
Steps to Create and Apply Multiple Choice Templates
Log In to the Jolt Web Portal
Open your web browser and log in to the Jolt Web Portal.
Navigate to Lists
Go to Lists from the main menu.
Click on Edit Lists to manage your lists.
Create or Edit a List
To create a new list, click Create New List. To edit an existing list, select the list you want to modify.
Add a Multiple Choice Item
Click the blue Add button.
Select New Item - Multiple Choice from the dropdown menu.
Enter Prompt Text
In the Prompt Text field, enter the question or statement for your multiple-choice item.
Choose a Template Option
Under Multiple Choice, you have two options:
Create New: Select this option to create a new template. After you finish creating the template, it will be saved for future use once you save the list.
Use Template: Select this option to use an existing template. You can choose a template from the list and make any necessary edits.
Set multiple choice options
Allow multiple answer selections - When this is checked, users will be able to select more than one answer on this multiple choice item.
Show multiple choice options inline on the mobile app - When this is checked, all of the answers will display after the prompt text on the mobile app rather than in a side sheet. This will make the list feel longer, but could save taps when completing multiple choice items.
Save Your Changes
Click Save to apply your changes to the list. Ensure all modifications are saved before leaving the page.
Additional Tips
Creating New Templates: When creating a new template, think about questions or options that are commonly used across different lists. This will save time when setting up future lists.
Editing Templates: If you use an existing template, review and adjust the options as needed to fit the current list's requirements.
Reusing Templates: Using templates can streamline the process of creating multiple-choice items and maintain consistency across your lists.
By following these steps, you can efficiently manage and reuse Multiple Choice templates, making list creation quicker and more consistent.