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Questionnaire Designer: Difference between revisions
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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|example of default smart values|600px]] | [[File:Smart default value.png|alt=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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If you add a default document to an image/media question in the Questionnaire Designer, you can use it in [[document roundtrip]] scenarios - when the inspector must edit the document during the inspection. The inspector can then tap the default document in the app, modify it in a third-party editor on the device, and save and close the editor; the modified document automatically replaces the default. | If you add a default document to an image/media question in the Questionnaire Designer, you can use it in [[document roundtrip]] scenarios - when the inspector must edit the document during the inspection. The inspector can then tap the default document in the app, modify it in a third-party editor on the device, and save and close the editor; the modified document automatically replaces the default. | ||
[[File:Add default document.png]] | [[File:Add default document.png|alt=default document in image/media question type]] | ||
=== Tagged image === | === Tagged image === | ||
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# Enter a name. | # Enter a name. | ||
# Optionally, provide descriptive text displayed above the button. | # Optionally, provide descriptive text displayed above the button. | ||
# Select the action that the button should perform.<br>[[File:Questionnaire button select action.png|300px]] | # Select the action that the button should perform.<br>[[File:Questionnaire button select action.png|alt=questionnaire button: select action|300px]] | ||
;Tips: | ;Tips: | ||
* Some actions allow you to enter additional parameters. For example, the '''Run mobile report''' action allows you to select the report to run. | * Some actions allow you to enter additional parameters. For example, the '''Run mobile report''' action allows you to select the report to run. | ||
* You can use styles to change how buttons are displayed in the app. | * You can use styles to change how buttons are displayed in the app. | ||
* You can define a custom action for the button using rules. For example, this simple rule toggles the visibility of question 3.<br>[[File:Questionnaire button simple rule.png]] | * You can define a custom action for the button using rules. For example, this simple rule toggles the visibility of question 3.<br>[[File:Questionnaire button simple rule.png|alt=custom action for the questionnaire button using rules]] | ||
* The rule for a button applies only in the context of that button; i.e., you don't have to start with <code>If ChangedItem Equals myButton</code>. | * The rule for a button applies only in the context of that button; i.e., you don't have to start with <code>If ChangedItem Equals myButton</code>. | ||
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# Edit a questionnaire template. | # Edit a questionnaire template. | ||
# Select the top-level element of the template (if you want to arrange top-level questions) or any question group (if you want to arrange questions in that group). | # Select the top-level element of the template (if you want to arrange top-level questions) or any question group (if you want to arrange questions in that group). | ||
# On the '''Properties''' pane set '''Layout Type''' to '''Grid'''; then click '''Edit'''.<br>[[File:Layout type for questions in a questionnaire.png|200px]] | # On the '''Properties''' pane set '''Layout Type''' to '''Grid'''; then click '''Edit'''.<br>[[File:Layout type for questions in a questionnaire.png|alt=Layout type for questions in a questionnaire|200px]] | ||
# On the '''Edit Layout''' screen: | # On the '''Edit Layout''' screen: | ||
#* Set the number of columns and rows using the toolbar buttons or plus buttons. | #* Set the number of columns and rows using the toolbar buttons or plus buttons. | ||
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#* Select the fields (listed in the left pane) and drag them to the right spot. | #* Select the fields (listed in the left pane) and drag them to the right spot. | ||
#* Select a non-empty table cell to set up column span, row span, and borders. | #* Select a non-empty table cell to set up column span, row span, and borders. | ||
[[File:Editing grid layout in questionnaires.png|600px]] | [[File:Editing grid layout in questionnaires.png|alt=editing grid layout in questionnaires|600px]] | ||
{{Note| | {{Note| | ||
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In a style, you can define the format of the entire question block, including the question, answer, and description (supporting text). | In a style, you can define the format of the entire question block, including the question, answer, and description (supporting text). | ||
[[File:Question-style-label-value-desc.png]] | [[File:Question-style-label-value-desc.png|alt=question description]] | ||
See [[Style editor#Questionnaire Designer|Style editor]] for more information. | See [[Style editor#Questionnaire Designer|Style editor]] for more information. | ||
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# Save everything and verify the result in the app. | # Save everything and verify the result in the app. | ||
[[File:Localization.png|600px]] | [[File:Localization.png|alt=questionnaire localization|600px]] | ||
If you want to have texts translated by a person without access to the questionnaire designer, you can export the localization to a file, have it translated, and import the result back. | If you want to have texts translated by a person without access to the questionnaire designer, you can export the localization to a file, have it translated, and import the result back. | ||
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# Edit a language and click '''Add custom string'''. | # Edit a language and click '''Add custom string'''. | ||
# As the name, enter the internal name of the string. As a label, enter the text in the default language. Optionally, you can format the string using curly braces, for example, <code>Hello, {0}.</code><br>[[File:Add-custom-string-for-localization.png]] | # As the name, enter the internal name of the string. As a label, enter the text in the default language. Optionally, you can format the string using curly braces, for example, <code>Hello, {0}.</code><br>[[File:Add-custom-string-for-localization.png|alt=localizing custom strings:img 1]] | ||
# Click '''OK''' to save the string. | # Click '''OK''' to save the string. | ||
# Add the localized text, then save and close localization. | # Add the localized text, then save and close localization. | ||
# Click '''On Load''' to add a new rule that changes the form caption to the localized string.<br>[[File:Custom string rule.png]] | # Click '''On Load''' to add a new rule that changes the form caption to the localized string.<br>[[File:Custom string rule.png|alt=Localizing custom strings(questionnaire):img 2]] | ||
== Configuring commands == | == Configuring commands == | ||