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This page contains optional features that are used for creating/designing questions of various types.

Additional Question Functionality allows to expand question functionality. To apply one of the following additional question functionality:

  1. Create New question on the Edit form/survey page by clicking "Insert" button
    or
    Edit existing question by clicking "Edit" button on the Edit form/survey page in the appropriate question field.

The current page contains the following topics:

WYSIWYG Editor

The WYSIWYG editor, is also known as the What You See Is What You Get editor eliminates the need for HTML knowledge and provides a simple yet powerful text entry and modification interface.A text/image selection must be made for the attributes to be applied.

The WYSIWYG editor consists of the following toolset features:

  1. Text attributes.

    • Bold
    • Italic
    • Underline
    • Strikethrough
  2. Paragraph alignment.

    • Align left
    • Align center
    • Align right
    • Justify


  3. Font attributes.

    • Font Family
    • Font Sizes


  4. Color attributes.

    • Text color
    • Background color


  5. Image/Hover Text addition.

    • Insert image from Media Library

      Media Library allows you to store files that could be added to your form and report items. It was designed to make it easier for you to upload, save, access, and use stored files any time needed.



      How to get access to the Media Library 

      1/ Upload an image as a Logo for a form;


      2/ Add image for an answer option or click on Insert image on the WYSIWYG editor; 


      3/ Click the My Account -> Media Library.


      List of files that can be stored in Media Library:

      To minimize the risk of viruses and other malicious software being uploaded to our system, we are restricting the types of files that may be uploaded to the Media Library:

      jpg, png, gif, pdf, bmp, svg, ttf, eot, woff, woff2, jpeg, docx, tif, csv, mp4, zip, doc, eps, mp3, xlsx, tiff, xls, pptx, ico, wmv, psd, txt, ics, msi, ai, otf, mov, ppt, wav, msg, rar, wma, wmf, xcf, emf, oxps, jfif, xml, xlsm, m4v, pub, rtf, ipa, pdn, ini, avi, webm, php, thmx, xlsb, pspimage, css.


      FAQ

      How to add and manage items in the Media Library?

      To add a file to your Media Library click on the Upload button and select it on your computer. Once you choose a file, it will be uploaded right away. On the left pane of the library you can see all folders created in it. You can easily create more folders, rename them or delete by selecting and clicking on respective button above to keep your Media Library organized. Once you have uploaded a file to your Media Library, you can see its characteristics displayed on the third pane. From this pane you can edit the file name by simple clicking on the current name, editing it and hitting on the checkmark.

      Why don't I have an access to the Media Library?

      If your account is Multi-access or Multi-user type and you are not its administrator, you can be limited in access rights. If so, please contact your local account administrator to request rights for accessing and managing Media Library.

      How many images could be stored in the Media Library?

      You can store as many files there as Library's size allows. On the bottom left of the Media Library window a detailed statistics of used and free space is displayed so you could easily control the storage use.


      • Images that were uploaded in your form or report items before you started to use Media Library will not appear in it automatically.
      • Default size of your library is set to 10 Mb but can be easily increased per request to your account representative.
      • You cannot delete an image from Media library if it is used in any of your forms.

    • Hover Text

      The Hover feature provides additional functionality of showing the specified text when positioning the mouse over the underlined text or question mark near the trigger object.

      In order to apply the the Hover text functionality to an object, follow the steps below:

      1. Create a new question or Edit an existing one. 
      2. Select the text in the question label or within the answer options.
      3. Press the Hover button within the WYSIWYG Toolbar.

        • For questions -
        • For answer options -
           
      4. Input/Select the triggered object, Hover text and the location of the Hover trigger in the Pop-up.

      5. Press OK to save the settings.

      The following locations of the Hover text can be selected:

      • Tooltip

      • Underline

      • None



  6. WYSIWYG switch.

    If you need to apply advanced text editing or add links and graphics to your text with the use of HTML click the Toggle WYSIWYG Editor link to disable the editor.


