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This page contains the description of all of the Form.com/Key Survey platform tools which can be used in the process of Survey creation and modification.

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Custom Form Modification & Design

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On this page, you can work with questions and other elements, add pages, set up logic and alerts, create a unique layout using various tools, and launch the form.

Once you have chosen a form creation method, named the form, and clicked Save, you will see the Form Builder. This functionality has intuitive drag-and-drop interface and a robust set of tools.

The left pane (1) contains a list of all questions and objects in the form. These objects are grouped by their type: Questions, Buttons, Shapes, etc. To expand a grouped list click the plus sign next to it.

The grid (2) on the right side is used to edit the form layout. This is where all the form elements will be located.

The ribbon toolbar (3) contains functionality for designing the form.

The current page contains the following topics:

Ribbon Toolbar

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The ribbon toolbar contains form design functionality, the functionality is grouped into three tabs: Home, Edit, and Tools. Please click on the links below for more information.

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Home Tab

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The Home tab contains the primary features for editing the Custom form, such as:


  • Adding new questions (1)
  • Renaming the form (2)
  • Styles page with form design options (3)
  • Adding logo and images (4)
  • Defining form settings (5)
  • Adding special messages to the form (6) – Welcome Back, Header and Footer, Thank you page and Internal notes.
  • Applying plugins (7)

The following plugins do not work with forms:
– Section Randomization
– Question Randomization
– Select All Checkbox
– Fixed Header for Rate and Matrix Questions.

  • Advanced interactivity and functionality can be added with the help of Javascript. Such scripts should be inserted into the Scripts section (8)
  • Previewing and testing the form (9)
  • Printing the form (10) launching (11)

 

All these features work with custom forms in the exact way they work with surveys. But there are also features unique to the Custom Form Builder:

  • The Save (1) button saves changes applied to your form at any time it is clicked.

  • The Undo (2) button allows you to revert the last changes applied to the form one at a time; the Redo (3) button applies the undone changes back. 

  • The Text (4) button creates an empty text field on the grid so you could insert additional sub-header, notes or instructions if needed. Such text objects appear under the Other text section on the left pane.

  • The Shape button (5) is used to add three types of shapes: Rectangle, Vertical Line, and Horizontal Line. 

     More about shapes:
    Sometimes it is necessary to add additional lines or frames to your form layout. When a shape on the form is selected, the ribbon toolbar automatically switches to the Edit tab, showing controls for editing the shape.

    Three elements are available here: Rectangles, Vertical and Horizontal lines. To insert the element click on Shape and select a type. Once you choose an object it appears on the grid. Right after creation it has default size and color, but a special set of controls allows you to re-size and format your element easily:


    Line Size (1) sets the thickness of the line the shape is drawn with, and the color selector (2) next to it sets the line color. When working with a rectangle, you can activate the Filled check box (3) and use the second color selector (4) to choose the fill color.

     Shapes do not appear in form reports.

    Choosing one immediately adds it to the grid. You can then move it by dragging, and re-size it by using the handles at its edges.

  • Use Page Format (6) to change properties of the form pages.

     More about page format:

    Page formatting allows you to set additional page settings. Upon clicking on the Page Format button, a Page settings pop-up box will appear.

    These settings apply to all pages of the form.

    Measurement units is used to set the grid rulers to centimeters (1) or inches (2).

    • Orientation can be either Portrait (paper set vertically) or Landscape (paper set horizontally).

    • Paper size options are useful for printed forms. Select the format you are going to print the form in and green grid guides will adjust automatically. Note that the elements placed outside the green guide lines will still be visible on the form.

    • The Web size option activates a blue guide line on the grid. This line assists in designing a form of a certain width.

    • The Printed pages on screen option changes the grid size to include the number of pages selected.

    These settings are not related to the number of pages of the online form
    • The Max screen height value sets the height of the blue guide line at the far right of the grid. This is a helpful guide for staying within size constraints imposed by other factors, such as other content on a web page where the form will be displayed
  • Use New Page (7) to add another page to the form. When you have more than one page, navigation controls appear just above the grid. Use Page Order (8) to rearrange the form pages, and Delete Page (9) to remove the current page.

    Page 1 of a password protected form should have only the password question on it. All other questions should be on page 2 or later.


Edit Tab

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Edit tab gets activated when you click on any form element in the structure tree or on a working field.The functionality in this tab provides for editing form components.

If you click on a particular question in the left pane, the Edit tab of the ribbon toolbar will have the following look:

  • The Save button (1) serves for saving changes made to the form.
  • The Undo button allows you to revert the last changes applied to the form one at a time, while the Redo button applies the undone changes back (2). 

  • Edit Question (3) opens up a page for editing the particular question type you have selected. To read more about creating and editing questions of different types, please consult our Question Types section.
  • The Logic (4) button is used to configure logic for your form. Unlike logic in a survey, form logic works on a per-page basis. It cannot be pointed to a specific follow up question and is instead pointed to a later page. Therefore, you should locate your questions on separate pages if you wish to set up logic for your form. For further guidelines on setting up logic, please refer to Logic section. 
  • The Images(5) button serves for adding images to your form questions and answer choices. For more information, please refer to the Add Image section. 
  • Use Delete (6) to delete a question, and Hide (7) to hide it from respondent’s view. This is commonly used if you autofill respondents' data into a hidden question for reporting purposes.
  • The Validation button (8) can be used to configure whether a question is obligatory to answer. More about validation can be found in the Question Setup section. 

  • The controls of the Layer section (9) are used for adjusting the overlapping of grid elements (placing one element on top of another). The four buttons from left to right are: 

    • Bring To Front - brings the form element to very top of the stack.
    • Send To Back - sends the form element to the bottom of the stack.
    • Send Backward - moves the form element down one level in the stacking order.
    • Bring Forward - moves the form element up one level in the stacking order.
    You can also change the value in the Layer box to move an element a desired number of layers forward or backward in a single action. Another way to access this functionality is to right-click on a form element located in the grid.
  • Every element on the grid has its own coordinates, size and position. While the size of an element can be changed by dragging its handles, you can be more exact by using the W and H boxes (10) to change the width and height, respectively. Similarly, you can use the X and Y boxes to change the position of an element on the grid, allowing for pixel-perfect placement. Use X to specify distance, in pixels, between an element and the left edge of the working area that contains it, and Y - between an element and the top edge of the working area. The XYHW properties are automatically updated when you move or size an element

  • The Lock button will freeze the selected element in place so it cannot be accidentally moved or re-sized. The color of its handles will change to red to indicate this. This can be done with multiple elements at once by selecting all of them before locking. The Attribute Default button can be used to set the selected element to its default size and shape, depending on its type and contents.

  • The last section (11) features the Preview button for previewing the form, the Print button for printing it out, and the Launch button for launching the form.

  • If you click on a form header or footer in the left pane, the Edit tab will also contain a section with functionality similar to the one of the WYSIWYG editor.

Tools Tab

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The third tab on the ribbon toolbar has advanced design features. Using them can save you time and help you with precise form building.

Grid

The grid size (1) and brightness (2) can be adjusted using the provided dropdowns. Size options include both inches and centimeters.


The grid can be disabled by selecting No grid in the Grid size dropdown. 

If Snap objects to grid is enabled, it will still work with Brightness set to 0% when the grid is enabled.

Guides

Guides (3) are custom grid lines that make it easier to align objects. They can be added, moved or disabled at any time.  To customize them, click the Guides button (3). Activate the check boxes for the horizontal and vertical guides you would like to see.

Change the pixel value for an active guide to adjust its position. Click the Guides default button to revert to the original guide settings. Click the Close button when finished editing the Guides settings.

On the grid, visible guides can be dragged to change their position.

Guides are only visible in the Form Builder. They are not shown in Preview mode or in the live form.

Snapping Objects

Snapping can be used to precisely align multiple elements on the form by dragging them.
There are three snap methods available:

    • Snap objects to grid – The selected object automatically snaps to the nearest grid lines.
    • Snap object to guides – The selected object automatically snaps to the nearest available guide lines.

 

If you would like to snap the element to a certain guide line, move it toward this line until the guide becomes a solid line.
    • Snap guides to grid – The selected guide line automatically snaps to the nearest grid line.

Snapping can be activated or deactivated at any time by checking or unchecking the appropriate options. Note that when both Snap objects to grid and Snap objects to guides are activated, the selected object will snap to the nearest line of either type when dragging it.

Move and Resize

Another way to adjust the position and size of an object is through using the Move and resize button.

    • Move arrows (1) – These move the selected object in the indicated direction, one pixel at a time
    • Resize arrows (2) – These resize the selected object by moving the edge corresponding to the arrow position, one pixel at a time. Note that the mode of these buttons can be toggled using the Make larger and Make smaller buttons (3)
    • The WidthHeight, and All buttons will proportionally resize an object either smaller or larger, depending on which button is selected above. Since both or all edges are moved by this, the height and/or width changes by two pixels at a time
    • The Lock position and size button will freeze the selected object in place, preventing any accidental change to its size or position. Its handles will turn red to indicate it is locked

Alignment

When you have a group of elements on the grid, you can easily align them to the left, right, bottom, top or center using the Alignment option.

 

 Click here to see the examples of each allignment option:

Example

Horizontal:

TopMiddleBottom

Vertical:

LeftCenterRight

 

 

 

 

 

 

 

 

Left Pane

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The left pane contains a list of all questions and objects in the form. These objects are grouped by their type: questions, buttons, shapes, etc. To expand a grouped list, click the plus sign next to it.

The left pane of the Form Builder has context menu functionality. Right-click on an element in the tree to see a menu with options specific to that type of element.

 

Some of the options in the menu are for features also available in the ribbon toolbar. Unique to the context menu are the following options:

  • Change question number – This allows changing the order of selected question numbers, without changing their placement on the form.

  • Move To Page – This sends the selected question to the selected page. The question number is not changed.

  • Visible on RBR only – This feature hides the question from respondents even though it is placed on the grid. It will still be shown in the report’s View By Respondent mode.

Text Objects 

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You can add instructions, notes and other information as separate Text Objects that are not connected to any question in a Form structure.

In order to create a Text Object you would need to:

  1. Click the Text button (1) on the Home tab and then type your text into the text box (2) that appears.
  2. Once the text box is created, it appears under the Other Texts section (3) in the left pane.

  3. When editing a Text element, the ribbon toolbar automatically switches to the Edit tab, which provides familiar formatting and editing controls, including Undo and Redo.This pane has the usual document editing tools along with additional options for discarding changes made step by step, applying them back and saving all the work at any time.

  4. The Text element will automatically adjust its size to accommodate the text entered, but can still be resized using the provided handles.

 

Text objects created in this way do not appear in reports.

Move and Resize Elements

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By default, all questions appear on the grid right after creation. You can place them back to the elements tree by dragging and dropping to the left pane.

Form elements can be dragged and dropped from the left pane to the grid and vice versa.

To move the form element within the form working area, follow the steps below:

  1. Click in the element frame to make it active.
  2. Drag the element frame to the desired target.
  3. Click the Save button to save your progress.

To resize the form element within form working area, follow the steps below:

  1. Click in the element frame to make it active.
  2. Point to the border of the element frame.
  3. Drag the pointer to move the split line.
  4. Click the Save button to save your progress.

  • You can use grids to help positioning form elements at precise point on a working area. The grid lines will not be printed along with the form. The Snap to Grid option aligns an element frame with the nearest grid line when you move the object. For details, see the Page Format section of the Ribbon Toolbar Home Tab.
  • You can enter the precise measurements for the element width and height as you resize it by using Attribute panel.

Survey Modification

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Here you can work with your survey questions, Thank You PageInternal NotesSurvey Header and FooterMulti-Lingual options, Survey SettingsLayoutPrint the survey or open its Launch parameters.

 

Once you have created the survey, you can edit it by clicking the Edit button on Main survey page. On Survey modification page you can work with following:

The ribbon toolbar (1) contains survey design functionality.

The search field (2) allows you to find and replace question and answer options texts throughout the whole survey.

The survey editing field (3) contains three options and allows to edit survey name, title and introduction.

The question editing (4) area includes several options that allow to edit survey questions that were created previously.

 

The current page contains the following topics:

Add Image

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You can add images to your survey questions and answer choices. You can also specify a URL to open a web page after clicking on the image.

This can be used to show your respondent products pictures, concept drawings, and samples. Sometimes it is easier to show than to describe using only question text. It is also great for comparisons.

To add an image you need to click the Add Image button next to the question on Surveys > Questions page, then follow the steps below:

  1. Choose an image to appear with the question.

     Click here for more details:
    • Click the Select Image button to locate an image file saved in your Media Library.
    • You can upload files with the extensions jpg, jpeg, bmp, gif, png extensions or image files with no extension (for MacOS files).

      If the image is saved in CMYK colorspace, it may not be displayed correctly. Use the RGB colorspace instead.
    • Click on the needed image and hit Ok to upload it.
  2. Specify the image position (left, top, right). In top position you can set image alignment (left, center, right) and add visual arrows by selecting corresponding check boxes (Up Left, Bottom Left, Up Right, Bottom Right). If you need you can add a brief description to the image and specify a URL that will be opened when respondents click on it.
  3. Select if the images should appear next to your answer choices. Provide short descriptions and indicate URLs for linking below each image if needed.
  4. Click Save.

 

Click Save to upload selected images to your survey question and answer choices.

Click Preview to see how your uploaded images look.

 

If you need to remove an image, click the Remove link under the image.


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You can add a logo to the form/survey to meet your company or products design.

To add a logo to the survey follow these steps:

  1. Click the Add Logo button on the survey Questions page;
  2. Click the Select Image button to locate image file you want to upload as a logo within your Media Library;
  3. Select the image you wish to attach;
  4. Click OK button at the bottom right to upload logo.

Click Save to save changes.

Click Preview button to preview the survey with a new logo.

After the image is uploaded you can change its size, alignment, edit image description and other options:

  • Specify where you want this logo to appear by selecting an alignment.
  • Change logo size. If you are not sure what size it should be click on the lower right corner of the image and drag it to the required size. Preview the survey to see if matches your survey layout.
  • Logo Description allows you to add a short description to the Image.
  • You can add any custom text using Mouse Over option. Respondents will see it if they move their mouse over the survey logo.
  • The On click open link option allows you to redirect survey respondents to your web site or any other page in the web after clicking the logo image.

 

 

You can use only .jpg, .jpeg, .gif, .bmp, .png images in RGB colorspace.


 Click here for more details:

To add new question to your survey:

  1. Select a Form or Survey from the Home page
  2. Click the Edit button on the Survey Information pane to the right.
  3. Click Insert on the Questions page, and select New Question or click the New Question button on the ribbon toolbar.
  4. Select the question type from the Please select a question type dropdown.
  5. Click the Example link to see questions' examples you can use in the survey. 

    This option is not available for the Common-Password survey.

  6. Continue with a question page design wizard.

 

Click the Cancel button to go back to the Questions page.

Validation

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Validation can be set up with the help of a dropdown box that you see next to the Hide checkbox. By default all of your survey questions are optional and respondents can skip them when filling out your survey. However it is possible to force respondents to answer a question by changing the setting to mandatory or mandatory on condition.

 

Next to each question you will find dropdown box that lists the following options:

  • Allow to skip Select this option to make this question optional to answer.
  • Skip with alert This option allows respondent skipping a question but generates a pop-up alert that notifies about skipping the question.
  • Must answer Select this option to make the question mandatory. Respondents will not be able to proceed to other pages or submit your survey until answer the question.
  • Conditional Must Answer Use this option to create a condition upon which current question becomes mandatory. 

     More details:

    If you want to make your respondents answering certain question depending on the answers they gave to the previous questions use the Qx.Ay format to create a condition, where x is a question number and y is answer choice number within a question.

    Example

    You wish to make a question mandatory for those respondents who selected answer choice 2 within question 2 and answered open-ended question 3. 

    The expression of this condition will look as following: Q2.A2 AND Q3.
    Use the following logic operators to create complex conditions:ANDORNOT.

    You can reference to the questions that precede current question only.

  • Mandatory answer options Select this option to make only certain answer choices within a question mandatory to answer.

    You can apply this option to the following question types:Rate Different Items along the scale of your choice3D MatrixSingle Line text with pre-format options

  • Must answer all fields option is used to make all items within the 3D Matrix type of question mandatory to answer.

Copy Questions

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To copy a question within the survey click the Copy button next to the appropriate question on the Questions page.

Then follow the steps below:

  1. Select destination location within your survey where the question will be copied.

     Click here for more details:
    • Before this question. The question will be copied before the selected question.
    • After this question. The question will be copied after the selected question.
  2. Choose the question from your current survey that will precede or come after the copied question.
  3. Click the Save button to copy your question.

 

Click Back to return to the previous page without copying question.

Copy Questions from Another Survey

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To copy a set of questions from another survey to your current survey click Insert on the Surveys > Questions page and select Copy question from another survey from the dropdown menu.

Then follow the steps below:

  1. Select the Survey you want to copy a question from.
  2. If you are not sure which survey contains the questions you need, you can search through all the surveys within your account. Enter a word or a phrase to look for into the Find Questions field and click the Go button to start the search.
  3. Select Questions you want to copy. Select the Check All option to copy all questions on this page.
  4. Click the Copy button to insert the selected questions to the end of your survey.

