Overview
Tropic supports a variety of question types to customize request forms, helping requestors gather the precise information needed for purchase requests. This guide provides an overview of the available question types and their functionalities to streamline data collection in Tropic.
Question Type | Purpose |
Short text | Write an answer in a few words. |
Long text | Write a long answer over one or more paragraphs. |
Multiple choice | Choose one option among a set of options. |
Checkboxes | Choose one or more options among a set of options. |
Dropdown | Choose one option among a set of options. |
Date | Type a date or select a date using a picker. |
User | Select a user from your organization. |
Supplier | Select or add a supplier. |
Department | Select a department from your organization. |
Attachment | Upload one or more files. |
Number | Provide a numeric value. |
Currency | Provide a monetary value. The user can select a currency, which defaults to USD. |
Number range |
Provide an Up To or Between value. Can require a monetary or numerical answer. |
How to Add Questions to a Request Form
Requires the following role: Owner
- Navigate to Settings → Purchase Categories.
- Select the desired category and click Edit Form.
- Click Add Questions to open the question editor.
- Choose a question type from the list and configure its properties as needed.
- Save your changes to include the question in your request form.
Additional Resources
For more detailed information, guides, and support, visit our Help Center.