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* Publish – Make a versioned template available in the app. | * Publish – Make a versioned template available in the app. | ||
* Stage – Make a versioned template available for test users in the app. | * Stage – Make a versioned template available for test users in the app. | ||
* Options – Set up some properties and enable features of the questionnaire template | * Options – Set up some properties and enable features of the questionnaire template. See [[Questionnaire_Designer#Questionnaire_options|questionnaire options]] below. | ||
; Rules group | ; Rules group | ||
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; Localization: Use localization to define language mutations for your questionnaire. | ; Localization: Use localization to define language mutations for your questionnaire. | ||
=== Questionnaire options === | |||
Click '''Options''' on the toolbar to set up some properties and enable features of the questionnaire template. The options are organized in multiple tabs. | |||
[[File:Options-of-a-questionnaire-template-rules-tab.png|alt=Options of the questionnaire template|400px]] | |||
;Features tab | |||
* Score – Enable or disable [[Questionnaire_Designer#Scoring|scoring]]. | |||
* Data mapping – Enable or disable [[Mapping_questions_to_fields|data mapping]]. | |||
* Reuse answers – Select whether answers from previously completed questionnaires should be prefilled on new questionnaires: | |||
*: Never: Do not reuse. | |||
*: First Match: Take answers from the first completed questionnaire that the system can find. | |||
*: Ask User: User can decide whether to prefill answers or not. | |||
*: Select by User: User can select from a list of previously completed questionnaires. | |||
* Reuse Fetch – Click '''Edit''' to display the [[Filter editor]] where you define or modify the list of questionnaires available for reuse. | |||
* Feature version – Track compatibility of new questionnaire features with older apps. See [[Questionnaire_Designer#Feature_Version|Feature Version]] for more information. | |||
;Rules tab | |||
* Script Path – Path to the offline JavaScript file that offers enhanced logic to the questionnaire. | |||
* Rules version – Select which version of rules to use. In general, use "Latest". See [[Questionnaire_Designer#Rules_version|Rules version]] for more information. | |||
* Validate on – Select when to validate answers: when saving or when completing the questionnaire. | |||
;User interface tab | |||
* Group expanding – Choose "Single group" if you want to keep only a single question group expanded when answering questionnaires. All other groups are collapsed to better focus your attention. | |||
* Layout – Use '''List''' to display one question per row. Use '''Grid''' if you want to organize multiple questions in a row. See [[Questionnaire_Designer#Grid_layout|grid layout]] for more information. | |||
* Grid layout – Click '''Edit''' to arrange top-level questions into a grid. | |||
;Storage tab | |||
* Template dependency – Should the questionnaire answers be saved in a self-contained way (independent from the questionnaire template, duplicating all template data), or save only answers and link to the original questionnaire template. See [[Best_practices_for_deploying_Inspections#Rapidly_increasing_database_footprint|performance considerations]] for details. | |||
* Answer storage – Select how should the answers be stored. {{Anchor|Storage}} See [[Resco Inspections data model]] more for details. | |||
** Records: This is the default option. Each answer is transferred and saved as a single record during synchronization. This may make synchronization slower, but ensures the best compatibility with the backend servers and allows you to leverage existing tools to visualize the data. | |||
** JSON (Legacy): All answers are saved in a single field of the questionnaire entity. JSON offers improved synchronization performance, however, not all tools understand JSON. | |||
** JSON (New): Revised customizable JSON format is customizable and requires less database storage. | |||
* JSON Compression – If you are using JSON, you can optionally compress it to save even more space. | |||
* Configure JSON – When using the new JSON formats, you can either select the '''minimum''' variant or the configurable '''flexible''' format. See [[JSON storage for questionnaires]]. | |||
;Auto report tab | |||
* Generate automatic report – Enable if you want to generate a mobile report from your questionnaire and you want to set up this report directly in the Questionnaire Designer. See [[Mobile_reports_for_Resco_Inspections#Automatic_report:_edit_in_the_Questionnaire_Designer|Mobile reports for Resco Inspections]] for more information. | |||
* Include unanswered – Do you want to include unanswered questions in the report? | |||
* Header style – Select the style for the header block displayed on the mobile report. | |||
* Footer style – Select the style for the footer block displayed on the mobile report. | |||
=== Editing toolbar === | === Editing toolbar === |