Click Back to return to the previous page without copying questions.

Media Library

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

Media Library can be opened in multiple ways. Each time when you are trying to upload image as a Logo for a survey, Add image for an answer option or click on Insert image on WYSIWYG editor Media Library would pop-up. Also, there is a general access to it under the My Account -> Media Library.

 

 What files can be stored in Media Library?

Starting from May 15th, 2019, in order 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. All the files that have been uploaded previously will remain intact, but the upload of new files is now restricted to the following formats:

jpg, png, gif, pdf, bmp, svg, ttf, eot, woff, woff2, jpeg, docx, tif, csv, mp4, zip, doc, eps, mp3, xlsx, tiff, xls, pptx, html, htm, 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.

 How to add and manage items in 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 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 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 survey 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/surveys.

Question Library

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To copy one or more questions from question library to the end of your current survey, click Insert on the Survey Editing page, and select Question from question library from the dropdown menu.

On the left side of Question library you can find Default Categories of questions and create your own under the Custom Categories. Once you have selected needed category its questions appear on the middle pane. You can easily click on any question to see its answer options and preview it by clicking on the Preview button.

 

 How do I create a new category of questions in a Library?

To create a new category click on the Add Category button on the top left, name your category and confirm. Right after this you can start adding questions in it. Categories created by you appear under the Custom Categories class. You can also rename such categories or delete if needed. 

The category name cannot be longer than 255 symbols.
 How do I add questions in custom category?

It is possible to add questions in a custom category in two ways: by creating from scratch one by one or by copying from existing survey.

To create new questions click on the category name on the left pane and then hit the Add Question button. Specify needed question and answer options parameters and Save this question. Once saved you can see it appearing on the question list for your category. If you click on a question in this list additional options appear for editing and deleting selected question.

If you would like to copy questions from existing survey click on the category name on the left pane and then hit the arrow button next to the Add Question one. Now click on the Add question from existing survey and select needed survey/questions. When you have checked all needed questions click on Copy and confirm. If you do not remember the exact survey name and question location you can Search for it in respective text box here.

 How do I add questions in my survey?
Pick needed question from the library and either double-click on it or drag and drop to the left pane. Once all needed questions are added in here, click on the Add to Survey button.
 How many questions could be copied at once?
You are not limited in number of questions you can add to the survey at once.
 How many questions can I save in my Library?
You are not limited in number of categories or questions you can store in the Library.

Settings

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On the Settings page you can specify the required Form/Survey functionality. This page consists of two tabs: Form/Survey settings and File upload settings.

Form/Survey settings

 The following settings may be applied to the form/survey:

When respondent attempts to take the form/survey a second time

  • Do not allow respondent back into form/survey Once a respondent submits a response, this respondent is not allowed to come back and change his responses. A returning respondent will receive a message thanking him for his participation in the form/survey.

  • Respondent may return and modify their response The respondent is allowed to come back to his response and make changes. The old responses will be overwritten with the new ones.

  • Allow multiple responses - only applies to Master URL The number of respondents who can submit responses from the same computer is not limited. 

    • When submitting multiple responses from the same computer using the Master URL, your respondents must close the browser window or tab each time they have submitted a response.
    • When the form/survey is filled out via Master URL, browser cookies are used to identify respondents.

Form/Survey progress indicator

if your form/survey has more than one page, you may activate the progress indicator, which will appear at the bottom-right of the online survey. Use these radio buttons to define how progress is reported to respondents as they complete the survey:

  • Do not show progress indicator Respondents will not see any indication of their progress through the survey.

  • Show page numbers Respondents will see their progress as Page x of y.

  • Show progress in bar graph Respondents will see a bar indicating how far along they are in the survey.

  • Show progress as percentage Respondents will see the percentage completed at the end of each page

  • You can also apply Circular progress bar indicator (advanced feature). For more details consult the Plugins help chapter.

Access to responses

To grant access to completed responses, you may select between two options:

  • By default, access to completed responses is restricted to the authorized users. For the forms created prior to 8.27 release, access to the responses will follow the old behavior, so Allow access to everybody via direct RBR link will be selected. 

Show results

 Select Show results to respondents option to redirect a respondent to the Standard Report upon Submit. The Standard Report will include all Completed responses so far.

Redirect Page 

You can enter a URL in the Redirect Page text box to redirect a respondent to the specified web page upon Submit.

You will not be able to set up a Redirect page if you check Show results option.

Display alert messages in 

You can use this drop-down box to select the language in which the system pop-up alerts will be displayed.

Buttons

  • Show back button The Back button allows a respondent to go back to previous pages. This button will appear only if the form/survey has multiple pages. By default Back button is enabled.

  •  Show save button The Save button can save partial results, and allows the respondent to complete his response by accessing the same link later.

  •  Go to the next page when a radio button is selected This option should only be used if there is only one question on the page. When this option is selected, respondents will go automatically to the next page by selecting a radio button.

This option is applicable only if Pick one or 'Other' question type is used and the 'Other' option is not activated.

Question Numbers 

This feature activates/deactivates the question numbers which appear before the question text.

Time limit

You may specify the time limit for respondents. When it runs out, the response will be closed and submitted.

Response Label 

You may assign a custom Response Label to each response by using data from response. Type any text and reference a Single line text response field in Qx.Ay format from which you would like to pull data.

For example, if the Name of the respondent is stored in the first field of Q1, you may type: Response of Q1.A1.

This feature is quite useful on the Participant Portal as it allows to differentiate responses easily and present some specific data from this response in its header.

 

File Upload Settings

File Upload Settings can be applied for all questions of this type by going to Edit Form/Survey page-> Settings-> File Upload Settings tab, or by applying individual question settings on the Edit Question page.

Individual question settings prevail over the general File Upload Settings for all questions. 

First, select whether any file types should be accepted, or only specific ones:

If specific file types should be accepted, define the type of files respondents can upload:

 

Images (.jpeg, .jpg, .gif, .png, .bmp)
Specify whether it is allowed to upload the files from gallery and use Markup/Crop tool on the uploaded images:

Insert from Gallery option will appear only if response is submitted via our Mobile or Desktop Offline application.
Image gallery is the only source of the files for the devices with OS version lower than v4.4.4(for Android) and  v9.0(for iOS). For the devices with OS version newer than  v4.4.4(for Android) and  v9.0(for iOS) it is allowed to use any source, including gallery, Dropbox, Google drive, etc.

Select the size of the uploaded images:

          • Small (900 pixels by largest side)
          • Medium (1440 pixels)
          • Large (1800 pixels)
          • Keep original image size (the file will be re-sized keeping original dimensions). 

            Original dimensions of the image will be kept, however, due to security reasons, an overhead will be removed which might cause the size reduction, but not the quality.

          • Specify the max. side dimension (From 300px up to 7000px).

Set uploaded images view:

          • Small
          • Medium
          • Large (will show images one below the other). 

Date and Time Stamp for Photos:
Activate this option if you would like to see when the photo was taken. Date and Time Stamp can be displayed for photos taken via the Offline Mobile App. Images chosen from the Photo Gallery will not be date/time stamped.The Date and Time will appear on the photos once they are uploaded to the server. You may choose from one of the options below:

        • No Date/Time Stamp (default)
        • Date only YY.MM.DD
        • Date and Time YYYY.MM.DD HH.MM.SS

          If the Date and Time option is chosen, it will be recorded in the following format: YYYY.MM.DD HH:MM:SS in the device local time. The Time Zone will also be indicated. 


Documents (.doc, .docx, .xls, .xlsx, .xlsm, .ppt, .pptx, .csv, .txt, .pdf, .rtf, .xml)
Set the maximum size limit of the uploaded documents. The maximum size is 100 Mb (this value can not be changed). 



Other file types 

Specify extensions or MIME types of files to be allowed for uploading. It is preferred to identify the allowed file types by their extensions, however, in some cases using MIME types may be more convenient. For example, if you want respondents to upload any audio file, you may use audio/* MIME type to specify this. Be aware that the support for MIME types in some browsers may be incomplete. Please test the specification of the file format as MIME type for the files your respondents should upload in browsers they might be using.
Set the maximum size limit of the uploaded files. The maximum size is 100 Mb (this value can not be changed). 

Click Save to save your changes and go to the Form/Survey Edit page. Click Save and New to save your question and start creation the next one right away.

Click Cancel to go back to the Form/Survey Edit page without saving changes. 

Test Survey

 Click here for more details:

This feature is used to make sure your survey works properly and to see if you need to make any last minute changes to questions or responses. Before you launch a survey, you should always test it.

On the Survey Editing page in a Preview dropdown you will be able to test your Form/Survey as well as your Report:


  1.  Click the Preview button.
    • Select Preview to take and submit your survey, exactly as your respondents will.

      The survey settings such as survey logic, survey layout and Must answer conditions will works for a real survey by default, but you can easily change these settings on the Functional pane. With the help of its options you can enable/disable logic rules and Must Answer validation,show internal question numbers or even go directly to a particular question from the respective Go To Question dropdown. Also, this pane can be easily hidden by clicking on the Hide button on a right.
    • The Submit button is not active in the Preview mode and by clicking on it you only receive a respective message, so no results would be saved.
  2.  Select the Test Form/Survey option.
    • Select Test Survey to take and submit your survey, exactly as your respondents will. 

      All of the survey settings such as survey logicsurvey layout and email alerts will work as for a real survey, but you can change these settings on the Functional pane. With the help of its options you can enable/disable logic rules and Must Answer validation, show internal question numbers or even go directly to a particular question from the respective Go To Question dropdown. Also, this pane can be easily hidden by clicking on the Hide button on a right.
    • If you chose to allow respondents to see results, clicking the Submit button lets you see what your results will look like.
    • When you click Submit while testing online, these test responses are included only into the test report but not into your final results.
  3.  Select the Test Report option.
    • Click the Test Report button to view your survey's test results in graphic format.

      The test report has the same settings as the Standard report.

Question Types

 Click here for more details:


This page shows examples of all of the question types available in the Form.com/Key Survey applications. To see French version of this page, please follow this link Cette page montre un exemple d'utilisation possible pour chaque type de question.

Each example below is also linked to the page with a detailed description of each question type.

Additional Question Functionality

 Click here for more details:


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

 Instructions on WYSIWG editor using:

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.

     Click here for more details:
    • Bold
    • Italic
    • Underline
    • Strikethrough
  2. Paragraph alignment.

     Click here for more details:
    • Align left
    • Align center
    • Align right
    • Justify


  3. Font attributes.

     Click here for more details:
    • Font Family
    • Font Sizes


  4. Color attributes.

     Click here for more details:
    • Text color
    • Background color


  5. Image/Hover Text addition.

     Click here for more details:
    • Insert image from Media Library

       Click here for more details:

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

      Media Library can be opened in multiple ways. Each time when you are trying to upload image as a Logo for a survey, Add image for an answer option or click on Insert image on WYSIWYG editor Media Library would pop-up. Also, there is a general access to it under the My Account -> Media Library.

       

       What files can be stored in Media Library?

      Starting from May 15th, 2019, in order 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. All the files that have been uploaded previously will remain intact, but the upload of new files is now restricted to the following formats:

      jpg, png, gif, pdf, bmp, svg, ttf, eot, woff, woff2, jpeg, docx, tif, csv, mp4, zip, doc, eps, mp3, xlsx, tiff, xls, pptx, html, htm, 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.

       How to add and manage items in 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 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 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 survey 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/surveys.

    • Hover Text

       Click here for more details:
      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.

     Click here for more details:

    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.

     Click here for more details:
    • Cut
    • Copy
    • Paste
    • Paste as text


  8. Find and Replace.
  9. List attributes.

     Click here for more details:
    • Bullet List
      • Default
      • Circle
      • Disk
      • Square
    • Numbered list
      • Default
      • Lower Alpha
      • Lower Greek
      • Lower Roman
      • Upper Alpha
      • Upper Roman


  10. Indent/Quote attributes.

     Click here for more details:
    • Decrease indent
    • Increase indent
    • Block Quote


  11. Action attributes.

     Click here for more details:
    • Undo
    • Redo


  12. Miscellaneous attributes.

     Click here for more details:
    • 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.

     Click here for more details:

    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]

 HTML guide is provided below:

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

 More details about 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 of the question identifier described:

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" might be set as a question identifier for the question from the screenshot above. This identifier may further be used instead of standard question number:

 

  • Question identifiers must be unique within one form/survey.
  • The first symbol of the question identifier cannot be numeric.
  • Identifiers cannot contain Qx characters (where x is a number).
  • Identifiers cannot be identical to the logical operators or system keywords, such as AND, OR, NOT, LIKE, RLIKE.
  • If you are calculating a score in your form/survey by using 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.

Customize Rank Scale

 Creating customized rank scale for Rate Different Items Along the Scale type of questions:

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

 Feature for creating scale headings in a 3D Matrix type of question:

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.

 Example:


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

 Example:

 


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

 How to specify the type of data that can be entered as responses to your 3D Matrix type of question;

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.

 To set the same format for all cells:
  1. Select the Keep same format all columns option.
  2. Specify the format of your cells using the Column format drop-down box.
 To specify a different format for each column:
  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

 Feature allows to create conditional Show/Hide option:


Advanced Show-Hide feature is used to show or hide questions/answer options based on a logical condition.

 

To set up the conditional display of questions or answer options follow these steps:

  1. Click Advanced features button on the Form/Survey Editing page.
  2. Select Show/Hide from the dropdown.
  3. Click Add Show/Hide button (1) to work in a simple mode or Quick Edit button (2) to work in notepad-like quick mode and add many expressions at once.

 

Simple mode

 Click here for more details:

 When creating/editing one Show/hide action, the page is divided into two sections:

  1. Select questions/answer options to show or hide:

    • Action type
      • Show/hide. This action shows or hides question or answer option when the logical condition is met.
      • Show/hide no clear. This action also shows or hides question or answer option upon logical condition, but does not clear answer value of the displayed question when its visibility changes. Select the option Do not clear existing values to activate this action.
    • Question/Answer options selection
      • Select one or multiple questions by switching between different selection modes. With the help of Allow to select multiple questions option, you are able to show or hide multiple questions or answer options upon the same logical rule, e.g. "Show Q1.A5, Q2, Q3.A1 if Q1.A1".


        Please be aware, that if you worked in Single or Multiple question selection mode, and then decided to work with multiple questions or vice versa, the rule you created earlier will be saved and shown to you once you switch back to the original mode.
      • Reference a range of questions, answer options or columns, using Qx-Qy, Qx.Ay-Az or Qx.Cy-Cz format. For instance, Q1-Q5, Q1.A1-A5, Q1.C2-C7. Ranges of answer options and columns are limited to a single question.
      • The system optimizes overlapping ranges, for example, if the following expression is entered: "Hide Q2.A1-A7, Q3, Q2.A5-A9, Q4 if Q1.A1", the system will optimize it and save: "Hide Q2.A1-A9, Q3-Q4 if Q1.A1".
  2. Condition:

    • You can either create a new condition or select the one created earlier and modify it if necessary;
    • Three conditional operators available: IF, IF NOT and IF ALWAYS. The IF ALWAYS operator triggers an action unconditionally.
    • Build complex logical conditions using Add rule, Add groupAdd sub-group options and AND/OR/AND NOT/OR NOT logical operators.
    • Value for comparison. First, select a condition (Contains, Equals to, etc) and then specify:
      • numeric or text value, i.e. IF Q1.A1=<5;

      • Piping reference[Qx.Ay] or {Qx.Ay} (square or curly brackets), i.e. IF Q1.A1=<[Q2.A1]

        Question and answer identifiers are also supported, so you can use them to reference specific question instead of question/answer option numbers.

      • Piping references on date fields: [Qx.Ay] (square brackets only)

      • Regular expressions

Quick Mode

 Click here for more details:

Quickmode allows to create multiple show/hide expressions at once or copy/paste them fromother sourceinto your form/survey: 

Each expression will appear on a new line on the Quick Edit page:

Please, refer to Advanced Show-Hide#Logic section for more information on creating complex logical conditions.

Summary page

 Click here for more details:

You can add new actions, view, edit and change the priority of existing actions directly from this page. On the Summary page, you can switch between Show/Hide, Branching and Set Values tabs, and each of them is divided into three blocks:

  1. Invalid expressions
  2. Valid expressions
  3. Inactive expressions.
  • If there are multiple expressions set for the same question, they will be executed sequentially. You can change their priority by moving them up or down in a list:

  • To edit an action in Simple mode, click on the logical expression.
  • While working with any action from this page you can disable or delete it. 
  • Quick edit mode is also available for each expression on this page and allows inline editing:

Show-hide logic summary box

 Click here for more details:

If Show-hide logic was applied to a question, then the summary box will be placed right under it stating that this question contains one or multiple Show-hide expressions. You can hover over this box to see a list of expressions:

Show link redirects you to the "Single question" edit page. Show/hide expressions applied to the question are located at the bottom:


+ Add One allows to create a new expression in simple mode and Open Quick Edit redirects to the Quick edit page.


Logic

  When setting up a conditional part of you expressions, you can combine logic conditions using AND, OR and NOT operators as well as group them with parentheses ().

 Logic operators:
  • Operator AND denotes that all the combined logic conditions are met

    Example

    If Q1.A1 AND Q1.A3, meaning if both answer 1 and answer 3 are selected in question 1.

