Designer
The ‘Designer’ module is designed to organize, manage, and create surveys using predefined templates configured beforehand.
Consequently, within a ‘Designer’ type, we find the same structure as a ‘Survey’ type record, with the difference that the fields are used to preconfigure the surveys created from it.
To create a survey, you first need to generate a template for it. You can accomplish this by navigating to Survey à Designer and then clicking on “+Add Survey Template”:
The following screen will appear:
All the fields available in the Survey Template (Designer) will be available in the Survey record after its creation.
So, in the survey template, the fields have no functionality other than being inherited by the surveys created from it.
Below is the list of available fields and their meaning for the Designer module:
Field | Description |
Name | The text field that is used to name the surveys on the creation. In a survey template, multiple survey records can be created. When you click the “Create Survey” button, the system prompts you to enter a name for the new survey, suggesting the template name as a default. |
| |
Intro Notes | Editor fields where you can insert a short introduction for the surveys. |
Final Notes | Editor fields where you can insert a short final note for the surveys. |
Description | Internal Description field for the surveys |
Is Anonymous | If set to Yes, it allows recipients to submit anonymous answers. |
Show Submit in All Pages | If set to Yes, it allows to show the “Submit” button on all survey pages (if there is more than 1). |
Expires in Days | Numerical field which sets a time of expiration for the survey in days. |
Expires in Hours | The numerical field sets the time of expiration for the survey in hours. |
Expires in Minutes | Numerical field which sets a time of expiration for the survey in minutes. |
Fronted Visibility | It allows us to enable the surveys for the frontend portal (portal for unregistered users). |
Send Email | If set to Yes, it allows to send a mail on survey creation. |
Groups | Multiselect fields where you can choose the groups who should have visibility on the created survey. |
Users | Multiselect fields where you can choose the users who should have visibility on the created survey. |
Send Emails | If set to yes, can permit email sending on survey creation. |
Mailbox | By this field, you can choose a specific mailbox to use for sending emails. |
Use Template | If set to “ON”, it enables “Email Template ID” to be used for email sending on survey creation. |
Email Template Id | With this field, you can select a preconfigured email template to be used for the email sent on survey creation. |
Subject | This field will be displayed only if the “Use Template” field is set to “OFF”, and it is used to set a subject for the email sent on survey creation. In this field, you can use the variables “users” and “survey” to create a dynamic template. Example: |
Email HTML Body | This field will be displayed only if the “Use Template” field is set to “OFF”, and it is used to set a mail body for the email sent on survey creation. In this field, you can use the variables “users” and “survey” to create a dynamic template. Example: |
Status | With this field, you can enable or disable a survey. |
Surveys | Is a relation grid that shows all the surveys generated from this survey template. |
Questions creation
After creating the base for the survey, you can proceed to the question creation. You can do it by clicking the “Open Designer” button in the top right corner:
To add a new question to the survey, click the “+” button and select the question type.
Once the question row is created you can edit it by selecting the edit icon to access further options:
The following screen will appear:
Below is the list of available fields and their meaning:
Field | Description |
Question | The text field that adds the question text. |
Description | Editor field to add a description for the question. |
Required | Toggle button that can make a question mandatory on the survey. |
Dependency Expression | It is used to add rules and make this question dependent on another question. |
Based on the previously selected question type, on the configuration Fieldset, you can handle the following configurations:
Text Type
- For the Boolean question type you can configure how you want to render the question, which can be: Textbox, Textarea, or Advance Editor.
- You can also apply a pre-defined type of data validation like Email, URL, Telephone, Numeric, or Alphanumeric.
- And then you can set a placeholder.
Boolean Type
For the Boolean question type, you can configure how you want to render the question, which can be: a toggle button, select (with Yes/No values), or a checkbox.
Attachments Type
With this type, you can choose the min and the max file number to upload by the field.
Generic Choices, Multiple and Select Types, Radio, Checkboxes
These types of questions are represented in the form of select fields.
Choices: this is a select field where you can choose pre-created lists and click on “Load Choices”.
To create a new list of choices you can click on the “+” sign and add key(value)-> label pair list values and then click on save choices.
Key Type: select the field to choose the type of key for the list which can be numeric or alphanumeric.
Is Multiple: When toggled to ON the user can choose multiple values on the question.
Rating Type
The rating question is a form of evaluation that is visualized in stars. For this question type on the configuration fieldset, you can set a Max Value that represents the maximum number of stars in the rating question.
Ranking Type
With this type, you can allow respondents to rank a list of predefined choices. You can add choices in the same way as other select types, and you can also randomize the list of defined choices by clicking on the “Randomize Answers” toggle box:
Number or Percentage Type
With a numeric type, you can specify the minimum and maximum values in the configuration fieldset:
Page
The page type doesn’t require any specific configuration. It should simply be inserted between two questions.
Questions preview
On the main page containing the questions, you can find the question preview frame:
After changing your questions, you can always update the survey preview by clicking the “Update Preview” button.
Survey Creation
After the saving of the template and the creation of the related questions, you will be able to create a Survey record by clicking the “Create Survey” button in the top right corner in the screen:
Clicking on it will bring up a popup that informs you about the number of emails that will be sent (based on Groups and Users fields). In this popup, you can also choose a name for the survey you create by entering it in a text field.
After the creation, on the designer module, you can view the newly created survey under the relation grid field “Surveys”:
On this grid, you can also use the “Update Surveys” button after selecting one or more survey records from the grid to update all their related data.
With the “Update Surveys” button, the main data and related questions will be updated based on the associated survey template.
