Editing your Waiver Form & Question pages

Using the dashboard you can make changes to your waiver forms and question pages.

Editing features include:

• Adding a page
• Removing a page
• Reordering pages
• Edit Heading and Subheading text
• Add/Edit question options 
• Set required questions
• Hide if already answered
• Showing pages (conditionally)
• Answer validation
• Additional Actions & Group 'Looping'
• Testing your changes

Note: an operator/staff member will require either 'Admin' or 'Settings & Marketing' user privileges in order to access the form/page editing settings.

Opening the Settings>Form editor

1. Visit the dashboard (https://dash.getwherewolf.com/)
2. Select 'Settings' from the side bar menu (you will need to login as an admin user to make changes)
3. Select 'Forms' from the Setting options

4. Select the form that you wish to edit 

(note: question pages are grouped by form so if you have a similar question asked in multiple forms you will need to make this change in each 'form' independently.)

Adding a page:

1. Scroll to the section where you want the new page to appear.

2. Click Insert + Page.

 

3. You will now see the Add Form Page popup and can select between templated question pages or customise your own.
 

Pre-built templates: 

Alternately, if you want to add a page that is not on the Templates, select the Custom tab at the top:

1. Select a Page Type that suits your question. For example, Single Select, Multi Select, Text Input, etc.

2. Enter a Page Heading. This is the question the guest will see and a Subheading if needed.

3. Add a Title. This is only for internal identification in your form list.

4. Click Create New Custom Property.

5. Wait for the property name to appear in the Property dropdown, then select it.

6. Add your options (if your page type requires them) Click Add Question Option to add more choices. 

If the Page Type includes answer options, such as Single Select or Multi Select, add your choices - add option in its own field.

7. Click Add Form Page.

Removing a page:

1. Find the page you wish to deleted an click the red dustbin icon on the right of the page

2. Then confirm the deletion

Reordering pages

1. Find the question page you wish to move and click the purple 'handle' on the left of the page
2. Drag the page between the two questions and release in its new location

 

Edit Heading and Subheading text

1. Find the page that you wish to edit and click on the text you wish to edit

   

Add/Edit question options 

1. Find the question page that you wish to edit and use the Add Question Options button to add a new row
2. Name/Rename the options by clicking on the line item and updating the text
3. Remove options by clicking the red dustbin icon at the end of the row

Set required questions

1. Find the question page that you wish to edit 

2. Toggle the required/compulsory toggle

    

 

Hide if already answered

Some pages allow you to hide questions that may have already been answered either in a previous form or taken from data that was provided in a booking.

 

Showing pages (conditionally)

If you want page to appear based on a certain condition (ie. only when a guest selects specific activity)

1. Open the page you created.

2. Click Add Display Condition.

3. In the popup, define the following 'conditions'

• The type of data

• When it should be shown

• The specific value that should trigger the condition

  

The changes will automatically save once you click anywhere on your screen. 

 

Answer validation

Some pages allow you to set 'rules' that prevent the guest proceeding to the next question if their answer hasn't met the requirements.

Some examples include: Name (First & Last), Age (min/max), Height (min/max) ect.

Additional Actions & Group 'Looping'

Some pages have special features that are specific to their use. In these page you will see tool to help control the waiver.

Some examples: Age (flag guest as 'minor' if under a certain age) 

For certain pages, you can elect to use the answer given by the first guest in a group for subsequent waivers completed under the same session (ie. activity, where from, where hear about). This helps to speed up the signing process for other in the group and avoid repetition (where you believe they would have provided the same answers).

Testing your changes

1. Select the Launch Waivers tab in the left menu and click the waiver link (to open the waiver)

2. Complete the waiver paying attention to the page changes that were made and ensuring the rest of the waiver still behaves as desired (correct questions, correct terms, wavier can be submitted etc).

3. Review the waiver to ensure the data is correctly displayed in the dashboard, wavier record and in any integrations that may display this data.