Data Entry
All about using data collection in your decision trees. Forms, date pickers, address verification and more.
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Data Entry Field Variables: Adding Input Forms to your Trees
You can design Zingtrees to ask users to input text, select from list boxes, or click checkboxes or radio buttons. This data is collected as a part of the session and is easily imported into other ...
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Form Fields: Decision Trees with Data Entry
With Zingtree’s data entry, you can do things like… Add form fields to your trees (text, list boxes, check boxes, radio buttons, dates and numbers). Include form data dynamically in other parts of...
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Data Entry Fields: Editing and Deleting
Once you've added Data Entry Fields to a node, it's easy to manage them. Begin by editing the node. In the node editor, click the Data Collection Form Fields section to see a summary of the fields ...
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How to Create Custom Forms
For most forms, we recommend using Data Entry Fields, as this is the easiest way to create a form and track all of your variables. However, if you need a more customized data input form, you can ha...
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Form Layout Options: One-Column Forms and Two-Column Forms
Zingtree gives you some layout options when using data entry fields in forms to collect data. One-Column vs. Two-Column Layout By default, forms appear in one column, like this: To save space, yo...
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How to Disable Autocomplete in Data Entry Forms
When using a Zingtree to collect data, you may want to disable the browser's default auto-complete capability so that any previous information does not show when filling out the forms. Here's how t...
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Nodes with Multiple Choices
Checkboxes allow the user to select more than one option that may apply. Like this: This uses these Zingtreee features: Data Collection Form Fields (Checkboxes): You can have a node in the decision...
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Regular Expressions
Regular Expressions (also known as RegEx or RexExp) are used for custom validation of data entry fields. Here are some helpful links: RegEx reference RegEx tester RegEx examples Data Entry Field...
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Address Auto-complete and Verification
Many of our call center customers are using Zingtree to collect data from their customers, and in a sales or shipping application, there’s always an address form or two to fill out. Our customer To...
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Validating Date Input
Zingtree is able to validate date input for specific formats, like these: 09/30/2020 (USA standard format, 2 digit month, 2 digit day, 4 digit year) 30/09/2020 (European format, 2 digit day, 2 dig...
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Validating Email Addresses
Besides address verification, Zingtree can also validate phone numbers and email addresses entered while collecting data in your decision trees. Since there’s nothing worse than missing an opportun...
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Upload File Attachments
You can include file uploads as a part of a Zingtree decision tree session. Some use cases include: Attaching a screenshot. Including a photo. Uploading a document. Overview Using Data Entry Fiel...
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Repeating Data Entry Forms
Repeating Data Entry Forms allow you to collect information on an indeterminate number of items. For example, an insurance application may need to collect the names and ages of each family member –...
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Custom Form Field Validation
If you're using Zingtree's Data Entry Fields to gather information, you can use a Custom Validation field type to ensure data is entered in a proper format. For example, a Social Security number wo...