Repsly’s Matrix Forms feature enables your management team to ask the right questions at the right time, ensuring your team is set up for success during every store visit.
Key Features of Matrix Forms
- Matrix question types include Yes/No, Single Answer, Numeric, Photo and Multiple answer..
- When creating or editing a form, web admins can add up to three Matrix questions per form.
- Users can configure up to 10 columns and 25 row items in a Matrix question.
- Offline mode is fully functional—responses will sync automatically once the Rep regains internet access.
- Once a Matrix question is added to a form, its question type cannot be modified (though it can be deleted if necessary).
How to Create a Form
Follow these steps to create a form with Matrix questions:
1. Click on the New Form button.
2. Enter the required details for a new Form. Add questions to your form and select Matrix as the question type.
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. You can also specify a tag for that one question.
- Columns within a Matrix capture the questions related to the items listed in the rows. At the time of this document being published, supported Matrix question types include: Yes/No, Single Answer, Numeric, Photo and Multiple answer.
3. After you create the Matrix question type, it will look like shown below.
4. From this sidebar, you can seamlessly view all your questions, which is handy for Forms with several options and rearranging a newly added Matrix question.
5. Once your form is complete, click Save to finalize it.
By leveraging Matrix questions in your forms, you can collect structured and actionable insights efficiently.
Notes
Changing Matrix Column Question Types
Once a question type is assigned to a column in a Matrix question and the form is saved, the column type cannot be changed to another question type.
For example:
If a column question is set as Text and the form is saved, that column cannot later be changed to another question type, such as Numeric, Photo, or Selection.
Viewing Photos from Matrix Questions
Photos submitted through Matrix questions are currently not displayed in the Photo Gallery.
However, they can still be accessed in the following ways:
Open the submitted form directly and view the photo within the Matrix response.
Export the form submissions to Excel, then open the photo link included in the export file to view the image.