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To edit a question form, either double-click on the question’s icon in the Survey Tree, or right-click on the icon and choose Edit or Properties from the menu that appears. All these methods open a Question Details page on the right side of the window, while clicking Properties also opens the Properties pane (go to Question Properties Overview for more information). The Question Details page consists of several separate pages. Click the tabs along the top of the frame to access the different pages. Information is saved whenever you move to a new page (you click on one of the tabs).
The toolbar across the top of the Question Details page contains the tools required to edit the question and answer texts. Note that you can undo changes made to the question, either via the Undo button in the toolbar, via the designer log (go to Designer Log for more information), or by using the keyboard shortcut CTRL+SHIFT+z.
Note: If you have made modifications in one of the Question Details tabs and the next action will take place outside the Question Details frame, you must click Save to save the changes. Not all tabs are available for all question types.
Text
Note: Click the Open in Survey Designer link to open Survey Designer in a new browser window and open the survey at the selected question. Refer to the separate Survey Designer documentation for information on this application.
On this page, you specify the text of the form and other related information. If you work in two or more languages at the same time, there will be a separate set of fields for each active language (go to Language Codes for more information)
Field |
Description |
Title |
The title of the form. The title appears in the routing-tree. It also functions as a heading for the form when used in a web-survey, and as a descriptive label for the form when used in Reportal. The length of the title can be maximum 255 characters, otherwise it will be truncated. When a title is not provided, Text will be used as a title. (In templates, you may use the primitive ^FTITLE^ where you want to insert this text |
Text |
The form text. (In templates, you may use the primitive ^FTEXT^ where you want to insert this text |
Instruction |
Use this field to give descriptive instructions or comments. (In templates, you may use the primitive ^FCOMMENT^ where you want to insert this text |
Scratchpad |
The scratchpad is a text editor, and is available in a number of the screens (go to Scratchpad for more information). |
You can format the text layout (for example underline the text) by adding HTML codes directly into the text fields or answer cells in the HTML editor mode. In WYSIWYG editor mode you can format the text by using the tools in the toolbar.
You can copy and paste text directly from MSWord into the text fields. Note however that this copying process can take with it considerable amounts of unnecessary HTML formatting code, and this code will increase the file size and can create problems for later text formatting within Authoring. Click the Clean HTML...button to remove this unnecessary code. Note that this functionality will keep intact the majority of "desirable" formatting code, such as bold, italics, text color etc. This button is available on all WYSIWYG components such as the Theme Editor, Survey Layout Editor, Predefined lists etc.
You can add images into all text fields in a Survey (title, text, instruction and answers). For the Title, Text and Instruction fields, type or copy in the URL to the file you wish to use. For the Answer tab text fields, you can drag-and-drop images directly from the File Library. You can for example make a reference to an image by including the following tag in a text field’s or an answer’s cell:
<img src=” http://<URL_of_the_image>”>.
To include a logo in a question when working in WYSIWYG editor, drag the logo into the text field or answer cell - . You can also copy and paste the logo into the text field. In the figure below, the logo has been dragged into the Text field of a question.
To delete an image or logo, click on it to select it (the frame grips appear around the logo), and press the Delete key on your keyboard
Figure 1 - Dragging a logo into the text field
Note: When you run a survey from a secure site using HTTPS, and refer in the survey pages to images that are located in a non-secure site, the respondent will be presented with a warning on every page as follows:
"This page contains both secure and non-secure items. Do you want to display the non-secure items?"
To avoid this message, the images must also be placed on a secure site.
Scale
Note: This page is only available for grids.
This page - - defines the scale dimension of a grid. The page is functionally similar to the Answers page and includes many of the same columns (go to Answer List Columns for more information), and can include the following additional column:
- Bar Height – allows you to specify the height in pixels of a bar to be placed above the scale column. For example, in a “Please indicate on a scale of 1 to 10, the importance….” question, you can add a small bar to the “1” column, a bit larger bar to the “2” column, a bit larger bar to the “3” column etc. to give a ramp effect. This column is only visible if the Show Scale Bars property is selected in the Properties page for the question (go to General for more information). You can set the color of the border and fill for the bars in the Question Form Input Properties form (go to Scale Bar Label Style for more information).