  • Operator OR denotes that at least one of the combined logic conditions is met.

    Example

    If Q1.A1 OR Q1.A3, meaning if either answer 1 or answer 3 is selected in question 1.
  • Operator NOT denotes that a logic condition is not fulfilled. You can put it at the beginning of a logic condition or after AND, OR operators.

    Example

    If NOT Q1.A1, meaning if answer1 is not selected in question 1.
  • You can use AND, OR, NOT operators in the same logic expression simultaneously. Use parentheses to make your logic unambiguous.

    Example

    if (Q1.A1 AND Q1.A3) OR NOT Q2.A3, meaning if either both answer 1 and answer 3 are selected in question 1 or answer 3 is not selected in question 2.
 Valid symbols in logic expressions
Valid symbolsExamples
Letters: Q, A, CQ1, Q1.C4, Q2.A3
Numbers: 1-9, 10 - moreQ9, Q23.A5
Dots: ...Q3.A5.C7
Operators: AND(=&&), OR (=||), NOT (=!)Q3.A1 AND Q3.A3, Q7.A3.C1 OR Q7.A3.C2, NOT Q2.A1
Parentheses: ()(Q1 AND Q3.A2) OR (Q5.A1 AND Q5.A3)

Note: to use complex expressions with double brackets, insert spaces between the brackets:
 ( (Q1 AND Q3.A2) OR (Q5.A1 AND Q5.A3) ) AND (Q6.A2 OR Q6.A3 )
 Logic with question answers:

It is possible to create logic rules based on the answer values comparison of two different questions. You may compare:

Type of comparisonOperatorFormulaExample
fields of general formatequal(s) to, do(es) not equal toQx.Ay==[Qz.At], Qx.Ay<>[Qz.At]Show Q4 if Q1.A1==[Q2.A1]
fields with a date or number formatting applied

equal(s) to, do(es) not equal to
less than, less than or equal to
greater than, greater than or equal to

Qx.Ay==[Qz.At], Qx.Ay<>[Qz.At]
Qx.Ay<[Qz.At], Qx.Ay<=[Qz.At]
Qx.Ay>[Qz.At], Qx.Ay>=[Qz.At]

Show Q6.A3 if Q3.A3==[Q4.A1]
Hide Q10 if Q5.A5<[Q6.A1]
Show Q12 if Q7.A2>=[Q8.A1]

fields with constantsequal(s) to, do(es) not equal to
less than, less than or equal to
greater than, greater than or equal to

Qx.Ay==n, Qx.Ay<>n
Qx.Ay<n, Qx.Ay<=n
Qx.Ay>n, Qx.Ay>=n

HIde Q11.A2 if Q9.A9==20
Show Q17.A3-A7 if Q11.A2<=545
Hide Q20-Q25 if Q15.A4>6

 Logic with text values:

When setting up logical conditions with text responses in the question of these types: Single line text with pre-format options, Multi-line text response, Numeric Allocation, Dropdown fields of the 3D Matrix, Comments field in Pick one with Comments, use the following available operators:

OperatorDescriptionExample
Logic ExpressionResults
==

If text responses contain the exact line string indicated next to '==', then the logic transition is fulfilled.

This operator can also be used to refer to the record within the dropdown box of the '3D Matrix' type of question in the Qx.Ay.Cz==N format, where N is the sequence number of the item within the dropdown box that is selected by the respondent. Please note that enumeration, in this case, starts from 0, so if you need to refer to the 1st answer in the 3D Matrix dropdown, use Qx.Ay.Cz==0 condition; to the 2nd - Qx.Ay.Cz==1 and so on.

Q1.A2==CatFlower
Big Cat
Cathlene
Cat
<>If text responses do not contain the exact line string indicated next to '<>', then the logic transition is fulfilled.Q2.A3<>CatBig Cat
Cathlene
Cat
==LIKEIf text responses contain the line string indicated next to '==LIKE' regardless of its position in the text responses, then the logic transition is fulfilled.Q2.A3==LIKECatCat
Big Cat
Cathlene
Beautiful Flower
<>LIKEIf text responses do not contain the line string indicated next to '<>LIKE' regardless of its position in the text responses, then the logic transition is fulfilled.Q2.A3<>LIKECatCat Flower
Big Cat
Cathlene
Beautiful Flower
==RLIKE

If text responses contain the line string specified by regular expressions next to '==RLIKE' regardless of its position in the text responses, then the logic transition is fulfilled.

==RLIKERed(\s|\w)+CrossRed Bull
Cross Roads
Red fine Cross
<>RLIKEIf text responses do not contain the line string specified by regular expressions next to '<>RLIKE' regardless of its position in the text responses, then the logic transition is fulfilled.<>RLIKERed(\s|\w)+CrossRed Bull
Cross Roads
Red fine Cross
==RMATCHES==RMATCHESxxx is the same as ==RLIKE^xxx$Q1.A1==RMATCHESRed(\s|\w)+CrossRed fine Cross
Red fine Cross only
<>RMATCHES<>RMATCHESxxx is the same as <>RLIKE^xxx$Q1.A1<>RMATCHESRed(\s|\w)+CrossRed fine Cross
Red fine Cross only
  • The Show/Hide functionality can be interactively triggered by responses to questions placed on the same page.
  • When you copy an existing question with Show/Hide logic, logic expressions will not be copied over. However, using quick mode on the Show/Hide page, you may easily copy rules from original question in bulk, paste them and adjust question references.
  • If an answer option is not shown to respondent according to the show/hide logic rule and it was not pre-populated by any platform function(i.e. Autofill, Set value, etc ), it will not be displayed in the report by respondent unless 'Do not clear existing values' option is checked.
  • In case if Piping is applied to a field with a Hide if Always condition, the hidden data will be stored even without 'Do not clear existing values' option.

Example

For example, if the following show/hide conditions are set on the form:

  • Show Q3.A1 if Q2.A1.C5
  • Show Q3.A2 if Q2.A2.C5
  • Show Q3.A3 if Q2.A3.C5

it will function the following way:

Rich Text Editor

 Rich Text editor features described:

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

  Feature allows to create your own formats that can be applied to questions of Single Line, 3D Matrix and Numeric Allocation types:

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.
    •  Text:
      • 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.

    •  Numbers:
      • 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.
    •  Date:
      • 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.

 

 

Changes will affect all questions and surveys this format is applied for.

Regular Expressions

 Advanced feature allows you to use regular expressions when you need to create new formats for Single-Line and 3D Matrix types of questions:

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.

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 here for more details:
  1. Click New Format button.
  2. Select Text from the Select content type drop-down box.
  3. Enter a name for your format in the Format name text box.
  4. Enter regular expressions in the Input a regular expression for pre-checking contents box. To see the list of available regular expressions consult List of Regular Expressions help chapter.
  5. Type the text in the Type value for test box to check up your regular expressions and click the Test button.
  6. Click Save to save new format.

 

The current page contains the following topics:

List of Regular Expressions

 Click here for more details:

Working with our application you can use the following regular expressions:

 

 General
amatches any value containing the letter aapple, and, canal
^matches the beginning of a stringThe expression ^A stands for the 'A' in "Anthony goes to Spain," but does not stand for it in "Susan goes to Africa"
$matches the end of a stringThe expression t$ stands for the 't' in "seat," but does not stand for it in "teacher"
.matches any single characterFor example, .n will correspond to 'an' and 'on', but not to 'navy'.
[...]matches any of the characters in the sequenceThe expression [abd] allows entering words containing the letters in brackets: doll, bath, apricot.
The expression [1-9] allows entering any number from 1 to 9.
The '-' character is treated as a literal character if it is the last or the first character within the brackets, or if it follows a backslash: [abc-], [-abc], or [a\-bc].
[^...]matches any character except those in the sequenceIf you use expression [^abc] your respondents will not be allowed to input anything that contains letters a, b or c.
 Maximum Quantifiers
{m,n}matches preceding character at least m, but not more than n timesFor example, the expression a{1,3} means that you can enter words containing from 1 to 3 letters 'a'
{m,}matches preceding character m or more timesThe expression a{2,} allows entering words containing 2 or more letters 'a'
{,n}matches preceding character from 0 to n timesThe expression a{,2} allows you to enter words containing from 0 to 2 letters 'a'
*matches preceding character 0 or more timesThe expression bo* allows you to input words containing only one letter 'b' and 0 or more letters 'o'
+matches preceding character 1 or more timesThe expression a+ allows entering words containing 1 or more letters 'a'
?matches preceding character 0 or 1 timesUsing the expression e? you can input words containing 0 or 1 letter 'e'
 Alternative and Grouping
|alternativeThe expression green|red means that you can input either 'green' or 'red'
( )groupingThe expression (ca)* means that * refers to all characters in brackets and you can input words containing 0 or more letters 'c' and 'a'
 Special notations with \
\toggles off the interpretation of metacharacters and converts the following alphacharacters (w,d,s) in metacharacters.For example, * is a special character that means 0 or more occurrences of the preceding character should be specified; for example, a* means match 0 or more a's. To match * literally, precede it with a backslash; for example, a\* matches 'a*'.
\wmatches any single character classified as a "word" character: a letter or a numberThe expression \w allows entering a letter or a number
\dmatches any digit character, equivalent to [0-9]The expression \d allows entering a number from 0 to 9.
\smatches any white space character (space, tab, new line, form feed)The expression \s\w* allows to input only one white space and after it 0 or more letters or numbers.
\Wmatches any non-"word" characterThe expression \W means that you can enter everything except letters and numbers.
\Dmatches any non-digit characterThe expression \D allows entering everything except numbers.
\Smatches any non-whitespace characterThe expression \S allows to input everything except white spaces.
 Let us take a look at several examples:

^[0-5]?[0-9]$ - this simple expression allows to enter any whole number from 00 to 59. 1-digit numbers from 0 to 9 are allowed as well.

  • ^ - asserts position at the beginning of the string
  • [0-5] - matches a single character in the range between '0' and '5'
  • ? - matches the preceding element 0 or 1 times
  • [0-9] - matches a single character in the range between '0' and '9'
  • $ - asserts position at the end of the string

You can use regular expressions if you need to create a format that will allow users to enter only phone numbers of the following types:

(756)667-7832 or (756) 667 - 7832 ext. 234

In this case the formula will look like \(\d{3}\)\s?\d{3}\s?-\s?\d{4}\s?(\w+\.?\s?\d+)*

  • \(\) stands for brackets, \ is used to interpret () as simple brackets;
  • \d{3} refers to the sequence of three digits (numbers 0 to 9);
  • \d{4} refers to the sequence of four digits (numbers 0 to 9);
  • \s? means that there can be no spaces or only one space;
  • \w+ means that there can be one or more letters;
  • \d+ means that there can be one or more digits (numbers 0 to 9);
  • \.? stands for the dot, \ is used to interpret . as a simple dot and it means that there can be no dots or only one dot;
  • (\w+\.?\s?\d+)* means that the combination of letters and numbers can occur many times or never at all.

 

Additional examples of complex expressions

^\d+$NumberAny whole positive number + 0
(0[1-9]|1[012])[- /.](0[1-9]|[12][0-9]|3[01])[- /.](19|20)\d\dDateMatches a date in mm/dd/yyyy format from between 1900-01-01 and 2099-12-31. '-', '/', '.' can be used as separators.
^([a-z0-9]+(-[a-z0-9]+)*\.)+[a-z]{2,}$Domain nameExample: app.keysurvey.com

Phone Number Validation

 Click here for more details:

 

  1. Edit your existing survey, or create a new survey.
  2. If editing an existing question, click the Edit button next to your question. To create a new question click Insert > New Question.
  3. Select the Single line text with pre-format options question type.

  4. Enter your question's text and answer choices. We will show you how to create a question that will allow respondents to enter only phone numbers of the following types: (756)123-4567 or (756)123-4567 ext.123

  5. Select the Format Answers check box.

  6. Click the Customize Formats button.
  7. Click the New Format button to create a new value type.

  8. The Customize Format page shows a list of your custom formats which can be edited or deleted.

    If you delete a format, you delete it permanently and this format will not be available for all questions and surveys of your account.
  9. Select Text as the content type.

  10. Name your format.

  11. Enter the alert text so your respondents are notified if the answer they provide does not meet expected format. (i.e. Please use one of the following formats: (XXX)XXX-XXXX or (XXX)XXX-XXXX ext.xxx).

  12. Set the Character limit Between 0 and 25, this will allow for 10 digits to be answered as phone number, the other 15 characters are used for extra symbols such as brackets, hyphens, spaces and extension indicating.

  13. Set the field width for 25 characters

  14. Enter your regular expression. This will set the formatting for the acceptable answers. 

     Example:

    Our expression will be as follows \(\d{3}\)\s?\d{3}\s?-\s?\d{4}\s?(\w+\.?\s?\d+)*, where:

    • \( and \) stand for brackets, \ is used to interpret () as simple brackets;
    • \d{3} refers to the sequence of three digits (numbers 0 to 9);
    • \d{4} refers to the sequence of four digits (numbers 0 to 9);
    • \s? means that there can be no spaces or only one space;
    • \w+ means that there can be one or more letters which allows entering extension;
    • \d+ means that there can be one or more digits (numbers 0 to 9) which allows entering extension's numbers;
    • \.? stands for the dot, \ is used to interpret . as a simple dot and it means that there can be no dots or only one dot;
    • (\w+\.?\s?\d+)* means that the combination of letters and numbers can occur many times or never at all, so your respondents may input straight phone number or phone number with an extension if any.
  15. To test your format, input a value into appropriate text box and click the Test button.

  16. Click the Save button to save your new format.

  17. Click Back to return to the question creation page.

  18. Select the format you have just created next to the answer choice.

  19. Click Save to save your question with pre-format answer choice.

  20. Now you will be brought back to your Edit Questions page. 

  21. Click the Preview button to preview your survey and test the question for which regular expression has been created.

  22. Test your newly created Regular Expression by entering phone number in specified format. 

Popular Formats

 Click here for more details:
Here is the list of popular formats that you can design using regular expressions.
FormatCharacter LimitField WidthRegular ExpressionsExamples
DATEBetween 0 and 10, this will allow for 10 (0-9) symbols to be entered (2 for month, 2 for day, and 4 for year. You will notice that it only adds up to 8 digits, the extra 2 is for the forward slashes that separate the month, day, and year).10 characters (2 for month, 2 for day, 4 for year, and 2 for the forward slashes).

\d{2}\/\d{2}\/\d{4}

\d{2} and \d{4} refers to the sequence of two and 4 digits respectively (numbers 0 to 9). \/ stands for forward slash, \ is used to interpret / as a forward slash.


More precise:
(0[1-9]|1[0-2])\/
(3[01]|[12]\d|0[1-9])\/
(1[89]\d{2}|2[01]\d{2})

mm/dd/yyyy
\d{2}\/\d{2}\/\d{4}
Phone NumberBetween 0 and 12, this will allow for 12 symbols to be entered.12 characters (3 for area code, 3 for prefix, 4 for line number).

\d{3}-\d{3}-\d{4}

\d{3} and \d{4} refers to the sequence of three and four digits respectively (numbers 0 to 9), - stands for a dash.
More precise:
 \(?\s*\d{3}\s*\)?(\s|-)*\d{3}(\s|-)*\d{4}

000-000-0000
\d{3}-\d{3}-\d{4}
ZipcodeBetween 0 and 5, this will allow for 5 digits to be entered. (there are 5 digits in a zip code).5 characters.

\d{5}

\d{5} refers to the sequence of five digits.

02135
\d{5}

To use the Email format, go to the survey Questions page and select the New Question option from the Insert dropdown menu then:

 Click here for more details:
  1. Choose the Single line text with pre-format options question type from the Please select a question type dropdown box.
  2. Input your question text into the Write your question below text box.
  3. Input answer choices using the Write label for each line option.
  4. Select the Format answers option to select from the available formats.
  5. Next to the first answer choice select the Email format.
  6. Now you have a field formatted for a user to enter in an email address.
  7. Make sure that you click the Save button to save your newly created question.
  • As a simple and fast workaround for creating date format we recommend using Calendar plugin. This plugin adds visual calendar for selecting dates to your survey. For more details consult the Plugins help chapter.
  • The regular expression itself does not limit the quantity of symbols to be entered. It only creates the format for the certain pattern. To limit the quantity of symbols, use the Character Limit option, shown in the table above.

Piping

 Feature allows you to take a response to a question and insert this response into following questions:


This feature allows you to take a response to a question and insert this response into following questions or into one of the answer options of the following question. Piping can be used not only in Question and Answer option text, but also in Email Alerts, Thank you and Welcome Back messages, Header and Footer, etc.

This is a test Form with Piping:

To use piping, follow the steps below:

  1. Choose the question into which you would like to insert the response of the previous question;
  2. Insert a Piping token which refers to the question or field from which the answer should be piped.
  3. Save your settings.

To insert Piping, you may use square [] or curly {} brackets. When using square brackets, for example, [Q1.A1], the piped text will appear bold and italicized. There will also be an underline in place of a piping token before the referenced question is answered. If you use curly brackets, for example, {Q1.A1}, the piped text will have no special formatting, and there will be no underline.

