Rally Knowledge Base

Question Types


Below is a breakdown of each of the question types available when building questionnaires. For some of the more complex question types, click the name of the type to view a video example for a more detailed explanation of how it may be used.


Question TypeDescriptionQuestion Example 

An input that requires a properly formatted address.

What is the employee's address?

An input that requires a properly formatted client address.

*This information can be re-used in other questionnaires and draws from stored information about the client. If the question is answered with a different value than what is stored, the stored value will be updated.

What is your business address?

A single-line text input used for the client's name.

*This information can be re-used in other questionnaires and draws from stored information about the client. If the question is answered with a different value than what is stored, the stored value will be updated.

What is your full legal name?
Currency

An input that will display a $ symbol and will only accept numbers.

What is the hourly rate of the employee? 

An input that enables a table or list of information to be created.

Please specify each of the shareholder's names and the number of shares they hold.
Date

An input that displays a calendar for a date selection.

What is your date of birth?
Email
An input that requests the user to enter an email in the correct email format.
What is your email address?

A single-line text input used to collect names that may be re-used within the questionnaire to avoid entering the same names multiple times in a questionnaire.

**Information that can be re-used within the questionnaire.

What are the names of the officers of this company?

What are the names of the directors of this company?
An input that displays a dropdown menu of options.Which option best describes your business?
  • Sole Proprietorship
  • Incorporation
  • Partnership

An input that allows clients to upload files to the Matter Workspace.

Please upload your Articles of Incorporation.
Number

An input that only accepts numbers.

Note:  Phone Numbers can be collected with the Phone Number question type.

How many children do you have?
Long Text
A multi-line text input.

Please describe the issue in detail.
An input requiring separate pieces of related information.Who is the primary contact?

First Name:
Last Name:

Multiple SelectionA list of checkbox options of which one or many may be selected.

How would you like to be contacted? Select all that apply:

  • Work Phone
  • Cell Phone
  • Work Email
  • Personal Email


NoteAn informational blurb that doesn't require input. Often used to provide contextual or educational content.The following section is all optional so if you aren't sure of the answers it is okay to leave them blank and we can discuss them at a later date.
Percent
An input that displays a % symbol and will only accept numbers.

What percentage of the company do you currently own?
Phone Number
An input that requires a properly formatted phone number.

What is your cell phone number?
Short Text

A single-line text input.

What is the full legal name of your spouse?

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