FieldKo Questions are the building blocks of your Surveys—they let you capture text, numbers, photos and more in a structured way. Create once and reuse across Surveys to power automated workflows and analytics.
Question Types
FieldKo supports a variety of question types to suit your data-capture needs:
Type | Description |
Text | Free-form letters, numbers or symbols. |
Text Area | Up to 255 characters over multiple lines. |
Picklist | Choose one option from your custom list. |
Multi-Select | Select multiple options via checkboxes. |
Number | Enter any numeric value (leading zeros removed). |
Currency | Enter monetary values (automatically formatted). |
Percentage | Enter a percentage value. |
Date | Pick a date via a calendar popup. |
Validated email address field. | |
URL | Validated web address up to 255 characters. |
Signature | Capture a handwritten signature on mobile. |
Photo | Take or upload a photo from your device. |
Advanced Search | Lookup and validate answers against existing Salesforce records. |
Tip: Use Picklist when you need a single choice, and Multi-Select if users may select multiple options (e.g. “Select all the stores you visited”).
Best Practices
Use Descriptive Labels: Keep question text concise but clear (e.g. “Shelf height (cm)?”).
Help Text: Leverage the Help Text field on the question record to guide users (e.g. “Enter height in centimetres”).
Required vs Optional: Mark questions as required when data is mandatory—FieldKo will prevent saving an audit record until those questions are answered.
Naming Conventions: Prefix question API names with a category (e.g. PROMO_ShelfPhoto__c) so they’re easy to identify in reports and Flows.
Limit Text Areas: Use Text Area sparingly to avoid long load times on mobile.
Validation Rules: For complex rules (e.g. number ranges), create Validation Rules on the question’s underlying field in Salesforce to enforce them.
Creating a New Question
Click the Questions tab.
Click New.
Field Type: Select the question type (e.g. Picklist, Photo).
Status: Choose Active.
Question: Enter your prompt (e.g. “Is promotional display correct?”).
(Optional) Default Value: Pre-populate an answer.
Values: For picklists, enter each option on its own line.
(Optional) Click Add Attachment to associate an image or PDF.
(Optional) Add Help Text to clarify expected responses.
Click Save.
Your question is now ready for use in any Audit or Template.
Dependent (Follow-Up) Questions
Dependent Questions let you ask a follow-up only when a specific answer is chosen:
Ensure both the primary and follow-up questions exist.
Open the primary question record and click Link Follow-Up Questions.
Click the lookup icon next to each answer to choose the dependent question.
(Optional) Attach files via Add Attachment beside each answer.
Click Save.
During an Audit, the follow-up appears only when the designated answer is selected.
Cloning, Editing & Deactivating
Clone a Question: On the question record, click Clone to duplicate it (ideal for creating similar questions with minor tweaks).
Edit a Question: Click Edit, make changes, then Save. Changes apply anywhere the question is used.
Deactivate: To retire a question without losing past data, set Status to Inactive. It will no longer appear in new Audits or Templates but remains on existing records.
Using Questions in Surveys
Add to Templates: Open a Visit Template, click Add Question, and select from your active questions.
Reordering: Drag questions into the desired sequence within the template.
Preview on Mobile: In the Template editor, click Preview to see how questions render on mobile (check for layout and readability).
Answering: During a FieldKo Audit, tap each question to answer or capture a photo/signature.
Reporting & Automation
Salesforce Reports & Dashboards: Use the question’s underlying custom field in Salesforce reports. You can filter, group and summarise responses like any other data.
Flows & Processes: Leverage answers in Salesforce Flow to trigger follow-up actions—e.g., if a “No” response to “Safety checks complete?”, auto-create a corrective task.
By applying these practices and features, you’ll build robust, reusable question sets in FieldKo, ensuring consistent data capture, streamlined Surveys, and powerful insights across your field operations.