This SOP explains how to build a questionnaire with a custom select question and change its display style between checkboxes and button-style options. The goal is to help a team member create, test, and compare different select configurations in the survey builder.
Key Steps
1. Create a new questionnaire/template 0:19
Open the template or questionnaire builder.
Create a new template/questionnaire for testing.
Give the template a clear name so it is easy to identify later.
Example: test the selects.
2. Add the first question as a text field 0:29
Add the first question to the template.
Enter a simple text question to collect a respondent’s name.
Example: Your name
Set the question type to Text.
3. Add a custom select question with answer choices 0:38
Add a second question to the template.
Write a question that will use selectable answer options.
Example: What’s your favorite color?
Set the question type to Select.
Choose Custom Select as the select style.
Enter the answer choices.
Example options: Red, Green, Blue.
4. Save the questionnaire and review the default display 1:04
Save the template after adding the questions and answer choices.
Open the survey from the sidebar or survey list.
Review how the custom select appears by default.
Confirm the options display correctly before making style changes.
5. Change the select question to display as checkboxes 1:29
Return to the template builder.
Open the settings for the custom select question.
Locate the display options at the bottom of the question settings.
Change the setting to Show as checkboxes.
Save the updated question configuration.
6. Test the updated survey display 2:07
Go to the survey results or survey list area.
Open the survey again or add a new survey entry.
Verify that the custom select now appears as checkboxes instead of standard buttons.
Confirm the visual change matches the selected setting.
7. Create a second version to compare button styles 2:23
Make a copy of the existing questionnaire or question setup.
Rename the copy with a unique name so it does not conflict with the original.
Change the display setting on the copied version to Force buttons vertical.
Save the copied version.
8. Compare the checkbox and button layouts 2:54
Open the survey again and review the copied version.
Compare the appearance of the custom select in both configurations.
Confirm the difference between:
Checkboxes
Button-style options
Use this comparison to choose the best display format for the survey purpose.
Cautionary Notes
Ensure each copied template or question has a unique name to avoid save conflicts.
Save changes after every configuration update so the display settings are not lost.
Verify the question type is set correctly before testing the survey, since the display options depend on the select question configuration.
If the survey does not display as expected, return to the builder and confirm the custom select setting was applied to the correct question.
Tips for Efficiency
Use short, clear test names when building sample questionnaires.
Keep answer choices simple during testing so visual differences are easy to spot.
Create one version for checkboxes and one version for button display to compare them side by side.
Test the survey immediately after saving to catch configuration issues early.
Reuse the same sample question text when comparing layouts so only the display style changes.
Link to Loom