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Questionnaire Designer: Difference between revisions
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=== Life cycle of a questionnaire template === | === Life cycle of a questionnaire template === | ||
[[File:Lifecycle of questionnaire templates.png|thumb|right|Lifecycle of a versioned template]] | [[File:Lifecycle of questionnaire templates.png|alt=Lifecycle of a versioned template|thumb|right|Lifecycle of a versioned template]] | ||
Over time, you might need to modify your questions. You have two options for managing your templates. | Over time, you might need to modify your questions. You have two options for managing your templates. | ||
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* Association with a [[Mobile_reports_for_Resco_Inspections#Custom_report:_edit_in_the_Report_Designer|custom mobile report]] | * Association with a [[Mobile_reports_for_Resco_Inspections#Custom_report:_edit_in_the_Report_Designer|custom mobile report]] | ||
[[File:Questionnaire lifecycle revise.png|xxxxxxx]] | [[File:Questionnaire lifecycle revise.png|alt=Questionnaire lifecycle revise dialog|xxxxxxx]] | ||
When publishing a questionnaire template, you can enter custom publish notes that are displayed in the version history of the template. | When publishing a questionnaire template, you can enter custom publish notes that are displayed in the version history of the template. | ||
[[File:Questionnaire lifecycle publish.png]] | [[File:Questionnaire lifecycle publish.png|alt=Questionnaire lifecycle publish dialog]] | ||
To control which questionnaires can users see in their app, use [[Inspections#Filters|filters]]. For information about status code numbers, see the [[Resco Inspections data model]]. | To control which questionnaires can users see in their app, use [[Inspections#Filters|filters]]. For information about status code numbers, see the [[Resco Inspections data model]]. | ||
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The designer main screen shows a list of your questionnaire templates. If you have many templates, you can use the left menu to filter the entries. You can also access snippets here. | The designer main screen shows a list of your questionnaire templates. If you have many templates, you can use the left menu to filter the entries. You can also access snippets here. | ||
[[File:Questionnaire Designer.png|600px]] | [[File:Questionnaire Designer.png|alt=question designer overview|600px]] | ||
The top right corner has a pair of buttons that allow you to switch between grid layout (default) and list layout. | The top right corner has a pair of buttons that allow you to switch between grid layout (default) and list layout. | ||
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# Conclude the wizard as described above. | # Conclude the wizard as described above. | ||
[[File:New questionnaire wizard 3.png|300px]] [[File:Select which questions to import.png|300px]] | [[File:New questionnaire wizard 3.png|alt=import questionnaire template from Excel|300px]] [[File:Select which questions to import.png|alt=edit questionnaire template imported from excel|300px]] | ||
The spreadsheet file must be in a specific format. To get started, you can copy the table below (including the header row) into a suitable editor and save it as a CSV/Excel file; or you can download a sample file from [https://resco.net/downloads/inspections_import_template.zip our web]. | The spreadsheet file must be in a specific format. To get started, you can copy the table below (including the header row) into a suitable editor and save it as a CSV/Excel file; or you can download a sample file from [https://resco.net/downloads/inspections_import_template.zip our web]. | ||
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# Select '''New''' from the toolbar or click '''New Questionnaire''' from the questionnaire list to start the new questionnaire wizard. | # Select '''New''' from the toolbar or click '''New Questionnaire''' from the questionnaire list to start the new questionnaire wizard. | ||
# Select '''Scan and Extract''' and accept Amazon Textract terms and conditions and privacy policy.<br>[[File:New questionnaire wizard 4.png|400px]] | # Select '''Scan and Extract''' and accept Amazon Textract terms and conditions and privacy policy.<br>[[File:New questionnaire wizard 4.png|alt=import questionnaire using Scan and Extract method|400px]] | ||
# You can convert some pages for free. If you need more, [https://docs.aws.amazon.com/textract/latest/dg/setting-up.html#setting-up-signup set up an AWS account] and activate Textract. Back in Questionnaire Designer, click '''Textract Credentials''' and enter your Amazon Textract account information.<br>[[File:Amazon credentials.png|400px]] | # You can convert some pages for free. If you need more, [https://docs.aws.amazon.com/textract/latest/dg/setting-up.html#setting-up-signup set up an AWS account] and activate Textract. Back in Questionnaire Designer, click '''Textract Credentials''' and enter your Amazon Textract account information.<br>[[File:Amazon credentials.png|alt=Textract Credentials login|400px]] | ||
# Click '''Next''' and upload the file with your questions. | # Click '''Next''' and upload the file with your questions. | ||
# Select the questions that you want to import. You can also modify labels and question types as needed. | # Select the questions that you want to import. You can also modify labels and question types as needed. | ||
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A smaller toolbar is available directly in the central designer pane with the following commands: | A smaller toolbar is available directly in the central designer pane with the following commands: | ||