  7. Text Block attributes.

    • Cut
    • Copy
    • Paste
    • Paste as text


  8. Find and Replace.
  9. List attributes.

    • Bullet List
      • Default
      • Circle
      • Disk
      • Square
    • Numbered list
      • Default
      • Lower Alpha
      • Lower Greek
      • Lower Roman
      • Upper Alpha
      • Upper Roman


  10. Indent/Quote attributes.

    • Decrease indent
    • Increase indent
    • Block Quote


  11. Action attributes.

    • Undo
    • Redo


  12. Miscellaneous attributes.

    • Insert/edit Link
    • Remove Link
    • Anchor
    • Insert/edit Image. To do this, specify a URL-source of an image, its description and dimensions.
    • Insert/edit Video. For this, specify a URL-source of a video, alternative source(if necessary), poster and dimensions.
    • Source code


  13. Review link.

    Insert custom link for respondents to review their results before Survey/Form submission. Highlight the text you want to appear as such link and click the Review Link option from the editor. For more details consult the Review Answers Before Submit help chapter.

 

 

You must disable WYSIWYG editor to use HTML tags.

HTML and [Fx]

If you create questions in a simple mode you can use HTML for custom text appearance. You can also pipe information using the [Fx] tags if you prepopulate your survey using the Autofill feature.

Question Analysis Code

Using the Question Analysis Code utility, you can specify the analysis code on the Edit Single Question page, and then export it into XML, Excel, CSV for the statistical analysis purposes.

For example, to track the responses for questions with the same code across different surveys.

Question Identifier

Using the Question Identifier you can assign a custom name or number to a question on the Edit Single Question page:

For instance, 'MaxBenefitPeriod_week' can be used as a question identifier for the question on the screenshot above. This identifier can be used later instead of a standard question number:

  • in piping references
  • as a part of logic rules
  • as a question reference in certain plugins


  • Question identifiers must be unique per each form
  • Question identifiers cannot consist of numbers only. 
  • Identifiers cannot correspond to the questions/answer options referencing structure. For example, the following strings: Qx.Ax, Qx, qx.ax, qx.ax.cx cannot serve as identifiers, but qxax, QxAx can be used. 
  • Identifiers cannot be identical to the logical operators or system keywords, such as AND, OR, NOT, LIKE, RLIKE, identifier.
  • If you are calculating a score in your form/survey by using the Calculated Value functions SCORE or MAX_SCORE, please do not use the same keywords (SCORE, MAX_SCORE) as question identifiers, as this will interfere with the system behavior.
  • Please don't include such symbols to identifiers: $, &, +.

Customize Rank Scale

To create new or edit existing rank scale for Rate Different Items Along the Scale type of questions follow the steps below:

  1. When creating or editing your question, click the Customize button.
  2. Click the New Scale button to create new scale.
  3. Select existing scale and click the Edit button to customize it.
  4. Use the Please select number of columns in the rank scale dropdown box to select the number of elements within the scale. If the scale is used within other question that has responses you are not allowed to change this option.
  5. Give names to the scale headings or edit existing.

    You can use no more than 300 characters for scale headings

  6. Click the Save button to save your scale.

 

To better manage your list of scales, there is Scale Information feature available. Just select the scale and click the Info button. This feature displays the list of surveys the scale is used in, thus you can copy the scale you need or safely delete it and make sure that will not affect any other surveys or questions. Folder column shows you the root to the survey where current scale is used. Survey column displays the survey name where current scale is used.



Click the Copy button to create new scale by copying the existing scale.
Click the Info button to see the list of surveys current scale is used within.
Click the Delete button to delete the corresponding scale.
Click the Back button to return to the previous page.



  • You can create a scale with up to 12 elements (rows).
  • You can use HTML tags in scale headings or edit appropriate CSS parameters (H7, H8, H9, H12-21) on the 'Layout' page to change scale headings style.
  • In order to use symbols "<" and ">" in scale headings, use "&lt" and "&gt" instead and these symbols will be interpreted appropriately.
  • You are not allowed to delete scale that is already in use within other questions or surveys.
  • You are not allowed to apply different scale to the question if respondents already answered that question.

Customize 3D Matrix Scale

This feature is used to create scale headings in a 3D Matrix type of question.

To create new or edit existing scale click the Customize button when editing a 3D Matrix type question and then:

  1. Click the New Scale button to create new scale.
  2. If you need to edit existing scale select it and click the Edit button.
  3. Specify the number of columns using Please select number of column headings dropdown box.
  4. Name scale headings or edit existing. Note that you can use no more than 300 characters for scale headings.
  5. Click the Format Column button to format question's columns.
  6. Click the Save button to save your scale.

