Organizations can automatically label submissions based on the responses that a submitter selects on the submission form. For example, you can now automatically label submitters by demographics such as gender or country of residence.
Auto-labels are available for plans at Premier level and up. To use our auto-label feature, follow these steps:
1. If you're a level 4 or 5 administrator, go to your Categories tab and click on the name of the category you want to edit. In the Form Designer tab, add a radio list, dropdown menu, checkbox, or checkbox list field to your submission form and select the Auto-Label checkbox.
2. When the Auto-Label checkbox is selected, each optional answer you give in your field will be automatically applied as a label to the submission if the submitter selects that option. For instance, in this radio list, "Female," "Male," and "Other" are three possible labels.
3. During the submission process, the submitter will select his or her answer in your submission form.
4. In your submission manager, the submission will be automatically labeled with the option that the submitter chose.
Note that the text of labels is limited to 25 characters each. If the optional answer(s) in your auto-label fields contain more than 25 characters each, their text will appear as normal in your submission form, but the text of the label that appears in your submission manager will be truncated to 25 characters.