Formats of the Piping Tokens

Piping tokenReferenceExampleNotes
{Qx} / [Qx]
Refers to question number x
{Q4} will insert the answer selected in question #4
-
{Qx.Ay} / [Qx.Ay]Refers to the question number x and answer field number y {Q10.A3} will insert the answer from field #3 in question #10-
{Qx.A*} /[Qx.A*]Refers to all selected answer options in question number x {Q5.A*} will insert all answer options selected in question #5

This piping token is used to pipe answers from Multiple Choice questions - Check All that Apply and List Box.

{Qx.Ay.Cz} / [Qx.Ay.Cz] 

Refers to the question number x, answer number y, and column number z

{Q3.A1.C2} will insert the value selected in question #3, answer #1, column #2

This piping token can be used with Rate and 3D Matrix questions which have scales.

{Qx.Cz} / [Qx.Cz]

Refers to the question number x, column number z

{Q5.C1} will insert the answer options for which column #1 was selected

This piping token can be used with Rate and 3D Matrix questions which have scales.

URL:{QX.AY} / URL:[QX.AY]

Refers to the question number x and the answer number y and also codes the response into the URL format

URL:{Q5.A1} will insert the answer from field #1 in question #5 and code it into the URL format

-
TEXT:{QX.AY} / TEXT:[QX.AY]

Refers to the question number x and the answer number y and preserves the original formatting of the selected answer option, or of the text entered into the text field.

Question #3 have two answer options: Yes and No

TEXT:{Q3} will insert the answer option as it is formatted in the question: bold and in color

If you use square brackets with this piping tag: TEXT:[Qx.Ay], the piped text will have the original HTML formatting, but it will also appear bold and italicized.

LINK:{Qx.Ay} / LINK:[Qx.Ay]

Refers to the File Upload question number x and the answer number y. Returns the link to the file uploaded by respondent.

LINK:{Q2.A1} will insert the link to the first file uploaded in File Upload question #2.The piped link to the file allows you to download this file to your computer.
{FormID} and {RespondentID} Refer to the respective parameters of your form/survey.

{FormID} will return the Form ID or the form where this token is applied.

{Respondent ID} will return the Respondent ID of the particular response.

You can use these piping tokens to pipe the Form ID or Respondent ID into your form/survey fields or into settings of Remote Data Sender and Logical Remote Data Sender plugins.

You can use only curly brakets {} with these two tokens.

 

 

  • You may also format the piped text manually using HTML tags around tokens in curly brackets. For example, <b><i>{QX.AY}</i></b> equals to [QX.AY].
  • Please note, that LINK:[Qx] and LINK:[Qx.Ay] tokens will work in the forms/surveys that respondents fill out via the browser only.
  • Question Identifier allows you to pass responses similarly to Piping using custom references. These identifiers can also be used in Logic rules and Plugins settings.
  • The autocomplete function allows you to enter piping expressions faster and easier. After entering [Q], [QX.A] or [QX.AY.C] system will show you the list of available questions, answer options or answer columns (for Rate and 3D Matrix questions) accordingly. The picked element will be substituted by its survey sequence number.

 

 

 Several things you should keep in mind when using the Piping feature:
  • Tokens are case and format sensitive. They will be identified only if written in uppercase without any spaces or other symbols. Such symbol strings as [q4], [  Q7.A2  ] or [Q10;A5] will not be treated as tokens.

  • You cannot use piping and randomize (either questions or answers) simultaneously.

  • It is recommended you use piping references for the following question types: Multi-line text response, Single-line text response with pre-format option, Dropdown box, Pick one, Check All That Apply and List box.
  • If the piping token refers to the Text field (Multiline or Single Line text responses or Other response in a Pick one/Check All questions) the token will be substituted with the text typed into the referenced field.
  • You cannot use piping to insert responses that already contain tokens. Piping based on piping is not possible.
  • When the question order is changed, the piping tokens get updated automatically.

  • Piping will be applied in the following cases: in the Preview mode, while running the survey/form and in 'Report by Respondent' mode. In all other cases (on the Edit pages, in reports, charts and when exported to Excel/SPSS) tokens will be displayed as [QX] and/or [QX.AY].

  • You can insert autofilled information in Survey/Form Name using piping.
  • Piping can be used to pass the input data to the Email Alert body. For more details, please consult the Email Alert help chapter.
  • The input data may also be piped in the Redirect URL which is specified on the Settings page with the help of Piping with URL Import feature. Just embed the tokens in the Redirect URL string. After the survey has been submitted, the newly configured URL, which the respondents are redirected to, will have a modified string with content based on the responses to questions in the survey.
 Additional Examples of using Piping tokens:
Question numberAnswer numberAppearance in edit, report, export etc. modeAppearance in preview, report by respondent, running survey modeResponses
10 Please submit your personal informationPlease submit your personal information 
 1NameNameHelen
 2CityCityBoston
 3EmailEmailhelen@hotmail.com
12 Dear [Q10.A1], your email address [Q10.A3] will be added to our database, please specify the subject line for your email below.Dear Helen, your email address helen@hotmail.com will be added to our database, please specify the subject line for your email below.Hello from Boston!
13 {Q10.A1}, please indicate the best ways to contact you (You may select more than one way).Helen, please indicate the best ways to contact you (You may select more than one way). 
 1EmailEmailV
 2PhonePhone 
 3FaxFaxV
Thank You page. Thank you, [Q10.A1], for your time. From now on your emails from [Q10.A3] will have subject '[Q12]'. To inform you of our updates, we will contact you by {Q13.A*}.Thank you, Helen, for your time. From now on your emails from helen@hotmail.com will have subject 'Hello from Boston!'. To inform you of our updates, we will contact you by Email, Fax. 

Image Upload

 Images upload to your form/survey:

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

 Functional and design enhancements implementation by using Application tags

Application tags are used similarly to the HTML tags to apply functional and design enhancements to the survey.

  1. <REVIEW></REVIEW> - this tag allows respondents to review the answers before they submit the survey.

     Click here for more details:

    The <REVIEW> tag is used to allow respondents view their answers before the submit. This can be useful for the long multi-paged surveys when respondents need to make sure they provided the correct answers. This tag cen be inserted anywhere within the survey, but it is recommended to insert it at the very end of the survey. For example: you can insert it in the last survey question or in the survey footer.

    To insert the <REVIEW> tag follow these simple steps:

    1. Insert a new question at the end of the survey or activate the survey footer using the Survey Header and Footer button.
    2. Make sure that the WYSIWYG editor is activated. Use the Toggle WYSIWYG Editor link to switch between edit modes.
    3. Type in the following or the similar text: "Please click this link to review your answers."
    4. Highlight the text that will appear as a hyperlink. For example: "Please click this link to review your answers."
    5. Click the Review Link button to hyperlink the selected piece of text.
    6. Click Save.
  2. <subheader/> - creates subheadears for question's answer choices.

     Click here for more details:

    This tag is used to create subheaders for the answer choices within a single question. Please take a look at the following example:

     

    To insert the <subheader/> tag follow these simple steps:

    1. Insert a new question or edit existing question.
    2. Provide question's text and answer options.
    3. Switch answers input mode to Rich Text.
    4. Click the tools icon next to the answers you want appear as a subheaders and select the Sub Header option.
    5. Click Save.

    On the example picture "Life" and "Health" has been marked with the <subheader/> tag.

  3. <newcolumn/> - breaks list of answer choices into columns for better question appearance.

     Click here for more details:

    In some questions that contain long list of answer choices respondents need to scroll up and down to locate the answer they want to select. The <newcolumn/> that is used to improve question appearance. It breaks answers list into columns. Please take a look at the following example:

    To insert the <newcolumn/> tag follow these simple steps:

    1. Insert a new question or edit existing question.
    2. Provide question's text and answer options.
    3. Switch answers input mode to Rich Text.
    4. Click the tools icon next to the answers you want appear in a new column and select the New Column option.
    5. Click Save.

    On the example picture "LA Louisiana - Baton Rouge" and "OH Ohio - Columbus" has been marked with the <newcolumn/> tag.

  4. <QUOTAxxx/> - sets a limit to the number of respondents who select a certain answer.

     Click here for more details:

    You can set a limit to the number of respondents who select a certain answer. For example, you need to record the results of a certain number of respondents belonging to three age categories: 18 to 25, 30 to 40, 45 to 50. In this case, you should set limit of respondents for each category. Submitted surveys will be added to the report if they are within the indicated limit. The responses of the over-quota respondents will be regarded as not completed or as completed partially. If master URL is used and the Allow multiple responses rule is set for the survey, no results will be saved at all.

    To apply quota follow these steps:

    1. Insert new or edit existing question.
    2. Switch answers input mode to Rich Text.
    3. Click the tools icon next to the answers for which you want to limit number of answers.
    4. Select the Quota option and type in the number of respondents before quota is met.
    5. Save the question.
  5. <BLOCK/> - this tag is used to block respondents who selected certain answer.

     Click here for more details:

    Along with the quota tag you can block respondents who selected certain answers. For example, you need to cut out the respondents belonging to the age category under 18 years old. Such responses will be considered as Not Started.

    To block certain respondents follow these steps:

    1. Insert new or edit existing question.
    2. Switch answers input mode to Rich Text.
    3. Click the tools icon next to the answers for which you want to block the respondents.
    4. Select the Block option.
    5. Save the question.

     

    If both the <QUOTAxxx/> and <BLOCK/> tags were put into two separate answer choices for the same question, the survey will become inactive once the number of respondents who select the answer with the quota tag reaches xxx. If the question includes extra answer options without tags applied, the survey will allow respondents to complete the survey and will count them as incomplete.
  6. <EMAIL_REPLY/> - allows sending email alerts to anonymous surveys.

     Click here for more details:

    This tag is used to send an email alert to survey respondents if the survey has not been distributed via our mail system, but via the Master URL which is master survey link and is not intended to track respondents.

    When designing your survey consider the following steps:

    1. Add new Single Line Text question. In this question ask respondents to enter their email address.
    2. Insert the <EMAIL_REPLY/> tag in the answer field where respondents input their emails. Please note: answers input mode must be switched to Standard
    3. Save the question.
    4. Setup the Email Alert to respondent.

    After respondents submit their surveys, email alert will be sent to the email addresses they indicated.

    Please note, that you can use <EMAIL_REPLY/> tag once per form/survey.

  7. <UPLOAD_YOUR_FILE/> - allows respondents to upload a file while filling out the survey.

     Click here for more details:

    This tag is used to allow respondents to upload the file from their side while filling the survey. 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:

    1. Insert new question. You can use any available question type.
    2. Type your question text asking respondents to upload the file. For example: "Please upload your resume here."
    3. Insert the <UPLOAD_YOUR_FILE/> tag in the question's text field.

      You must turn WYSIWYG editor off before inserting the tag.

    4. 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.

  8. <importparam="XXX"/> - pre-populate survey with the data from a survey URL.

     Click here for more details:

    This tag is used to pre-populate a survey with the data that is stored within a survey URL. For more information consult the URL Import help chapter.

    To implement this feature follow these steps:

    1. Edit the question you want to pre-populate.
    2. Switch answers input mode to Rich Text.
    3. Click the tools icon next to the answers you want to pre-populate.
    4. Select the Import from URL option and give unique name to the import parameter.
    5. Save the question.

    You can either keep the question visible for the survey respondents or hide it. If you hide the question, it will still be pre-populated with the data from a URL and you will see these data in the reports.

    When all these steps are done, proceed with the modifying survey URL that is described in the URL Import help topic.

  9. <language_selection="xx"/> - is used within a multi-lingual surveys.

     Click here for more details:

    The <language selection="xx"/> tag is used to design a survey in different languages for different audience, so called Multilingual Surveys. All translations are provided within a single survey and are displayed depending on the language selection.

    To create a survey in different languages, follow these steps:

    1. Insert new question at the beginning of the survey that asks respondents to choose their language.
    2. Switch answers input mode to Rich Text.
    3. Click the tools icon next to the each answer.
    4. Select the Language Selection option and pick appropriate language from the list.
    5. Save the question.
    6. Put all other questions on a new page.
    7. Click the Multilingual button located on the ribbon toolbar of the Edit Questions page.
    8. Provide text translation on the Survey Translation page.
  10. <default/> - is used within an accessible surveys.

     Click here for more details:

    This tag is used within an accessible surveys, which are adapted for screen readers and other tools intended for people with disabilities. The answer choice marked with this tag will be selected by default or will put the cursor to the text field.

    To insert the <default/> tag follow these simple steps:

    1. Edit the question to apply the tag. This is commonly the very first question in the survey.
    2. Switch answers input mode to Rich Text.
    3. Click the tools icon next to the answer you want to mark as default and select the New Column option.
    4. Click the Save button.
  11. | | | - is used within the Rate Items type of question.

     Click here for more details:

    This tag is used to place answer labels for a Rate 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.

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

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

    Here is an example of the tag in action:

     

  12. <MULTILINE_FIELD/> - is used within 3D matrix question type.

     Click to see more details

    <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

 Feature provides import of the answer options and answer identifiers:

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

 It is possible to set a certain number of answers for the respondent to check:

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

 It is possible to set a certain number of rows for the respondent to check:

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

 Feature allows to change answer options 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.
 

Answer Option Layout

 Feature allows to change answer options displaying:

To change answers layout use one of the following options:

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

 

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.
 

Additional Answer Option Features

 Click here for more details:


The available answer option features are used to activate additional features to the answer option field of your question which can be applied from the Question Edit page.

To apply the one of the answer option features:

  1. Create/Edit the question containing the answer option you wish to apply additional functionality for
    or
    Insert the associated tag in the answer field where respondents input their emails. Please note, that answer input mode must be switched to Standard.

  2. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field.

  3. Click on the Checkbox to activate the feature and input additional parameters into the associated field.

The activated feature will be automatically saved.Additional features can also be applied by specifying the associated application HTML tag in the answer option after the WYSIWYG Editor has been disabled.

Answer Option Feature Availability Table

(plus) - The answer option feature is available for the question type. 

(minus) - The answer option feature is not available for the question type.

 

The current page contains the following topics:

Import from URL

 Details on importing from URL:


You can pre-populate the form/survey with the data captured in a form/survey URL.

The URL Import feature can help you track from which URL the respondent has entered the form/survey. You may also use the imported data later in the reports if necessary. You may import one or multiple parameters to the same or different questions.

To apply this feature, follow these steps:

  1. Create/modify a question of the Single Line Text with Pre-Format OptionCheck All That Apply or List Box type;
  2. Click on the Wrench icon to the right of the answer option field;

  3. Select Import from URL check box and enter the parameter name into the URL import field;

     Click here for more details:

     

  4. Alternatively, you can switch to the Standard mode and insert the following tag straight into the answer option field - <import param="XXX"/>, where XXX is the unique parameter name. Paste it next to the answer option label.

    You must not use the following values as parameter names: onunload, validateTime, ARGS, LQID, i_n_f, Dir, surveyID, CharsetLine, goNextPage.y, goNextPage.x, RID, SID, RespondentID, pwd, pwd2, ALL_QIDS, EMAIL, WebPoll, SFObj, SFObjID, integrationSurveyID, ALL_COLUMNS, ALL_QUESTIONS, dispLinkId, globalFormID, logicPluginMenu, rspEmailAddress, startTime, VMOD

  5. Save your question.
  6. Afterwards, you can take Master URL from the Launch page, which looks like this: http://app.form.com/f/1130951/e6ad/?LQID=1&, and add this string in the end: XXX=NNN. XXX is the parameter name that you have specified in the tag inserted into the survey field, and NNN is the parameter value which will be imported as an answer to the question with the tag. This string must be URL encoded.
    Your modified Master URL may look like this:
    http://app.form.com/f/1130951/e6ad/?LQID=1&name=John
    You can also modify the link automatically by means of your software. Then you can distribute the Master URL using your own email client.
  • You can use the tag <import param="XXX"/> several times in your form/survey, however, the parameter names must be unique. The parameters within your survey link must be separated with "&", for example:

  • The parameter names are case-insensitive, therefore avoid using identical entries written in a different case, as they will be considered duplicates.

  • To import data from URL into the other or comment fields of the Pick one question type, insert tag <import param="XXX"/> into the answer text of these fields.

  • To import data from URL into the Pick one or Other, Pick one with Comment, Dropdown, Check all that apply question types you need to insert the tag <import param="XXX"/> in the question text box directly. You must turn off WYSIWYG mode beforehand and paste the tag in a simple edit mode or use the source code option by clicking the button on the WYSIWYG panel. When editing the form/survey Master URL you should use the following format: http://app.form.com/f/1130952/1102/?LQID=1&XXX=1, where 1 is the sequence number of the answer option that will be selected. You may also use the exact answer label of the needed answer option, f.e., http://app.form.com/f/1130952/1102/?LQID=1&XXX=No.

     

Sub Header

 Details about subheader:

If you have a list of items respondents must check and you want these items to be grouped by certain criteria, create subheaders for each criteria. This is only applicable to the Check All that Apply question type.

To apply this feature you need to create/edit the Check All That Apply question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Sub header feature.

    or

    Insert the <subheader/> tag next to the answer choices you want display as subheaders.

    The answers input mode must be switched to Standard before inserting the tag.

  2. Save your question.

 

 Example:

On the example picture "Life" and "Health" has been marked with the <subheader/> tag.

New Column

 Details about New Column option

The New Column feature separates the list of answer choices into columns for better question appearance and usability. In some questions which contain a long list of answer choices, the respondents will need to scroll up and down to locate the answer they want to select. If you have a list of items respondents must check and you want these items to be grouped by certain criteria, create sub headers for each criteria. 

