Variable assignment and sections

The Assignment tab defines the task form: which variables the solver sees, which they can change, which they must fill in and how they are arranged into sections. Only tasks of the To be solved by user type have this tab. The editor shows the form as the solver will see it, and you add variables to it, move them and change their width.

No.ElementPurpose
1LanguageSwitches the language in which the editor shows the names of variables, sections and tasks. It changes only the display, not the saved data. The Default option shows the technical names.
2MoreMenu of actions for the whole assignment: copy, import, test, instructions, sections, delete. See the article Instructions, sections and testing a task.
3Section nameSection heading in the language selected with the Language button.
4Rename sectionOpens a dialog for changing the section name in all languages.
5Delete sectionRemoves the section from the form. Its variables move to the variables without a section.
6Move sectionGrab the icon to drag the section to another place on the form.
7Add adjacent sectionFor a full-width section, adds another section next to it. Both sections then have half width.
8Variable nameName of the variable. A red asterisk means the variable is mandatory.
9Usage modeR, W or M label. Click it to switch to the next mode.
10Variable settingsHover over or click to open the variable menu, see below.
11Move variableGrab the icon to drag the variable to an empty place, including into another section.
12Assign variableAdds a variable to the end of the left or right half of the section.
13Add sectionAdds a new section between existing sections.
14Number of conditionsHow many dynamic conditions concern this variable. Click to open the conditions dialog filtered to this variable. Shown only for variables that are used in conditions.
15Change section widthDrag the edge to switch the section between half and full width.

An empty place on the form has a + icon that adds a variable directly to that place. Remove an empty row with the − icon at its edge.

Usage modes

LabelModeWhat the solver sees
RReadThe solver sees the value but cannot change it.
WWriteThe solver can fill in or change the value. A newly added variable has this mode.
MMandatoryThe solver must fill in the value, otherwise they cannot complete the task. It has a red asterisk in the editor and on the form.

Variables that you do not add to the form are not visible to the solver in the task. A dynamic condition can also change the variable mode while the task is being solved.

Variable settings

IconPurpose
PencilOpens the template variable detail. This leaves the task editor, so save your form changes first.
BinRemoves the variable from the form. The variable remains in the template.
R, W, MSets the usage mode. The current mode is underlined.
1, 2, 3, 4, 8Variable width. A section has eight columns: the left half is columns 1 to 4, the right half 5 to 8. Width 4 fills half of the section, 8 the full width. The current width is underlined.

Width 8 is available only in a full-width section. Widths 1 and 2 are not available for tall fields such as multi-line text, the rich text editor, multi-select lists, document preview and dynamic rows. Widths 2, 3 and 4 are disabled when there is no room in the row. When you widen a variable, the editor moves the adjacent variables automatically.

Adding a variable

Clicking Assign variable or + opens a menu:

  • the search field filters variables by name,
  • Create variable opens a dialog for creating a new template variable; once created, you will find it in the menu, but you must add it to the form yourself,
  • Empty space adds an empty row to the given side of the section,
  • the list shows variables that are not yet on the form, with their field type (Text Field, Number, Calendar, Select, Checkbox and others).

Click a variable to place it in the selected spot. If a variable is already there, it moves down.

Sections

Sections group variables under a heading. A section is either full width of the form, or half width with a second section possibly next to it. Variables that are not in any section are at the top without a heading.

Add a new section with the Add section button between sections, Add adjacent section next to a section, or Add adjacent section below under a half-width section. In the dialog, either select an existing template section in the Select existing section field, or enter a New section name. The More language variants link opens the names in other languages and the AI translation button translates them if AI is enabled in the system.

Sections belong to the template
A section is created in the template as soon as you confirm the dialog and can be used in other tasks. Its placement on this form is saved only together with the task. Renaming a section takes effect in all tasks of the template. To open an overview of the template sections, choose Sections in the More menu.

A section without variables cannot be saved. When saving the task, the warning “Section must not be empty” is shown for each empty section and the task is not saved.

Getting started

When you first open the Assignment tab of a task with an empty form, the editor asks How do you want to start assigning variables?

  • Import from another task takes over the form from another task of this template.
  • Start from scratch closes the dialog and you build the form yourself.

How to build a form

  1. Open the task and click the Assignment tab.
  2. Click Add section and enter a name for the new section, for example Trip details.
  3. In the section, click Assign variable and select a variable. Repeat for other variables.
  4. Click the label or use the variable settings to choose mode R, W or M.
  5. In the variable settings, adjust the width so that the fields fit side by side.
  6. Click Save.
Form language
To check how users in another language will see the form, switch the Language button to that language. You will see the translated names of variables and sections and immediately spot where a translation is missing.

Related: Instructions, sections and testing a task, Dynamic conditions: builder, Multi-instance.

Dynamic conditions: builder

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