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
For normal questions that are answered once use teh field type: Complex question
A complex question contains a single question and multiple answer. Each answer contains
- Value shown when selecting
- Response showed in report
- Color and icons
- Score
You can optionaly calculate scores across multiple questions using the field: Calc: Complex question (sum)
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
Normal questions
- "Complex question"
Sum of scores in normal questions
- "Calc: Complex question (sum)"
Setting up multiple response for a question
- "Multiline: Location editor"
- "Multiline: Complex question"
Contact information for sending emails
- Text and Email for contact information
Content for the Word report
- "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
- Entity status: Click status > Add status action
- Set email recipient = Email field
- Integrate name in message: Dear {NAME}
Template for report
- Create Word document
- Add content tags - ex. "${NAME}"
- Add to solution: Entity > Advanced > [Template list] > Add