[[File:Editing-toolbar-in-the-questionnaire-designer.png|600px]] | [[File:Editing-toolbar-in-the-questionnaire-designer.png|alt=editing toolbar overview|600px]] | ||
* Delete – Delete the selected component | * Delete – Delete the selected component | ||
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# Select a question (or group). | # Select a question (or group). | ||
# Click one of the business logic buttons [[File:Smart question properties.png]] directly on the question and select '''Smart'''. | # Click one of the business logic buttons [[File:Smart question properties.png|alt=smart question properties overview]] directly on the question and select '''Smart'''. | ||
# In the Smart question editor, specify when should the question be visible, enabled, or mandatory. Build conditions by clicking and selecting the appropriate option from a drop-down list.<br>[[File:Smart question rule.png]] | # In the Smart question editor, specify when should the question be visible, enabled, or mandatory. Build conditions by clicking and selecting the appropriate option from a drop-down list.<br>[[File:Smart question rule.png|alt=smart question rule example]] | ||
# You can specify multiple conditions and group them using logical '''and''' or '''or''' operators. | # You can specify multiple conditions and group them using logical '''and''' or '''or''' operators. | ||
# Click '''OK''' to save the conditions. | # Click '''OK''' to save the conditions. | ||
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Use colors to identify how a particular smart property is configured: | Use colors to identify how a particular smart property is configured: | ||
[[File:Smart question properties with colors.png]] | [[File:Smart question properties with colors.png|alt=smart question properties color configuration]] | ||
* Blue means yes or true (for example, a question is enabled or visible) | * Blue means yes or true (for example, a question is enabled or visible) | ||
* Grey means no or false (for example, a question is hidden or not required) | * Grey means no or false (for example, a question is hidden or not required) | ||
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For many question types, you can configure a default value. These defaults can include values from the entity record, from which you open the questionnaire. For example, for text type questions, it might make sense to offer your record's city or the name of the current app user. | For many question types, you can configure a default value. These defaults can include values from the entity record, from which you open the questionnaire. For example, for text type questions, it might make sense to offer your record's city or the name of the current app user. | ||
[[File:Smart default value.png|600px]] | [[File:Smart default value.png|example of default smart values|600px]] | ||
You can select the value from a list. You can even combine the values with your own text, for example, the default for a favorite restaurant could be <nowiki>"The Best Sushi in {{Regarding.City}}"</nowiki>. | You can select the value from a list. You can even combine the values with your own text, for example, the default for a favorite restaurant could be <nowiki>"The Best Sushi in {{Regarding.City}}"</nowiki>. | ||
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In the case of numeric questions, option sets, and yes/no questions, you can add a specific style to the values that are answered. | In the case of numeric questions, option sets, and yes/no questions, you can add a specific style to the values that are answered. | ||
[[File:Smart style.png|600px]] | [[File:Smart style.png|alt=example of smart style|600px]] | ||
=== Groups === | === Groups === | ||
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Use the plus button in the top right corner to create a new instance of a repeatable group. | Use the plus button in the top right corner to create a new instance of a repeatable group. | ||
[[File:Repeatable group.png|400px]] | [[File:Repeatable group.png|alt=add a new instance of repeatable group|400px]] | ||
Optionally, you can add a custom [[Questionnaire_Designer#Button|button]] component to your questionnaire that creates a new instance. This can be useful, for example, if you have a large group with many questions. Users won't have to scroll back to the group's top to create a new instance. | Optionally, you can add a custom [[Questionnaire_Designer#Button|button]] component to your questionnaire that creates a new instance. This can be useful, for example, if you have a large group with many questions. Users won't have to scroll back to the group's top to create a new instance. | ||
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* If you enable '''Allow Create New''' in the question properties, users can create a new record from the questionnaire. | * If you enable '''Allow Create New''' in the question properties, users can create a new record from the questionnaire. | ||
[[File:Setting up a lookup question.png|600px]] | [[File:Setting up a lookup question.png|alt=edit view for lookup question type|600px]] | ||
=== Images === | === Images === | ||