Questionnaire Designer: Difference between revisions

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==== Properties on Questionnaire level ====
==== Properties on Questionnaire level ====
* '''Label''' – The displayed name of the questionnaire.
* '''Label''' – The displayed name of the questionnaire.
* '''Dependency Level''' – 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.
* '''Version Name''' – Internal name of the versioned questionnaire. You set it when you enable versioning for a template; it cannot be changed afterward.
* '''Version''' – Number of the version. Assigned by the system, cannot be changed.
* '''Status''' – Questionnaires start in Draft status. Status cannot be changed on the Properties pane, use toolbar buttons instead. Available values depend on whether the questionnaire template is versioned or not:
* '''Status''' – Questionnaires start in Draft status. Status cannot be changed on the Properties pane, use toolbar buttons instead. Available values depend on whether the questionnaire template is versioned or not:
** Non-versioned: Active, Draft, Inactive
** Non-versioned: Active, Draft, Inactive
** Versioned: Draft, Published, Staged, Archived
** Versioned: Draft, Published, Staged, Archived
* '''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.
* '''Version Name''' – Internal name of the versioned questionnaire. You set it when you enable versioning for a template; it cannot be changed afterward.
** JSON or Compressed JSON: All answers are saved in a single field of the questionnaire entity. JSON offers improved synchronization performance, however, not all tools understand JSON.
* '''Version''' – Number of the version. Assigned by the system, cannot be changed.
* '''Reuse Answers''' – Select whether answers from previously completed questionnaires should be prefilled on new questionnaires:
* '''Reuse Answers''' – Select whether answers from previously completed questionnaires should be prefilled on new questionnaires:
** Never: Do not reuse.
** Never: Do not reuse.
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* '''Reuse Fetch''' – Click to display the [[Filter editor]] where you define or modify the list of questionnaires available for reuse.
* '''Reuse Fetch''' – Click to display the [[Filter editor]] where you define or modify the list of questionnaires available for reuse.
* '''Validate On''' – {{Anchor|Validate}} Select when to validate answers: when saving or when completing the questionnaire.
* '''Validate On''' – {{Anchor|Validate}} Select when to validate answers: when saving or when completing the questionnaire.
* '''Rules version''' – Select which version of rules to use. Questionnaires created before [[release notes|release 13.1]] use version 1 of the rules. Questionnaires created after use version 2. See [[Questionnaire_Designer#Editing_rules|Editing rules]] section below for more information.
* '''Rules version''' – Select which version of rules to use. In general, use "Latest". See [[Questionnaire_Designer#Editing_rules|Editing rules]] for more information.
* '''Scoring''' – Assign a score to each answer to quickly measure questionnaire results. See [[Questionnaire_Designer#Scoring|Scoring]].
* '''Scoring''' – Assign a score to each answer to quickly measure questionnaire results. See [[Questionnaire_Designer#Scoring|Scoring]].
* '''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.
* '''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.
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* '''Script Path''' – Path to the offline JavaScript file that offers enhanced logic to the questionnaire.
* '''Script Path''' – Path to the offline JavaScript file that offers enhanced logic to the questionnaire.


Answered Questionnaire
* '''Dependency Level''' – 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.
* '''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.
Layout
* '''Layout Type''' – 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.
* '''Layout Type''' – 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.


Reporting
* '''Enable Auto 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.
* '''Enable Auto 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.
* '''Header Style''' – Select the style for the header block displayed on the mobile 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.
* '''Footer Style''' – Select the style for the footer block displayed on the mobile report.
Questionnaire Icon
* '''Questionnaire Icon''' – You can upload an image that will be used as the icon for the questionnaire in the app.
* '''Questionnaire Icon''' – You can upload an image that will be used as the icon for the questionnaire in the app.


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