FAQ: Forms and Surveys

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Where can I find forms and surveys?

Forms and Surveys are stored under “Settings” in a class or group. You can copy forms here from one class or group to another (you need to be a manager of both classes or groups).

Do you have an example?

You’ll find an example you can play around with in each class or group.

Have a quick look at our example right now! This is a form as a user would see it. Log in and click “Forms” under “Settings” to see how the editor looks.

Example: A survey containing examples of the question types. (new window)

How do I add questions?

Create a form and then click on “Questions”. You can add a page and then individual questions. Each question has a “label” which is used for storing the answer and creating jumps (if needed).

Where can I find the results?

Each time someone fills in a form, you can have the data sent to the email address you enter under “Settings” (of the form). Results can be viewed quickly by opening a form and then clicking on “Results” and then “Printable” or “Charts” (multiple choice answers only). Choose “CSV” to download all results and then import into other applications such as Excel or Open Office.

How can I easily collect email addresses?

If you label a question “email”, it will be prefilled with the email address of anyone logged in, but also be added to the list under Results > Emails.

How to download the results?

Choose Excel or CSV (Comma Separated Value) if you need to import the data into other applications than Excel.

Can I publish a form or survey outside of a class or group?

Yes, just edit a form, click “Access rights” and set “Visible for: the whole world”.

Copy the link from the Form-settings and paste it into an email or on another site.

Always check if you’ve done this correctly by following the link after logging out or even trying it in another browser.

 

How do I add question labels and values?

Question labels: When you export to CVC or Excel, the labels of the questions are added to the top. If you want to change these, simply change the labels next to the questions. You also need these labels if you want to add jumps in the form.

IMPORTANT: use short labels without extended characters or dashes. Underscores are allowed e.g. question_1.

Values: If you want to change the answers of multiple choice questions that are stored, add values like this:

Do you like ice cream?

1#Yes, I love it

2#It’s quite nice

3#I hate it

In this case the stored answers will be 1, 2, or 3. The part after the # is shown as answer option

How do I pre-fill fields?

If you don’t want members to be forced to enter data that is already known, you can use the following default question labels (next to the question) combined with the short-text field (the first question type).

phone

phone_mobile

email (use validation “Must be an email address”)

name (this is the full name)

name_first

name_surname

name_surname_prefix

address_street_1

address_street_2

address_city

address_state

address_postcode

country (use the special question type)

How do I add a branch or jump in a form or survey?

A branch is part of a form or survey that can be skipped or followed depending on the answer of a conditional question. E.g. If you like ice cream, you can skip the questions for ice cream haters by jumping to another question.

There are two ways of adding a jump:

1. Add a button with a jump:  add the question type “Button” and enter a question label to jump to (e.g. question_x, make sure this question exists on a next page.)

2. Add a page jump after a multiple choice question: add a multiple choice question and label (e.g. question_x). Let’s assume the answers are

1#Yes, I love it

2#It’s quite nice

3#I hate it

(the 1, 2, or 3 are stored, the sentence after the # is shown)

Now add a page jump with a condition like:
If question_x=="1"  goto question_y
(question_y must exist on a next page). You can add another page jump like:
If question_x=="2"  goto question_z

Question_y and z can be real questions or simply some feedback text (choose the “Text” question type for that).

 

Note: When the ‘If’ is left empty, it is evaluated as true, so you can use it for a jump that will always happen.

e.g. If ... goto question_y

 

Note: make sure question labels are short and don’t contain dashes or extended characters. Underscores are allowed (e.g. question_a).