By default your question elements will be of General format that correspond to Single-Line type of question answer choices.


You can design 3D Matrix question scale so its elements have bigger-sized text fields that correspond to Multiline type of question. 

 


Add <MULTILINE_FIELD/> tag to the heading of the scale you want to be displayed as a multiline text field. Note that the column must be of General format.

 

  • You can add up to 12 scale elements in a 3D Matrix type question.
  • If the text is long, do not forget to insert line breaks using the enter or return key.
  • You can use HTML tags in scale headings or edit appropriate CSS parameters (H7, H8, H9, H12-21) on the Survey Layout page to change scale headings style.
  • You are not allowed to delete scale that is already in use within other questions or surveys.

 

Click the Copy button to create new scale from the existing.
Click the Info button to see the list of surveys current scale is used within.
Click the Delete button to delete the corresponding scale.
Click the Back button to return to the previous page.

Format 3D Matrix Column

This feature is used to specify the type of data that can be entered as responses to your 3D Matrix type of question.

To format your columns in the 3D Matrix type of question you need to click the Format Column button on the Customize Scale page.

  1. Select the Keep same format all columns option.
  2. Specify the format of your cells using the Column format drop-down box.
  1. Select the Format each column separately option.
  2. Select the column you are going to specify format for.
  3. Specify the format of your cells using the Column format drop-down box.
  • The default formats highlighted in grey: Check all that apply, Pick one, Dropdown box, Number > 0, Decimal number etc.
  • Click the Customize button to create your own format.

Click Preview to see how the selected format looks.
Click Save to save your formats.
Click Back to go back to the previous page.

Advanced Show-Hide

Rich Text Editor

In addition to the WYSIWYG editor mode for the question text you can switch to the Rich Text mode while creating question answer choices. This allows you to customize text appearance: make text bold, italic or underlined, insert hyperlinks and custom application tags.

You can insert the following tags by clicking the tools icon next to the appropriate answer option:

  • Subheader - makes indicated answer option a header of answer choices listed below. <more>
  • New Column - if your question contains the long list of answer options, you can break the list into multiple columns. Insert this tag into the answer option that you want to place in a new column.
  • Quota - you can set the quota for particular answer choice and set the number of responses before the quota is met, overquota responses will be treated as not submitted (In Progress) <more>
  • Block - is used along with the Quota option. If both are put together for the same question, the survey will become inactive once the number of respondents who select the answer with the quota reaches indicated number. <more>
  • Default - this option is used for the Accessible Surveys to auto-select the answer options on behalf of respondents.
  • Language Selection - if you design a Multilingual survey, use this option for the language selection question.

 

If you want to use the HTML tags, switch to the Standard input mode.

Customize Text Formats

This feature is used to create your own data formats that can be applied to questions of Single Line3D Matrix and Numeric Allocation types to validate the data that respondents provide. This makes respondent enter their answers only in a strict format, for example: digits, email address, zip code and others.

To create new format click New Format on the Customize format page, and then:

  1. Select the content type for your new format.
      • Name your text format using the Format name text box.
      • Create your own alert text in the Alert text box. This message appears if respondent's input text does not match the expected formatting.
      • Set the character for respondents to answer limit using filters.
      • To make the format of input data more precise you can use our regular expressions option. Enter any regular expression you need in the corresponding box and test it. For more details visit Regular Expressions chapter.

      • Name new numeric format using the Format name text box.
      • Create your own alert using the Alert text box. This message appears if respondent's input number is not within the indicated range.
      • Set the numerical value limit using filters and specify number of decimal places if needed.
      • Name new date format using the Format name text box.
      • Create your own alert message using the Alert text box. This message appears if respondent's input date is not within the indicated range.
      • Select format for date appearance. m stands for month, d for day, y for year.
  2. Set the field width using the Field width text box for best look within your survey.
  3. Click the Save to save changes.

Click Edit link to edit the existing format.

Click the Delete button to remove existing format. If the format is already in use within other questions and surveys you are not allowed to delete it.

Click the Back button to go back to the previous page.



  • For the Numerical allocation question type, only the Numbers customized type  format is applicable.
  • Changes will affect all questions and surveys this format is applied for.