Figure 2 - Example of a Scale page for a grid question
Note: It is not possible to have a header in a scale of a grid inside a 3DGrid. If you include a header in a predefined list and that list is used in a scale, then the header is ignored.
Triggers
The Dynamic Questions functionality enables you to refresh parts of a page depending on changes made in other parts of the same page. For example, you can specify that the text piping in question 2 is refreshed whenever the respondent changes the response given to question 1.
Use this tab (- ) to specify which question is to trigger the refresh action for the current question.
Note: This functionality only applies when there is more than one question on a page. Triggers are not available for Chart nodes.
Figure 3 - Example of the Triggers tab
Go to Dynamic Questions for further information.
Validation
For unlimited flexibility in question-validation, you can use JScript-code to validate your answers.
Masking
Depending on the object type, this tab can include one or more of the following masking fields:
- Code mask.
- Question mask.
- Column mask.
- Scale mask.
If you want to dynamically exclude one or more of the answers, scale items, 3D Grid columns or entire questions, use this field to create a JScript-expression.
JavaScript
The JavaScript tab is displayed when the Coding Screen Size option on the User Settings page is checked (go to User Account Settings for more information). This tab allows you to add client-side JavaScript to questions, and have it executed once the question has been rendered and any Advanced WI Features have been initialized. The JavaScript tab is available for Info, Single, Multi, Open, Grid and 3D-Grid questions (not the questions inside a 3D-Grid).
A button is available on the Question Details page for the relevant question types to open the editor - .
Figure 4 - The button to open the JavaScript Editor overlay
Note: The script is also run for dynamic questions and inline surveys. This does not happen when script is added directly in the Question Title/Text/Instruction fields.
Important
Custom client-side code added into the JavaScript tab is treated as Advanced WI code. If a respondent accesses a survey containing such code via a browser that does not support Advanced WI Features (go to Advanced WI Features for more information), then the custom JavaScript code will not run.
Preview
The Preview page will give you an idea of the respondent’s view of the question. The question is displayed using a standard web-interview template. Once you generate the WI for the first time, either in Test mode or in Production mode, the template you have chosen will also be applied in Preview.
Note: Hidden questions (go to General for more information) are shown in Preview and Quick Test, with the text "HIDDEN DATA" alongside to identify them, so you as the author can ensure they function correctly.
Note: Internet Explorer cannot render the iPhone/Android preview correctly. When previewing the questions in these modes you must therefore use either Chrome or Firefox.
Results
This page - - displays the Rapid Results report page for the current question (go to About Rapid Results for more information).
The date and time when the BitStream files were last updated is displayed above the chart. If the data in the response database has changed since the last time the BitStream files were updated, then the message shown in the example will be displayed. Click the link to update the BitStream files, and thereby the date presented on the page.
Figure 5 - Example of the Results tab for a question
Note that while you are creating the survey and before you have any "genuine" data in the database, if you wish to see how the results will be displayed then you can go to the Test database, add random data, then update the BitStream files.
Languages
In a multilingual survey you can have as many languages as you wish. However due to the space available, a maximum of five language fields can be available for editing at any time. The Languages page allows you to specify which languages you wish to be visible while you are working. Check or uncheck the language boxes so the languages you wish to work with are selected, then go to the other tabs where the selected language fields will be displayed. Note that the Languages page is common for all questions in the survey; the languages selected in this page for one question will be available for all the questions in the survey.
The languages selected here will also be remembered such that when you move out of the survey, upon return, the active languages selected in the previous session will be re-selected. You will therefore not have to reselect the languages every time you enter a particular survey.
Note: Survey languages are selected on the Overview page.