Questionnaires

The tab is intended for viewing the list of existing and adding new questionnaires. Any questionnaire can be bound to a specific step.

Detailed information on setting up questionnaires can be found in the Questionnaires article.

Please note: One questionnaire can only be linked to one step.

The Preview button allows you to display an existing questionnaire as the user will see it:

Clicking on an existing questionnaire will open a page to edit it. To create a new questionnaire, click Add questionnaire.

Creating and editing the questionnaire

For each questionnaire, a title must be entered in the Questionnaire title field.

Pages serve as logical units within the questionnaire. Click Add page to create a new page.

Important! A page or fields used in it cannot be moved or deleted if they form dependencies with subsequent pages or fields. The platform will block such an action and display a corresponding warning.

A specific page can be deleted by clicking on the trash can button in the page list. The Delete button allows you to delete a questionnaire if it is not used in the steps. The Undo changes to last save button allows you to cancel the last changes made.

General page settings

For each page you need to add a title - Page title. You can add a description and help text in different languages (Help text) for the page.

By default, the created page is displayed within the questionnaire without preconditions - Always visible. To set display conditions, it is necessary to change this value to Show if.

When setting the Show if parameter, you must specify a field in the second cell which value selection will affect the page display. The third cell sets the value of equality (Is) or inequality (Is not). The fourth cell specifies the value, when selected, that will or will not make the page visible to the user.

Visibility condition setting example: Show page if Field 1 is 1 - that is, the page will be displayed only if 1 was selected in the previously filled Field 1.

Use the Add rule button to specify additional (AND) or alternate (OR) page display condition statements.

Please note! Only one of the operators can be used per page.

After customizing the page and its fields, you must click Save to apply the changes to the questionnaire. You can also roll back the questionnaire view to the previous save by clicking the Undo changes to last save button.

Customizing page fields

The Field list block specifies the fields to be displayed on the page. You can change the order in which the fields are displayed on the page - you can move them by left-clicking on the six points next to any of them.

Note! A field cannot be moved if the previously defined logic of visibility conditions is violated.

Any field on the page can be deleted by clicking on the trash can button. You can edit the field by clicking on the pencil button. The arrow button will allow you to move the field to another page. The Add rule button allows you to add display conditions for the field. The display conditions are customizable similarly to the display conditions for pages described in General page settings of this help section. Fields that are expected to be filled in can be made mandatory by enabling the Required field checkbox.

Must be taken into concideration! If filling in a field is a prerequisite for subsequent actions, it cannot be moved or deleted.

The Add item button allows you to add a new item to the page. Several types of items are available - Text, Field, Group divider, Image:

• Text on the page can be added in one of the available styles - header, text or description.

• Field allows you to select one of the previously configured fields to add to the page. When adding this type of field, you can search and filter by field type:

• Group divider allows you to add a divider to logically separate groups of fields on a page:

• Image allows you to upload an image to the page. Once the image has been uploaded, the Save button should be clicked to save the image in the item:

Please note! The recommended image size is no larger than 660x660 pixels. Images with a larger resolution will be compressed horizontally and vertically to the maximum possible values.