9,309
edits
Questionnaire Designer: Difference between revisions
Jump to navigation
Jump to search
→Main toolbar
| Line 206: | Line 206: | ||
* 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 | |||
:* Score – Enable or disable [[Questionnaire_Designer#Scoring|scoring]]. | |||
:* Data mapping – Enable or disable [[Mapping_questions_to_fields|data mapping]]. | |||
:* Dependency – Determines whether the questionnaire answers are saved in a self-contained way or depend on the original questionnaire template (saves storage). | |||
:* Answer storage – Defines how the questionnaire answers are stored. | |||
; | ; Rules group | ||
* [[On Create]] – Executed when a questionnaire instance is about to be created | |||
* [[On Load] – Executed when a user starts filling out the questionnaire | |||
* [[On Save]] – Executed when a user completes the questionnaire | |||
* [[On Change]] – Executed each time a value of a question is changed by the user | |||
* [[On Repeat]] – Executed when a new instance of a question group is created | |||
* [[On Delete]] – Executed when an instance of a question group is removed from the questionnaire | |||
; Mapping group | |||
* Link Lookup – Create multiple mapped questions at once, all related to the lookup question target. | |||
* Link Regarding – Create multiple mapped questions at once, all related to the record from which the questionnaire was opened. | |||
; Commands group | |||
* [[Command editor|Commands]] – Select which commands should be available in the app for users who fill out a questionnaire. | |||
* [[On Can Execute]] – Using rules, configure when a command is available. | |||
* [[On Execute]] – Using rules, configure what happens when a command is executed. | |||
; Automatic report group | |||
* Preview Report – Preview the report for the questionnaire in your browser (not available for Dynamics and Salesforce backends). | |||
* Settings – Configure your report preview. | |||
* Themes – Select one of the preconfigured themes for your reports. | |||
; Localization: Use localization to define language mutations for your questionnaire. | |||
=== Editing toolbar === | |||
A smaller toolbar is available directly in the central designer pane with the following commands: | |||
* Delete – Delete the selected component | |||
* Clone – Clone/duplicate the selected component | * Clone – Clone/duplicate the selected component | ||
* | * Move Down – Move down the selected component | ||
* Move Up – Move up the selected component | * Move Up – Move up the selected component | ||
* Collapse All – Collapse all components in the central pane and in the Navigation pane | * Collapse All – Collapse all components in the central pane and in the Navigation pane | ||
* Expand All – Expand all components in the central pane and in the Navigation pane | * Expand All – Expand all components in the central pane and in the Navigation pane | ||
* Multiselect - Allow you to select multiple components. You can use the selection for example to create a snippet. | * Multiselect - Allow you to select multiple components. You can use the selection for example to create a snippet. | ||
* Preview Form – Preview the questionnaire in your browser. Rules are ignored in preview mode. You must save the questionnaire at least once to allow preview. | * Preview Form – Preview the questionnaire in your browser. Rules are ignored in preview mode. You must save the questionnaire at least once to allow preview. | ||
* Styles – Use styles to modify how the questionnaire appears in the app. You can change for example text color, alignment, position of questions and answers, etc. | * Styles – Use styles to modify how the questionnaire appears in the app. You can change for example text color, alignment, position of questions and answers, etc. | ||
* | * Create Snippet – Select multiple components (for example using the Multiselect button), then click Create Snippet and specify a distinct name to save it for later use. | ||
=== Navigation pane === | === Navigation pane === | ||