To apply this feature you need to create/edit the Check All That Apply question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the New Column feature.

    or
    Insert the <newcolumn/> tag next to the answer choices you want display as new columns.

    The answers input mode must be switched to Standard before inserting the tag.

  2. Save your question.


This is only applicable to the Check All that Apply question type.

Response Quota

 Click to see details about Response Quota:


You can set a limit to the number of respondents or block the respondents who select a certain answer.

Suppose you need to record results of a certain number of respondents belonging to three age categories: 18 to 25, 30 to 40, 45 to 50. In this case, you should set limit of respondents for each category. Completed and submitted surveys of the respondents will be added to the report if they are within the limit. You will find their addresses in the Completed list. The responses of other respondents will be regarded as not completed or as completed partially. If master link is used and Allow multiple responses is set no results will be saved at all.

Limiting the Amount of Collected Responses

To apply this feature you need to create/edit the associated question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Response Quota feature.


  2. Check the Quota checkbox and enter a number of respondents selecting this answer whose completed and submitted surveys will be added to the report.
  3. Save your question.

Blocking Respondents

To apply this feature you need to create/edit the associated question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Block feature.

  2. Check the Block checkbox.
  3. Save your question.

 

Redirecting respondents

 To redirect respondents to another form/survey or external web-page in case if quota is exceeded use "Quota with redirect" plugin. This plugin allows setting complex quota to your form or survey based on the respondents' answers. More information about plugin and it's parameters you can find on page Quota with redirect.


 

  • You can also insert <QUOTAxxx/> and <BLOCK/> tags in simple editing mode when the WYSIWYG editor is turned off to enable both features respectively.
  • That responses of blocked respondents will be regarded as not completed or as completed partially.
  • If both tags (<QUOTAxxx/> and <BLOCK/>) were put into two separate responses for the same question, the survey will become inactive once the number of respondents who select the answer with the tag <QUOTAxxx/> reaches xxx. If the question includes extra answer options without tags applied, the survey will allow respondents to complete the survey and will count them as incomplete.

Block

 Instructions on how to block users who selected certain answers


Along with the Quota you can also block respondents who selected certain answers.

For example, you need to cut out the respondents belonging to the age category under 18 years old. This option is used to block respondents who selected certain answer. 

To apply this feature you need to create/edit the associated question type, then:

  1. Click on the Wrench on the right of the answer option field  to open the feature settings page to the associated answer field and activate the Block feature.

    or
    Insert the <BLOCK/> tag next to the answer choice.

    The answers input mode must be switched to Standard before inserting the tag.

  2. Save your question.

If all answers within a question contain the Block tag, this will deactivate the form/survey.

Default

 Information about tag for marketing answer choices that will be selected by default

 

This feature is used within accessible surveys, which are adapted for screen readers and other tools intended for people with disabilities. The answer choice marked with this tag will be selected by default.


To apply this feature you need to go to the Question Edit page and then:

  1. Click on the Wrench icon on the right of the answer option field to open settings of the associated answer and activate the Default feature.

    or

    Insert the <default/> tag next to the answer choices you want to mark as default.

    The answers input mode must be switched to Standard or Quick before inserting the tag.

  2. Save the question.

Language Selection

 Click to see information about language selection feature:

 

The Language selection feature is used to create a form/survey in different languages for different audiences, so called Multilingual forms/surveys. All translations are provided within a single form/survey and are displayed depending on the language selection made in the first question of the form/survey.

 

To apply this feature you need to click on the Multilingual button from the forms/survey Edit page, or:

  1. Create/Edit the Pick one or other question type.
  2. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Language selection feature, and select the preferred language from the dropdown.

    or
    Insert the <language selection="xx"/> tag in the answer field and type in respective language ISO code.

    The answers input mode must be switched to Standard before inserting the tag.

  3. Save the question.

 

The language question will be automatically created and placed at the beginning of the form/survey once the Multilingual functionality is implemented.

Exclusive

 Feature allows to create answer options, which make other options unavailable, once chosen

 

This feature is rather helpful if there is a list of answer choices and the last one is opposed to earlier mentioned, for example "None of the mentioned above".

 

To apply this feature you need to create/edit the Check All That Apply question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field and activate the Exclusive feature.

    or
    Insert the <exclusive/> tag next to the answer choice you need to make exclusive in the question.

    If respondents select this check box they will not be able to select any other option in this question.

  2. Save the question.

 

The application of the Exclusive feature requires the activation of the Exclusive Plugin.

 

Exclusive Plugin Application

To apply Exclusive plugin adjust the following parameters:

  1. *Question Reference - Use Qx notation to reference to a question that contains the <exclusive> tag, where x is the question sequence number within your survey or form.

This plugin can be applied to the Check All That Apply question type only.

Here is an example of the question with this plugin applied:

 

 

 

Respondent's Email

 Sending e-mail alert to survey respondents without using email distribution method described:

 

This feature is used to send an email alert to survey respondents if the survey has not been distributed via our mail system, but via the Master URL which is master survey link and is not intended to track respondents.

 

To apply this feature you need to create/edit the Single Line Text question type, then:

  1. Click on the Wrench on the right of the answer option field to open the feature settings page to the associated answer field.

    or
    Insert the <EMAIL_REPLY/> tag in the answer field where respondents input their emails. Please note: answers input mode must be switched to Standard.

  2. Save the question.
  3. Setup the Email Alert to respondent.

After respondents submit their surveys, email alert will be sent to the email addresses they indicated.

Calculated Value

 Click to see information related to Calculated Value option

 

This feature may be used to make calculations based on the answers provided to respondents or concatenate multiple answers into one text string. Calculated value can be applied to answer options of 'Single line text with pre-format options' or 'Numeric allocation' questions. There are two types of calculated values:

  • Number: mathematical formula to make calculations based on the answers of the respondents (Applicable to 'Single line text with pre-format options' or 'Numeric allocation' questions)
  • Text: calculation of the value means here concatenation of different text answers to the one string. Please note, that this type of Calculated Values cannot be applied to the Numeric allocation question type.

To apply this feature you need to create/edit 'Single line text with pre-format options' or 'Numeric allocation' question, and then:

  1. Click on the Wrench on the right of the answer option field you would like to store the calculation in Step 3  to open the feature settings page.
  2. Select the type of Calculated Values you would like to use. 

  • The field for Calculated Value expression input has a limit of 1024 characters.

 

Numeric Calculated Values

This feature is designed so that Form/Survey Administrator can add mathematical formulas to their forms/surveys and make calculations based on the answers of the respondents. These calculations may be further used as answer options or as results of the form/survey that are provided to respondents within the same form/survey. Numeric calculated values are applicable to 'Single line text with pre-format options' or 'Numeric allocation' questions.

Please follow the recommendations below while composing the formula for numeric calculated value:

    • You can reference questions that were previously set with a value via 'Branch on Range' logic. Following types of questions may be used: 'Pick one or other', 'Pick one with Comment', 'Dropdown', 'Listbox', 'Check all that apply', 'Rate along the Scale'. Use only the following formats for the references Qx, Qx,Ay, Qx,Ay,Cz
        • Pick one or other, Pick one with comment, DropDown
          • Qx. This reference will be replaced with the Score value of answer option chosen by respondent. If the question is not answered it will be replaced with zero.
          • Qx.Ay. This reference will be replaced with the Score value of the answer option only if this answer has been selected, and if it is not   - it will be replaced by 0 (Zero). 
        • Check all that apply/List box
          • Qx. The reference will be replaced with the Score value of all the answer options that have been chosen by the respondent. If no options are selected the reference will be replaced with zero. 
          • Qx.Ay. This reference will be replaced with the Score value of the answer option only if the answer option has been selected, if not - it will be replaced with 0 (Zero).
        • Rate different items along the scale of your choice. 
          • Qx. This syntax will always be replaced with zero 
          • Qx.Ay. The reference will be replaced with the Score value of the column (Scale option) for this specific row.  
          • Qx.Ay.Cz. When referring to a specific Column for a specific answer option in a rate along scale question in a numeric calculated value, the reference will be replaced with the Score value of that column only if this option is chosen for the specific row of the reference, if it is not chosen it will be replaced by 0 Zero.
    • Mathematical operations and numbers: Addition(+), Subtraction(-) , Multiplication(*), Division(/) and Numbers (positive and negative integer and decimal).

      Example

      (Q2 + Q5 + Q6) + 5*Q3.A1 -100*(Q7.A5.C1+Q8.A9) + 0.5*Q6.A1

    • SCORE(x,y) This formula calculates the Score value of all the questions between the intervals x and y.When calculating the Score value of the questions in the interval (x,y), the function will simply add the Score value of each question that is applicable in the mentioned interval, including the Score value of x and y. The syntax is case sensitive and must match this format SCORE(x,y) where x and y are the question numbers referring to the start and end of the interval respectively. 
    • MAX_SCORE(x,y)This formula calculates the maximum amount of points a respondent could have obtained, regardless of the actual responses. When calculating the MAX_SCORE the formula selects the maximum amount of possible points a respondent could have obtained. The syntax is case sensitive and must match this format MAX_SCORE(x,y) where x and y are the question numbers referring to the start and end of the interval.

      Example

      (SCORE(2,4)/MAX_SCORE(2,4))*100 - Q5.A1

      If you are calculating a score in your form/survey with the help of Calculated Value functions: SCORE or MAX_SCORE, please do not use the same keywords (SCORE, MAX_SCORE) as questions/answer identifiers, as this will interfere with the system behavior.

    • JavaScript Math library You may perform advanced calculations with Javascript Math methods, for instance, Math.random() and Math.round(). More information about Javascript Math library can be found here.

    • Piping Usage of piping allows calculating "real-time" value using the formula provided by Survey Administrator. You can reference the following types of questions: 
      • Single Line Text/Numeric allocation
        • Qx.Ay. The numeric value entered in this field will replace the piping reference when the calculation is executed. If Text is placed by the respondent instead of a number, the calculated value formula will ignore this value. This can be avoided by setting preformats that only allow respondents to enter numeric values
      • Object lookup
        • Qx.Ay (refer to a column with numeric format only). In order for an object lookup question to be used in a numeric calculated value, it must have a column with numeric format. When an object from the data model is chosen by the respondent, the numeric value in the column Ay for the chosen object will replace the reference in the formula.
      • 3D matrix questions
        • Qx.Ay.Cz. This piping reference must refer to a text field. The value entered in this field will replace the piping reference when the calculation is executed.

Some calculations may result in a value with a lot of decimal places. For example, a result of 6600.000000000001 for a calculation like 6000*1.1 is caused by a general computation problem that creates a rounding error. In such cases, the result will be rounded to 12 decimal places. As a workaround, you may apply Numeric format or Decimal Number format with the needed number of decimal places to the answer field.

Text Calculated Values

Text calculated values can be applied to the 'Single line text with pre-format options' question type only. Text calculated values may be used in multiple ways: copying answer options, creation new answers based on the answers provided by respondents (concatenate several answer options into one). 

 Use these rules when composing the formula for text calculated values:

    • Any types of symbols may be used: punctuation marks, text, numbers, mathematical operations' marks 
    • Piping references. It is allowed to use piping tokens only with curly brackets for text calculated values, for instance, {Q1.A1} or {Q2}: 
      • Pick one or other
        • Qx.Label of selected answer option will be placed into calculated value.
        • Qx.Ay. Label of the referenced answer option will be placed, if it was selected by the respondent. 
      • Pick one with comment 
        • Qx.Labelof selected answer option and comment field separated by a comma will be included into the text calculated value.
        • Qx.Ay. Labelof referenced answer option(if selected) will be included in the calculated value.
      • Check all that apply/ Dropdown box/ Listbox/ Compare one against another
        • Qx. Labels of all selected answer options separated by a comma will be placed into calculated value.
        • Qx.Ay.Label of the referenced answer option will be placed, if it was selected by the respondent. 
      • Single line text with pre-format options
        • Qx. Text inputted in all answer options' fields.
        • Qx.Ay. Text inputted in referenced answer option field.
      • Multiline text response
        • Qx. Text inputted into the answer field.
      • Rate Different items along the scale of your choice. 
        • Qx. Labels of selected answer options. 
        • Qx.Ay.Labelof selected column in piped answer option.
        • Qx.Ay.Cz.Label of the referenced column in answer option if it was selected. 
      • 3D Matrix.
        • Qx, Qx.Ay. Such types of reference will be ignored.
        • Qx.Ay.Cz.Label of the column or inputted text if referenced answer option is selected. 
      • Numeric allocation
        • Qx. Inputted into answer options numbers and total value.
        • Qx.Ay. Value from the referenced answer option.
      • Object Lookup 
        • Qx.Ay When an object from the data model is chosen by the respondent, the value from the column Ay for the chosen object will replace the reference in the formula.

Please note, that Calculated value based on a previously created Calculated value will not work in forms/surveys that accessed from the mobile application or Windows Desktop application. For instance:

  • Calculated value was applied on a Q5.A1 and has this formula: Q5.A1= Q1.A1+ Q1.A2 + Q1.A3
  • After that, you would like to apply this rule: Q5.A2=Q5.A1/100. This formula is incorrect, and it should have the following structure: Q5.A2 = (Q1.A1+ Q1.A2 + Q1.A3)/100

Answer Identifier

 Information about Answer identifier:

 Using an Answer Identifier, you can assign a custom name to an answer option on the Edit Question page.

To add a custom Answer Identifier, go to the Edit page of your question and then:

  1. Click the Wrench icon next to the particular answer option:

  2. Specify a custom name in the Answer Identifier field:



  3. Click the Save button.

Answer identifiers may be used instead of Qx.Ay references in:

  • Piping;
  • Logic rules;
  • Some plugins, which require a reference to a particular answer option;
  • Exports to XML, Excel, CSV for the statistical analysis purposes.

For example, you may use it to track the responses for questions with a static code across different forms/surveys in the exported data.

  • Answer identifiers must be unique within one form/survey.
  • Please note that the first symbol of the answer identifier cannot be numeric.
  • Identifiers cannot start with Qx (where x is a number).
  • Identifiers cannot be identical to the logical operators or system keywords, such as AND, OR, NOT, LIKE, RLIKE.
  • If you are calculating a score in your form/survey with the help of Calculated Value functions: SCORE or MAX_SCORE, please do not use the same keywords (SCORE, MAX_SCORE) as answer identifiers, as this will interfere with the system behavior.

Question Plugins

 Click here for more details:


Plugins and application tags enlarge capabilities of the default question types making your Form/Survey more interactive and respondent-friendly.

The current page contains the following topics:

Captcha Validation

 Click here for more details:

To collect real data and avoid survey submission by computer bots, you can insert Captcha Validation. Until respondents enter randomly-generated symbols shown on the picture next to the captcha question, they will not be allowed to proceed to the next page or submit your survey.

To apply the Captcha Validation to a question, follow the steps below:

  1. Create new Single Line question in the beginning of your survey.
  2. From the Plugins page assign the CAPTCHA Validation plugin.

 

Slider

 Click here for more details:

For the Single Line question that asks respondents to enter numeric values you can apply visual slider so respondents can indicate the values using this slider. Slider can also be used if you want to limit range of number respondents can indicate, for example for respondents whose age is between 18 and 60 years. Consult the Slider Plugin topic for more details.

 

 

Calendar

 Click here for more details:

 This type of question is used when ask respondents to enter date of their birth or of any other event. Consult the Calendar Plugin topic for more details.

Click on the calendar button next to the entry field to test the feature:


Star Rating

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In the Rate Different Items type of question you can use stars instead of default radio buttons. Apply the Stars Rating Plugin to the rate question you want to customize.

 

Multilingual Functionality

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The Multilingual functionality allows designing forms/surveys with questions in different languages for respondents to choose from.

While setting up a survey or form you can translate all its parts including alert messages, name, description, Thank You Page note, questions and answers into several languages.Having your form available for different people in their native language will assure a better understanding of the survey for the respondent and the results are tabulated into one report for easier result tabulation for the survey/form owner.

To activate translations set up Multilingual feature for your form first. If everything is set up correctly the Multilingual button appears highlighted on the functional ribbon on the Editing Survey page or Form Builder.

Implementation

To implement the Multilingual functionality click the Multilingual button and:

  1. Select the languages you would like to translate your form/survey into from a dropdown list and click the Proceed button:
  2. You will be redirected to the Edit language selection question page, where you can customize question text if necessary. Please note, that in case if additional languages will be added at a later date, you should follow the instructions below:
    • Click the Edit button for the Language selection question;
    • Add a new answer option for the new language and name it with a necessary language;
    • Click on the Settings for the answer option, check the box for Language selection and select the language from the dropdown menu:

      OR
    • Switch to the Standard mode and add <language selection="code"/> tag to your answer option, and type in language ISO code between double quotes:
  3. On the form/survey translation page, use the Select language for alert messages dropdown box to specify the language for the alerts. Usually, these are pop-up messages that notify respondents if mandatory questions are not answered or a given answer does not satisfy the expected format.
  4. In the Survey Name text box, enter the translation of the survey name.
  5. In the Survey Description text box, enter the translation of the survey description.
  6. In the Welcome Back page and Thank you page text boxes enter the translation of the messages your respondents will see when come back to the survey for the second time depending on the survey rules.

