Creating Survey Steps
How to Create Survey Steps | Create steps with dependency clauses and questions in a survey.
Users require moderator+ permissions for the module to complete this task.- If editing an existing survey,
Users require contributor+ permissions for the module and must be the item creator to complete this task. - If creating a survey,
Users require contributor+ permissions for this module to complete the task.
Each step represents a part in the multi-part form that makes up the survey. Add multiple questions to a step and use dependency clauses to decide which questions each user receives based on their previous answers. Use regular expressions to ensure users select a specific answer, limit a text answer to a maximum number of characters, or ensure users enter a valid email address.
- Log in to Cartella.
-
Choose one of the following steps:
- Navigate to [name-of-folio] > [name-of-survey-module] and click Create Survey.
- Navigate to [name-of-folio] > [name-of-survey-module] and click Edit.
The Create Survey or Edit Survey view displays. - Navigate to [name-of-folio] > [name-of-survey-module] and click Create Survey.
-
Click Add in the Survey Steps
area.
- Click the new step in the Steps field area.
-
Enter the following fields.
Field Description Name Name of the step that displays in the Steps field area upon save. Description Description of the step. Dependency Clause Clause that determines which questions display based on previous answers. See Entering Dependency Clauses for details. -
Click Add Question in the
Questions field. Note: Add questions to each step as necessary.
-
Enter the following fields.
Field Description Question Text Question that displays to the user. Help Text Text that displays when the user hovers over the question while taking the survey. Question Type The type of response the question accepts. Types include: - Text
- Dropdown
- Radio
- Checkbox
- Date
- Time
Default Value Displays a pre-selected value when each user takes the survey.
Is Required Prevents user from continuing to the next step in the survey. Regular Expression Code for the .NET regular expression. See Entering Regular Expressions for details.
RegEx Message Message that displays if the user’s answer doesn’t match the regular expression. See Entering Regular Expressions for details.
- Repeat creating steps as necessary.
-
Click Submit.
Note: If the creator has contributor permissions, the item requires approval from a moderator to display in the module. See Inbox and Role Management for details. The following message displays:
This item is pending approval by a moderator.
If the creator has senior contributor permissions, the item automatically displays in the module without approval.Cartella saves the survey. If the user selects Ready for Publish, the survey displays in the module.
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