Quota Wizard

In the Survey Designer, a Quota wizard is available for Single, Multi and Grid questions. This wizard allows you to create quota objects quickly and easily, based on the selected question. The wizard can generate limits and create a condition with a stop/quota full node after the last selected question. Note that you can create quotas for several questions simultaneously by holding down the CTRL key on your keyboard while selecting the questions.

To access this:

1. Right-click on a question and select Quota Wizard from the drop-down menu.

The Quota Wizard overlay opens - .



Figure 1 - The first page of the quota wizard

• Quota name - the quota will be named by default as "quota_<question name>". Edit the quota name as necessary.
• Quota full email - the address to which the "quota full" email will be sent is by default the address of the currently logged on user (your address). Edit this as necessary (go to Email Alert on Full Quota for more information).
• Create all quota limits - if you wish to create quota limits for all options now, check the box (go to Changing Quotas and Quota Limits for more information).
• Stop interview on quota full - when this is option is enabled the wizard will add a condition node to the survey immediately after the last question used as part of the quota. The condition node will use the qf() function to check if the quota is full, and if it is the interview will stop. If this option is not checked, the interview will continue even if the quota is full (this can be useful if the quota is being used as a counter) (go to Terminating the Interview for Respondents when Quota is Full for more information).
2. Click Create Quota.

The quota is created and added to the Quotas folder in the Survey tree. The Quota Details page opens to enable you to add the limits as required. If you have checked the Create all quota limits box then the limits list will be waiting for you; if you haven't checked the box the you can now add the limits list manually. If you have checked the Stop interview on quota full box then the condition node is added to the appropriate place in the Survey tree.