Run a questionnaire

Basic plan form.questionnaire

In a flow

“When a button is clicked, run a questionnaire.”

Button Apply → Run a questionnaire in a private thread → AI check the answers → Show the review card in #applications.

What it does

Ask a list of questions one by one, in their DMs, a channel, a new private thread, a pop-up form or with buttons. Each answer is checked (a pattern, a length, a number range, a choice), asked again when it doesn't fit, and kept in a form record. Questions can be skipped or jumped past on an earlier answer. It's a step: it runs when the white wire reaches it, then the flow carries on from its Then pin. It gives 8 values later steps can use. Find it under Applications in the palette.

When to use it

Use it for applications, sign-ups and interviews: write the questions once, then pick where they're asked (DMs, a channel, a private thread, a pop-up form, or buttons only they see) without changing anything else.

When not to

Give a question a pattern or a number range and it's asked again until the answer fits. Then and Only ask if skip questions on an earlier answer. Set a Test answer to try your pattern in Test.

Typical wiring

When a button is clicked Run a questionnaireChannel ← Archive channel · Channel Send message

Sockets: settings you can wire

Channel Channel

For this channel or a thread: the channel to use. Empty is where the flow started.

What goes there: Type it in the side panel, or wire in a channel. e.g. #general

If it's empty: Optional. Left empty and unwired, the step runs without it.

Connects fromArchive channel Ask a question Copy channel Copy permissions Create category Create channel Create forum post Create threadand 59 more

Title Text

The heading on the form, the thread's name and the review card, like Staff application. Variables allowed.

What goes there: Type it in the side panel, or wire in text. e.g. Hello there

If it's empty: Optional. Left empty and unwired, it uses Application.

Connects fromA member's variables Accept application Add a Notion page Add a Trello card Add an emoji Add to number in object Add up times Add working daysand 844 more

Intro Text

Said before the first question, like A few questions, type cancel to stop. Variables allowed.

What goes there: Type it in the side panel, or wire in text. e.g. Hello there

If it's empty: Optional. Left empty and unwired, the step runs without it.

Connects fromA member's variables Accept application Add a Notion page Add a Trello card Add an emoji Add to number in object Add up times Add working daysand 844 more

When done Text

Said after the last answer, like Thanks, we'll get back to you. Variables allowed.

What goes there: Type it in the side panel, or wire in text. e.g. Hello there

If it's empty: Optional. Left empty and unwired, it uses Thanks! Your answers are in..

Connects fromA member's variables Accept application Add a Notion page Add a Trello card Add an emoji Add to number in object Add up times Add working daysand 844 more