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The first question in the example survey is to be Gender, which will be a single question with three answer options. The procedure below describes using the toolbar buttons. However note that the keyboard keys listed in the Text Processing Help toolbox can also be used if you go to the Text Processing mode (go to About Doc2Survey for more information), and standard copy, cut and paste keyboard shortcuts can also be used here.
To create the Gender question:
- In the Editing area, click in the word gender. Note that you do not need to select the word; just click in it such that the cursor is located somewhere within the word.
- In the toolbar above the Editing area, click the Create a Single question button.
- Add a title for the question if required, either by selecting the appropriate text and clicking the Title button or by typing the desired text "manually" into the field.
- In the editing area, select the three answer options (these can be selected as one block of text).
- Click the Answers button in the toolbar.
If you select some text, for example a word, then the selected text will be used as the Question Text and the Question ID will be for example q1. If you wish to change the Question ID, then place the curser in the desired word and press the Q key on your keyboard or click the Set qid for current question button in the toolbar.
A single question with the name gender is added to the Survey tree, and the question details are posted in the column to the right. Note that the entire line of text "What gender are you?" is used as the question text, while the Title and Answers fields remain empty - . Note also that the Text Marking functionality has been used here.
Note: A new question will always be positioned immediately below the selected question in the Survey Tree.
Figure 1 - The gender question is created
The three answer options are pasted into the Answers field.
Note: Text selected for Answers and Scales is given special treatment to remove any leading or trailing spaces, underscores, tabs etc. such that the resulting options reside on consecutive rows in the list - . Sets of answer that are contained with tables in the basis Word document, will be treated such that for each row, the first cell containing text will be considered the answer text. Subsequent cells in the same row containing text will be ignored, as will any "trailing" empty cells.
Figure 2 - The answer options
You can also add an Instruction text if desired using the same procedure, but otherwise the Gender question is now complete. You can preview the question by clicking the Preview button beside the Question ID field in the Question Details column - .
Note: Changes made to the Survey Tree and the Question Details fields are saved automatically as they are made - there is no Save button for that functionality. If you edit the text in the Editing area, you can save those changes for future use by clicking the Save button in the Editing toolbar or by clicking the Ctrl+S keys on your keyboard.
Figure 3 - Previewing the question