Complex questionaires

Setting up a questionaire with report

Field types

Complex questionaires contain fields for sending the questionaire and answering questions.

Dependening on how the questionaire is distributed to the users, you will also need contact information such as name and email.

Questions and scores

• Complex question
• Formula

Support for multiple questions

• Multiline: Location editor
• Mulitiline: Complex question

Questionaire

• Fields inclusion and order
• Start and end messages

Sending emails with links

In order to send personalized message you solution will need to contain these fields

• Text: Enter the name of recipient
• Email: Email of the recipient

These fields are refered to in the message template in a status action, which is where subject and body of the email is edited.

A message is sent to the recipient, when a record in the system reaches a certain state.

Reports

• Word heatmap index

In case you want a dedicated button at the top of the page please add a field of the type: Button: Template export

Cheatsheet

Fields in solution

• "Complex question", "Calc: Formula"
• "Multiline: Complex question", "Multiline editor"
• Text and Email for contact information
• "Word heatmap index"

Questionaire field order

Entity > Advanced > Questionaire: Question order

Order 0 means field is NEVER displayed

Questionaire start and end messages

Entity > Advanced > Questionaire: Messages

Send invitation to customer

1. Entity status: Click status > Add status action
2. Set email recipient = Email field
3. Integrate name in message: Dear {NAME}

Template for report

1. Create Word document
2. Add content tags - ex. "${NAME}"
3. Add to solution: Entity > Advanced > [Template list] > Add