Report categories and dynamic forms
Define what people can report and the extra questions each category asks.
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Open Report categories to define the topics people can choose when they report, for example fraud, harassment or safety. Each category can carry its own questions.
Category settings
| Setting | What it does |
|---|---|
| Name | What reporters see in the category list. |
| Code | A short internal identifier used by rules and exports. |
| Description shown to reporters | Explains what belongs in this category so people choose well. |
| Active | Inactive categories are hidden from new reports but kept for existing cases. |
Questions
| Type | Used for |
|---|---|
| Short text | Names, places, reference numbers. |
| Long text | Explanations. |
| Number | Amounts, counts. |
| Date | When something happened. |
| Choice list | One answer from options you provide, one per line. |
| Yes / no | A tick box. |
Each question has a label, a key (lowercase letters, digits and underscores), an optional help text and a required switch.
Conditional questions
A question can be shown only when an earlier one has a particular answer, for example ask for the supplier name only when the answer to Is a supplier involved? is Yes. Conditional questions are checked on the server too, so hidden questions are not required.
Tip. Keep forms short. Every extra question lowers the number of people who finish a report.
Related guides
Still stuck?
The SLEM Technologies team can help with set-up and questions.