Regular Expressions

Regular expressions are patterns used to match character combinations in strings and are used to make your respondents entering their answers in strict format that meets your needs.

For example, you can create a custom format for the entered text to match the certain formatting of the date or the phone number, the zip code or the email address. You can also define the specific range for the number that you would like to be entered as a response, etc.

This advanced feature allows you to use regular expressions when you need to create new formats for Single-Line and 3D Matrix types of questions and complex report filtering.

Regular expressions are usually used to give a concise generalized description of a set of elements, without having to list all of them. A regular expression pattern can be composed of simple characters, such as abc, or a combination of simple and special characters, such as ab*c or Chapter (\d+)\.\d*.

Simple patterns are constructed of characters for which you want to find a direct match. When the search for a match requires something more than a direct match, such as finding one or more occurrences of a certain character, or finding white space, the pattern includes special characters.

How to use regular expressions

To use regular expressions for creating new question formats customize 3D Matrix scale or format answers for Single Line Text With Pre-Format Options type of question.

  • Click New Format button.
  • Select Text from the Select content type drop-down box.
  • Enter a name for your format in the Format name text box.
  • Enter regular expressions in the Input a regular expression for pre-checking contents box.
  • Type the text in the Type value for test box to check up your regular expressions and click the Test button.
  • Click Save to save new format.


  • To see the list of available regular expressions read the List of Regular Expressions help chapter.
  • Please note that the character limit for a regular expression is 1024 symbols.
  • If you want to make a regular expression case insensitive, you may add  a modifier (?i) to your expression. For example, Show Q2 if Q1.A1==RLIKE(?i)(north|south).

Piping

The piping feature allows you to link certain information to various places in your form or task. Please read the article about the piping feature in the default task summary/description.

You can use piping not only in questions and answers, but also in email alerts, 'Thank you' and 'Welcome back' messages, headers, footers. It is also possible to use the piping feature for the Task Definition default summary and description.

The table below presents help articles dedicated to the feature. 

Article Description

How to insert Piping

The article describes how to use the feature into your form.

Formatting piping tokens

The article provides examples of piping tokens.

Piping for the Default Task definition summary and description

The article explains how to use the feature for both Task summary and description.

Piping with URL Import

The article describes how to use the URL Import and Piping together.

Image Upload

You can upload your images to our server and then insert them into the survey using HTML.

To upload your images to our server:

  1. Design a survey for storing images.
  2. Insert new question of Section HeaderPick One or OtherCheck All That Apply or Single Line Text With Pre-Format Options types - use the question text and answer choice fields for images description.
  3. Click the Add Image button from the Edit form/survey page to attach the picture you need to upload.
  4. Browse for the image file and click Save to upload the image.
  5. Save your question.
  6. Preview your survey.
  7. Rightclick (ctrl+ click if you are using MAC) on the image and select Properties.
  8. Copy image URL - you may now use it in your links. For more details consult Using HTML help chapter.

 

You can create question for storing images within the source survey and hide this question so it is not visible to your respondents.

Application Tags

The application tags are used in a manner similar to the HTML tag. You can use them to add visual and/or functional enhancements to the form.

There are custom application tags that can be set using the form builder interface. This article covers functionality application tags that require the manual implementation to your form.

<REVIEW></REVIEW>

This tag gives respondents a possibility to review the answers before finally submitting the form.

The <REVIEW> tag may be useful when filling out long, multi-paged forms; respondents may want to re-check already given answers just to be sure.

The tag can be inserted anywhere in the form, but we suggest to add it at the very end, for example, you can use it in a last question or in a form's footer.

To add the <REVIEW> tag:

  • Add a question at the end of your form or add a footer using the Survey Header and Footer button.
  • Be sure to enable the WYSIWYG editor. To check it, use the Toggle WYSIWYG Editor tab button to switch the edit modes.
  • Add the explanation text, either custom or the same as the following: "Please click this link to review your answers.".
  • Select the text that will be hyperlinked; for example: "Please click this link to review your answers.".
  • Click the Review Link button to turn the selected part of the text into hyperlink.
  • Click Save.

<UPLOAD_YOUR_FILE/> 

This tag is used to allow respondents to upload the file from their side while filling the form. This can be a document, image or any other file which size is under 4Mb.

