How to create a Survey

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How to create a Survey

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Overview

Create Survey wit the use of the Survey Editor
A raising claim from our partners initiated the development of a new feature, which helps end users to create and edit their own survey or form. With this application, editors can build a form on a graphical UI easily, with no coding skills, using a templated builder tool. They can use predefined question types as building blocks and customize them according to the business logic to get to know other users’ opinion or answers.

Find our demo at the Sense/Net demo site, among the Demo Features

Details

With the use of this app, users can build their own Survey through a graphical user interface, with no coding skills. Solely by clicking the building blocks together, users can create a fully featured survey or form according to the business need. What are these building blocks? Fields, questions, introductory and good-bye messages and all related settings are available on the UI. Although a bunch of useful features are already included, in the need of more elements the system is prepared for further extension. The feature has a templated structure that lets developers add new question types of their own. The basic structure is built up from simple content types: one for the survey itself called SurveyList, and the for each of the survey-completions will be stored as a SurveyListItem.

There are dedicated application pages for creating, editing and browsing a Survey and its items.


Create new survey

Saved surveys are stored in the Content Repository as SurveyList content types, and filling a survey will result in a SurveyListItem under the list. Editors with the necessary Add permission will be able to create surveys where the type is allowed and users with Add permission inside the survey will be able to fill it.

Basic properties needs to be configured by the following options:

  • Survey title: required field, will be the title of the survey.
  • Survey description: the text defined here will appear as the detailed description of the survey.
  • Progress bar: a switch to set if the survey needs to be completed not on a single page but divided into sections.
  • One response only: a switch to set if a user is only allowed to respond once.
  • Welcome message: the content of this textbox appears as a welcome message when users start to complete the survey.
  • Good-bye message: will be displayed after completing the survey.
  • Landing page: a content can be selected here where users will be redirected after completing the survey.
  • After submit function (for developers): in case a landing page is not set, a JS code snippet (usually a method call) can be inserted into this textbox to be executed when the survey is submitted by the user.
Create New Survey

Adding new elements to the survey

The content of the survey will be specified by adding questions organized into sections. In the “Add new element” menu the creator of the survey will find the following building blocks:

  • New section: by adding a new section an area is created where new questions will be placed.
  • New question: When at least one section is added to the survey, questions can be added to the selected section. You can choose from the following types:
Add New Survey-Element

Besides the built-in question-types, if need arises for additional types, developers can create and add custom question types How to create a custom question-type to the survey: Optional Text question


Customizing survey sections

  • Section title: a required value, this will be the title of the section.
  • Section description: if additional information is necessary, a description can be defined here.
  • Section hint: optionally a hint can be set up for the section.
  • Section order: sections can be reordered by drag&drop, using the header of the section.
Setting Up a Section

Customizing questions

Each question added to the survey has an editor part and a preview part which demonstrates how the question will be displayed on the final survey. Here are a few options you may set on the question types:

Setting Up a Question
  • Required question: a switch to apply when the completion cannot go on without answering the question.
  • Question title: a required field that defines the question itself.
  • Question description: optional text describing the question.
  • Question hint: an additional description that appears next to the field as a hint.
  • Question placeholder: a placeholder text displayed in the answer input.
  • Question validation: on certain question types it is possible to set up validation rules. In case custom validation is switched on, a customized error message can be defined as well.
Fully Customized Question

Built-in question-types

Short answer: hint, placeholder, validation. The type of validation can be set to text, number or regular expression, and it has its own customizable error-message. Each option has a couple of compliance conditions:

  • text: minimum length, maximum length, email, url
  • number: less than, greater than, between, between including
  • regular expression: matches, doesn’t match
Short Text Question

Number: hint, placeholder, validation. Validation parameter can be set to number or regular expression, and it has its own customizable error-message. Each option has a couple of compliance conditions:

  • number: less than, greater than, between, between including
  • regular expression: matches, doesn’t match
Number Question

Whole number: hint, placeholder, validation. Validation parameter can be set to whole number or regular expression, and it has its own customizable error-message. Each option has a couple of compliance conditions:

  • whole number: less than, greater than, between, between including
  • regular expression: matches, doesn’t match
Whole Number Question

Paragraph: hint, placeholder, validation. Validation parameter can be set to regulate the length of the text:

  • minimum length
  • maximum length
Long Text Question

Date and time: hint, placeholder, validation. Validation parameter can be set to date only, time only or date and time:

  • date only: minimum date, maximum date, between two dates
  • time only: minimum time, maximum time, between
  • date and time: minimum date and time, maximum date and time, between
Date and Time Question

Switch: hint

Switch Question

Slider: hint

Range Question

Radiobutton: hint,

  • add unlimited choice options
  • add an “other” option
  • optional step forward, depending on selected option
Radiobutton Choice Question

Dropdown: hint,

  • add unlimited choice options
  • add an “other” option
  • optional step forward, depending on selected option
Dropdown Choice Question

Checkbox: hint,

  • add unlimited choice options
  • add an “other” option
  • set the number of maximum selectable options
  • optional step forward, depending on selected option
Checkbox choice Question

Grid: hint,

  • add maximum 10 option columns to grid
  • add unlimited option rows
  • select grid type: radio-, checkbox- or textbox-type
Grid Question

Fileupload: hint,

  • set whether single or multiple items are allowed to be uploaded
File Upload Question

Optional text: hint The configuration above defines the following requirements when completing the question:

  • Set if the question is required to be answered
  • A customized hint-text will be shown
  • A customized placeholder will appear in the answer-textbox
  • Custom or predefined validation will be run on the answer
Optional Text Question

The order of questions can be modified within the section by drag&drop. By displaying the preview browse-view of the question is shown.

Edit survey

For users who have the necessary permissions it is possible to modify existing surveys. The editor view of an existing survey looks the same as the creator view, and operates the same way as when creating a new survey.

Complete survey

For users who we want to fill the survey, the fill option needs to be displayed. In the background, this action will add a new SurveyListItem to the SurveyList. If the survey is created to be able to complete in one go, the user will see a single page:

Complete Survey In One Go

In case the progress bar function is switched on, sections can be completed one after the other, and validation is also executed on every section page:

Complete Survey In One Go
Complete Survey In One Go
Complete Survey In One Go
Complete Survey In One Go
Complete Survey In One Go
Complete Survey In One Go

Question validation

Generally, required validation will be run individually against each question/answer. It will be not allowed to move on with completion until required questions are not answered and valid answers are not given.

Validating Required Question

A custom validation rule can be set on the question in the Survey editor, where a custom error message can be defined

Setup Custom Validation Rule

This error message will be displayed during completion, when validation requirements do not meet.

Custom Validating Question

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