    There are default text and respective translations for these pages in the system. To change the translation, you must change the original text of these pages firstly - only in this case text box for the translation text input will appear on the Multilingual page.

  7. Provide translations for Survey Header and Survey Footer.
  8. HTML Buttons If you apply HTML buttons to your survey using the Custom Layout page, you can translate survey navigation and submit buttons here.
  9. Provide translations for questions and answers.
  10. Use the Custom alert text box to enter the translation of the customized text for the alert that pops up if respondent's answer does not match the expected formatting.
  11. Invitation Email option allows translating survey invitation email's subject and body text.
  12. Use ' 1st Reminder' and '2nd Reminder' options to translate your reminders' texts.

    If the form/survey is launched via email, invitations and reminders will be sent to the respondent in the language specified for them in the Contact Manager.

Click the Save button to save your changes and add translations to your multilingual form.
Click Back to return to the Edit Questions page or form builder.
Click Cancel to go back to the Edit Questions page or form builder without saving changes.

To remove the Multilingual functionality from your form/survey, simply delete the language selection question:

Language selection

You can translate your survey into any language, however, survey alert messages have been translated into the following languages:

 Click to see the list of available languages:
  • Amharic - am
  • Arabic - ar
  • Armenian -hy
  • Burmese - my
  • Catalan - ca
  • Chinese simplified -zh-CN
  • Chinese traditional -zh
  • Croatian - hr
  • Czech - cs
  • Danish - da
  • English - en
  • Estonian - et
  • Farsi - fa
  • Finnish - fi
  • French -fr
  • French (Canada) -fr-CA
  • Georgian - ka
  • German - de
  • Greek - el
  • Hebrew - he
  • Hindi - hi
  • Hungarian - hu
  • Icelandic - is
  • Indonesian - id-ID
  • Italian - it
  • Japanese -ja
  • Khmer - km
  • Kinyarwanda -rw
  • Korean - ko
  • Lao - lo
  • Latvian - lv
  • Lithuanian -lt
  • Malay - ms
  • Netherlands -nl
  • Norwegian - no
  • Polish - pl
  • Portuguese - pt
  • Portuguese(Brazil) - pt-BR
  • Romanian -ro
  • Russian -ru
  • Spanish - es
  • Spanish(Mexico) - es-MX
  • Serbian - sr
  • Slovak -sk
  • Slovenian -sl
  • Swahili -sw
  • Swedish -sv
  • Tagalog -tl
  • Tamil - ta
  • Thai -th
  • Turkish - tr
  • Ukrainian -uk
  • Vietnamese - vi
  • Welsh -cy

Translation import

Except for the form/survey translation page within the platform, there is an option that allows importing .CSV file with form/survey translation. Using this feature it is possible to export original form/survey text, translate it into multiple languages and import file with translation to the system. 

 Click here for more details:

To use this feature, implement following list of actions:

  1. Apply Multilingual functionality to your form/survey and choose the languages the form/survey to be translated into. Find more details on form/survey Multilingual functionality here.
  2. On the "Form/Survey translation" page select the language for translation and  click "Download" button to export the file with form/survey original structure and text.



    For each language you want form/survey to be translated into download individual file. For example, if you selected three languages for form/survey translation, you should export three files, fill them with appropriate translation and then import them back to the platform.

  3. Open downloaded file via Excel, type in form/survey text translation into the appropriate fields (the column with the language name, i.e.for English it is en, Ukrainian is uk ):

  4. Close the file and save the changes.
  5. Keep using "Unicode text" file type.

  6. Now on the Form/Survey translation page click "Upload" button. Select the file with translations. 

    There are three possible situations after the file import:
    • Successful import. Following message will be displayed:  "The translations have been imported successfully"
    • Import finished with warnings/Import finished with errors. Appropriate message will be displayed and file with warnings/errors will be available for downloading and reviewing.

All possible warning/error messages and their meanings are listed in the table below :

Message textMeaning
Warning: Translation is missing. This line was skipped during import.Line in file has empty translation text.
Warning: The original text in the import file is different from the original text in the form. This line was skipped during import. Original form text: <original text>.Original text in form/survey is not equal to the original text from translation file.
Warning: A Drop Down option in the original language is missing in the form. This line was skipped during import. Drop Down option in the import file: <original text>.Original text for answer option of "Drop down list " question type in form/survey is not equal to the original text from translation file
Warning: Duplicate row in the import file. This line was skipped during import.Duplicate row in translation file
Warning: Text in the original language is missing. This line was skipped during import.Original text in translation file is empty
Warning: The form has image buttons. Translation of HTML buttons does not apply. This line was skipped during import.Buttons are not switched to HTML, but their translation included to the import file
Error: Form element <element type> was not found. This line was skipped during importComputer format reference not found
Error: Element reference is in the wrong format: <reference value>. This line was skipped during import.Computer format references in wrong format
Error: Invalid row format. 5 columns are expected. Actual number of columns in the file: number of columnsWrong quantity of columns in the translation file

 

 

  • If you need alerts in other languages we will work together with you to translate them into a new language.
  • If any part of the survey translation (question and answer text, etc.) is missing it will be replaced by the text of the default language.
  • If using Invitation Email1st Reminder and 2nd Reminder options make sure HTML formatting is correct.

Multilingual Forms Offline

If you would like to publish Multilingual Forms to the Participant Portal and use them Offline, please refer to the instructions below:

 Click here for more details:

If you would like to publish Multilingual Forms to Participant Portal and use them Offline, you need to add a Language column to your Contact manager and specify the preferred Language for each contact:

Then on the Portal tab in the Portal Languages section, specify which languages should be supported in Mobile Application. The Portal User will be able to switch Portal interface language and language of the multilingual forms, published to him, from his predefined language into the ones you specify in this section:

The application user may switch the language on the Login page: 

or on the Settings page once logged in:

When the user attempts to change the Language on the Settings page, he will be presented with 2 options:

1) Option Change and run synchronization will trigger mobile app sync and change both Portal interface and Multilingual Form's language. 

2) Option Change without synchronization will change only Portal interface language. 

Therefore, a portal user requires access to the Internet, to be able to switch the language of the Multilingual form. We recommend hiding Language selection question in Multilingual forms if you plan to use them Offline. 

 


 

Logical Transition Setup

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This page contains the description of all of the Logical transitions and Actions of the Form.com/Key Survey platform tools which can be used in the process of Form/Survey creation.

The current page contains the following topics:

Advanced features

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Advanced features provide you with a powerful automation utility that allows to create and apply actions to your form or survey that will be performed upon execution of respective logical condition or unconditionally.

 

The usage of action groups or separately applied actions is very useful in the creation of complex branching or response selection automation.

Branching

Branching allows directing users to specific page or question, skipping over other sections, depending on an execution of associated logic rule.

Set value

The Set value feature allows to set or change responses to questions upon execution of associated logic rule.

Show/Hide

Advanced Show-Hide feature is used to show or hide questions/answer options based on a logical condition.

 

  • Upon the application of the Set Value functionality, the Value assigned to the answer will be applied to the Report and the Report by Respondent, as well as the question which has been previously answered by the respondent.
  • Upon the creation of the required functionality, the applied actions will be grouped by the question of application and action type.

 

 

 

 

 

Logic

Skip Logic

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This unconditional transition allows you to direct all the respondents to the same question.

You can apply Skip Logic to any question in your form/survey if it is followed by more than one question. It can be added to the questions of all types.

To add a Skip Logic transition to one of the questions in your form/survey click the Logic button next to the question on the Edit Questions page, and then:

  1. Select Skip Logic type of logical transition.
  2. Select the next question to follow the question above Use the corresponding drop-down box to select a question or a page that respondent should be routed to after this question.

Click the Save button to save your changes and return to the Edit Questions page.
Click Reset to reset all settings.
Click Cancel to return to the Edit Questions page without saving changes.

 

 Skip logic is very useful in three cases:
  • You have designed a survey using Branch logic and you do not want the respondents who chose one answer to see questions aimed for those who chose another answer.

    Example

    If you ask respondents Have you ever bought from us?, you may want to ask Why not? those who answered No; and Yes can lead to question What did you buy?. At the same time, you do not want to ask What did you buy? those respondents who answered No. In this case you should apply Skip logic to question Why not?.
  • You have designed a survey using Branch on range and you want those respondents who have different scores to answer different blocks of questions.

    Example

    You want those who scored less than 5 points to answer questions 10 to 15; and those who scored more than 5 points - questions 16 to 20. After this you want everybody to answer question 21. In this case you should apply Skip logic to question 15 and indicate question 21 in the corresponding text box.
  • You have designed a survey with many questions and you want the respondents to see only a part of it.

Branch Logic

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This conditional transition means that the next question asked to respondents depends on their answer to this particular question.

You can apply Branch Logic to certain types of questions providing this question has at least two questions following it.

To add a Branch Logic transition to one of the questions in your survey click the Logic button next to the question on the Edit Questions page, and then:

  1. Under the Select logic type select the Branch logic option to apply this logical transition to the question if applicable.
  2. Select a question or a page that respondents should be routed to if they choose corresponding answer choice.

Click the Save button to save your changes and go back to the Edit Questions page.

Use Reset to reset the settings.

Click the Cancel button to return to the Edit Questions page without saving changes.

Drill down logic based on Branch logic in Linear Form

Branch Logic can also be used in the creation of Drill Down Logic.

Drill Down, is a type of Logic setup which breaks the Form/Linear form down into sections of questions according to the pages breakdown. These sections are only accessible to the respondents which are associated with a particular group based on their response. A mandatory requirement in such functionality is adding logic rules to each answer option of Multiple Selection question (of Check All that Apply or List Box type), which should determine where each group of respondents should be directed.

To setup Drill down logic, you should add Logic Rules to each answer option which will direct respondents to the question at the beginning of the section. In the example provided below, the form is split into 7 sections depending on answer options selection in Question 1.

Example

Q1.A1 -> page 2 (Q2-Q6) - Section 1
Q1.A2 -> page 3 (Q7-Q11) - Section 2
Q1.A3 -> page 4 (Q12-Q17) - Section 3
Q1.A4 -> page 5 (Q18-Q22) - Section 4
Q1.A5 -> page 6 (Q23-Q27) - Section 5
Q1.A6 -> page 7 (Q28-Q32) - Section 6
In the Select an item to follow this section dropdown menu, select the first question of the section where all respondents should be directed after they answer sections 1-6 -> page 8 (Q33) - Section 7.

Drill down logic based on Branch logic in Survey

If you set up Drill Down logic using Branch Logic in a Survey, the follow-up sections should consist of only one question instead of a set of questions. This is because a survey has a question-based logic, as opposed to linear form, where you can setup branch logic with sections that consist of multiple questions.When you add Branch logic rules to the Multiple choice question type, the Skip logic automatically is set on the question you choose to follow specific answer. In case you have multiple questions in a follow-up section of the survey, the skip logic is only added to the first one and the routing works incorrectly.

An example of correct Drill Down Logic setup using Branch logic in the Survey:

Q1.A1 -> Q1 
Q1.A2 -> Q2 
Q1.A3 -> Q3
Select an item to follow this section: Q4

Incorrect setup:
Q1.A1 -> Q1 
Q1.A2 -> Q3
Q1.A3 -> Q6
Select an item to follow this section: Q9

 

 

  • Keep in mind that the questions with applied Branch logic must be placed before the questions/pages selected to follow them.
  • Logic should be the last thing applied to a question. If you modify the question in any way, the logic settings will be canceled.
  • It can be applied to single-choice questions (Pick one or other, Dropdown). For example, if you ask someone Have you ever bought from us? - the answer No can lead to Why not? as the next question, while the answer Yes can lead to What did you buy?.
  • More information on how to apply Branch logic to questions that allow multiple answers (Check all that apply, List box types) may be found in Branch Logic for Multiple Answers help chapter.
  • When you apply logic to a question in the survey, a page break is automatically applied after this question.

Branch Logic for Multiple Answers

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This conditional transition means that the next question asked to respondents depends on their answer to this particular question.

You can apply Branch Logic to certain types of questions that allow multiple answers providing this question has at least two questions following it. It can be added to multiple-choice questions of Check all that apply and List box types.

To add a Branch Logic transition to one of the questions in your survey click Logic next to the question on the Edit Questions page, and then:

  1. Select logic type Use the Branch logic option to apply this logical transition to the question if allowed.
  2. Select questions to follow each answer Use the necessary drop-down box to select a question that respondent should be asked if he chooses corresponding answer.
  3. Select a question to follow this section Use the corresponding drop-down box to select a question which the respondent should go to after answering this one.

Click Save to save your changes and return to the Edit Questions page.
Use Reset to reset the settings.
Click Cancel to return to the Edit Questions page without saving changes.

  • The questions where you have applied Branch logic must come before the questions selected to follow them.

  • Once this type of logic is set up, the Skip Logic logic will be automatically applied to each question that participates in the logical transition. You must not change this value for each question in the section in order for logic to work properly.

  • If you set up Drill Down logic using Branch Logic in a Survey, the follow-up sections should consist of only one question instead of a set of questions.
  • Logic should be the last thing applied to a question. If you modify the question in any way, the logic might break.

Branch on Range

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Branch on Range Logic is used to calculate the score and redirect respondents to other questions based on the score they gain answering form or survey questions.

You can apply this transition to any question in your form/survey providing it is followed by more than one question.

To add a Branch on Range transition to one of the questions in your survey click the Logic button next to the question on the Edit Questions page, and then:

  1. Select the logic type. Use the Branch on range option to apply this logic transition to the question if allowed.
  2. Set a Value for each answer. In the corresponding text boxes indicate how many points respondents can score for each answer. You can assign integer numbers and decimal numbers with up to five decimal places.
    Click Save to save the values you have indicated.
    Click Reset to reset ALL entered values to 0.

    These Values assigned on the Branch on Range page can be calculated with the help of Calculated Values feature or Score Calculator Plugin.

  3. Apply Branch on Range to the question.

     Click here for more details:
    The question after which Branch on Range will be used is indicated below this line.
    • Click the Add New button to add new logic rule based on which respondents will be redirected further.
    • Min Minimum score needed for going over to the indicated question. If you set the logic rule as Less than the minimum score is minus infinity.
    • Max Maximum score needed for going over to the indicated question. If you set the logic rule as More than the maximum score is plus infinity.
    • Go to over The question that should be displayed to respondent, whose score is between minimum and maximum value.

Clicking on the applied logic type on the right of the question allows making changes to the logic rules you have created before.

Click the Delete link to delete the corresponding logic rule.

Click the Save button to save changes and apply current logical transition to your survey.

Click the Reset button to clear all logic rules you have created.

The Back button takes you back to the survey Questions page.


  • Note that logic in Linear and Custom forms routes respondents to pages not questions.
  • You can also use Branch on Range to create so called Delayed Branch Logic, when some questions of the survey depend on answers to question(s) asked earlier.
  • Logic should be the last thing applied to a question. If you modify the question in any way, the logic settings will be canceled.
  • You should keep in mind that when questions allow multiple answers (Check all that apply and List box question types), points for each answer chosen by respondent will be summed up. The best way to design logic for these questions is to apply the following points to the answers: 1-10-100-1000.
  • The values can be set to the answers in the questions of the following types: Pick One or 'Other', Pick One with 'Comment', Check All That Apply, Dropdown Box, List Box, Rate Different Items Along the Scale of Your Choice, Compare one against another.
  • In the questions of the Rate Different Items Along the Scale of Your Choice type you cannot set values to the default scale. Values are assigned to a scale you create to use in such a question. The same value will be assigned to all questions with this scale in other forms and surveys.
  • In the questions of the Compare one against another type if you select a certain answer several times its values are summed up.
  • Keep in mind that if you need to change values in the question with Branch on range applied you should do it in the last question with this feature. If you change the values in the previous questions then the values in the questions that follow will be nulled.
  • You can use both positive and negative numbers.
  • If you use Branch on Range in an Examination type survey (where you have both right and wrong answers) and you want to apply it to questions that allow multiple answers (Check all that apply and List box question types) it is recommended that the sum total of right answers for this question should be equal to the sum total of wrong answers for this question with negative sign.
 Examples:

Example

Which are the colors of the USA national flag?

Answers:Points:
Red2
Green-3
Blue2
Yellow-3
White2

In this case if a respondent chooses all correct answers he or she will score 6 points, otherwise he or she will have a lower score.

You must set logic rules for going to the next question for all possible scores. All the values indicated in logic rules should be different - extremities of the interval are included when Branching on Range.

Example

if you want to divide all the respondents on three groups - those who scored from 5 to 10 points, those who scored less and those who scored more - you should create three logic rules:
  1. If total score is less than 4 go to question X.
  2. If total score is between 5 and 10 go to question Y.
  3. If total score is more than 11 go to question Z.

Delayed Branch Logic

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One more way of using Branch on Range is creating so called Delayed Branch Logic.

Delayed Branch Logic may be used in cases when it is needed to implement redirecting on particular questions of the survey depend on answers to question(s) asked earlier.

For example, your survey should consist of three blocks:

  1. At first you collect some general information including respondent's status;
  2. In the second block you place questions intended for all the respondents;
  3. The third block consists of questions which depend on respondent's status.