To allow respondents upload the file follow these simple steps:

  • Insert new question. You can use any available question type.
  • Type your question text asking respondents to upload the file. For example: "Please upload your resume here."
  • Insert the <UPLOAD_YOUR_FILE/> tag in the question's text field. You must turn WYSIWYG editor off before inserting the tag.

  • Save your question.

Here is an example of the tag in action:

To download the uploaded file run the report and switch to the View By Respondent mode. You will find the link, click on it and download the respondent's file. The original file name will be preserved.

| | | 

This tag is used to place answer labels for the Rate along the Scale question type on the left and right side of the radio buttons used for answer selection. It gives you the option to control the layout of the question by giving you the flexibility to control the display of your answer labels.

This tag is used to place answer labels for the Rate along the Scale question type on the left and right side of the radio buttons used for answer selection. It gives you the option to control the layout of the question by giving you the flexibility to control the display of your answer labels.

  • Insert new or edit existing Rate Scale question to apply the tag.
  • Type in answer choices in the following manner: good|||bad. Please note: answers input mode must be switched to Standard.
  • Click the Save button.

Here is the example how this tag should be inserted in the edit mode:


and how it looks for participants:

<MULTILINE_FIELD/> 

<MULTILINE_FIELD/> tag allows to expand text field and make it multiline. To apply this tag, add it to the 3D matrix scale header:

With this tag applied the question will have the following appearance:

Answer Options Upload

The upload answer option functionality is available for all of the question types, which require answer option input. The feature provides import of the answer option labels and answer identifiers.

The data may only be uploaded in the following combinations:

  • Answer Options only
  • Answer Options + Answer Identifiers

Let's take a look at the example:

 Your CSV Data file should look as follows:

Answer Option 1,AO1
Answer Option 2,AO2

Where

Answer Option 1/Answer Option 2 - the answer option labels you wish to import.

AO1/AO2 - answer identifiers, which will be assigned to corresponding answer options.

 

 

  • Only the first column is mandatory.

Respondent Multiple Selection Requirement

You can set a certain number of answers for the respondent to check using one of the following options:

  • More than or equal to [#] answer choices.
  • Less than or equal to [#] answer choices.
  • Between [#] and [#] answer choices.
  • Equal to [#] answer choices.

 

This feature is available for Check All That Apply and List Box question types.
 

Respondent Row Selection Requirement

Use the corresponding options to apply the requirement of:

  • Answer any rows -  allow your respondents to decide whether to rate a certain item or not.
  • Must answer all rows - require your respondents to rate all of the listed items.
  • Must answer N rows - to allow your respondents to rate not less than N items among the listed ones.

 

This feature is available for the Rate Different Items Along the Scale of Your Choice question type only.

Answer Option Order

Use the Select answer order drop-down box to select the answer order:

  • Choose Do not change order if you want the answers to always be displayed in the same order.
  • Choose Rotate answers to make the answers rotate random row each time a different respondent takes your survey.
  • Choose Randomize answers if you want the answers to be displayed in random order.

    This feature works properly if there are lots of answer choices in the question. Also, any answer options modifications would not be visible for respondent while re-submitting if they were applied after this respondents submitted the survey the first time.
  • If you need to display your items in alphabetic order, choose Sort ascending or Sort descending.


Stick If changing default answers order you can use the Stick option to keep answer choices on their positions. Selected answer choices will not be rotated, randomized or sorted.

 

This feature is available for Pick One or 'Other', Check All That Apply, Dropdown Box, List Box, Single Line Text with Pre-Format Option, Rate Different Items Along the Scale of Your Choice, 3D Matrix and Numeric Allocation question types.
 

Mobile Numeric Keyboard

Answer Option Layout

On the Edit question page you can change an answers layout.

This feature is available for Pick One or 'Other', Check All That Apply, Single Line Text with Pre-Format Option, Numeric Allocation question types only.

To change answers layout:

  • Click on the Edit button; 

  • Select the Down / Across option to display your answers vertically / horizontally.

If you select the Across layout you can set an interval (from very small to huge) between answer choices using the Spacing drop-down box.

  • Click the Preview button on the right corner of the screen to see what it will look like for respondents. 

 

Must Answer Settings 





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