The Matrix Forms product update enables mobile respondents to evaluate multiple items simultaneously in a grid format to help simplify answering questions.
Fill Out Matrix Forms
1. Choose the place for which you wish to fill out the form from your list of places. Check in to the place.
2. Select the Form option and choose the Form.
4. Matrix Forms questions will appear in a grid format, as shown below. Tap on a question to enter your response and complete all necessary fields on the form.
To view all questions in Matrix Forms, swipe from right to left to navigate through the grid.
5. After you fill in the Form, click Submit.
NOTE: Now, let's see what a Matrix question looks like in the field when being answered on a tablet!
Reps can now quickly filter long lists by row title, product name, or Product ID, even Free Entry items. Search kicks in after two characters and supports partial matches, case-insensitive results, and a clear message when no results appear.
This update makes it simple to navigate large matrices with hundreds or thousands of items.
Preview of a search bar for row items in Matrix questions.
We’ve improved mobile form editing to make it easier to update answers, even in forms with conditional (branched) logic.
You can now edit responses to parent questions, and any related follow-up (child) questions will automatically update based on your new selection. This means forms that include conditional logic remain fully editable, even after they’ve been submitted.
All updates to parent questions are applied consistently across all outputs, including exports from the Feed and Export page, as well as Form Reports.
Alerts are triggered only when a form is submitted for the first time. If a mobile user later edits that form, even if it contains alert conditions, no new alert will be sent.