Form Features - Capture Additional Details for Radio Answers using the Further Info Feature

Overview

Further Info is a feature available for Radio form questions. It lets you add follow-up questions to a radio option when you need extra details.

The answers to these follow-up questions do not create separate SharinPix Form Answer records in Salesforce. Instead, they are stored directly on fields mapped to the main Radio Form Answer record which alllows for better reporting.

This feature is useful when you want to capture related details while keeping the data linked to a single radio answer. This article covers:

• Air Conditioning Demo: Configure Further Info for a radio question

Air Conditioning Demo: Configure Further Info for a radio question

Step 1: Add the additional fields required

• Go to Object Manager and open the SharinPix Form Answer object.

• Add one or more fields for the additional information you want to store on the answer record.

Step 2: Configure Further Info on the Radio Form Element

• Add a radio question and ensure that you enter its API name.

• Go to the Further Info tab and click on Edit questions.

• Add a follow-up question and enter its API name.

• You can also configure these questions with Visibility or Validations to fit the use case.

• Go back to the Further Info tab of the radio element.

• Add one or more mappings.

• In each mapping, the formula entry should reference the API name of a Further Info question that you defined earlier in Edit questions.

• Each mapping writes that value to a Salesforce field on the radio SharinPix Form Answer record.

Step 3: Test the form

• Submit the form and open the related radio SharinPix Form Answer record.

• Check if each field used in the mapping has the value from the corresponding Further Info form field.

• Make sure the fields have been added to the layout.