So in this case you should apply Branch on Range logic to the last question of the second block and do the following:

  1. Assign different point numbers to each answer choice of question asking for respondent's status

    The type of this question must allow scoring points (Pick One or ‘Other', Check All That Apply, Dropdown Box, List Box, Rate Different Items Along the Scale of Your Choice, Compare one against another).
  2. Set logic rules for going over to  next question per each set of scores.
  3. Apply Skip Logic to questions in the third block if needed.

Advanced Logic

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Advanced logic is used to define questions that will be asked further depending on respondents answer(s) to a particular question.

Advanced logic may be implemented using Logic expressions. These expressions include conditions combined and grouped in different ways.

The conditions check if the particular answer(s) is selected and routes respondents according to the logic rules specified by the survey owner.

In order to activate Advanced Logic in the form or survey:

  1. Click the Logic button next to the needed question on the Edit Questions page.
  2. Select Advanced Logic and click "Add New" button to create new logic expression
  3. Customize new logic rule and click "Save" button



  4. Click "Activate" button to make the rule active, once it has been created.


There are two modes for composing Advanced logic rules - Simple and Advanced. When you click Add New button, the Simple mode constructor appears by default. With its help, you can easily pick needed questions, answer options and conditions from respective drop-downs and indicate a question or a page that would be shown next to those respondents who follow rules set below.

If you would like to set up a rule based on several conditions, use the plus button to add a line with another condition and connect them with the needed operator - AND or OR. If operator AND is selected connected conditions would need to be true at the same time. OR means that respondent would fit conditions if at least one of connected conditions is true.

If your rule is based on several complex conditions, they can be connected with the help of Grouping. Grouping feature allows you to create groups of conditions within the current expression (Add Group under in a condition box) or add a new group of conditions (Add Group in the condition box). Grouping is a visible alternative to parenthesis in Advanced mode rules structure.

You can create as many logic expressions as you need and then turn them on or off depending on the current needs and requirements. For that use the Activate and Deactivate buttons under the list of saved expressions.

To switch to the Advance mode please click on the Advanced on the top left of the constructor. Using this mode you can compose rules by typing them manually.


To compose a logic expression that checks up if particular questions and answers have been selected use Question Identifiers or follow this format:

  • QX checks up if any answer has been selected in question X.
  • QX.AY checks up if answer Y has been selected in question X.
  • QX.AY.CZ checks up if answer Y has been rated in column Z in question X. (question type: 'Rate Different Items Along the Scale of Your Choice').
  • QX.CZ checks up if any answer has been selected in column Z in question X. (question type: 'Rate Different Items Along the Scale of Your Choice').
  • Surveys with enhanced offline support (Linear forms) require routing based on pages, not questions. Advanced logic in such forms is called Branching and can be set up on the Advanced Features page.
  • Keep in mind that the questions where you have applied 'Advanced logic' must come before the questions selected to follow them.
  • Logic should be the last thing applied to a question. If you modify the question in any way, make sure that your logic rules work properly.
  • Autocomplete function allows you faster and easier enter logic expressions. After entering Q, Qx.A orQx.Ay.C system will show you the list of available questions, answer options or answer columns (for 'Rate' and '3D Matrix' questions) accordingly. Picked element will be substituted by its sequence number within the survey.

Combining and Grouping

You can combine logic conditions using ANDOR and NOT operators as well as group them with parentheses ().

 Logic operators:
  • Operator AND denotes that all the combined logic conditions are fulfilled.

    Example

    If Q1.A1 AND Q1.A3 => Q4. It means that you will go to question 4 if both answer 1 and answer 3 are selected in question 1.

  • Operator OR denotes that at least one of the combined logic conditions is fulfilled.

    Example

    If Q1.A1 OR Q1.A3 => Q4. It means that you will go to question 4 if either answer 1 or answer 3 is selected in question 1.
  • Operator NOT denotes that a logic condition is not fulfilled. You can put it at the beginning of a logic condition or after AND, OR operators.

    Example

    If NOT Q1.A1 => Q4. It means that you will go to question 4 if answer 1 is not selected in question 1.
  • You can use AND, OR, NOT operators in the same logic expression simultaneously. Use parentheses to make your logic unambiguous.

    Example

    if (Q1.A1 AND Q1.A3) OR NOT Q2.A3 => Q4. It means that you will go to question 4 if either both answer 1 and answer 3 are selected in question 1 or answer 3 is not selected in question 2.
 Valid symbols in logic expressions
Valid symbolsExamples
Letters: Q, A, CQ1, Q1.C4, Q2.A3
Numbers: 1-9, 10 - moreQ9, Q23.A5
Dots: ...Q3.A5.C7
Operators: AND(=&&), OR (=||), NOT (=!)Q3.A1 AND Q3.A3, Q7.A3.C1 OR Q7.A3.C2, NOT Q2.A1
Parentheses: ()(Q1 AND Q3.A2) OR (Q5.A1 AND Q5.A3)

Note: to use complex expressions with double brackets, insert spaces between the brackets:
( (Q1 AND Q3.A2) OR (Q5.A1 AND Q5.A3) ) AND (Q6.A2 OR Q6.A3)
 Conventional statements in alert messages:
StatementsExamples
<EOF> (= end of logic expression)
<OPERAND> (= logic condition)
Q1.A2 AND - here the end of logic expression was encountered however logic condition (for example, Q1.A3) was expected.
 Advanced Logic with text:

You can apply Advanced Logic to text responses to the question of these types: Single line text with pre-format options, Multi-line text response, and Numeric Allocation as well as to Dropdown fields of the 3D Matrix type of question. List of available operators is shown below.

OperatorDescriptionExample
Logic ExpressionResults
==If text responses contain the exact line string indicated next to '==', then the logic transition is fulfilled.

This operator can also be used to refer to the record within the dropdown box of the '3D Matrix' type of question in the Qx.Ay.Cz==N format, where N is the sequence number of the item within the dropdown box that is selected by the respondent. Please note that enumeration, in this case, starts from 0, so if you need to refer to the 1st answer in the 3D Matrix dropdown, use Qx.Ay.Cz==0 condition; to the 2nd - Qx.Ay.Cz==1 and so on.
Q1.A2==CatFlower
Big Cat
Cathlene
Cat
<>If text responses do not contain the exact line string indicated next to '<>', then the logic transition is fulfilled.

This operator can also be used to refer to the record within the dropdown box of the '3D Matrix' type of question in the Qx.Ay.Cz<>N format, where N is the sequence number of the item within thedropdown box that is not selected by the respondent.
Q2.A3<>CatBig Cat
Cathlene
Cat
==LIKEIf text responses contain the line string indicated next to '==LIKE' regardless of its position in the text responses, then the logic transition is fulfilled.Q2.A3==LIKECatCat
Big Cat
Cathlene
Beautiful Flower
<>LIKEIf text responses do not contain the line string indicated next to '<>LIKE' regardless of its position in the text responses, then the logic transition is fulfilled.Q2.A3<>LIKECatCat Flower
Big Cat
Cathlene
Beautiful Flower
==RLIKE

If text responses contain the line string specified by regular expressions next to '==RLIKE' regardless of its position in the text responses, then the logic transition is fulfilled.

==RLIKERed(\s|\w)+CrossRed Bull
Cross Roads
Red fine Cross
<>RLIKEIf text responses do not contain the line string specified by regular expressions next to '<>RLIKE' regardless of its position in the text responses, then the logic transition is fulfilled.<>RLIKERed(\s|\w)+CrossRed Bull
Cross Roads
Red fine Cross
==RMATCHES==RMATCHESxxx is the same as ==RLIKE^xxx$Q1.A1==RMATCHESRed(\s|\w)+CrossRed fine Cross
Red fine Cross only
<>RMATCHES<>RMATCHESxxx is the same as <>RLIKE^xxx$Q1.A1<>RMATCHESRed(\s|\w)+CrossRed fine Cross
Red fine Cross only

 

 

 

  • Logic expressions are case-sensitive.
  • If it is needed to check text string regardless of a text case(Upper or lower case), add (?i) combination before the text and the system will ignore text case while checking the logical rule. For instance, a logical expression Q1.A1==RLIKE(?i)Ks will have the following outcome: KS,Ks,kS,ks;
  • The complex expressions with operators LIKE, MATCHES require space after themselves in order to indicate the phrase completion.

    Example

    Q1.A2==RLIKERed(\d+)Cross\1 AND Q1.A3 - is valid expression.

    Example

    Q1.A2==RLIKERed(\d+)Cross\1AND Q1.A3 - is not valid expression, as it misses the space after \1.
  • Insert space between braces and logical expressions.

    Example

    Incorrect: (Q1.A1==LIKECat OR Q1.A1==LIKEDog) AND Q1.A2==LIKEBat

    Example

    Correct: ( Q1.A1==LIKECat OR Q1.A1==LIKEDog ) AND Q1.A2==LIKEBat
  • When using the <>LIKE and <>RLIKE operators for complex expressions OR and AND operators will be inverted due to the double negation.

    Example

    (Q1.A1<>LIKECat OR Q1.A1<>LIKEDog) - the answer with both Cat and Dog text response will satisfy the expression. If only Cat or only Dog appears to be a text response, the logical expression will not be satisfied.

    Example

    (Q1.A1<>LIKECat AND Q1.A1<>LIKEDog) - the answer with both Cat and Dog text response will not satisfy the expression. If only Cat or only Dog appears to be a text response, the logical expression will be satisfied.
 Advanced logic with question answers:

It is possible to create logic rules based on the answer values comparison of two different questions. You may compare:

Type of comparisonOperatorFormulaExample
fields of general formatequal(s) to, do(es) not equal toQx.Ay==[Qz.At], Qx.Ay<>[Qz.At]go to Q4 (page 3) if Q1.A1==[Q2.A1]
fields with a date or number formatting applied

equal(s) to, do(es) not equal to
less than, less than or equal to
greater than, greater than or equal to

Qx.Ay==[Qz.At], Qx.Ay<>[Qz.At]
Qx.Ay<[Qz.At], Qx.Ay<=[Qz.At]
Qx.Ay>[Qz.At], Qx.Ay>=[Qz.At]

go to Q6 (page 4) if Q3.A3==[Q4.A1]
go to Q10 (page 5) if Q5.A5<[Q6.A1]
go to Q12 (page 6) if Q7.A2>=[Q8.A1]

fields with constantsequal(s) to, do(es) not equal to
less than, less than or equal to
greater than, greater than or equal to

Qx.Ay==n, Qx.Ay<>n
Qx.Ay<n, Qx.Ay<=n
Qx.Ay>n, Qx.Ay>=n

go to Q15 (page 7) if Q9.A9==20
go to Q17 (page 8) if Q11.A2<=545
go to Q20 (page 9) if Q15.A4>6

Drill down Logic based on Advanced Logic rules

It is possible to create Drill Down logic for your survey using advanced logic rules. Drill Down, is a type of Logic setup which breaks the Form/Survey down into sections of questions according to the pages breakdown. These sections are only accessible to the respondents which are associated with a particular group based on their response. A mandatory requirement in such functionality is adding logic rules to each answer option of Multiple Selection question (of Check All that Apply or List Box type), which should determine where each group of respondents should be directed.

The table below contains the example of form/survey divided into sections. Q1 is the Multiple selection question at the beginning of the form/survey; Q6, Q11, Q17, Q22, Q27, Q32 is the last question in each section at which we should double check if some other section was selected in Q1. The first column contains the rules that specify sections' borders, others contain logic rules for correct redirecting to the appropriate questions at the end of each section.

 

Q1

Q6

Q11

Q17

Q22

Q27

Q32

Q1.A1 -> Q2
Q1.A2 -> Q7
Q1.A3 -> Q12
Q1.A4 -> Q18
Q1.A5 -> Q23
Q1.A6 -> Q28

Q1.A2 -> Q7
Q1.A3 -> Q12
Q1.A4 -> Q18
Q1.A5 -> Q23
Q1.A6 -> Q28
Q1-> Q33

Q1.A3 -> Q12
Q1.A4 -> Q18
Q1.A5 -> Q23
Q1.A6 -> Q28
Q1 -> Q33

Q1.A4 -> Q18
Q1.A5 -> Q23
Q1.A6 -> Q28
Q1 -> Q33

Q1.A5 -> Q23
Q1.A6 -> Q28
Q1 -> Q33

Q1.A6 -> Q28
Q1 -> Q33

Q1 -> Q33


 

 

Survey logic routes respondents to certain questions. Logic in Custom and Linear forms routes respondents to pages.

Respondent Message Modification

 Click here for more details:


The following respondent messages can be customized by clicking on the Messages button.

The current page contains the following topics:


Email Messages

 Click here for more details:


It is possible to create and customize Email messages that will be sent to respondent.

Email Invitation

 Click here to see how to customize Email Invitation:

In order to compose an email message for invitation distribution click the Edit Email button on the Email Survey page, which can be accessed by pressing Send unique links via email from the Launch page,and then:

  1. Indicate the 'From' address for your email.  The default address is the email address indicated in your account. You may also write your name along with the email address,  by using the following format: [John Smith]j.smith@domain.com or John Smith<john.smith@domain.com>.
  2. Indicate an email address where respondents reply emails will be sent to in the Send reply to field.
  3. Indicate the subject of your email in the Subject field. The email subject should be clear and state the purpose of your message.

    Please make sure that the Subject field does not contain any brakes(<br>). It is not recommended to copy/paste the Subject from external sources, such actions may corrupt your Email appearance.

    Click the Attach Files to attach a document to your email when sending your survey or report, setting up an email alert to respondent. You can attach more than one file. Click Attach file to add new attach field. Then click the Browse button to select a file saved locally on your computer.

    • This field is not available when you set an email alert to survey owner and when you setup email reminders.
    • The total size of all uploaded files should be less than 4 MB.
  4. Set the priority of the email.

    • Normal is commonly used if no priority stressing is needed. This is the default option.
    • Select High to stress on the priority and importance of your invitation email.

    If you wish to be notified when respondents receive your invitation email select the Request return receipts option.

  5. Use the built-in WYSIWYG(what you see is what you get) editor to create and format your content. Just like word processors, the WYSIWYG editor is equipped with a complete text-editing interface.

     You can use the following tags in the body of your invitational text:


     [S]
    You can place the link to your form/survey within your email body text. If you want to use the form/survey name as such link, just type [S] and the link will appear in this position.
     [S_text]
    You can place form/survey name within your email body as a text. Just type [S_text] and the form/survey name will appear in this position.
     [ST]
    You can place the link to your form/survey within your email body text. If you want to use the form/survey title as such link, just type [ST] and the link will appear in this position.
     [ST_text]
    If you want to use the form/survey title as a text just type [ST_text] and it will appear in this position.
     [URL]

    You can also type [URL] and this token will be replaced with the hyperlinked URL of your form/survey.

    For example, if you write:
    'We will be grateful if you give us your feedback by taking the [S]. If this link does not work, copy the URL below and paste it in your browser address bar:
    [URL]'
    ,
    your respondents will see the following text:
    'We will be grateful if you give us your feedback by taking the WEBSITE EVALUATION. If this link does not work, copy the URL below and paste it in your browser address bar:
    https://keysurvey.com/f/115556/17fa/'
    .

     [URL_text]
    If you type [URL_text] this token will be replaced with the non-hyperlinked URL of your form/survey.

    It is possible that your respondents might have the mail agent software set up to receive messages in the plain text mode only, which means that all the hyperlinks in the text of the email invite will look just like the rest of the text and will not be clickable. That is why we highly recommend that you use the [URL] tag in addition to other tags, so that in case the form/survey link is not clickable, the respondents could copy the full form/survey URL and paste it directly into the address bar of their browser in order to access the form/survey.
    If you do not use any of the tags listed above that generate unique form/survey links in your invitation email, the application will automatically add the hyperlinked form/survey name as well as the form/survey URL link at the end of the message for you.

    Tags for personalizing the Email text


     [NAME]

    If you are using respondent's name along with the email address for manual or bulk email invitation distribution, you can insert the name into email body text. To do it you need to type [NAME] and the respondent's name will appear in this position. If there is no name in the square brackets, the [NAME] token will be replaced with the email address.
    For example, if you use address [John Smith]j.smith@domain.com, the [NAME] token will be replaced with John Smith.
    Alternatively, you may list respondents' emails in the following format: John Smith<j.smith@domain.com>.

    The [NAME] tag is not applicable and cannot be used when you send an email reminder.
     [Fx]

    If you pre-populate some of your survey questions using the Autofill feature, you can insert some additional information on respondents (name, email etc.) in your email body text as well as in the questions and answer options text. To do it use the tag [Fx], where x is a number of import field (column) of your Data File. For example, if you import respondents' names in the field (column) one, you can address one of them in the email as 'Dear [F1]' and tag [F1] will be automatically substituted by respondent's name.

     [CM:Field Name]
    If you launch your survey to people from Contact Manager you can pre-populate invitation email with the contacts' data, such as name, email, position, address and other data depending on the Contact Manager settings in your account. To do it use [CM:Field Name] tag, where Field Name is the exact name of the field in the Contact Manager. For example, if you want to import respondents' names, you can address one of them in the email as 'Dear [CM:Name]' if this field exists in the Contact Manager. This tag will be automatically substituted by respondent's name.
     [CM:Field Name|empty:text for empty field]

    If you launch your survey to people from Contact Manager you can pre-populate invitation email with the contacts' data, such as name, email, position, address and other data depending on the Contact Manager settings in your account. To do it use [CM:Field Name] tag, where Field Name is the exact name of the field in the Contact Manager. For example, if you want to import respondents' names, you can address one of them in the email as 'Dear [CM:Name]' if this field exists in the Contact Manager. This tag will be automatically substituted by respondent's name.

    In a possible case of the Contact Manager field of reference being empty, the [CM:Field Name|empty:text for empty field] can be applied. Upon indicating the text you wish to pipe, the indicated text will be piped as opposed to an empty field.

    [NAME] token cannot be used in the Reminder Email.

    Email Alert Tags


     [R]

    If you are composing a text for an Email Alert and you want to include a link to the response, use token [R]. It will be automatically substituted with the RBR (Report by Respondent) link once the email is sent. The recipient of the Email Alert will see one response and will be able to look through other responses using navigation buttons on top.

    The following format: [R] hypertext [\R] allows customizing the hyperlinked text which will appear in the Email instead of the link to the completed response.

    You can also use the additional "language" parameter which allows displaying the RBR in a language specified by this parameter.

    For instance,

    • [R language="fromBrowser"] - will display the report by respondent in the language, chosen in the browser settings.
    • [R language="fromResults"] - will display the report by respondent in the language used during the voting process.
    • [R language="en"] - will display the report by respondent in English. You may change the language abbreviation to the specific language you prefer.
    • [R language="en"] hypertext [\R] will display the RBR in a particular language and allows customizing the hyperlinked text.
     [RPDF]

    If you are composing a text for Email Alert and you want to include the link to the PDF version of the report by respondent, use the [RPDF] token. It will be automatically substituted by the link to the PDF version of the response once the email is sent.

    The following format: [RPDF] hypertext [\RPDF] allows customizing the hyperlinked text which will appear in the Email instead of the link to the completed response.

    You can also use the additional "language" parameter which allows displaying the RBR in a language specified by this parameter. Just add this parameter to the [RPDF] tag to specify in which language it should be displayed.

    For instance,

    • [RPDF language="fromBrowser"] - will display the report by respondent in the language, chosen in the browser settings.
    • [RPDF language="fromResults"] - will display the report by respondent in the language used during the voting process.
    • [RPDF language="en"] - will display the report by respondent in English. You may change the language abbreviation to the specific language you prefer.
    • [RPDF language="en"] hypertext [\RPDF] will display the RBR in a particular language and allows customizing the hyperlinked text.


     [RnoNav]

    If you are composing a text for Alert to respondent, and you want to include a link to report by respondent without the navigation buttons, use token [RnoNav]. It will be automatically substituted by the RBR link once the email is sent. The recipient of the Email Alert will be able to view only one particular response.

    The following format: [RnoNav] hypertext [\RnoNav]  allows customizing the hyperlinked text which will appear in the Email instead of the link to the completed response.

    You can also use additional "language" parameter which allows displaying the RBR in a language specified by this parameter. Just add this parameter to the [RnoNav] tag to specify the language in which you want to display the response.

    For instance,

    • [RnoNav language="fromBrowser"] - will display the report by respondent in the language, chosen in the browser settings.
    • [RnoNav language="fromResults"] - will display the report by respondent in the language used during the voting process.
    • [RnoNav language="en"] - will display the report by respondent in English. You may change the language abbreviation to the specific language you prefer.
    • [RnoNav language="en"] hypertext [\RnoNav] will display the RBR in a particular language and allows customizing the hyperlinked text.
     [RnoHidden]

    If you are composing a text for Alert to respondent, and you want to include a link to individual report without the hidden questions, use the [RNoHidden] token. It will be automatically substituted with the RBR link once the email is sent. The recipient of the Email Alert will only see the questions which were visible to respondent during voting. However, this tag does not hide the autofilled questions which are hidden in the form using Advanced Show/Hide logic.

    The following format: [RnoHidden] hypertext [\RnoHidden]  allows customizing the hyperlinked text which will appear in the Email instead of the link to the completed response.

    You can also use additional "language" parameter which allows displaying the RBR in a language specified by this parameter. Just add this parameter to the [RnoNav] tag to specify the language in which you want to display the response.

    For instance,

    • [RnoHidden language="fromBrowser"] - will display the report by respondent in the language, chosen in the browser settings.
    • [RnoHidden language="fromResults"] - will display the report by respondent in the language used during the voting process.
    • [RnoHidden language="en"] - will display the report by respondent in English. You may change the language abbreviation to the specific language you prefer.
    • [RnoHidden language="en"] hypertext [\RnoHidden] will display the RBR in a particular language and allows customizing the hyperlinked text.

    Tags for adding the Unsubscribe option


     [REMOVE]

    You can also allow your respondents to unsubscribe from receiving invitations or reminder messages to take the same survey in future. To do it, you need to use the token [REMOVE] within your email body text. This token will be replaced with the following hyperlinked text: Remove from list. If respondents click this link, their email addresses will be automatically added to the Opt-out list for this specific survey. The list of all respondents who have unsubscribed from the survey can be found on the Opt-outs tab of the Status Report, which can be downloaded from the Manage Responses page of your survey. 

    • The respondents whose links were removed from the form/survey email list in such away, can still use links from the invitation email to take the form/survey.
    • When a form/survey is launched using the Allow duplicate email addresses option in Format Data File settings, the use of the Remove from list link by the respondent will opt-out the unique code rather than the email address itself. This makes it possible to send another invitation from the same form/survey to the same email address using a different unique code.
    1. If a survey has been launched to the contacts from the Contact Manager the two options will be suggested to the survey participants: to unsubscribe from any further survey invitations from this sender;
      or
    2. to unsubscribe from receiving any further invites or reminders for this specific survey only. If a survey participant selected the first option their status in the Contact Manager response statistics table will be changed to Opt-Out, otherwise, the status will not be changed.
     [REMOVE_URL]

    This tag inserts a linked unsubscribe URL instead of the hyperlinked message. Functionality remains the same as in [REMOVE] tag (see above).

     [REMOVE_URL_text]
    This tag inserts a not linked unsubscribe URL text instead of the hyperlinked message. Functionality remains the same as in [REMOVE] tag (see above).
     [REMOVE lang="xx"]

    Insert this tag to show the unsubscribe message in the specific language. Functionality remains the same as in [REMOVE] tag (see above). The list of available languages can be found here.

     [REMOVE text="xx"]
    Use this tag to customize the unsubscribe message for your respondents.This tag is replaced with a hyperlinked text you specified. Functionality remains the same as in [REMOVE] tag (see above).

    Workflow Tags


     [LINK_TO_ANOTHER_SURVEY]

    [LINK_TO_ANOTHER_SURVEY] tag is used in Workflow. It gets automatically replaced with a unique link to the target survey that the respondent should take. The original survey or form must contain an <EMAIL_REPLY/> tag to capture respondents emails in a 'Single Line text' question type.

     [LINK_TO_ANOTHER_SURVEY_<target survey id>]

    [LINK_TO_ANOTHER_SURVEY_<target survey id>] tag can be used in Workflow when you have more than one Workflow plugin applied. If the plugins are triggered at the same time, the [LINK_TO_ANOTHER_SURVEY] tag will be replaced with multiple target form/survey links. You can use the [LINK_TO_ANOTHER_SURVEY_<target survey id>]  tag if you need to insert a specific target form/survey link into an Email Alert, or if you would like to create separate email alerts for each Workflow plugin.

    Publish to the Portal Notification Tags

     

     [ONLINE_PORTAL]

      [ONLINE_PORTAL] tag can be used in the Notification Email, which is sent when the form is published to the Participant Portal. The tag will be replaced automatically with the Online portal link.

     [USERNAME]

     [USERNAME] tag can be used in the Notification Email, which is sent when the form is published to the Participant Portal. The tag will insert the Login of the portal user.

     


    You can also use HTML to design your email body text. Look for details on how to do it in HTML Guide.


     Click here to see the table with email types and tags that can be used in them
    TagEmail InvitationReminderEmail AlertPublish to the Portal Notification
    [S] / [S_text]
    [ST] / [ST_text]
    [URL] / [URL_text]
    (plus)(plus)(minus)

    (plus)
    (Master Link will be inserted)

    [NAME]

    (plus)
    (if emails are written in the following format:
    [NAME]email@domain.com)

    (minus)(minus)(minus)
    [Fx]

    (plus)
    (if Autofill is used)

    (plus)
    (if Autofill is used)

    (plus)
    (if Autofill is used)
    (minus)

    [CM:Field Name] /

    [CM:Field Name|empty:text for empty field]

    (plus)
    (if launched to the Contact Manager)

    (plus)
    (if launched to the Contact Manager)
    (minus)(plus)
    [R] / [RPDF] / [RnoNav] / [RnoHidden](minus)(minus)(plus)(minus)

    [REMOVE] /  [REMOVE_URL] /
    [REMOVE_URL_text] /  [REMOVE lang="xx"] /
    [REMOVE text="xx"]

    (plus)(plus)(minus)(plus)

    [LINK_TO_ANOTHER_SURVEY] /
    [LINK_TO_ANOTHER_SURVEY_<target survey id>]

    (minus)(minus)(plus)
    (if one of the Workflow Plugins is configured)
    (minus)
    [ONLINE_PORTAL]
    (minus)(minus)(minus)(plus)
    [USERNAME] (minus)(minus)(minus)(plus)
    Piping(minus)

    (plus)
    (if question was prefilled)

    (plus)(minus)

    (plus) - The tag works in this email type.

    (minus) - The tag does not work in this email type.

    The email body tags described above will not work in the Email which can be set up as a Workflow Action in Tasks. However, you may use Piping and pipe the information from the form, attached to the Task Definition.

     

     


  6. Click the Test Email button to perform a test launch. Test emails will not be sent to the addresses indicated for the real launch, text field for providing email addresses to send tests will be initiated instead. Enter the email for testing separated by commas and click Ok to confirm sending. This feature will show you how your invitation will look. When you submit test responses, they will not be shown on the Manage Responses page, but can be viewed in a Test Report, which may be accessed by going to Edit Form/Survey Page-> Preview-> Test Report.

  7. Click Save to save your email settings.

Expiration Email

 Click here to see how to customize Expiration Email:


Expiration Email can be set up to remind the account owner that the Expiration date of the form/survey is approaching.

In order to compose a text of an email for the expiration message, click the Edit email button on the Launch page, and then:

  1. Indicate the From address for your email.  The default address is the email address indicated in your account. You may also write your name along with the email address by using the following format: [John Smith]j.smith@domain.com or John Smith<john.smith@domain.com>.
  2. Indicate the Send reply to email in the corresponding field.
  3. Indicate the subject of your email in the Subject field.

    It is not recommended to copy/paste the Subject from external sources, such actions may corrupt your Email appearance.
  4. Click the Attach Files link to attach a document to your Expiration email. You can attach more than one file. Click Attach file... to add new attach field. Then click the Browse button to select a file saved locally on your computer. The total size of all uploaded files should be less than 4 MB.

  5. Use a WYSIWYG editor to create and format your content. Like word processors, the WYSIWYG (what you see is what you get) editor is equipped with a full text-editing interface;
  6. The default email text is the following:

    Please note that your survey "[Survey Name]" is going to expire on [End Survey Date]. Log into your account to extend survey access period by adjusting "Survey End" date.

    Feel free to change the text if needed and press Save to save your settings and exit the Edit Email page.

    When writing Expiration Email text you can use additional tags and HTML.

Welcome Back Messages

 Click here for more details:


The listed messages will conditionally appear once the respondent has returned to the Form/Survey to modify or complete their saved response.

The current page contains the following topics:

Changes Allowed

 Click here for more details:


To customize the Coming back message for your Form/Survey press the Messages>Welcome: Changes Allowed button from the ribbon toolbar.

 

There are two options for which you can create custom messages:

  1. Customize heading and message text if Respondent may return and modify their response rule is set on the Settings page.
  2. Customize heading and message text if Do not allow respondent back into survey rule is set on the Settings page.

 

The Edit Response message will not be displayed to respondents if:

  1. Your Form/Survey is password protected and settings are set to Respondent may return and modify their response.
  2. Your respondents to open your Form/Survey via Master URL and Settings are set to Allow multiple responses.


Click the Toggle WYSIWYG Editor button to switch between simple editing and WYSIWYG mode.

If composing in a simple mode you can use HTML. If using the WYSIWYG editor you can easily apply advanced text formatting along with inserting links and graphics to the text.


Default Click this button to reset to default message.

Preview Click this button to preview how your Edit Response message will look like.

Spell Check To check spelling of the entered text click this button.

Save Click this button to save your changes.

Back Click this button to go back to the Edit page.

Changes Are Not Allowed

 Click here for more details:


To customize the Coming back message for your Survey/Form press the Messages>Welcome: Changes Are Not Allowed button from the ribbon toolbar.

 

There are two options for which you can create custom messages:

  1. Customize heading and message text if Respondent may return and modify their response rule is set on the Settings page.
  2. Customize heading and message text if Do not allow respondent back into survey rule is set on the Settings page.

 

The Edit Response message will not be displayed to respondents if:

  1. Your Form/Survey is password protected and settings are set to Respondent may return and modify their response.
  2. Your respondents to open your Form/Survey via Master URL and Settings are set to Allow multiple responses.


Click the Toggle WYSIWYG Editor button to switch between simple editing and WYSIWYG mode.

If composing in a simple mode you can use HTML. If using the WYSIWYG editor you can easily apply advanced text formatting along with inserting links and graphics to the text.


Default Click this button to reset to default message.

Preview Click this button to preview how your Edit Response message will look like.

Spell Check To check spelling of the entered text click this button.

Save Click this button to save your changes.

Back Click this button to go back to the Edit page.

Form Is Inactive

 Click here for more details:


The Inactive Message is used to inform respondents of the survey activity status. The message will be shown after the Form/Survey becomes inactive.

 

To add a Form Is Inactive page to the end of your Form/Survey press the Messages>Welcome: Form Is Inactive button from the ribbon toolbar of the Edit page, and then:

  1. Type the text of your message in the text field. When designing a Form Is Inactive, you can use Piping and HTML coding.
  2. Click Spell Check to check the spelling of the entered text.
  3. Click Clear if you want to remove all the text from the text field.

Click the Toggle WYSIWYG Editor button to switch between simple editing and WYSIWYG mode.

If composing in a simple mode you can use HTML. If using the WYSIWYG editor you can easily apply advanced text formatting along with inserting links and graphics to the text.

Click the Save button to save your Thank You note and return to the Edit Questions page.

Click Cancel to go back to the Edit Questions page without saving changes.

Thank You

 Click here for more details:


The Thank You message is used to thank respondents for taking the Form/Survey or for providing the respondent with any last minute information.

 

To add the Thank You page to the end of your Form/Survey press the Messages>Thank You option from the ribbon toolbar of the Edit page, and then:

  1. Type the text of your message in the text field. When designing a Thank You Page, you can use Piping and HTML coding.
  2. Click Spell Check to check the spelling of the entered text.
  3. Click Preview to see how your Thank You Page looks.
  4. Click Clear if you want to remove all the text from the text field.

Click the Toggle WYSIWYG Editor button to switch between simple editing and WYSIWYG mode.

If composing in a simple mode you can use HTML.

If using the WYSIWYG editor you can easily apply advanced text formatting along with inserting links and graphics to the text.Click the Save button to save your Thank You note and return to the Edit Questions page.

Click Cancel to go back to the Edit Questions page without saving changes.

Internal Notes

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It is possible to add Internal notes to your Form/Survey by using this option.

 

To add internal notes to your survey press on the Messages>Internal Notes button from the the functional ribbon from the Edit page and then:

  1. Enter your internal notes into the text field. When designing internal notes, you can use HTML coding.
  2. Click the Spell Check button to check the spelling and make sure notes are entered correctly.
  3. Click the Preview button to see how your Internal Notes looks in a real Form/Survey.
  4. Click Clear if you want to remove all entered text from the field.

Click Save to save your changes and add internal notes to your survey.
Click Back to go back to the Questions page.

 

Internal Notes will be added to the Summary Report of your Form/Survey. You can also add individual notes per each submitted response by clicking the Edit button in the Internal Notes section of the By Respondent Report.

Header and Footer

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Using this option it is possible to add Header & Footer to your Form/Survey.

 

To add survey header and/or footer, click the Header & Footer button on the functional ribbon at the top of the Questions page, and then:

  1. Enter the text of your survey header. You can use [Fx] tag to pipe information to the survey header if survey was pre-populated using Autofill feature.
  2. Use the Align text options on the WYSIWYG editor tool bar to align your survey header to the left, right or center at the top of the page.
  3. Enter the text of your survey footer. You can use [Fx] tag to pipe information to the survey header if survey was pre-populated using Autofill feature.
  4. Use the Align text options on the WYSIWYG editor tool bar to align your survey footer to the left, right or center at the top of the page.
  5. Click Spell Check to check the spelling of both header and footer.
  6. Click Clear to remove all the text from these fields.

Click the Toggle WYSIWYG Editor button to switch between simple editing and WYSIWYG mode.

If composing in a simple mode you can use HTML.

If using the WYSIWYG editor you can easily apply advanced text formatting along with inserting links and graphics to the text.

Click the Save button to save your changes and return to the Questions page of your survey.