The Matrix Forms product update introduces an enhanced form-building experience, allowing web admins to create more intuitive and structured forms. This update enables mobile users to efficiently evaluate multiple items within a grid format, simplifying the process of answering questions.
With full support on both iOS and Android, Matrix Forms provides a streamlined approach to form completion on the go.
By structuring different items, options, or categories into rows and organizing question types into columns, the Matrix format saves time and improves data accuracy.
Matrix questions function using a grid-based layout, where:
- Rows within a Matrix represent different items, options, or categories for which Reps must evaluate and provide answers.
- Columns within a Matrix capture the questions related to the items listed in the rows.
Matrix question displayed on tablet and mobile:
- Each row item is populated alongside multiple questions, which can be answered within the grid generated by the columns of the form.
Product Functions Available
Available Question Types
- Question types available within a Matrix include yes/no, single answer, and numeric question types.
Accessing Matrix Responses
- Responses are accessible via Form Reports in the Submissions tab, the Activities Feed, and the Sharing the report tab.
*Matrix Form submissions can be exported from Form Reports.
Matrix Questions per Form
- When editing an old Form or building a new Form, web admin can add a maximum of 3 different Matrix questions within their Form.
Column + Row Maximum
- Users can have up to 10 columns and 25 row items.
Offline Mode Support
- Offline mode is fully functional and syncing will begin once a Rep has internet access.
Admins Unable to Change Matrix Question Type Once Saved
- Once a Matrix Form question is saved on a Form, users cannot modify the question type (but can delete the question if needed).
Key benefits of using Matrix Forms
Save Time & Reduce Errors
- Capture multiple responses in a structured grid, minimizing repetitive inputs.
- Improve efficiency in data entry, especially in fieldwork scenarios.
Better Data Organization
- Organized responses enable more manageable and actionable data analysis.
- Improved structure enhances the clarity of collected information.
Seamless Mobile Experience
- Fully optimized for both iOS and Android devices.
- Enables quick, on-the-go data entry without sacrificing accuracy.
Matrix in Mobile app: